Core Insights - Rokid's AR Spatial glasses will launch globally on June 15 via AliExpress, marking a significant step in the company's strategy to penetrate the consumer market with a competitive price point of $518 after subsidies, compared to Apple's Vision Pro priced at $3,499 [1][2] - The glasses feature the world's first intelligent refractive and interpupillary distance adjustment system, allowing for dynamic adjustments without the need for custom lenses, thus targeting a broader consumer base [3][4] - Rokid aims to leverage its existing industrial AR expertise while transitioning to the consumer market, with 80% of its current revenue still derived from industrial-grade AR devices [2][7] Product Features - The AR Spatial glasses are designed for comfort and extended wear, supporting multi-window operations, 3D content viewing, and integration for both entertainment and work [3] - The glasses utilize advanced MEMS sensors for real-time eye parameter monitoring, achieving a dynamic adjustment range of ±600 degrees for refractive power and 55-75mm for interpupillary distance [3] - The optical module, developed in collaboration with Lens Technology, boasts a thickness of just 1.2mm, with a light transmittance of 85%, and supports dual 1920×1080 resolution at a refresh rate of 120Hz [4][5] Competitive Positioning - Rokid's AR Spatial is positioned as a cost-effective alternative to Apple's Vision Pro, with a price point at approximately 15% of Vision Pro's cost, aiming to capture a significant share of the consumer AR market [1][6] - The glasses are designed to integrate seamlessly with Alibaba's ecosystem, including applications like DingTalk and Taobao, which may enhance brand recognition and user engagement [6][7] - Despite its advantages, Rokid faces challenges in ecosystem scale and application availability compared to Apple, which has a more extensive app ecosystem and developer support [7] Market Outlook - The global smart glasses market is projected to reach 12.05 million units by 2025, with AR glasses expected to account for over 30% of this market, indicating a growing opportunity for Rokid [6] - Rokid's strategic partnerships and cost reductions in manufacturing could enhance its competitive edge in the price-sensitive consumer market [7] - If Rokid can successfully expand its developer ecosystem and reduce hardware costs, it may become the first Chinese AR brand to achieve annual sales exceeding one million units [7]

6月5日，小鹏汽车联合华为乾崑智能汽车解决方案举办抬头显示技术发布会，联合推出"追光全景"AR- HUD（增强现实抬头显示系统），将首发搭载于小鹏G7。 据介绍，"追光全景"AR-HUD，是基于华为光算法、光系统、光器件三大核心技术，构建自研车规级成 像模组、AR构图引擎的AR-HUD底座，协同小鹏汽车全场景AR-HUD应用等，不仅贴合用户驾驶意 图，更能提升行车安全。 小鹏汽车智能体验负责人于桐在发布会上表示，传统的汽车中控屏和仪表盘需要驾驶员在驾驶过程中低 头查看，存在安全隐患。AR-HUD可将关键信息直接投射到驾驶员视线前方，让驾驶员在不离开道路视 线的情况下获取信息，成为近年来用户关注度最高的智能化配置之一。 AR-HUD赛道近年持续走热，华为在去年底曾与十余家供应商完成智能车载光业务合作签约，范围涵盖 智能HUD、车灯模组领域，其中包含星宇股份、水晶光电等上市公司。 彼时华为智能车载光领域总裁陈双宝直言，当下行业内的车载光产品仍需要解决感知探测、算法精度、 显示贴合等关键难点，但华为希望通过开放合作加速升级、迭代产品体验。 在产业链上游，越来越多的汽车供应商企业开始加码布局HUD相关领域。其中中光学 ...

作者 | 黄昱 编辑 | 王小娟 在国内上市近10个月后，被视作"苹果Vision Pro平替"的Rokid AR Lite眼镜，终于发布了海外版Rokid AR Spatial。 站在全面发力海外市场的关键之年，6月5日，今年初爆火出圈的杭州AR厂商Rokid，宣布Rokid AR Spatial将在阿里旗下跨境电商平台速卖通AliExpress全球 独家首发。 据介绍，Rokid AR Spatial 是一款专为实用性与沉浸感打造的空间计算AR眼镜组合。它具备全球首个智能屈光度与瞳距调节系统，轻巧舒适，适合长时间佩 戴。产品支持多窗口操作、3D内容观看、多设备连接、娱乐办公一体化使用。 Rokid AR Spatial与国内版Rokid AR Lite的区别，主要是适配了海外应用，比如支持奈飞等。 在发布日的媒体交流会上，Rokid国际事业负责人邵华强透露，海外和国内版本来应该是同步发售的，海外用户期待值也很高，但Rokid低估了海外的难度， 尤其要做数字版权认证，因而耽误了将近一年。 据华尔街见闻了解，速卖通目前覆盖全球190多个国家和地区。过去两年，速卖通的全球平均送货时效缩短了50%，重点国家送达时 ...

以下文章来源于硅兔君 ，作者硅兔君 投资风向已从单纯的算法优化转向承载AI能力进化的硬件载体。 来源丨硅兔君 2025年，全球科技领域掀起了一场围绕AI硬件的深度变革：不再只是比拼谁的AI算法更聪明，而是谁能造出让AI真正"动起来"的硬件设备。 近期，谷歌在它的年度I/O大会上炫耀了一款超酷的智能眼镜原型——不仅能看，还能"懂你说话"；而OpenAI干脆收购了一家专做AI硬件的公司IVE，准 备从软件霸主变成硬件玩家。 硅兔君 . 50万创投人关注的硅谷科技风向标 将投中网设为"星标⭐"，第一时间收获最新推送 谷歌的AI眼镜正变得更轻、更聪明——它们用上了自己的Gemini大模型，还能搭配新的AndroidXR系统玩出新花样。与此同时，它和Meta、苹果等公司 也在AR（增强现实）领域展开正面交锋。 Meta已经宣布，2026年要推出可以识别人脸的AI眼镜；而苹果的AR秘密项目"Orion"也进入了研发芯片的冲刺阶段，目标是在2027年推出面向普通消费 者的终端设备。 与此同时，硅谷的投资人们也换了思路——从砸钱给算法，转向支持能承载AI的"终极硬件"。 红杉资本、IDG这些顶级风投开始关注真正能改变人机交互 ...

Core Viewpoint - The technology industry in Silicon Valley is undergoing a fundamental shift in its attitude towards collaboration with the military, as highlighted by Meta's CTO Andrew Bosworth, who emphasizes a resurgence of patriotism and a return to traditional military ties [1][2]. Group 1: Industry Perspective - Bosworth states that Silicon Valley's technological advancements have historically resonated with defense needs, from semiconductors to the internet, indicating a long-standing relationship between tech breakthroughs and military requirements [2]. - The recent strategic partnership between Meta and defense contractor Anduril Industries aims to develop military-grade headsets integrating AI, VR, and AR technologies, marking a significant event in the tech industry's revival [1]. Group 2: Company Strategy - Meta's Reality Labs, led by Bosworth, is focused on consumer hardware, including the Ray-Ban Meta glasses and the Quest VR headset series, showcasing the company's commitment to innovation in the AR/VR space [2]. - Bosworth identifies 2025 as a critical year for evaluating Meta's achievements in the AR/VR market, acknowledging that consumer acceptance will ultimately determine the success of their technological investments [2].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 6月4日消息，小鹏汽车和华为预告战略合作，双方将在6月5日举办发布会。小鹏汽车方面表 示，小鹏和华为本次强强联合、技术深度融合，一定能打造好产品。 关于合作的具体方式和内容，小鹏汽车和华为乾崑方面未做进一步说明。但从预告海报来 看，图上标有HUAWEI XHUD字样及HUD画面，或预示着小鹏汽车将采用华为AR-HUD抬头 显示技术。此前有消息称，双方合作首款落地车型可能是小鹏G7。该车型AR-HUD功能丰 富，能显示剩余续航、车道级导航、道路限速、当前车速、辅助驾驶状态及剩余里程时间等 信息。 2024年，两家公司也有交集，小鹏P7+车型首次搭载华为HiCar融合桌面，实现手机与汽车 无缝数据流转。 小鹏汽车是新势力代表之一，据其最新公布的数据，2025年5月交付新车33525辆，同比增 长230%，已连续7个月交付量突破30000辆。2025年前5个月，小鹏汽车累计交付新车 162578辆，同比增长293%。 ***************END*************** 半导体公众号推荐 华 ...

在工业互联网快速发展的当下，传统二维界面已难以满足复杂工业场景的呈现与管理需求，三维场景搭 建凭借其强大的可视化能力，成为工业数字化转型的重要技术支撑。 三维场景搭建离不开一系列关键技术。建模技术是搭建的基础，细分之下有多边形建模、曲面建模等多 种方式。多边形建模通过拼接大量三角形面来构建物体形状，常用于创建结构相对规整的工业设备；曲 面建模则能生成光滑、连续的表面，适合塑造流线型或复杂曲面的工业产品。纹理映射技术给模型赋予 逼真的材质与细节，像是给金属设备贴上带有磨损痕迹的纹理，让模型更贴近真实。动画技术则为静态 模型注入动态活力，通过设置关键帧、骨骼绑定等操作，模拟工业设备的运转、物料的传输过程。此 外，虚拟现实（VR）与增强现实（AR）技术也与三维场景搭建深度融合，用户戴上 VR 设备，就能 "走进" 工业场景，身临其境般进行设备巡检、操作培训等工作。 软件工具，助力高效搭建 市面上的三维场景搭建软件种类丰富，各有专长。3ds Max 是一款功能全面的综合性软件，在工业产品 建模、动画制作方面表现出色，许多工业设计师用它设计新产品原型，模拟产品在实际场景中的形态与 功能。Maya 同样是行业内广泛使用的 ...

Core Viewpoint - E-commerce live streaming is emerging as a significant force in the development of new popular arts, reshaping cultural life and aesthetic experiences while transforming consumption patterns in the digital age [1][3]. Group 1: E-commerce Live Streaming and New Popular Arts - E-commerce live streaming serves as a bridge between traditional popular arts and modern digital technology, allowing for the revival and dissemination of traditional cultural practices [3]. - During the 2021 Double Eleven shopping festival, a single live stream attracted over 200 million viewers, illustrating the vast reach and impact of e-commerce live streaming on traditional arts [3]. - The integration of traditional arts into live streaming has led to a geometric increase in their dissemination and influence, marking a "glorious transformation" of traditional arts in the digital era [3]. Group 2: Interactivity in E-commerce Live Streaming - Interactivity is a core feature of e-commerce live streaming, allowing audiences to engage actively rather than passively consume content [4]. - Viewers can express their opinions and interact with hosts in real-time, creating a sense of community and emotional connection during live streams [4][5]. - Events like "Hand Speed Festival" enhance group participation, transforming shopping into a collective experience akin to cultural celebrations [5][6]. Group 3: Balancing Commercial and Cultural Values - E-commerce live streaming is a commercial platform that does not sacrifice cultural content for profit; instead, culture drives the platform's commercial success [7]. - The integration of cultural elements into product promotion creates a unique expression system that enhances both cultural dissemination and sales [7][8]. - Initiatives like "Bee Tea Bureau" exemplify the successful merging of commerce and culture, allowing consumers to engage with traditional tea culture while facilitating sales [8]. Group 4: Social Responsibility and Public Welfare - The company promotes a "Live Streaming for Good" initiative, focusing on cultural transmission and social responsibility through various public welfare projects [9]. - Activities include sourcing products with cultural significance and conducting educational sessions for students in specialized institutions to enhance their understanding of the industry [9]. - Collaborations with traditional brands and cultural festivals aim to bridge the gap between heritage and modern consumerism, fostering a sense of community and cultural appreciation [10]. Group 5: Future Directions of E-commerce Live Streaming - The future of e-commerce live streaming will likely incorporate advanced technologies like virtual reality (VR) and augmented reality (AR) to enhance user experience [11]. - There will be a deeper exploration of regional cultural elements in content creation, showcasing local traditions and crafts through live streaming [12]. - The industry is expected to strengthen collaborations with other art forms, such as film and music, to create innovative live streaming programs that engage audiences on multiple levels [12].

智通财经APP获悉，Meta Platforms(META.US)正与国防承包商Anduril Industries Inc.合作，为美国军方 开发新产品，其中包括一款具备虚拟现实和增强现实功能的人工智能头盔。 此次合作标志着Meta首席执行官马克·扎克伯格与勒基之间出人意料的重新联手。 根据Anduril周四发布的文章，该公司正与Meta合作"设计、建造并部署一系列集成式XR产品，以提升作 战人员的感知能力，并实现战场上自主平台的直观控制"。 Anduril联合创始人帕尔默·勒基也是游戏头显公司Oculus VR的联合创始人，该公司于2014年出售给 Meta。 据记者阿什利·万斯报道，至少其中一款产品将是被命名为"鹰眼"(Eagle Eye)的"科幻风格军用头盔"。 "这是人们一直梦寐以求的东西，"勒基在接受万斯采访时表示。"人们用各种名字称呼它们：有叫它们 《使命召唤》眼镜的，也有叫《光环》头盔的。这些都是由来已久的构想，直到最近才在技术上真正可 行。" 去年11月，Meta修改了其"可接受使用"政策，允许洛克希德·马丁公司、博思艾伦咨询公司和帕兰提尔 科技公司等美国军事承包商使用其大型语言AI模型。 ...

Meta Platforms正在与美国国防承包商安杜里尔工业公司合作，为美国军方开发新产品，包括具有虚拟 和增强现实功能的人工智能头盔。安杜里尔的联合创始人帕尔默.勒基也是Oculus VR的联合创始人，曾 将该公司卖给了Meta。(新浪财经) ...