[Source: Morning News]
"There is no keyboard, no mouse, no touch screen, it needs AI more natural interaction, so to speak, AI is the best interaction of AR, and AR may be one of the best landing forms of AI." During MWC Shanghai 2024, Wu Kejian, co-founder of XREAL, admitted to the hot AIGC in the past two years, "I very much hope that this situation can happen, but now, I don't think this moment has come. ”
The XREAL booth at MWC Shanghai 2024 has been packed with people to experience its AR glasses Air 2 Pro and the AR spatial computing terminal Beam Pro, which was just released at the end of May. XREAL Air 2 Pro is also the world's first mass-produced AR glasses with electrochromic technology, which can adjust the light change of glasses in three levels, which is suitable for all-day use.
"I've been talking since I came in in the morning, and I haven't stopped talking." A staff member of the booth said. Those who wear AR glasses on site can see not only Chinese faces, but also the faces of a large number of overseas users.
In the XREAL pop-up area at the booth, visitors can quickly feel the cinema-level giant screen display effect of AR glasses for the first time without wearing AR equipment. In a BMW car at the booth, when the driver wears XREAL Air 2 Pro glasses, the screen can display AR navigation route guidance, hazard warnings, entertainment applications, and charging station information.
According to IDC's latest "AR/VR Headset Market Quarterly Tracking Report", China's AR headset shipments in the first quarter of 2024 will be 8,000 units, up 119.2% year-on-year; ER (Extended reality, the ER market is currently dominated by split glasses) shipped 44,000 units, up 136.2% year-on-year. In the first quarter of 2024, XREAL will continue to maintain the first place in the industry in the AR+ER classification, with a market share of 51.7%.
"When we participated in foreign exhibitions, including the CES exhibition in the United States at the beginning of the year, we all lined up to experience." Wu Kejian said that despite this, the changes that AI can really bring to these electronic hardware are far from coming because of technology or product polishing and other reasons.
In the view of Wu Kejian, co-founder of XREAL, AR glasses are now at most in the first half of the development of the industry, and there is still a certain distance from switching to the second half.
"In the first half, the essence of industry development must be driven by technological innovation." Wu Kejian said that if technology is not innovative, it is only innovation such as models, it is meaningless. At the same time, in the development stage of the first half, the integration of the vertical supply chain is also very critical, "The supply chain of mobile phones cannot meet your needs, you need to iterate a lot of things with suppliers, integrate various resources together, and make the effect or standard you want." ”
On the road of smart glasses, there are currently three development paths, one is represented by Apple's Vision Pro, the hardware is top-of-the-line, and the experience is also immersive, but the portability is poor and cumbersome. One is represented by Meta's Ray-Ban Meta smart glasses, which are all-weather, relatively simple, and even have no display; The third is the middle way, such as XREAL's AR glasses, where configuration and portability fall somewhere in between. "All three patterns should exist for some time to come." Wu Kejian said.
For the combination of AIGC and smart glasses, which are currently developing very hotly, Wu Kejian said that the presentation of AI capabilities on hardware such as glasses, such as instant translation, has been able to be realized, but it will take time for AI capabilities to make AR glasses achieve a very good experience in user interaction, and deliver a hardware product like AI assistant to users.
During MWC Shanghai 2024, Zhang Peng, CEO of Zhipu AI, said in an interview with reporters that the development and iteration of AIGC are very fast, but the hardware cannot achieve synchronous iteration. "There has never been such a situation in history, when a technology is developing so rapidly, relatively speaking, the speed of hardware development is slower than that of software, and there is a speed difference in between."
Zhang Peng said that at present, it is mainly software that leads the development of AIGC, it runs faster, iterates faster, and then the hardware slowly responds, whether it is the mobile phone side, or robots, automatic driving, etc., it takes time, "Let the bullets fly for a while, don't worry." ”
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