他分享了在电信行业如何驱动增长的四点发现。 去年5G-A商用元年和AI应用元年同时开启，全球通讯行业拉开新的时代序幕。一年过去，5G-A和AI应用进入规模化发展的新阶段，各大通讯商都在积极挖 掘多场景商业价值。 6月18日，2025年世界移动通信大会上海（MWC上海）正式召开，5G-A、AI毫无意外的成为了展会上的主题词。与去年相比，华为、中兴通讯、中国移动 等通讯巨头更多得展示了5G-A和AI的商业实践。 首先要洞察变化，抓住成长型需求，驱动增长。徐直军表示，要从用户需求的变化入手去找到增长的机会，从网络的建设和优化打造产品和服务，去满足这 些快速变化的需求，特别是成长型需求。 作者 | 黄昱 在徐直军看来，骑手是快速增长的高价值用户，包括外卖骑手、快递小哥、网约车司机等群体。 编辑 | 刘宝丹 一方面骑手们是快速增长的群体，2020年全球骑手数3000万，到2024年已达7000万，预计到2030年更将达到1.6亿，占到全球工作人口的5%。 华为副董事长、轮值董事长徐直军在《驱动增长的路径》主旨演讲中指出，当前电信市场已步入成熟阶段，但"成熟"并不意味着停滞，而是需求裂变与技术 迭代的交织期。"所以我们得 ...

Group 1: Apple and Competitors - Apple plans to release smart glasses by the end of next year to capture the augmented reality device market, while shelving plans for a smart watch with a built-in camera [1] - Apple engineers are accelerating the development of these glasses, aiming for a release by the end of 2026, competing with Meta's popular Ray-Ban smart glasses [1] - Warby Parker announced a partnership with Google to develop all-day wearable AI glasses, with Google committing up to $75 million for product development and commercialization [1] Group 2: Market Trends - According to CINNO Research, the domestic consumer-grade AI/AR glasses market is expected to reach sales of 96,000 units in Q1 2025, representing a 45% year-on-year growth [2] - Screened AR glasses hold an 80% market share, while non-screen AI glasses account for 20%, indicating significant structural differentiation in the market [2] Group 3: Hong Kong Stock Related Companies - TCL Electronics plans to launch a new smart glasses model, X3Pro, in Q2 2025, following the release of its AI photography glasses, Thunder V3 [3] - Sunny Optical Technology has developed a comprehensive XR visual solution covering various technologies, meeting industry demands for features like SLAM and eye-tracking [3] - Conant Optical has signed a product supply framework agreement with a multinational consumer electronics company, establishing an XR R&D and service center to support precision optical business [3] Group 4: Other Companies in the AI Glasses Space - Xiaomi's AI glasses are set to compete directly with Meta's Ray-Ban, featuring AI capabilities, audio modules, and camera modules, with an estimated post-tax cost of approximately 1,281 yuan [4] - Baidu's AI glasses are expected to launch in the first half of 2025, as revealed by the company's vice president [4] - China Mobile introduced a customized AI glasses product at the 2025 Cloud Intelligence Conference, featuring real-time translation services and various business functionalities [4]