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机器人赛道迎来大玩家:vivo切入有何底气?
21世纪经济报道· 2025-03-28 04:44
Core Viewpoint - Vivo has officially entered the robotics industry by establishing the "Vivo Robotics Laboratory," aiming to leverage its existing technology and supply chain advantages from the mobile phone sector to create consumer-oriented robots for various applications, including home services, healthcare, and education [2][3][4]. Group 1: Business Transition - The mobile phone industry has matured, prompting companies like Vivo to explore new growth opportunities in the AI-driven smart ecosystem, including AI glasses, smart robots, and smart cars [3][4]. - Vivo's strategy focuses on extending its mobile phone business into the robotics sector, emphasizing the strong business correlation between the two industries, which can enhance its competitive edge [3][6]. - The company aims to create a smart interconnected ecosystem that serves as a core competitive barrier in the upcoming AI technology era [3][12]. Group 2: Market Positioning - Vivo's entry into the robotics market is defined by a focus on consumer-grade products that cater to personal and family scenarios, positioning itself to provide high-value products that enhance user experience [7][8]. - Unlike other mobile manufacturers venturing into the automotive sector, Vivo's approach is centered on "serving people," reflecting a strategic focus on home robotics rather than following market trends blindly [8][10]. Group 3: Technological Integration - The robotics industry is still in its early stages, with significant challenges in achieving commercial viability and universal applicability, necessitating deeper integration of AI capabilities with robotic functions [10][12]. - Vivo views the mobile phone industry as a crucial foundation for its robotics ambitions, leveraging its extensive user base and technological ecosystem to facilitate the development of intelligent robots [11][12]. Group 4: Ecosystem Development - Vivo is building a multi-terminal ecological barrier by integrating mobile devices, MR (Mixed Reality) equipment, and personal/home robots, creating a positive feedback loop of hardware, data, and scenarios [13][15]. - The company has accumulated significant supply chain capabilities and standards, which will empower its efforts in creating a comprehensive software and hardware ecosystem while maintaining cost control [15][16]. - Vivo's strategy reflects the potential for "Chinese manufacturing" to thrive in AI and robotics, supported by advancements in 5G, new energy vehicles, and smart devices [15][16].