专访灵伴科技副总裁宓群：乐见技术路线之争 带屏显的AI眼镜已步入消费级时代

Core Insights - The global smart glasses market has experienced explosive growth in 2023, with a 54.9% year-on-year increase in shipments in Q2 [1] - AI glasses are viewed as the next generation of human-computer interaction, with three main interaction paradigms represented by companies like Rokid, META, and Apple [1] - Major tech companies such as Alibaba and Xiaomi are entering the AI glasses market, further intensifying competition [1] Market Dynamics - META launched its first smart glasses with display capabilities in September, while Rokid's new product successfully raised $3.626 million on Kickstarter [1][4] - The competition in the AI glasses sector raises questions about whether the demand is genuine or merely a trend [1] Product Development - Rokid aims to create a global product strategy but faces challenges due to differences in facial structures across regions, necessitating adjustable designs [2] - The company is focusing on extending the camera's recording time to cater to the growing trend of long video content sharing on social media [2] Technical Challenges - Addressing high power consumption in smart glasses is a significant challenge, as users prefer lightweight designs (ideally under 30 grams) [3] - The operating system is considered crucial for optimizing user experience and power efficiency, with most global manufacturers lacking this capability [3] Consumer Insights - Rokid's consumer base includes a diverse demographic, including women and seniors, contrary to the stereotype of tech enthusiasts [5] - The company believes that AI glasses can compete with traditional eyewear by emphasizing their AI integration while maintaining similar pricing [6] Future Outlook - The goal is to make AI glasses indistinguishable from regular eyewear, with ongoing efforts to reduce weight and enhance functionality [6] - The company is optimistic about achieving a balance between cost, weight, and performance, which is essential for scaling user adoption [7] Collaboration and Ecosystem - Rokid emphasizes the importance of collaboration with partners to overcome manufacturing challenges and develop new technologies [9][10] - The company aims to build a robust ecosystem that encourages continuous innovation from developers on its platform [10] Vision for AI Glasses - Future AI glasses are expected to provide personalized, human-like services, evolving beyond traditional tool functionalities [11] - As core functionalities gain market acceptance, the penetration rate of AI glasses is anticipated to accelerate, leading to the emergence of "super apps" [11]