（原标题：苹果、vivo、荣耀接连入局！手机厂商为何看好这一新赛道？） 继苹果推出MR（混合现实）头显后，vivo也进军MR领域，荣耀也正加紧研发中，小米前不久则推出首款AI眼镜，华为、OPPO也都已涉足AR眼 镜、AI眼镜。 "未来家庭机器人是vivo要做的，可能是五年甚至十年、十五年。"胡柏山说。 苹果已于2024年推出首款MR头显Vision Pro，当时该产品引发用户抢购，二手平台最高价格曾飙升至9万元/台，官方售价则为29999元起。但好景 不长，因售价较高、生态匮乏等原因，Vision Pro销售遇冷。公开消息显示，截至2024年末，苹果Vision Pro销量不足50万台，未达苹果预期。目 前，苹果已停止了这一版本产品的生产及二代产品的研发。 洛图科技数据显示，2025年上半年，中国消费级XR设备市场（包括虚拟现实VR、MR和增强现实AR）全渠道零售量为30.7万台，同比增长 17.6%。其中，中国VR/MR设备市场全渠道零售量同比下降25.6%，从2024年上半年的15.1万台降至11.2万台，延续2023年以来颓势。 不过，苹果首款头显曾经销量遇冷，目前已停产，小米AI眼镜也曾遭遇一波退货潮 ...

继苹果推出MR（混合现实）头显后，vivo也进军MR领域，荣耀也正加紧研发中，小米前不久则推出首 款AI眼镜，华为、OPPO也都已涉足AR眼镜、AI眼镜。 不过，苹果首款头显曾经销量遇冷，目前已停产，小米AI眼镜也曾遭遇一波退货潮。多位专业人士对 证券时报记者表示，手机行业纷纷押注新赛道背后，是在原手机业务基础上的顺势而为，旨在提前布局 人机交互下半场机遇，同时也折射出行业整体增长焦虑。 MR尚处早期阶段 近日，vivo官宣推出旗下首款MR头显vivo Vision探索版，该产品为当前市场最轻MR头显，仅398g，采 用自然眼手交互设计，但仅开放预约体验，也未公布售价。 vivo执行副总裁、首席运营官胡柏山去年底曾透露，vivo MR团队已达500人。他近日表示，MR是连接 物理世界和数字世界的桥梁，长远来看，作为机器人的眼睛和大脑，MR可以攻克家庭这一非结构化场 景下的'感知—决策'难题，搭建未来家庭机器人走入千家万户的桥梁。 "苹果MR销量一般，vivo产品暂不对外销售，反映出MR仍处于早期阶段。"行业分析人士梁振鹏对证券 时报记者表示，成熟的普及型MR产品可能需要具备以下特点：轻便舒适的硬件设计、高分辨 ...

过去两年，科技行业的风口转向了大模型和人形机器人。在消费电子领域，轻巧便携的 AI 眼镜、AI 玩具成为投资人和媒体追逐的新热点。 但这并不意味着 MR 已经淡出舞台。相反，尽管目前声量相对低调，MR 仍在持续演进，行业普遍 认为它尚未到达真正的爆发"奇点"。哪怕是苹果在 2024 年开售 Vision Pro，也更多起到了探索范式 的作用，为未来积蓄势能。 苹果用了十年时间打造这款空间计算产品，它确实代表一种新的技术范式。只不过，高昂的成本与复 杂的系统门槛，让大多数厂商在短期内更倾向于通过轻量化眼镜、结合 AI 能力来打开市场。但这并 不意味着 MR 的前景受限——相反，它依旧是下一代人机交互的重要方向，只是行业在等待一个更 合适的拐点。 但vivo选择了一条不同的路。 在8月中旬举办的vivo会客厅-Vision探享会上，vivo正式发布了历时数 年打造的MR产品——vivo Vision混合现实头显探索版，用一款相当高完成度的产品，展示了其在空 间计算领域的长期决心。 在市场热度不高的当下，发布MR头显看起来是一个有点大胆的选择。因为这不可能是什么临时起意 的项目，熟悉MR产品的人就知道，打造这样一个 ...

在各大厂商纷纷卷入AI眼镜赛道的当下，vivo决定搞点不一样的。 8月21日下午，vivo正式发布旗下首款MR（混合显示）头显设备"vivo Vision探索版"，一款完全对标苹果Vivsion Pro的产品。 在发布会的前一天，虎嗅受邀参加了vivo vision的产品体验活动，在半个小时的时间里，这款产品给笔者留下了极为深刻的印象。 先说结论：如果今天Vision Pro销量遇冷的核心原因是"佩戴体验不佳"，那么vivo的这款产品对比前者能做到360度无死角吊打。 但很可惜问题不在这。 真正让Vision Pro受挫的是"内容极度匮乏"，这一点苹果无能为力，vivo更是解决不了。 当然，在这个问题上vivo也没打算硬着头皮把南墙撞破。按照vivo执行副总裁胡柏山的描述，"MR头显设备，短期满足沉浸感需求，长期则要成为家庭机器 人的'眼睛'"。 需要补充一点，在今年3月，vivo成立了机器人实验室，并宣布聚焦消费级市场。从这个角度来看，今天发布的vivo Vision更像是一款为未来机器人业务板块 铺路的作品。 只不过，"MR+家庭机器人"真的算是一个优秀组合吗？ 并非"苹果平替" 在vivo Vision ...

明敏 发自 凹非寺 量子位 | 公众号 QbitAI 首个国产手机厂造的MR头显，来了！ vivo Vision 探索版正式发布。 仅重398g，是苹果Vision Pro的2/3（600g），和一个头戴耳机差不多重。 机身小巧，小手提包也能轻松装下。 支持100-1000度以下磁吸近视镜片，绝大多数近视人群都能"无痛体验"。 支持眼手交互，可无缝连接vivo手机、PC。 搭载第二代骁龙XR2+芯片。 明天开始，北京、上海、深圳、广州等12城12家门店可线下预约体验。 价格虽没有发布，但是高管透露 "目标万元内" ，对比苹果vision Pro是29999元。 发布刚刚结束就喜提一波热搜，讨论度很高啊。 具体产品如何，一起来看—— 让MR头显重量"从柚子降到芒果" 首先，vivo vision最直观的一个亮点就是 很轻 。 官方给了一个直白的比较，600g的MR头显戴着像顶着一颗柚子，而398g就像顶着一个芒果。再直接一点，和戴一个头戴耳机几乎没区别 了。 对比友商，大多数都还困于500g以上的自重。 要知道，头显太重会导致非常多问题， 比如舒适度、佩戴时长、便携程度等 ，这3点很大程度上决定了MR头显到底能 ...

Investment Rating - Industry Rating: Recommended [6] Core Insights - Eye tracking is expected to become one of the core interaction methods for XR glasses, enabling "gaze as interaction" for intelligent control [4][22] - The integration of eye tracking technology with XR glasses enhances user experience through various functionalities such as gaze point rendering, identity verification, convergence adjustment, interpupillary distance adjustment, refractive correction, human-computer interaction, virtual socializing, and health monitoring [2][22] - Major manufacturers are rapidly deploying eye tracking technology, with notable products like Apple's Vision Pro and Meta's Aria Gen 2 incorporating this feature, indicating a trend towards broader adoption across entertainment, medical, industrial, and educational sectors [2][41] Summary by Sections Eye Tracking Technology - Eye tracking utilizes sensors like infrared cameras to capture and analyze eye movement information, converting physiological characteristics into computable data for real-time gaze direction and fixation point measurement [10][12] - The primary eye tracking methods include pupil-corneal reflection, retinal imaging, 3D model reconstruction, and MEMS-based techniques [10][11] Eye Tracking in XR Glasses - Eye tracking enhances XR devices by providing new interaction methods, significantly improving user experience [22] - The technology allows for gaze point rendering, which optimizes system resources by rendering high-resolution images only in the user's focal area, thus improving performance and reducing power consumption [24] - Eye tracking can also facilitate automatic adjustments for interpupillary distance and refractive correction, enhancing comfort and usability for diverse users [27][28] Key Manufacturers - Tobii, a leader in eye tracking technology, has developed multiple products and partnerships, achieving eye tracking precision of 0.6° and collaborating with major companies like HTC and Sony [3][54] - Seveninvensun has introduced the aGlass VR eye tracking module and the AI smart glasses prototype "Xiao Qi," featuring low power consumption and high precision [3][71] - GoerTek has launched high-precision AR smart glasses with an average accuracy of 0.5° and a response delay of less than 3ms [3][74] Investment Recommendations - Eye tracking is poised to accelerate penetration in XR glasses, enhancing user experience and presenting investment opportunities in companies like Tobii, Seveninvensun (not publicly listed), and GoerTek, as well as camera module suppliers like Juguang Technology and OmniVision [4][78]

Core Insights - The emergence of AI-related hardware products, particularly AI glasses, has gained significant attention following the launch of ChatGPT and the domestic large model trend initiated by DeepSeek [1] - Major companies like Xiaomi and Alibaba are entering the AI glasses market, with Xiaomi focusing on photography and voice interaction, while Alibaba explores wearable devices based on AliOS [1] - XREAL, known as one of the "four small dragons" of domestic AR glasses, aims to integrate functionalities of headsets like Apple's Vision Pro into glasses, contrasting with current AI glasses that are seen as limited in their capabilities [1] Market Trends - A report indicates that the international smart glasses market is expected to see a 110% year-on-year increase in shipment volume in the first half of 2025 [1] - AI smart glasses are projected to account for 78% of total shipments in the first half of 2025, up from 46% in the first half of 2024 [1] - The annual growth rate of the artificial intelligence glasses segment is expected to exceed 250%, significantly outpacing the overall market growth [1] Industry Dynamics - The smart glasses sector is expanding, suggesting a potential convergence between AI glasses and AR glasses in the future [1]

Group 1 - Samsung has confirmed the launch of a foldable smartphone and XR headset in the second half of this year, expected to be released by the end of the year [1] - The XR headset will feature an Android XR system, Micro OLED or OLEDoS displays with a refresh rate of 90Hz, and will support eye tracking [1] - The device will utilize an external battery pack and will support capabilities such as Gemini, navigation, and translation [1] Group 2 - ByteDance is reportedly advancing a mixed reality (MR) headset project, codenamed "Project P," through its VR subsidiary Pico, directly competing with Meta's flagship MR glasses planned for 2027 [3][5] - The MR glasses being developed by ByteDance show remarkable similarities to Meta's Orion prototype, particularly in their split architecture design, indicating a potential industry trend [3] - Pico is developing a dedicated chip for the MR device to process sensor data and reduce latency between user actions and AR visuals, similar to Apple's Vision Pro [5] Group 3 - The XR market is experiencing a quiet revolution, with traditional all-in-one headsets facing growth bottlenecks, while stylish lightweight devices like Ray-Ban Meta have unexpectedly gained popularity [7] - Pico's strategic shift towards MR reflects its deep insight into the future of smart glasses and demonstrates the company's flexibility and decisiveness in the face of competitive pressure [7] - The company continues to leverage its advantages and lead industry trends as technology and market dynamics evolve [7] Group 4 - WIMI, the first publicly traded holographic AR company, has been actively integrating technology and collaborating within the industry to enhance its competitiveness in the smart glasses sector [9] - WIMI plays a dual role as a "bottom technology enabler" and "industry ecosystem organizer," focusing on hardware optimization and core technology breakthroughs [9] - The company is participating in the "Hundred Glasses War," collaborating with major internet firms, hardware manufacturers, and traditional eyewear companies to build a complete ecosystem from technology development to application [9] Group 5 - The product plans and strategic layouts from major players indicate that the future battle for XR device mass adoption will require affordable products [10] - Lightweight design is set to become an irreversible trend for the next generation of XR devices, marking a potential watershed moment for the XR market [10] - The competition for lightweight XR devices is just beginning, suggesting a significant shift in the industry landscape [10]

Group 1: Education - In the AI era, it is crucial to focus on experiential learning rather than traditional academic pressure for children, as many future job roles may not yet exist [6][7] - Parents are advised to cultivate foundational skills in children, such as curiosity, critical thinking, self-motivation, and learning ability, rather than merely accumulating knowledge [6][7] Group 2: Young Adults' Career Choices - Young adults should aim to be "unique" rather than just "better" than their peers, as the future will favor those who can solve problems in innovative ways [7] - The job market will increasingly reward specialization and differentiation over standardization, making niche expertise more valuable [7] Group 3: Artificial General Intelligence (AGI) - The realization of AGI is deemed very difficult and unlikely to occur in the near future, with AI expected to remain specialized rather than universal [8][9] - Concerns about AI replacing human jobs are mitigated by the understanding that AI will not achieve comprehensive superiority across all fields [8][9] Group 4: Medical Advancements - The primary bottleneck in drug development is clinical trials, not the discovery of new drugs, indicating that AI's role in speeding up medical breakthroughs may be limited [11][12] - The future of gene editing and brain-machine interfaces is expected to initially benefit the wealthy, but technology will eventually become more accessible to the general population [12][13] Group 5: Autonomous Driving and Robotics - Progress in autonomous driving and robotics is anticipated to be slower than public expectations, with significant uncertainty regarding timelines for widespread adoption [14][15] - Continuous observation of technological advancements is recommended rather than making premature investments [14][15] Group 6: China's AI Opportunities - China is positioned favorably in the AI landscape due to its vast data resources, high talent density, and robust infrastructure in fields like healthcare and genetic sequencing [18] - The only significant shortcoming identified is in chip technology, but this is viewed as a temporary issue that can be resolved over time [18] Group 7: Future Methodology - The emphasis is on adapting to future changes rather than attempting to predict them, with a focus on continuous observation and timely decision-making [19][25] - The ability to respond to rapid changes and maintain curiosity and learning agility is highlighted as essential for success in the evolving landscape [25]

Core Viewpoint - The article discusses the insights from the new book "2049: The Possibilities of the Next 10,000 Days" by Kevin Kelly and Wu Chen, which explores the transformative trends in technology, society, and economy over the next 25 years, emphasizing concepts like the mirror world, AI collaboration, genetic revolution, space economy, and "Cool China" [1][6]. Summary by Sections Insights from "2049" - The book serves as a guide for navigating an uncertain future, focusing on the framework of thinking rather than specific predictions [6]. - It highlights the tension between the acceleration of AI and the persistence of industrial-era systems, suggesting that significant changes will take time [6][7]. The Concept of the Mirror World - The mirror world represents a new paradigm of human-computer interaction, moving beyond traditional interfaces to a more immersive experience [12]. - It requires a virtual engine, termed Universal Personal Agent (UPA), which acts as a personal assistant, enhancing communication and interaction [13][15]. Impact on Education - The book posits that AI will fundamentally disrupt traditional education systems, moving from a scarcity of resources to a more abundant and personalized learning experience [20][21]. - It suggests that the role of education will shift from credentialing to fostering genuine skills and connections among individuals [22][23]. The Future of Work and AI - The discussion includes the potential for AI to replace certain tasks but emphasizes that it will also empower individuals, changing the nature of work rather than simply eliminating jobs [8][9]. - The relationship between humans and AI is framed as one of collaboration rather than competition, with AI serving as a tool for enhancement [9][10]. The Cool Economy - The article introduces the idea of a "cool economy," where emotional value and cultural connections become paramount, moving beyond mere functionality [36][38]. - It emphasizes the importance of creativity and personal expression in a future where technology enables diverse and individualized experiences [39][40]. Content Creation and Individual Empowerment - The potential for a content explosion is highlighted, where anyone with a good idea can create and share content, facilitated by AI tools [42][43]. - The concept of "super individuals" emerges, where personal insights and unique perspectives can thrive in a digital economy [43]. Healthcare Transformation - The article hints at the transformative impact of AI on healthcare, suggesting that it will lead to more personalized and efficient medical services [45].