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不抢风口,vivo为何押注MR?
虎嗅APP·2025-08-22 10:29

Core Viewpoint - The article discusses the evolving landscape of the Mixed Reality (MR) industry, highlighting that despite the current focus on AI and lightweight devices, MR technology is still progressing and has not reached its peak potential. Companies like vivo are making significant investments in MR technology, indicating a long-term strategic vision for the future of spatial computing [2][9][20]. Group 1: Industry Trends - The MR industry has experienced fluctuations that align with Gartner's hype cycle, moving from high expectations to a trough of disillusionment, and is now on the path to recovery as key technologies mature [7][8]. - The introduction of Apple's Vision Pro has reignited interest in MR, but its high cost and cumbersome design have limited its market penetration [8][9]. - The rise of AI and lightweight devices has shifted industry focus, with IDC predicting a 26% year-on-year growth in global smart headset shipments by 2025, driven by smart glasses and AI [8][9]. Group 2: vivo's Strategic Position - vivo has chosen to invest in MR technology rather than following the trend towards AI glasses, anticipating a rapid growth phase for MR in the consumer market [9][11]. - The launch of vivo Vision, a high-quality MR headset, represents a culmination of years of research and development, showcasing vivo's commitment to spatial computing [11][13]. - vivo's Vision headset weighs 398g and features advanced Micro-OLED screens with dual 8K resolution, outperforming competitors in terms of display clarity and user comfort [13][14]. Group 3: Technological Advancements - vivo Vision incorporates multi-modal interaction capabilities, including eye tracking and gesture recognition, creating a seamless user experience without external devices [14][21]. - The headset's low latency of 13ms enhances user comfort and reduces motion sickness, addressing common issues faced by MR users [14][21]. - The technology developed for vivo Vision is not only applicable to MR but also lays the groundwork for future home robotics, enabling better interaction with the physical environment [21][22]. Group 4: Long-term Vision - vivo's investment in MR is part of a broader strategy to integrate spatial computing with AI and robotics, aiming to create a comprehensive smart home ecosystem [20][22]. - The company views MR as a critical step towards developing future technologies that connect users, spaces, and devices, with a focus on enhancing user interaction and experience [20][23]. - The launch of vivo Vision marks the beginning of a new era for the company, as it seeks to redefine personal technology beyond traditional smartphones [20][23].