董事长专访 | 优实资本邢杰：AI智能硬件全面重构的巨大商机才刚刚开始

Core Viewpoint - The AI smart hardware industry is at the beginning of a comprehensive reconstruction of industry and life, with the next five years expected to be a golden window for explosive growth, particularly for Chinese companies in the global smart hardware market [1][8]. Industry Evolution - The development of AI smart hardware will undergo five stages, starting with the transition from conversational AI to edge inference, which began in 2023. Current products face limitations, such as forgetting previous interactions [3][4]. - The second stage (2025-2027) will see the emergence of smart agents, with significant changes in hardware forms and the integration of agent capabilities into consumer devices like smart glasses and wearables [4]. - The third stage (2027-2030) will focus on spatial intelligence and embodied intelligence, with the maturation of VLA (Vision-Language-Action) models and commercial breakthroughs in humanoid robots [4]. - The fourth stage (2028-2032) will introduce general artificial intelligence (AGI) with the application of neuromorphic chips and photonic computing, followed by the fifth stage (post-2032) characterized by superintelligence (ASI) [4]. Market Opportunities - The consumer market (C-end) is expected to experience explosive growth before the business market (B-end), with smart AR glasses emerging as a potential replacement for smartphones, projected to be used by half of smartphone users in five years [5]. - Health monitoring wearables are identified as another promising sector, with potential to transform healthcare by linking home devices with community-level smart detection stations and AI doctors [5]. - Smart home devices and family robots are also critical areas, with the Matter protocol resolving compatibility issues and fostering growth in the smart home ecosystem [6]. Global Expansion - Chinese smart hardware companies have significant opportunities for global expansion due to a robust supply chain, strong manufacturing capabilities, and innovative potential [7]. - An AI smart hardware export industry alliance is being established to enhance collaboration and resource sharing among over 50 participating companies and associations, aiming to create a powerful platform for Chinese manufacturers [7]. Future Outlook - The AI smart hardware sector is still in its infancy, with expectations of unprecedented growth in the next five years that will reshape industry dynamics and alter work and lifestyle [8]. - Companies that can identify technological trends, understand user needs, and integrate industry resources are likely to excel in this evolving landscape [8].