AI Pin 们折戟后，第二代 AI 硬件闷声发了大财

Core Viewpoint - The initial hype around AI hardware aiming to replace smartphones has diminished, with a shift towards specialized AI hardware that addresses specific needs rather than seeking to disrupt existing devices [2][4][6]. Group 1: Evolution of AI Hardware - The first generation of AI hardware, represented by products like AI Pin, has faced significant challenges, including high return rates and poor user reception, leading to a phase of "failure" in product experience and revenue [4][5]. - In contrast, a new wave of AI hardware is emerging, focusing on niche applications and vertical demands, achieving notable success by solving specific problems rather than attempting broad disruption [5][10]. Group 2: Characteristics of New AI Hardware - The second generation of AI hardware is characterized by a strong sense of "boundaries," focusing on excelling in specific scenarios rather than being all-encompassing [8][9]. - These products prioritize delivering tangible results and addressing real pain points, which necessitates high performance and reliability in specific functionalities [9][10]. Group 3: Interaction and User Experience - The interaction model of AI hardware differs significantly from traditional devices, emphasizing "weak interaction" where users engage through voice rather than touch, allowing AI to operate more like a virtual assistant [11][13]. - This shift in interaction means that users care more about the outcomes (e.g., comfort in their environment) rather than the mechanics of controlling devices [13][14]. Group 4: Emergence of a New Operating System - A new AI-centric operating system is emerging, which transcends specific hardware forms and integrates AI assistants as core components, facilitating seamless interaction across various devices [16][20]. - Major tech companies are actively developing this new layer of AI, which will operate above existing systems like Android and iOS, focusing on task understanding, resource scheduling, and cross-device collaboration [18][21]. Group 5: Future Directions and Opportunities - The AI hardware landscape is transitioning from creating perfect hardware to effectively integrating and utilizing the emerging "invisible OS" [26]. - The ongoing innovation in AI hardware is expected to enhance user experiences and unlock new commercial value across familiar scenarios and products [26].