“只有通用硬件能存活”，光帆科技董红光聊 AI 硬件和 AI 操作系统丨100 个 AI 创业者

Core Viewpoint - AI hardware is expected to be one of the hottest trends by 2025, with various companies exploring different approaches to define the future of AI hardware [4][24]. Group 1: Company Insights - Lightwear, founded by Dong Hongguang, offers a unique combination of products including headphones, a computing earphone case, and a smartwatch, all integrated with an independent operating system [6][10]. - The product aims to provide a seamless user experience by enabling multi-device collaboration and offering services such as shopping and ride-hailing through voice interaction [6][10]. - Dong Hongguang emphasizes that the choice of headphones over glasses is due to user acceptance and practicality, as headphones are easier to adopt and use in various scenarios [8][9]. Group 2: Market Trends - The article discusses the dichotomy in AI hardware, distinguishing between specialized hardware for specific tasks and general-purpose hardware that can adapt to various applications [24][22]. - It is suggested that while specialized hardware is necessary in the short term, general-purpose hardware will likely dominate in the long run, similar to the evolution seen with smartphones [24][25]. - The current landscape of AI hardware is characterized by intense competition, but it is expected that over time, a more defined market structure will emerge as companies find their niches [16][24]. Group 3: Technology and Development - Lightwear's operating system is designed to facilitate voice and visual interactions, focusing on task-oriented applications rather than traditional app interfaces [15][17]. - The integration of cloud and edge computing is highlighted as a critical aspect of their technology, allowing for efficient task execution while managing hardware resources effectively [18][20]. - Dong Hongguang notes that the future of wearable devices will likely involve a variety of form factors, with sensors and functionalities distributed across different devices to enhance user experience [13][10]. Group 4: User Experience and Market Adoption - The company aims to address specific user needs in scenarios where accessing a smartphone is inconvenient, such as driving or cooking, thereby creating a complementary relationship with smartphones [11][12]. - There is a recognition that consumer acceptance of AI hardware is still developing, with parallels drawn to the early days of smartphones when users were hesitant to adopt new technology [28][24]. - The article concludes that the evolution of AI hardware will depend on the maturation of AI capabilities, cost reductions, and improved consumer understanding of the technology's benefits [28][24].