空间计算成为趋势：AI赋能的VR/AR设备市场现状与未来展望

空间计算成为趋势：AI赋能的VR/AR设备市场现状与未来展望

Spatial Computing Trends: Current Status and Future Prospects of AI-powered VR/AR Devices

2024年世界人工智能大会上，空间计算成为焦点领域。从轻量AR眼镜到沉浸式MR头显，参展企业展示了全能空间计算终端的新体验。

After the 2024 World AI Conference, spatial computing has become a focal area. Exhibitors showcased new experiences with all-in-one spatial computing terminals, ranging from lightweight AR glasses to immersive MR headsets.

苹果Vision Pro中国市场表现

Apple Vision Pro Performance in Chinese Market

苹果Vision Pro国行版6月底上市后，市场反馈褒贬不一。部分用户被其沉浸体验惊艳，也有人抱怨产品过重和优质内容不足。

After the launch of Apple Vision Pro in China at the end of June, market feedback has been mixed. Some users were amazed by its immersive experience, while others complained about the heavy weight and lack of quality content.

值得关注的是，苹果计划将"Apple Intelligence"功能引入Vision Pro，这将为其带来AI深度整合的新能力。

Notably, Apple plans to introduce "Apple Intelligence" features to Vision Pro, which will bring new capabilities through deep AI integration.

AR眼镜的AI赋能

AI Empowerment of AR Glasses

相较于笨重的头显设备，轻巧的AI眼镜正脱颖而出。2023年，智能眼镜出货量增长128.2%，成为增长最快的可穿戴设备。

Compared to bulky headsets, lightweight AI glasses are standing out. In 2023, smart glasses shipments grew by 128.2%, becoming the fastest-growing wearable device.

Meta与雷朋合作的Ray-Ban Meta智能眼镜销量突破百万副，其成功关键在于实用的"智拍"功能和AI实时翻译能力。

The Ray-Ban Meta smart glasses, a collaboration between Meta and Ray-Ban, have sold over a million units, with their success hinging on practical "smart shooting" features and AI real-time translation capabilities.

MR技术的未来方向

Future Direction of MR Technology

MR（混合现实）正成为AR/VR设备的共同发展方向。Meta Quest 3开启了MR大门，Vision Pro则标志着MR时代的到来。

MR (Mixed Reality) is becoming the common development direction for AR/VR devices. Meta Quest 3 opened the door to MR, while Vision Pro marks the arrival of the MR era.

全彩透视技术的进步正推动虚拟现实体验向虚实融合迈进，但该技术仍面临算力、算法和成本等挑战。

Advances in full-color passthrough technology are driving virtual reality experiences toward virtual-real integration, but the technology still faces challenges in computing power, algorithms, and costs.

中国VR产业发展现状

Current Status of China's VR Industry

中国VR产业虽快速发展，但相比欧美日等市场仍处早期阶段，在资金投入、技术研发和市场推广等方面有待提升。

Although China's VR industry is developing rapidly, it is still in its early stages compared to markets in Europe, America, and Japan, and needs improvement in capital investment, technology R&D, and market promotion.

XREAL等国内品牌推出的创新产品如XREAL Beam Pro，展示了中国企业在分体式AR设备领域的探索。

Innovative products like the XREAL Beam Pro from domestic brands such as XREAL demonstrate Chinese companies' exploration in the field of modular AR devices.

本文作者：陈斯（北京青年报）

Author: Chen Si (Beijing Youth Daily)