2026年，中国智能手机行业正行至一个新的十字路口。 一方面是市场的增量红利的消退，存量博弈将进入更为激烈的"淘汰赛"阶段。与此同时，上游供应链内存成本的高企，叠加AI手机渗透率将突破53%的激 进预测，让整个行业充满了不确定性。 在这一背景下，2月3日，vivo创始人、总裁兼首席执行官沈炜在vivo全球总部发表了题为《2026，笃心笃行》的新年致辞。没有激进的转型口号，沈炜在 致辞中再次重申了那条vivo坚守了30年的朴素逻辑——深耕用户导向的"因"。 沈炜将vivo 2026年的战略重心聚焦于"向内进化"：即如何将"用户导向"从一种集体共识，转化为一种"组织本能"。未来，vivo将向"生态型科技平台企 业"进化。 在vivo看来，面对周期的波动，唯一的解题思路不是预测风向，而是通过组织能力的进化，以确定的"因"去锁定那个必然的"果"。 战略取舍：以"不为"划定经营底线 如果说"不为"是底线，那么"进化"则是vivo 2026年的前进号角。 "意识不等于能力，共识不等于结果。"沈炜在致辞中坦言，2026年vivo的核心任务不是单纯的业务扩张，而是组织能力的深度跃迁。 这意味着，"用户导向"不能仅停留在口号层 ...

Core Insights - The article discusses the ongoing technological revolution and industrial transformation, emphasizing the importance of AI and robotics in reshaping human production and lifestyle. It highlights the need for Chinese tech companies to navigate these changes effectively as they enter a new phase of economic development in 2026, aligned with the "14th Five-Year Plan" [1][11]. Group 1: Company Philosophy and Strategy - Vivo's founder and CEO, Shen Wei, articulated the company's philosophy of "choosing not to do certain things to achieve meaningful outcomes," emphasizing a user-centric approach as a core organizational capability [1][7]. - Since 2019, Vivo has committed to four key technology areas—design, imaging, systems, and performance—focused on meeting genuine user needs, maintaining significant long-term investments despite industry pressures [2][4]. - The company aims to integrate user experience deeply into its organizational culture, ensuring that innovation is driven by real user needs rather than isolated technological showcases [7][8]. Group 2: Technological Advancements - Vivo's recent product, the Vivo Vision exploration version, represents a leap from 2D to 3D imaging technology, enhancing user experience in gaming, entertainment, and office settings [4]. - The X300 series smartphone addresses user pain points in photography, featuring a 200-megapixel telephoto lens and improved all-focus shooting capabilities, allowing users to capture high-quality images easily [2][4]. Group 3: Organizational Development - Vivo is implementing a "7S model" to embed user orientation into its organizational processes, ensuring that all functions prioritize user experience in their decision-making [7][8]. - The company recognizes that understanding user needs is crucial for innovation, and it aims to enhance its organizational capabilities to respond to evolving user expectations [8][9]. Group 4: Future Directions - Vivo is transitioning towards becoming an ecological technology platform by establishing a Robotics Lab and an AIoT smart terminal division, focusing on XR and home robotics [9]. - The company has built a robust ecosystem with nearly 400 supply chain partners, over 25% of whom have been in collaboration for more than ten years, fostering long-term, mutually beneficial relationships that drive technological innovation [9][11].

Core Viewpoint - Vivo is navigating uncertainty in the competitive smartphone market by focusing on user orientation as a core organizational capability [4][6][25] Market Overview - The Chinese smartphone market is projected to see a slight decline in shipments, reaching 285 million units in 2025, indicating a competitive landscape where major players hold over 15% market share each [4] - The competition is intensifying, with a significant gap of only a few million units between the top and fifth-ranked manufacturers [4] Vivo's Strategic Direction - Vivo's founder, Shen Wei, emphasizes the need to transform user orientation from a mere awareness into a systematic insight and practice within the organization [6][25] - The company aims to cultivate a culture where user orientation permeates all aspects of its operations, becoming an intrinsic part of its organizational DNA [24][26] Innovation and Market Challenges - The smartphone industry is experiencing prolonged user upgrade cycles, now averaging 33 months, alongside rising supply chain costs due to increased storage chip prices [8] - The emergence of AI smartphones has disrupted traditional definitions of innovation, compelling manufacturers to rethink their approaches to user needs and technological advancements [8][9] Vivo's Commitment to User Experience - Vivo is committed to deepening its focus on four key technological areas: design, imaging, system, and performance, which are crucial for enhancing user experience [15][19] - The company has developed a comprehensive imaging capability, exemplified by the X300 series, which integrates advanced technologies to redefine user expectations in smartphone photography [16][18] Expansion Beyond Traditional Boundaries - Vivo is evolving from a traditional smartphone manufacturer to a platform-based technology ecosystem, with plans to enter the robotics sector and develop mixed reality products [19][21] - The company is strategically investing in XR and robotics, aiming to create a diverse ecosystem of products that enhance user experiences across various scenarios [21] Organizational Evolution - Vivo is focused on building organizational capabilities that can withstand market fluctuations, emphasizing the importance of user orientation in decision-making processes [23][24] - The company aims to implement a user-oriented innovation framework across all departments, ensuring that every aspect of its operations aligns with user needs [25][26] Future Vision - Vivo's imaging technology strategy is seen as a pivotal element in its transition to a platform-based technology company, with aspirations to extend its capabilities across multiple industries [27] - The company envisions a future where its products are synonymous with warmth, reliability, and user-centric design, aiming to leave a lasting impression in the tech landscape [28]

以下文章来源于智能涌现 ，作者邱晓芬 智能涌现 . 直击AI新时代下涌现的产业革命。36氪旗下账号。 已经有大量厂商提供了前车之鉴。 比如，AI眼镜厂商「闪极」就因为芯片选型等问题，导致通话效果差、视频解析力不高，第一代"拍拍镜"引发退货潮；小度的第 一代AI眼镜也因为同样的选型问题推翻重来。 一家AI眼镜厂商CEO向"智能涌现"直言， "目前AI眼镜行业几乎没有一款产品真正达到了体验标准， 包括他们自己"。 其次，同质化也成为当前AI眼镜行业另一大痛点。 vivo的快进快出，也揭示了AI眼镜行业的同质化困境。 文 ｜ 邱晓芬 编辑 ｜ 苏建勋 来源｜ 智能涌现（ID：AIEmergence） 封面来源 ｜ 视觉中国 "智能涌现"独家获悉， 手机厂商vivo近期叫停了AI眼镜项目，这一项目此前已秘密筹备半年时间，并已与歌尔、中科创达在内的 多家ODM厂商合作demo。 一名知情人士称，音视频、带单绿显示的AI眼镜方案都在vivo的讨论范围内，但最终尚未确定方向便被叫停。原因是， vivo执行 副总裁胡柏山在内的多位高层判断，其AI眼镜"在当下很难做出差异化"。 对此，vivo方面暂无回应。 vivo在AI眼镜 ...

Core Viewpoint - Vivo has halted its AI glasses project due to insufficient product differentiation, despite the growing competition in the AI glasses market [1][3] Group 1: Vivo's AI Glasses Project - Vivo has stopped the development of its AI glasses project, which had been in secret preparation for nearly six months [1] - The project involved collaborations with several ODM manufacturers, including GoerTek and Zhongke Chuangda, for solution and prototype validation [1] - Internal evaluations indicated that the AI glasses could not achieve significant product differentiation, leading to uncertainty in both experience and market acceptance [1][3] Group 2: Market Trends and Projections - The AI glasses market is experiencing a surge, with major tech companies like Baidu, Xiaomi, and Alibaba entering the space, and low-cost white-label AI glasses emerging in markets like Huaqiangbei [2] - IDC forecasts that global smart glasses shipments will reach 12.8 million units in 2025, a 26% year-on-year increase, with China's market expected to exceed 2.75 million units, growing by 107% [2] - By 2026, global shipments are projected to surpass 23.7 million units, with China's market reaching over 4.9 million units, marking a significant growth phase [2] Group 3: Vivo's Focus on Mixed Reality (MR) - Despite halting the AI glasses project, Vivo will continue to focus on the mixed reality (MR) sector, emphasizing devices with greater immersion and spatial computing potential [3] - Vivo has already launched its first MR glasses, the Vivo Vision Explorer, although specific pricing and public sales have not yet been initiated [4] - The decision to pause the AI glasses project reflects Vivo's strategic focus amid a complex macroeconomic environment and rising costs [3]

Core Insights - Vivo has halted its AI glasses project after six months of secret preparation, indicating challenges in achieving differentiation in the current market [2][3] - The AI glasses industry faces significant hurdles, including high hardware standards and a lack of unique product offerings [3][6] Industry Challenges - The hardware requirements for AI glasses are more demanding than other categories, where even minor issues can severely impact user experience [3] - Many companies, such as "Shanji" and Baidu, have faced setbacks due to poor chip selection, leading to product failures and high return rates [4][5] - A lack of innovation has resulted in a homogenized market, with many products mimicking the design and functionality of Ray-Ban Meta glasses [6] Market Dynamics - The content ecosystem for AI glasses remains underdeveloped, with no clear essential use cases outside of mobile devices [7] - Some industry players are adopting a more rational approach, with companies like Xiaomi reducing their second-generation AI glasses shipment forecasts from 300,000 to approximately 120,000 units [9] Future Outlook - Experts believe there is still significant room for exploration in technology and content ecosystems for AI glasses over the next three to five years [8] - Despite halting the AI glasses project, Vivo continues to explore new hardware entry points, such as the Vivo Vision exploration version, which focuses on lightweight and natural interaction experiences [10] Strategic Positioning - Vivo's executive, Hu Bosheng, has emphasized the importance of accumulating data for future robotics applications, indicating a long-term vision for integrating AI glasses with robotics [11] - The company possesses a competitive advantage in transitioning to next-generation hardware due to its extensive experience in the mobile sector [11][12]

Core Viewpoint - Vivo has recently halted its AI glasses project, which had been in secret preparation for six months, due to concerns about differentiation in the current market [1][2]. Group 1: Project Details - The AI glasses project had previously collaborated with several ODM manufacturers, including GoerTek and Zhongke Chuangda, to develop demos [1][2]. - Vivo's executives, including Vice President Hu Baishan, determined that the AI glasses would struggle to stand out in the current market landscape [1][2]. Group 2: Previous Product Launch - In August 2025, Vivo launched its first MR glasses, the Vivo Vision Exploration Edition, but did not disclose a specific price or initiate public sales [1][2]. - The product was made available for user experience appointments at authorized Vivo experience stores in select cities, aiming to improve the product based on user feedback and word-of-mouth [1][2].

Core Insights - The AR glasses market is experiencing significant competition, with various companies like XREAL, Rokid, and RayBird emerging as key players, while tech giants such as Huawei and Xiaomi are also entering the fray [1][3][10] - Marketing creativity is becoming crucial in the AR glasses sector, as evidenced by the recent marketing strategies employed by RayBird and the attention garnered by influencer Wang Ziru [2][3] - XREAL has established itself as a leader in the AR glasses market, holding a 31.6% market share in China, while RayBird and Rokid follow with 23.1% and 18.4% respectively [4][10] Company Performance - XREAL has been recognized as the global leader in consumer-grade AR glasses sales from 2022 to 2025, with a remarkable 113.7% year-on-year increase in shipments in Q2 2025 [3][4] - RayBird has gained significant attention with its recent product launches and marketing efforts, including a successful collaboration with Wang Ziru [2][4] - INMO (影目) has also shown strong performance in the all-in-one smart glasses segment, leading sales in China for four consecutive years [7] Market Trends - The AR glasses market is projected to grow rapidly, with IDC forecasting a shipment volume of over 2.9 million units in China by 2025, reflecting a year-on-year increase of 121% [15] - The global smart glasses market is expected to reach 40 million units by 2029, with a compound annual growth rate (CAGR) of 55.6% in China from 2024 to 2029 [15] - Despite the current hype, challenges remain for AR glasses to achieve widespread consumer adoption, including issues related to weight, battery life, and privacy concerns [12][13]

Core Insights - The article highlights the transformation of brand retail spaces from "selling products" to "creating experiences" in the context of an evolving consumer landscape and the rise of the experience economy [1][9] - Vivo has opened its first cultural imaging museum in Central China, located in the strategic commercial hub of Wuhan's Chu River Han Street, aiming to connect with young consumers through a blend of technology, art, and interactive experiences [1][9] Group 1: Vivo's New Retail Concept - The cultural imaging museum serves as a physical manifestation of Vivo's imaging strategy, enhancing user perception of advanced imaging technology through immersive interactions and creative inspiration [3][9] - The museum features a three-level layout designed to provide a comprehensive imaging exploration journey, showcasing Vivo's latest imaging technology, particularly the flagship X300 series equipped with proprietary imaging chips and advanced optical technologies [3][4] Group 2: Interactive Experiences and Exhibitions - The first floor includes immersive experience zones where users can engage with high-resolution photography and video capabilities, such as capturing detailed models and experiencing ecological photography breakthroughs [3][4] - The second floor hosts a themed photography exhibition in collaboration with the China Photographers Association, showcasing works that connect professional photographers with the general public, thereby stimulating creative expression [4][6] Group 3: Community Engagement and Future Vision - The third floor features a playful experience area themed around the movie "Zootopia 2," offering professional photography services and personalized memorabilia, enhancing user engagement through fun and interactive elements [6][8] - Vivo's collaboration extends beyond the museum with a themed street event, providing users with opportunities to create and share content, thus deepening the integration of technology and intellectual property [8][9] - The establishment of the cultural imaging museum marks a significant step for Vivo in building a "cultural technology" brand ecosystem, aiming to foster creativity and emotional connections within a public cultural space [9]

Core Viewpoint - The article highlights the journey of vivo, a smartphone manufacturer that has evolved from a small factory in Dongguan to a global technology giant over the past 30 years, emphasizing its resilience and adaptability in a competitive market [1][2][6]. Group 1: Company Overview - In 2025, vivo is expected to mark a significant milestone, yet the first eight months of the year have been relatively quiet for the company [2]. - vivo sold 22.7 million smartphones globally in Q1 2025, capturing a market share of 7.4%, with a year-on-year growth of 6.3%, and further increased sales to 27.1 million units in Q2, reflecting a 4.8% growth [2][3]. - The launch of the "vivo Vision Exploration Edition," the lightest mixed reality headset globally, showcases vivo's commitment to innovation with features like dual 8K display and advanced interaction capabilities [2][3]. Group 2: Historical Context - vivo's history is marked by significant challenges, including competition from established players like Motorola and Apple, which shaped its strategic direction [4][11]. - The company faced a critical turning point in 2012 when it nearly went bankrupt, but a successful product launch revitalized its market position [16][17]. - The evolution of vivo from a telephone manufacturer to a smartphone leader reflects broader trends in China's industrial development and the rise of the consumer electronics market [19][20]. Group 3: Competitive Landscape - vivo operates in a highly competitive environment, facing both domestic and international rivals, which necessitates a focus on quality and user-oriented innovation [12][13]. - The company has consistently emphasized a culture of quality, illustrated by a notable incident where a defective product was destroyed to uphold standards [13]. - vivo's growth trajectory aligns with the broader narrative of China's manufacturing sector, which has transitioned from low-cost production to high-tech innovation [21][22]. Group 4: Future Outlook - Looking ahead, vivo aims to leverage advancements in AI, mixed reality, and robotics to establish itself as a leading global brand [25][26]. - The company recognizes the need for continuous innovation and strategic partnerships to maintain its competitive edge in the rapidly evolving technology landscape [35][36]. - vivo's future strategy will focus on enhancing its technological capabilities while fostering a culture of collaboration and shared success among stakeholders [37][38].