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].

Group 1 - Vivo has launched its first MR headset, the Vivo Vision Exploration Edition, weighing 398 grams, making it the lightest MR headset in the market [1] - The development of the Vivo Vision took five years, with the company viewing MR as a bridge between the physical and digital worlds [1] - The headset will not be sold to consumers immediately, but users can experience it in 12 authorized Vivo stores across over 10 cities starting August 22 [1] Group 2 - Vivo plans to expand into the MR market internationally within five years, aiming to reduce the price of the Vivo Vision to around 10,000 yuan or lower [1] - Apple previously launched its Vision Pro headset at a starting price of 29,999 yuan, with sales estimates between 500,000 to 600,000 units, but has halted production and development of the second generation [1] - Vivo's investment in the MR field is significant, with its mixed reality team expanding to 500 members [1] Group 3 - Vivo's MR strategy is not limited to the MR sector but also targets the home robotics market, aiming to use AI, imaging, and MR capabilities to enhance user experience [2] - The company has established a Robotics Lab to focus on future home robotics, addressing challenges in unstructured environments [2] - Experts believe MR can serve as an interactive tool for robots, providing data and enhancing control without the need for manual operation [2]

Core Insights - The article highlights the rise of China's mobile phone industry, particularly focusing on vivo's journey as a leader in the sector, showcasing its resilience and user-centric approach [1][4][19] - vivo's recent launch of the vivo Vision mixed reality (MR) headset marks a significant technological advancement, addressing previous challenges in MR technology and positioning the company for future growth [1][4][12] Industry Overview - The global technology industry is on the brink of a new transformation, with companies that can seize the "first-mover advantage" likely to lead the next era [1] - The MR market is projected to grow significantly, with estimates suggesting a market size of $72.4 billion in 2024, reaching $290.8 billion by 2028, indicating a multi-fold increase [7] Company Strategy - vivo's entry into the MR space reflects a long-term commitment to innovation and strategic thinking, as the company has consistently focused on user needs and market demands [4][5][8] - The company aims to leverage its extensive experience in hardware manufacturing and content ecosystem development to create a competitive edge in the MR market [11][12] Technological Advancements - The vivo Vision headset addresses key pain points in MR technology, such as weight and comfort, by utilizing advanced materials and design techniques, resulting in a weight reduction to 398 grams [11][12] - The headset is designed to enhance user experience across various scenarios, including entertainment, productivity, and gaming, thereby expanding its market appeal [12] Future Outlook - vivo envisions the MR technology as a bridge connecting the physical and digital worlds, with plans to integrate it into future household robots, enhancing their perception and decision-making capabilities [15][17] - The company emphasizes a collaborative approach with industry partners to build a robust ecosystem that supports the growth of MR and robotics, aiming for mutual benefits and shared success [20]

MR满足了用户对极致体验的追求，被认为是手机场景的迭代和补充。vivo于8月21日推出vivo Vision混 合现实头显探索版，标志着vivo科技战略的阶段性成果落地，其对技术趋势与用户需求的前瞻布局凸 显。这也是国内主流手机厂商首次推出对标苹果Vision Pro的混合现实（MR）头显设备。 行业普遍认为，智能手机之后的下一个主流计算平台将是AR/VR/MR设备。苹果、华为等都已入场。 vivo Vision是vivo交出的第一份"答卷"，是vivo首款面向混合现实（MR）领域的头显设备，标志着其从 智能手机生态向MR领域的战略延伸。 MR头显设备被定义为vivo科技战略的开端与关键奇点，成为vivo攻坚家庭场景机器人的"智能高地"。 对于vivo来说，通过vivo Vision，可以积累关键技术，锻炼研发团队，为未来真正的MR产品打下基础， 成为开启下一个十年家用机器人黄金赛道的钥匙。 重新定义中国人的头显 在vivo看来，手机改变过去，而MR重构未来，具有革命性的潜力，是下一代具有手机潜力的产品。MR 连接物理世界和数字世界，而MR头显就是其中的桥梁。vivo Vision就是重新定义人们如何感知、如 ...

Core Insights - The launch of vivo's first mixed reality headset, vivo Vision, marks a significant milestone in the company's strategic expansion from smartphones to the MR field, potentially reshaping the industry landscape [1][4] - The global smart headset market is projected to reach 12.8 million units by 2025, with a year-on-year growth of 26%, while China's market is expected to see a staggering 107% increase, reaching 2.75 million units [1] Industry Trends - The MR industry is on the brink of explosion, with the global market size expected to reach $72.4 billion in 2024 and surpass $290.8 billion by 2028, indicating a fourfold growth [5] - Current MR applications are primarily focused on entertainment and gaming, with a lack of practical applications in daily life and work, highlighting the need for suitable scenarios rather than solely relying on killer applications [5][12] Technological Development - vivo has invested five years in exploring optimal user experiences across various scenarios, aiming to transition MR devices from being cumbersome to user-friendly [3][10] - The vivo Vision headset features a low latency VST algorithm, achieving rapid synchronization between virtual content and the real world, leveraging the company's expertise in mobile interaction technology [10] Supply Chain and Production - vivo's strong supply chain integration capabilities enable it to overcome hardware bottlenecks in MR device production, achieving a lightweight design of only 398 grams, approximately 30% lighter than mainstream products [11] - The company aims to reduce unit costs through deep collaboration with suppliers, ensuring stable component supply and improving production efficiency [11] Strategic Vision - vivo's entry into the MR field is seen as a strategic pivot towards the home robotics sector, addressing the growing demand for household services due to an aging population [12][19] - The company envisions MR as a critical support for overcoming core challenges in home robotics, enhancing robots' ability to perceive and interact with their environment [16][19] Long-term Goals - vivo's strategy emphasizes a gradual approach to market penetration, with plans to achieve widespread adoption of home robots within 10-15 years, creating a positive feedback loop of technology breakthroughs and product validation [19][20] - The company aims to establish a collaborative ecosystem that integrates MR with AI and robotics, positioning itself as a leader in the next generation of smart devices [20][23]

Core Viewpoint - Vivo has launched its first MR (Mixed Reality) headset, the "Vivo Vision Exploration Edition," aiming to compete directly with Apple's Vision Pro, but with a focus on improving user experience and addressing content scarcity issues [1][3][4]. Product Comparison - Vivo Vision weighs 398 grams, significantly lighter than Apple's Vision Pro at 600 grams, making it one of the lightest products in its category [5][6]. - Vivo Vision features 11 cameras for various functions, including gesture recognition and eye tracking, which is a complex engineering challenge [5]. - The design of Vivo Vision allows for better weight distribution and comfort compared to Apple's product, which has been criticized for its poor ergonomics [6][8]. User Experience - The interaction method of Vivo Vision is similar to Apple's, utilizing eye movement and gestures, but with a different approach to gesture recognition [8]. - Vivo Vision's "透视" (perspective) experience allows users to see the real world while wearing the headset, addressing a key challenge in MR technology [8][9]. Content Ecosystem - The current application offerings for Vivo Vision include watching movies, sports, and gaming, but lack substantial productivity features [9][11]. - Vivo plans to enhance the application ecosystem over time, recognizing that content scarcity is a significant barrier for MR headsets [11]. Future Directions - Vivo aims to integrate MR headsets with robotics, potentially solving content issues by creating a closed ecosystem where software can be developed in-house [11][13]. - The combination of MR headsets and robotics is not a novel idea, as other companies have explored similar paths, but Vivo's approach may offer unique advantages [13].

Core Insights - The article discusses the strategic vision of vivo in the mixed reality (MR) sector, emphasizing both short-term and long-term goals for the technology [1][2][3] - It highlights the challenges facing the MR industry, including content ecosystem limitations, high costs, and user comfort issues, which need to be addressed for widespread adoption [2][3] Short-term and Long-term Strategy - In the short term, MR is seen as the best solution to meet user demands for immersive large-screen experiences [2][3] - Long-term, MR is positioned as a critical component for future home robots, serving as their "eyes and brains" to bridge the physical and digital worlds [1][2][3] Industry Challenges - The MR industry is currently facing significant hurdles, such as a lack of content, high prices, and discomfort in usage, which must be overcome for the technology to reach mainstream acceptance [2][3] - The need for a "chain master" company that can develop both hardware and content ecosystems is emphasized as crucial for industry growth [2] Role of MR in Robotics - MR is identified as a key enabler for future home robots, particularly in addressing the complexities of unstructured environments [2][3] - The integration of MR technology can enhance data collection and interaction for robots, making it a valuable tool for their operation [3] Development Approach - The company acknowledges the importance of a gradual approach to MR industry development, emphasizing that hardware experience is foundational for creating a positive ecosystem [3][4] - A focus on user experience and the establishment of a solid platform for content developers is deemed essential for attracting users and fostering industry growth [3] Company Advantages - vivo's strengths in user insights from the smartphone era and its established supply chain capabilities are highlighted as key advantages in entering the MR market [4] - The company plans to leverage its expertise in AI and imaging to provide solutions for content creators, aiming to foster a thriving ecosystem [4]

Core Insights - The current mobile phones cannot fully replace other product categories, and there is a strong user demand for large-screen viewing, entertainment, and immersive gaming experiences [1] - Vivo aims to address both short-term user needs and long-term challenges posed by low birth rates and aging populations through the development of household robots [1] - Mixed Reality (MR) technology is seen as a potential solution for future household robots, as it can adapt to the unique and unstructured environments of different homes [1] Group 1 - Vivo's Executive Vice President and COO, Hu Baishan, emphasized the importance of meeting user demands for large screens and immersive experiences [1] - The company recognizes its responsibility as a technology enterprise to tackle societal issues such as low birth rates and aging populations [1] - MR technology is identified as a key component that can serve as the "eyes and brain" for future household robots, addressing both immediate and long-term user needs [1]

vivo 说了快两年的混合现实（MR）头显，真的来了。 就在8月11日，vivo 产品经理韩伯啸在微博上透露了 vivo Vision 的体验，提到了佩戴、设计以及显示体验，还表示「发布会在紧锣密鼓的准备中」。而在前 一天，央视主持人朱广权在 vivo 内部体验 vivo Vision 的现场照，也被员工「曝出」，并且透露「MR 好像已经开放给员工内测体验啦」，估计应该近期就 要正式发布。 图片来源：微博 这些预热信息，无一不在暗示 vivo Vision 发布会的逼近。 vivo Vision来了！迈向机器人战略的一步？ 事实上，这不是我们第一次知道甚至见到 vivo Vision，早在今年 3 月举行的博鳌亚洲论坛上，vivo 就已经展示过这款混合现实头显的外观设计。而在去年底 的采访中，vivo 执行副总裁、首席运营官、中央研究院院长胡柏山就透露了： 从铺路到发布，vivo Vision 离舞台只差一步 vivo 对混合现实（MR）的兴趣，并不是突然冒出来的。早在 2023 年 12 月，胡柏山就在一次活动中提到，MR 是让机器人拥有强大空间感知能力的关键技 术，并且透露「三年之内，vivo 会有 MR ...

Group 1 - The core viewpoint is that ZTE Corporation is entering the companion robot market, planning to launch home robot products focused on security monitoring and emotional companionship [1] Group 2 - ZTE's Vice President and General Manager of Wired Product Market, Hu Junjie, announced the company's strategic move into the companion robot sector [1] - The product direction includes features such as safety monitoring and emotional support [1]