MR：下一个屏幕交互超级单品

Core Viewpoint - The article emphasizes that Mixed Reality (MR) is poised to become the next major interactive screen product, bridging the physical and digital worlds, and addressing user demands for larger, more immersive experiences [2][6][28]. Group 1: MR as the Next Interactive Product - Over the past 30 years, there have been three significant iterations in screen media, each enhancing "interaction efficiency" and "scene coverage," leading to over 10 times the information density [2]. - Current mobile devices are limited by their physical size, making them inadequate for three-dimensional interactions, thus creating a demand for MR technology [3][4]. - MR is seen as a revolutionary advancement that integrates the digital and physical worlds, moving from "isolation" to "fusion" in user interaction [6][7]. Group 2: Market Potential and Growth - The global MR market is projected to reach $72.4 billion in 2024 and exceed $290.8 billion by 2028, with a compound annual growth rate (CAGR) of over 40% [7]. - In 2024, the expected global shipment of VR/MR devices is 9.6 million units, with projections of 55 million units by 2030, surpassing one-third of current smartphone shipments [8]. - The active user base for MR in China is anticipated to grow from 32 million in 2024 to a 21.9% increase in 2025, with consumer users rising from 35% to 58% [8]. Group 3: Strategic Vision for Future Robotics - Vivo's strategy focuses on addressing high-frequency user needs, particularly in the context of an aging population and the demand for household service robots [12][28]. - MR technology is viewed as a critical stepping stone for developing household robots, enabling them to understand environments, interact naturally, and handle complex tasks [16][20]. - Vivo aims to gradually transition from MR technology to household robots, ensuring that each technological challenge addressed in MR contributes to the capabilities required for future robots [25][28]. Group 4: Building MR Capabilities - Vivo's core competencies in imaging technology, AI models, and engineering capabilities provide a strong foundation for developing MR technology [30][33]. - The company plans to leverage its existing strengths to create a lightweight MR device, addressing user comfort and usability challenges [44][46]. - Vivo's approach includes a focus on user needs, ensuring that MR applications are practical and engaging, thus moving beyond the perception of MR as merely a "geek toy" [35][42]. Group 5: Ecosystem Development - Vivo recognizes the importance of an ecosystem for the success of MR, supporting a wide range of Android applications and fostering a developer community [47][50]. - The company aims to create a feedback loop between devices, content, and users, enhancing the overall MR experience [50]. - Vivo's strategy includes collaborating with industry partners to reduce costs and enhance the capabilities of MR and robotics [50]. Group 6: Long-term Vision - Vivo is committed to a long-term strategy that integrates MR into a broader ecosystem of smart devices, including smartphones and robots, to redefine user interaction with technology [54][56]. - The company aims to evolve from tools to autonomous service entities, laying the groundwork for a future where digital and physical interactions are seamless [53][58].