神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技 术、新观点、新风向。 编者按：未来的赢家将是那些对用户情绪敏锐，懂得文化嵌入和行为塑造的公司。本文来自编译，希望 对您有所启发。 消费者不在乎你的模型大小，他们关心的是AI是否能帮助自己更好地度过每一天。 想想Gmail、iCalendar、WhatsApp这些日常工具，它们最初为网页设计的，后来针对移动端进行了优 化。曾经觉得很现代的东西现在也有些落伍了，这些基础应用已经僵化，而人工智能正在揭示它们有多 么脆弱。 消费级人工智能其实指的并不是聊天机器人，至少不是我们所熟知的那种，而是关乎摆脱我们多年来一 直点击的那些陈旧的按钮和下拉菜单。真正的机遇在于界面：那些不仅能响应指令，还能预判语境的工 具。这不仅仅是为了更好的用户体验，还是一种全新的交互方式。 这可能意味着一个购房管家，它不仅展示房源，还能理解你的日常通勤、遛狗习惯以及你早上喜欢的灯 光类型。这可能意味着一个私人财务系统，它能够与你伴侣的日程和现金流同步，让你们无需每天讨论 金钱也能共同规划。这可能意味着一个钢琴教练，它能在你演奏时倾听并实时调整练习计划，这样你就 终 ...

[ 哪些车在使用"消费级芯片"？ ] 小米YU7上市后的第一个舆论场出现在对于"车规级"的讨论，YU7的座舱芯片用了消费级的高通8gen3，相比之下无关痛痒的纸巾盒却是车规级，被网友 疯狂调侃"人走盒在"。 实际上，小米YU7并不是第一个使用非车规级芯片的车型，特斯拉早在近十年前就开始了尝试，但也曾因芯片过热失效而大范围召回。 YU7的爆卖，又一次把这个话题推到了风口浪尖上——由消费级芯片控制座舱的智能汽车，到底能不能买？ 省流版：拉到结尾直接看结论。 NO.1 车规级实际上是一种全生命周期的质量管理理念，从产品设计、测试、量产，到变更管理，这是一个系统性工程。 常见的芯片等级一般是按照使用温度、辐射、抗干扰等因素，标准从宽泛到严格分为5类，即消费级、工业级、车规级、军工级、航天级。 在汽车产业，同济大学汽车学院教授朱西产对汽车产经表示，一辆汽车约1000多张芯片，芯片所在的部件功能不同，对于影响人身财产的功能安全的部 件，所用芯片肯定要做AEC-Q100和ISO26262功能安全认证，这就是我们说的"车规级芯片"。 但对于不涉及功能安全的部件，所用的芯片只需要AEC-Q100耐环境能力测试和寿命测试就够了。 ...

她投资的公司改变了数千万人的生活方式：Chime让美国人重新定义银行体验，Warby Parker颠覆了眼 镜行业的传统玩法，Dollar Shave Club用一个病毒视频撬动了整个剃须刀市场。 但现在，这位硅谷顶级投资人柯尔斯顿·格林正在思考一个更大的问题：AI正在重写所有消费产品的底 层逻辑。 作为Forerunner Ventures的创始合伙人，柯尔斯顿·格林以精准捕捉消费趋势著称。 从2010年成立至今，她的基金专注于投资那些能够重新定义消费者体验的公司，总回报超过10倍。 在她看来，那些最成功的消费品牌都有一个共同点：它们不是在现有产品上简单叠加功能，而是从根本 上重新思考用户需求。 如今，AI热潮席卷全球，ChatGPT日活用户数以亿计，但消费级AI产品的真正爆发似乎仍在酝酿中。作 为见证了移动互联网和社交媒体两次平台级变革的资深投资人，柯尔斯顿·格林认为我们正处在比这两 次变革更加深刻的转折点上——从注意力经济转向关系经济，从功能导向转向情感连接。 在这次深度对话中，她分享了对AI消费产品未来的预判，揭示了那些即将被重塑的商业模式，以及为 什么在这个"混乱的创意阶段"，抢先一步的价值前所未有 ...

今年年底将推出完整功能的样机。 硅谷初夏的周末清晨，阳光穿过松针，在山野步道间投下细碎的金斑。终于可以肆意玩闹的小孩呼啦啦地往前冲，不等被叫住，他们已经蹦跳着拐过了转 角，留下身后拎着露营包的家长紧赶慢赶。 好不容易把装备拖到野餐区，来不及在餐垫上喘口气，耳边传来水花声，扭头一看，孩子已经甩开帆布鞋，光着脚丫踏进溪涧里，用树枝卖力地搅动着水 面，时不时招手喊父母来加入。 在北美，户外活动早已成为家庭周末的标配。根据Outdoor Foundation等报告显示，2023年美国户外休闲活动参与人数达1.758亿，占6岁以上人口的57.3%， 其中徒步人群就有6144万。露营市场更是蓬勃发展，从2024年美国市场规模为203.8亿美元，预计到2035年将达到718.8亿美元，年复合增长率高达12.14%。 这个画面让他陷入思考。虽然近年来户外活动持续火爆，催生了如定位手环、智能炊具等周边装备，但其产品多停留在功能叠加层面，始终未从根本上解决 家庭活动的核心痛点：父母既要负重前行，又要分心照顾孩子，无法全身心享受户外乐趣。Statista最新调研显示，超过78%的家长因装备繁重和看护压力而 减少户外活动频次。 "如 ...

Core Viewpoint - The recent controversy surrounding Xiaomi's YU7 smart cockpit, which utilizes consumer-grade chips instead of automotive-grade chips, has sparked discussions in the industry about the implications of this trend [2][3]. Group 1: Consumer-grade vs. Automotive-grade Chips - Consumer-grade chips, like Qualcomm's Snapdragon 8 Gen 3 used in Xiaomi YU7, prioritize performance and cost, while automotive-grade chips focus on safety and reliability, adhering to ISO 26262 standards [4][5]. - Automotive-grade chips must pass AEC-Q100 certification with a defect rate of ≤10 DPPM, whereas consumer-grade chips have a higher defect rate allowance of ≤500 DPPM [4]. - The operating environment for automotive-grade chips ranges from -40℃ to 150℃, while consumer-grade chips are limited to 0℃ to 70℃ [4]. Group 2: Industry Trends and Implications - The increasing demand for in-car entertainment and smart features has led to a higher reliance on consumer-grade chips, especially when automotive-grade chip production cannot keep pace with market needs [6]. - Some automotive companies are modifying consumer-grade chips to enhance their safety and reliability, as seen with Xiaomi YU7's thermal reinforcement and software scheduling [7]. - Despite the short-term benefits of using consumer-grade chips, experts warn that this approach may be detrimental in the long run due to safety concerns and the shorter lifespan of these chips compared to automotive-grade options [8][9]. Group 3: Future of Chip Usage in Automotive Industry - The automotive industry is expected to revert to using exclusively automotive-grade components as the demand for higher safety and reliability increases, particularly with the rise of integrated cockpit solutions requiring ASIL D safety levels [9][10]. - Leading chip manufacturers are expanding their capabilities to produce both consumer-grade and automotive-grade chips, indicating a shift in focus towards the automotive-grade market [9][10].

小米YU7的"爆款"光环尚未褪去，一场由"车规级纸巾盒"，以及"消费级芯片"引发的舆论风暴席卷而来。 当雷军宣称售价169元的磁吸纸巾盒，堪称车规级配件时，网友却扒出其核心零部件车机芯片，并非车规级而是消费级，竟与2000元红米手机同款。 小配件高调宣传，核心部件悄然降级，小米雷军这一次营销大翻车了吗？ 作为"流量圣体"，小米身上的任何一个小点，都可能成为热搜话题。近日小米又火了，因为一款小小的纸巾盒。 与小米YU7一同发布的Xiaomi Life车载磁吸纸巾盒，在小米汽车App商城上架，单个售价高达169元，价格确实比较贵。 雷军在直播中，高调宣称这个纸巾盒是"车规级"的。 于是，"小米YU7磁吸纸巾盒169元"的话题，很快就登上微博热搜，成为网友们热议的内容。 与此同时，网友们却发现，小米YU7搭载的车机芯片，不是车规级的，它采用的是消费级的高通骁龙8 Gen 3。 这款处理器2023年10月底发布，首批搭载机型包括小米14 系列、vivo X100 系列，后续红米手机也有搭载。 而目前车企普遍采用的车载旗舰芯片——高通SA8295P（简称8295P），是属于车规级芯片，其延续了5nm制程工艺和核心架构设 ...

消费级 3D 打印那些事儿 20250707 摘要 拓竹公司 2025 年上半年已售出 72 万台 3D 打印机，预计全年销量有望 达到 150 万台，营收预计达 60-70 亿元。新款 HRD 个人制造中心自 3 月上市以来销量持续增长，成为新的增长点。 拓竹已成为消费级 3D 打印行业领导者，占据约 35%的市场份额，但内 部认为出货量达到 300 万台时市场接近饱和，表明公司仍有较大增长空 间，主要竞争对手为纵横立方和创想 3D。 拓竹客户主要集中在 ToB 端（占比 70%），包括 DIY 工厂、医疗器械 公司等，ToC 端（占比 30%）相对较少。公司通过 Make Word 社区和 简化大模型技术，致力于提升 ToC 端占比。 拓竹通过高效研发和创新产品策略迅速获得市场份额，X One 系列以消 费级价格提供工业级性能，打印速度达每秒 500 毫米，精度为 0.01 微 米，并首次引入激光雷达和支持 16 色多色打印。 拓竹创始团队在大疆积累的无人机技术经验，如电机控制、运动控制算 法和传感器融合，被成功应用于 3D 打印，实现了高速、高精度、多色 打印。 Q&A 2025 年消费级 3D 打印机 ...

Core Insights - The report by Menlo Ventures reveals that over 61% of American adults have used AI in the past six months, indicating a significant shift in consumer behavior towards AI integration in daily life [5][6][10] - Despite the high usage rates, only 3% of users are willing to pay for AI services, leaving a substantial market gap of $420 billion [6][13] - The report identifies key opportunities in personalized scenarios where AI penetration is still low, suggesting a focus for entrepreneurs [3][9] Market Overview - The consumer AI market has grown to a $12 billion industry within just two and a half years since the launch of ChatGPT [10][13] - With an estimated 1.7 to 1.8 billion global users, the market potential is vast, but the current revenue generation is significantly lagging behind potential [6][13] - The report highlights that 81% of the revenue in the consumer AI market is captured by general AI assistants, with ChatGPT alone accounting for approximately 70% of consumer spending [41][43] User Demographics - The report reveals unexpected user demographics, with millennials (ages 29-44) being the heaviest users of AI, contrary to the assumption that younger generations would dominate [16][19] - Parents are identified as "super users," with 79% having used AI, and 29% using it daily, significantly higher than non-parents [25][30] - High-income households show a higher AI usage rate, with 74% of families earning over $100,000 using AI compared to 53% of those earning under $50,000 [20][21] Usage Patterns - AI is predominantly used for routine tasks, with email writing being the most common application at 19% of users, followed by task management and research [50][51] - The report indicates that while AI is widely used, the depth of adoption in specific tasks remains shallow, suggesting that there is room for growth in specialized applications [52][55] - AI's role in creative expression is significant, with over 51% of creators using AI for writing, and 38% for presentations, indicating a strong market for creative AI tools [59][63] Opportunities for Growth - The report identifies five key areas where AI can create value: routine tasks, health management, learning and development, interpersonal connections, and creative expression [44][46] - There is a notable gap in AI adoption in health management, with only 20% of those seeking health information using AI, highlighting a potential market opportunity [71][72] - The report emphasizes the need for AI tools that can effectively address high-friction, high-trust tasks, as these areas present significant opportunities for specialized AI solutions [76][80] Future Trends - The report predicts a shift towards professional tools becoming mainstream, moving away from general assistants [86] - It anticipates that AI will evolve from task-oriented tools to comprehensive workflow automation, enhancing user experience [86] - The emergence of voice AI and physical AI in homes is expected to further integrate AI into daily life, creating new market opportunities [86]

行 业 及 产 业 机械设备/ 通用设备 2025 年 06 月 29 日 行 业 研 究 / 行 业 点 评 相关研究 证 券 研 究 报 告 证券分析师 王珂 A0230521120002 wangke@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 李蕾 A0230519080008 lilei@swsresearch.com 黄忠煌 A0230519110001 huangzh@swsresearch.com 杨海晏 A0230518070003 yanghy@swsresearch.com 宋涛 A0230516070001 songtao@swsresearch.com 研究支持 周超 A0230123090004 zhouchao@swsresearch.com 联系人 何佳霖 (8621)23297818× hejl@swsresearch.com 从拓竹科技爆火，看新消费趋势 看好 ——消费级设备需求系列报告之一 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 - ...

Core Insights - The report reveals that over 61% of American adults have used AI in the past six months, indicating a significant shift in consumer behavior towards AI adoption [4][8] - Despite the high usage rates, only 3% of users are willing to pay for AI services, leaving a substantial market gap of $420 billion [8][11] - The report emphasizes that personalized scenarios with low AI penetration are key opportunities for entrepreneurs to explore [3][7] Market Overview - The consumer AI market has reached a size of $12 billion, with an estimated 1.8 billion global users, of which 500 to 600 million are daily users [4][11] - The report highlights a stark contrast between the high user base and low monetization, with only 3% of users converting to paid services [11][12] - The enterprise AI market has seen a significant increase in spending, reaching $13.8 billion, which is over six times the previous year [11] User Demographics - The report identifies surprising user demographics, showing that Millennials (ages 29-44) are the heaviest users of AI, contrary to the expectation that younger generations would dominate [13][16] - Parents are emerging as "super users," with 79% having used AI, and 29% using it daily, significantly higher than non-parents [22][26] - The report notes that AI usage is highest among students and high-income households, with 85% of students using AI tools [17][18] Usage Patterns - AI is predominantly used for routine tasks, with email writing being the most common application at 19% usage among American adults [47][49] - The report categorizes AI applications into five core areas: Routine Tasks, Physical and Mental Health, Learning and Development, Connection, and Creative Expression [42][44] - Despite the broad range of applications, the depth of AI adoption in any single task remains shallow, indicating that AI is not yet a daily necessity for most users [50][51] Opportunities for Growth - The report identifies significant opportunities in high-frequency, high-friction, and high-trust tasks where AI can provide substantial value [75][81] - Areas such as health management, financial management, and personalized learning show low AI adoption rates despite high demand, indicating potential market gaps [82] - The report suggests that specialized tools that address specific user needs could thrive in the current landscape dominated by general AI assistants [37][41] Future Trends - The report anticipates a shift towards professional tools becoming mainstream, moving away from general assistants [93] - It predicts that future AI will transition from task-oriented to workflow automation, allowing for more complex processes to be managed by AI [93] - The emergence of social AI tools that facilitate connections and relationships is also highlighted as a growing trend [93]