剑指“AI时代的安卓”，千问抢滩AI硬件核心入口

第一财经01-11

2026年，AI正在加速走向物理世界。大洋彼岸拉斯维加斯刚刚结束的2026年国际消费电子展（CES）上，大会的核心议程转向了“物理AI”（Physical AI），英伟达创始人兼CEO黄仁勋在演讲中提到，“物理AI的‘ChatGPT时刻’已然到来。”几乎同一时间，深圳举行的阿里云通义智能硬件展上，阿里云发布多模态交互开发套件，套件集成了大语言、多模态、语音等三款基础大模型，并预置十多款Agent和...

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AI），英伟达创始人兼CEO黄仁勋在演讲中提到，“物理AI的‘ChatGPT时刻’已然到来。”几乎同一时间，深圳举行的阿里云通义智能硬件展上，阿里云发布多模态交互开发套件，套件集成了大语言、多模态、语音等三款基础大模型，并预置十多款Agent和MCP工具，可应用于AI眼镜、学习机、陪伴玩具、智能机器人等硬件设备，国内许多热门AI智能硬件的背后都有千问。AI硬件的登台时刻正在真正到来。来到2026年，伴随着能力的提升和场景的补足，AI硬件正从玩具性的营销“噱头”蜕变为真正具备感知、理解与决策能力的“端侧智能体”，打造“AI落地的最后一公里”。与此同时，大模型厂商竞逐物理AI领域的“落子”也早已开启，阿里千问正瞄准AI硬件的“安卓时刻”。1.AI硬件新变革AI硬件能做什么？走入2026年阿里云通义智能硬件展，一些答案是超乎想象的。比如，AI正在帮人们听懂宠物语言。Pettichatx网易伏羲展出了Pettichat宠物翻译器，这是依托100多万宠物声音样本训练的猫狗语言实时翻译器，结合通义千问大模型的多模态语义理解与边缘计算，能够实现94.6%的超高翻译准确率。它能从宠物发声到人类语言转化仅需1秒，还能将人类语言转化为宠物易懂的信号，突破“人宠语言壁垒”。在义乌小商城专区，从智能眼镜、耳机到水杯、手机壳、作业机，围绕AI硬件已发展起一个产业群；在华强北，传统柜台大多都已被改造，AI产品置于显眼位置，AI手机、AI眼镜、AI陪伴玩具、AI网球陪练、AI私教等应有尽有。记者观察到，一方面，市场对AI硬件的需求挖掘正在不断提升，许多新兴场景被快速开发，另一方面，大模型厂商也在加速入局AI硬件争夺下一代智能入口，也带来AI硬件能力的跃升。记者了解到，在阿里云通义智能硬件展上，共有76+品类、200+品牌、1000+智能硬件，包括荣耀、OPPO、方程豹等大牌，也包括nothing、影石、安克创新等新兴品牌，几乎所有产品都基于千问模型打造，也基于阿里云智算算力完成训推。展会期间，阿里云新发布的多模态交互开发套件，也有望将千问的能力进一步向更多中小硬件设备厂商延伸。AI硬件正在迎来产业革命的新时刻，与此同时，千问已瞄准了AI时代的Android角色。Android的成功，本质是通过开源与适配打破了硬件厂商的技术壁垒，让不同定位、不同成本的设备都能搭载智能系统。而通过 “全尺寸、全模态开源”+“端云协同架构”+“软硬一体优化”等能力，阿里云也在为硬件企业和解决方案商提供低开发门槛、响应速度快、场景丰富的平台，先一步进入硬件生态卡位。“通义系列大模型与所有的AI硬件品类都在合作，包括AI眼镜、AI音箱、AI闹钟和TWS耳机的衍生品等。”阿里云通义大模型业务总经理徐栋在采访中提到，在具体合作模式上，阿里云选择向芯片、模组等产业链伙伴开放能力，“单一类目的商品能够超过100万销量的不多，产品形态非常碎片化。所以我们与方案商、模组、芯片企业合作比较紧密，他们更敏感。我们把相关能力开放，再由他们与下游企业合作。”这意味着，无论是功耗以毫瓦计、要求瞬时响应的智能戒指，还是算力冗余、处理复杂任务的智能汽车座舱，厂商都能在千问找到成本与性能的最优解。同时，阿里云多模态交互开发套件也在主动适配包括玄铁RISC-V在内的30多款主流终端芯片架构，满足市面上绝大多数硬件设备的快速接入需求。换句来说，阿里云正在为硬件厂商的服务中建立起一套从底层芯片指令集到上层应用体验“全链路协同优化”的解决方案。在智能硬件走向“软硬一体”的深度耦合期，这不仅仅是一场技术普惠，更是一场颇具野心的商业革命。2.千问改变什么？如何当好AI时代的Android？对千问来说，这是抢占下一代智能流量入口的关键一跃，挑战并不轻松。技术之外，值得关注的是，阿里云正在切入AI硬件产业变革的肌里。长期以来，硬件行业陷入“内卷式竞争”，厂商过度依赖硬件销售利润，同质化严重导致毛利持续摊薄。而随着阿里云等具备全栈AI能力的厂商将AI能力注入到硬件之中，记者发现，越来越多的硬件厂商开始从“一次性卖外壳”转向“持续性卖服务”，用户体验提升的同时，硬件厂商也在获得更可持续的盈利模式。例如，针对硬件时延问题，阿里云在云端做了大量工程化优化，阿里云多模态交互开发套件端到端语音交互时延低至1秒，视频交互时延低至1.5秒，大大提升了AI硬件理解和满足用户需求的速度和能力。另一方面，阿里云也在提升硬件厂商接入AI的可确定性。值得一提的是，阿里云多模态交互开发套件在收费模式从Token（字数）转变为了按License（硬件终端数量）收费，徐栋在采访中提到，这是因为传统的按Token计费模式让硬件厂商很难核算成本，“用户对话多一点，成本就爆了”，而License则将让硬件厂商终于敢于大规模量产和定价。这也意味着，AI硬件的可持续盈利范式被进一步打通。千问为硬件厂商提供的，不仅是技术能力，更是一套完整的订阅制运营支撑。通过多模态交互开发套件预置的Agent工具，厂商无需从零搭建服务后台，即可快速上线付费订阅功能，而阿里云的智算算力则能保障服务的稳定输出，降低厂商的运营成本。这种“技术+运营”的双重赋能，让硬件厂商得以跳出价格战，转向高毛利的服务领域，破解行业毛利困局。在这场“下一代AI入口”的未来之战中，阿里云也展现了充分的耐心与克制。“杀入”AI硬件领域的同时，记者了解到，阿里云确定了“有所为有所不为”的商业边界，立足于共促A生态繁荣。在这背后，是阿里云虽然看到了AI硬件领域的更大想象力，但却意在专注于底层能力的开发，消除硬件厂商对“既做裁判又做运动员”的顾虑，与行业共同将AI硬件产业的蛋糕做大。正如安卓通过开源让三星、小米等百花齐放，最终成就了自身的统治地位，在瞄准“AI时代的Android”的路上，阿里云也在进入激发行业创造力、促进“智力平权”的深水区。根据洛图科技（RUNTO）数据，2025年中国AI硬件市场（不含手机与汽车）规模将突破1.1万亿元，同比增长13.4%，并将在未来五年持续高速增长。AI硬件的迸发势不可挡。在这场从云到端的全球AI落地竞赛中，阿里云为代表的巨头通过将智能注入万千设备，正推动AI深入物理世界的核心进程。一个万亿级的新赛道正全新开启。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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