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手机巨头叫停AI眼镜:当下难做差异化
Guan Cha Zhe Wang· 2026-01-23 05:16
Core Insights - Vivo has halted its AI glasses project after six months of secret preparation due to concerns from senior executives about the difficulty of achieving differentiation in the current market [1] - The AI glasses market is expected to be a major trend in consumer electronics by 2025, with several companies, including Xiaomi and Huawei, actively developing their own products [1] - The Chinese smart eyewear market is projected to see significant growth, with shipments expected to reach 623,000 units in Q3 2025, a year-on-year increase of 62.3% [1] Group 1 - The AI glasses market is facing severe homogenization, with products largely following the design of Ray-Ban Meta and focusing on similar core functionalities such as translation and photography [2] - The content ecosystem for AI glasses remains underdeveloped, lacking essential use cases outside of smartphones, which limits the potential for deeper AI integration in diverse scenarios [2] - Major companies, including Vivo and Xiaomi, are reassessing their strategies in the AI glasses market, with Xiaomi reportedly lowering its second-generation AI glasses shipment forecast from 300,000 to approximately 120,000 units [2] Group 2 - Vivo continues to explore new entry points in the market, having launched the Vivo Vision mixed reality headset, which aims to address comfort and content ecosystem issues [3] - The Chinese smart glasses market is projected to reach 4.508 million units by 2026, with a year-on-year growth of 77.7%, driven by audio and audio-capturing glasses [3] - The market for AR/VR devices is also expected to grow, with projected shipments of 1.073 million units in 2026, reflecting a year-on-year increase of 62.1% [3]
苹果市值跃升四万亿,库克精心布局接班人
Sou Hu Cai Jing· 2026-01-23 04:54
2026-01-23 12:00:28 作者:狼叫兽 此前,软件与硬件设计相关事务由前首席运营官杰夫·威廉姆斯统筹负责。威廉姆斯于二零二五年正式 退休后,公司曾宣布该领域工作将直接向库克汇报。但随后库克将实际管理权交予特努斯,此举被普遍 视为对其全面参与公司核心运营能力的深度历练。 这一系列安排表明,库克正有意识地为特努斯接任最高领导职务铺路。尽管库克本人暂无近期卸任计 划,但特努斯作为公司当前最年轻的高管,现年五十岁,若最终出任首席执行官,有望在未来十余年持 续引领企业发展。 公开履历显示,特努斯出生于一九七五年,本科就读于宾夕法尼亚大学机械工程专业,二零零一年加入 苹果产品设计团队。二零一三年起担任硬件工程副总裁,二零二一年晋升为硬件工程高级副总裁,开始 直接向库克汇报。目前他全面负责苹果硬件工程体系,外界普遍评价其行事稳健、重视细节,且对全球 供应链运作具备深刻理解与丰富经验。 在当前环境下,苹果首席执行官需应对多重挑战:既要维系其作为全球最盈利科技企业的地位,亦须妥 善处理国际贸易政策调整带来的关税压力、制造业布局优化难题,以及人工智能技术加速演进背景下战 略布局的紧迫性。 现年六十五岁的库克自二零一 ...
苹果高层职责调整 硬件主管特纳斯或成库克接班人选
Sou Hu Cai Jing· 2026-01-23 04:43
外媒称,苹果公司首席执行官蒂姆·库克在2025年最后几个月任命特纳斯负责设计团队,扩大了他的职责范围。外媒援引内部消息人士的话称,库克计划让 特努斯更多地参与公司运营。 多份报告显示,特纳斯是最有可能在库克退休后接任苹果CEO一职的人选。库克去年年满65岁,但目前看来他并没有即将退休的计划。特纳斯年仅50岁,因 此如果他最终晋升为CEO,他的任期可能会很长。 外媒表示,特纳斯被形容为性格沉稳、注重细节,并且对苹果的供应链了如指掌。但苹果内部一些人担心他过于保守,而且个人魅力不足以领导苹果公司。 (思瀚) 来源:环球网 【环球网科技综合报道】1月23日消息,据MacRumors报道,自去年年底以来,苹果硬件主管约翰·特纳斯一直在负责苹果的设计团队,此举被视为苹果在为 他接任首席执行官一职做准备。 ...
苹果高层职责调整 硬件主管特纳斯或成CEO接班人选
Huan Qiu Wang Zi Xun· 2026-01-23 04:10
来源:环球网 【环球网科技综合报道】1月23日消息,据MacRumors报道,自去年年底以来,苹果硬件主管约翰·特纳 斯一直在负责苹果的设计团队,此举被视为苹果在为他接任首席执行官一职做准备。 外媒称,苹果公司首席执行官蒂姆·库克在2025年最后几个月任命特纳斯负责设计团队,扩大了他的职 责范围。外媒援引内部消息人士的话称,库克计划让特努斯更多地参与公司运营。 多份报告显示,特纳斯是最有可能在库克退休后接任苹果CEO一职的人选。库克去年年满65岁,但目前 看来他并没有即将退休的计划。特纳斯年仅50岁,因此如果他最终晋升为CEO,他的任期可能会很长。 外媒表示,特纳斯被形容为性格沉稳、注重细节,并且对苹果的供应链了如指掌。但苹果内部一些人担 心他过于保守,而且个人魅力不足以领导苹果公司。(思瀚) ...
从录音卡到录音豆,AI办公硬件值不值得做?
3 6 Ke· 2026-01-23 03:40
作为职场打工人,你会发现,会议越来越多,信息越来越密,但真正被消化的内容并没有变多。 会议结束后,纪要往往姗姗来迟,重点靠记忆补齐,行动项在不同工具里反复流转。即便在已经高度数字化的办公环境中,"声音"依然是最难被系统化处 理的一类信息。 这正是 AI 办公硬件重新被推到台前的背景。 就在1月19日,安克创新与字节跳动旗下飞书联合发布最新AI硬件——安克AI录音豆。合作关系上,安克创新负责硬件端研发,飞书提供软件AI适配与服 务,更多侧重软件、AI 能力支持,以及开放接口,使设备录音可直接接入飞书体系,自动将录音文件导入飞书生态,并沉淀为飞书文档。 而在2025年的12月23日,钉钉举办半年内第二次产品发布会上,钉钉的首款AI硬件—DingTalk A1,也已经快速成为了国产AI硬件黑马,持续热销霸榜。 两款产品在形态、合作模式上各不相同,但指向的是同一个问题:AI 办公硬件,这门生意到底值不值得做? AI 办公硬件解决的,从来不是"录音问题" 如果只把 AI 录音豆、录音卡片理解成"更智能的录音笔",很容易低估这个赛道真正被瞄准的,是一个长期被忽视却极其关键的环节,办公系统的输入 端。 在大多数企业里,文档 ...
广货行天下 全球开“利是”
21世纪经济报道· 2026-01-23 03:20
记者丨 喻淑琴 编辑丨蒋韵 一份满载心意的"利是",正在南粤大地封装,即将寄往世界。 1月23日,第五届中国进出口食品年货节暨媒体+"广货行天下·全球开利是"年货出海活动在广州启幕。与过往商贸展会不同,今年这 场盛会意图完成一次温暖的文化"升维":为驰骋全球的"广货"硬实力,配上一张名为"利是"的软名片,让产业硬支撑和文化软表达 成为广货行天下的双重引擎。 这源于一个现实追问:当"广东制造"凭借极致的性价比与供应链效率行销全球,成为国际经济中不可或缺的"硬通货"后,下一个产 业竞争力该是什么? 答案,或许就藏在那枚红色的"利是封"里。它是长辈的护佑、是朋友的情谊,是嵌入生活肌理、无需翻译的情感符号。如今,广东 正尝试将这份深入骨髓的温情习俗,升维为一场面向全球的产业叙事和价值传递。 "全球开利是"由此提出。它试图为"广货行天下"这幅宏大的产业图景,注入一份可感知的温度与诚意;为品类纷繁的广东好物,找 到一个能引发全球共鸣的情感接口。 这不是一次节令性的促销主题,而是一场关乎广东产业未来形象与全球对话方式的深远构建。 当"广货"的航船驶向更广阔的产业蓝海,这枚承载着东方祝福的"利是",能否成为嵌入品牌内核的"情 ...
真我Neo8正式发布,首发165Hz三星苍穹屏与多项创新功能
Huan Qiu Wang· 2026-01-23 02:55
【环球网科技综合报道】1月23日消息,真我手机昨日正式发布潮玩电竞旗舰真我Neo8,该机搭载第五代骁龙8旗舰芯,拥有 8000mAh 大电池与满级防水能 力,全球首发 165Hz 三星苍穹屏,并首创行业 PC 掌机模式。作为Neo系列的新一代产品,真我Neo8延续了"无越级,不发布"的产品理念。真我realme副总 裁、中国区总裁徐起在发布会上表示,2025年真我手机逆势增长,总销量突破3亿大关,全新真我Neo8不仅是2026年开年力作,力争为年轻用户提供全方位 升级的电竞体验。 续航与防护方面,该机配备8000mAh单电芯泰坦电池,支持80W超级闪充,5年使用后仍能保持≥80%容量;同时通过IP66、IP68、IP69三重防水认证,2米水 深环境下可持续使用72小时。 同步发布的真我Buds Air8耳机,搭载11mm+6mm分频双单元,支持55dB深海级降噪与LHDC 5.0高清传输,配备AI实时互译功能,支持30种语言互译,58小 时超长续航与三设备互联能力满足多场景使用需求。 性能方面,真我Neo8搭载第五代骁龙8旗舰芯片,采用台积电3nm制程与第三代Oryon全大核架构,配合LPDDR5X内存与UF ...
曝阿里旗下芯片公司拟独立上市;苹果新 CEO 人选或曝光;比亚迪李云飞:公司是黑水军最大受害者 | 极客早知道
Sou Hu Cai Jing· 2026-01-23 02:13
Group 1 - Alibaba Group has decided to support the independent listing of its chip company, T-head, with no comments from Alibaba at this time [1] - T-head's self-developed GPU chip, named PPU, features 96GB of HBM2e memory, a bandwidth of 700GB/s, and a power consumption of only 400W, surpassing Nvidia's A800 and mainstream domestic GPUs [1] - The first generation of T-head's PPU matches the performance of Nvidia's popular H20, while the upgraded version outperforms Nvidia's A100, leading to high demand in the market [1] Group 2 - Apple has expanded hardware chief John Ternus's responsibilities to include design management, signaling his potential as a successor to CEO Tim Cook [2] - Ternus's new role encompasses critical functions that have historically been held by senior leaders, emphasizing the importance of product design in Apple's success since the Steve Jobs era [2] Group 3 - UTree Technology reported that its humanoid robot shipments exceeded 5,500 units in 2025, with over 6,500 units of the main body produced, clarifying that these figures only include humanoid robots [4] - UTree emphasized the importance of not conflating different types of robots when comparing shipment numbers [4] Group 4 - Xiaomi Group announced a share buyback plan of up to HKD 2.5 billion, set to begin on January 23, 2026, and aims to demonstrate confidence in its business outlook [6][7] - The buyback will end on the earliest of the day before the 2026 annual shareholder meeting, when the buyback amount reaches HKD 2.5 billion, or if terminated under the brokerage agreement [6] Group 5 - BYD's brand and public relations manager stated that the company has been a major victim of black public relations and will pursue legal action against false information and malicious attacks [8] - BYD recently won a court case against a blogger for spreading false information, resulting in a compensation order of CNY 2.01 million [8] Group 6 - Vivo has reportedly halted its AI glasses project after six months of secret preparation, as executives determined that differentiation in the current market is challenging [9] - Following the project cancellation, Vivo will continue to focus on mixed reality (MR) technology [9] Group 7 - Meitu announced a stock reward of 1,357 shares for each employee, totaling over CNY 20 million, marking the third time since its IPO in 2016 that it has issued stock rewards to all employees [10] - The stock price has risen from below HKD 1 to over HKD 8, reflecting the company's improved performance [10] Group 8 - Hyundai Motor Group plans to deploy humanoid robots, specifically the Atlas robot developed by Boston Dynamics, with a factory set to produce 30,000 units annually by 2028 [11] - The announcement led to a positive market reaction, with Hyundai's stock reaching new highs, although the labor union expressed concerns about potential job losses due to automation [11] Group 9 - Nvidia's CEO Jensen Huang stated at the Davos Forum that the investment in AI infrastructure is just beginning, with several trillion dollars needed to fully develop the ecosystem [18] - Huang compared the investment in AI infrastructure to historical large-scale infrastructure projects, emphasizing the long-term vision for AI development [19]
vivo叫停AI眼镜项目
Xin Lang Cai Jing· 2026-01-23 01:57
Core Viewpoint - Vivo has halted its AI glasses project, which had been in secret preparation for six months and involved collaborations with several ODM manufacturers, including Goer and Zhongke Chuangda. The decision was made by senior executives, including Vice President Hu Baishan, who concluded that the AI glasses would struggle to achieve differentiation in the current market [1]. Group 1 - The AI glasses project was in development for six months and involved multiple ODM partnerships [1]. - Various solutions, including audio-video and single green display options, were discussed but not finalized before the project was stopped [1]. - The decision to halt the project was based on the assessment that differentiation in the AI glasses market is currently challenging [1].
追觅成春晚合作伙伴,还砸40亿成立新公司、剑指智能机器人研发
Sou Hu Cai Jing· 2026-01-23 00:40
股 ·· 东 投资企业 22 家 瑞财经 吴文婷1月22日消息,追觅科技成为2026年春节联欢晚会智能科技生态战略合作伙伴。 与此同时,据企查查显示,追觅驰宸科技(苏州)有限公司、追觅曜宸科技(苏州)有限公司成立。 | < 企业 动态 | @企查查 () | | --- | --- | | 追觅驰宸科技(苏州)有限公司 追觉 | | | 驰宸 91320506MAK6MNYD4E 发票抬头> | | | 98845 存续 | | | 法定代表人 注册资本 | 成立日期 | | 曹建国 200000 万元 | 2026-01-21 | | 企查查行业:技术推广服务 | | | & 暂无电话 | | 9 江苏省苏州市吴中区经济开发区郭巷街道淞苇路1288号 4 > 幢 301室 作为对照,俞浩提到,当前人类市值最高的公司是英伟达,约4.5万亿美元。 在他看来,以黄仁勋、马斯克为代表的这一代企业家,有能力把人类单一公司的市值推升至8-10万亿美 元,"无论是英伟达还是特斯拉还是SpaceX,都无所谓。" 但话锋一转,俞浩认为,自己比这一代企业家更年轻,"会把人类价值最高的企业再推高一个数量级。 把追觅生态做到一百万 ...