Core Insights - The 2025 Global AI Terminal Exhibition in Shenzhen showcased over 300 companies from 15 countries, highlighting the transition of AI terminals from experimental to practical applications [1] - Shenzhen launched two industrial funds totaling 7 billion yuan, focusing on AI smartphones, humanoid robots, and large model integrated machines, signaling a priority on terminal development [1] - The exhibition serves as a window into Shenzhen's evolution from hard technology innovation to a collaborative industrial ecosystem [1] AI Glasses - TCL's latest AR smart glasses, the Raybird X3 Pro, allow users to take photos and provide real-time object recognition and explanations through voice commands [2][3] - The glasses weigh only 76 grams and feature multiple functions including photo capture, translation, and navigation, making them a true multi-modal AI terminal [2] - Raybird has maintained the largest market share in AR glasses in China for three consecutive years, with over 50% market share in Q1 of this year [3] AI Large Models in Education - SenseNova V6 series by SenseTime integrates AI large models with educational scenarios, capable of correcting homework and providing step-by-step explanations [4][5] - The model supports multi-modal recognition and real-time interaction, enhancing the learning experience by identifying errors and guiding students [5] - The education sector is seen as a high-frequency area for large model deployment due to its structured data and high user acceptance [6] Humanoid Robots - The exhibition featured humanoid robots like TORA-ONE, demonstrating advanced dexterity and precision in tasks such as screwing in light bulbs [7] - The robot's capabilities are supported by proprietary high-precision tactile sensing technology, allowing it to perceive various physical properties [7] - Shenzhen's robot industry is projected to exceed 200 billion yuan in total output by 2024, with a year-on-year growth of 12.58% [8] Investment and Ecosystem Development - Shenzhen's AI and humanoid robot industry funds aim to support startups and foster unicorns, with a total of 7 billion yuan allocated [8] - The city has over 2,600 AI-related companies, forming a robust ecosystem that supports rapid product iteration and market application [9] - The robot industry in Shenzhen is expected to reach a total output value of 2,012 billion yuan by the end of 2024, with a significant number of enterprises contributing to the sector's growth [9]