Meta战略转向，AI眼镜与可穿戴设备进入普及拐点

砍柴网01-30

1月29日，Meta CEO扎克伯格在第四季度财报电话会上表示，Reality Labs多年持续的巨额亏损正在接近拐点。公司收缩虚拟现实投入，转向AI眼镜和可穿戴设备，预计将逐步减少亏损规模。Meta多年来一直是全球虚拟现实产业最重要的推动者之一，其战略转向无疑具有风向标意义。在Meta的头羊效应下，AI眼镜和可穿戴设备也将受到更多关注与投入，加速市场普及。而深究这一转向的本质，即当前AI取代“元...

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VR头显销量下滑，Meta Ray-Ban Display眼镜则高歌猛进的分化格局。这一转向的根本原因，是科技产业的“元宇宙”叙事落幕与AI叙事崛起。Meta负责“元宇宙”业务的Reality Labs部门，自2020年底以来累计亏损已超过700亿美元。而AI方面，应用端的联想集团，AI相关业务收入在总营收中的占比则已提升至30%，成为公司增长的核心引擎。联想集团针对个人智能、企业智能、公共智能发布的多个智能体中，仅乐享企业超级智能体，在发布后不到半年，就创收18.9亿元。近日，Meta宣布对元宇宙业务部门Reality Labs实施10%的裁员，涉及约1500人。与此同时，将节省的资金与人才全面转向AI领域，联合雷朋（Ray-Ban）、奥克利（Oakley）等品牌开发AI智能眼镜等。AI眼镜和可穿戴设备的高速增长机遇，根源在于AI应用落地潜力在终端设备层面的释放。AI眼镜和可穿戴设备作为AI的终端入口，事实上也是Meta对AI加大布局的一个发力点。不只是Meta，包括其他布局终端设备的大模型厂商，以及联想集团等本身即是终端设备龙头的AI厂商，在AI眼镜等每一个终端设备的布局中，也均将其纳入整个AI生态之中。基于“一体多端”战略，联想集团包括AI眼镜在内的各类智能终端，均搭载了天禧AI智能体，使其共享智能体的AI能力，并以跨设备、跨品牌、跨系统的“超级互联”，使其互联互通，共同构建起完整的个人智能生态。基于这一布局逻辑，AI眼镜、可穿戴设备的的竞争，已不再是单纯硬件的竞争，而是整个AI技术生态的竞争。企业需具备“稳固的大模型资源+强大的端云协同算力+成熟的智能体平台+多元化的终端硬件”全链条的完整能力，才能给与消费者更完美的消费体验，更好地在行业竞争中站稳脚跟。以联想集团为例，在模型端，联想集团与阿里、字节、DeepSeek、谷歌、微软等大模型厂商以“算力+模型”合作方式实现互为供应商的强绑定，保证大模型资源的稳固。联想集团为这些大模型厂商提供高性能的算力基础设施硬件，并反向获得他们在大模型方面更稳定的支持。算力端，联想集团作为全球主要的算力基础设施硬件提供商，也凭借自身先进的软硬件资源与解决方案，打造自有万全异构智算平台，为所有终端设备提供云端算力支持。智能体端，联想集团的天禧AI智能体，与面向海外的Qira智能体，均已具备L3级能力，并持续进化。硬件端，联想集团的斗战者G1，是目前市面少数成功破解重量、续航、成本“不可能三角”的产品之一。当消费者带上一副斗战者G1或Meta Ray-Ban Display，他所体验的，不仅是终端设备的触感和交互界面，更是这种以智能体为核心的全链条AI技术能力。这也是国内外诸多热门AI眼镜产品攻占市场的利器。场景落地与供应链搭建每一款终端设备，从诞生到市场普及，都必须解决场景与供应链两大问题。场景解决的是用户为何使用，创造什么价值；供应链则解决如何好用，以及投入产出比。AI眼镜目前正处于从概念走向实用的快速发展阶段，其应用场景从单一的消费级功能，向垂直领域渗透，是市场拓展的主要驱动力。而垂直领域场景的拓展，一方面来自厂商自身生产经营，一方面来自厂商对外合作生态的扩张。联想集团作为行业全栈AI生态构建者，在上述两方面均展现出明显优势。在自身生产经营场景上，联想集团在全球拥有30余个生产基地、18个研发中心及4个AI创新中心，并且其产品涉及PC、手机、可穿戴设备、服务器、存储、网络设备等众多类别。这种情况下，联想集团可以将自身丰富的生产经营场景作为AI眼镜应用的试验田，在推向市场前即实现场景验证。对外合作生态上，联想集团自2017年开始智能化转型，将其自身生产经营中积累的智能设备、服务、解决方案推广到各行各业及政、学、研领域。这些客户中有很大一部分可以转化为其AI眼镜应用场景储备。联想集团这种将前期客户转化为新服务、新产品客户的模式，好处在于，客户应用场景更为明确，AI眼镜等终端的渗透，成为以新产品、新服务、新解决方案满足既有需求，优化客户体验，提升粘性的一次机遇。并且，这一模式在联想集团布局的其它AI赛道，已有成功实践。比如其长期合作伙伴中策橡胶，即成为其具身智能业务落地的合作伙伴之一。在AI眼镜及可穿戴设备之外领域的丰富客户资源，或成为联想集团这类厂商的一大优势。供应链方面，企业需要解决产业痛点的核心途径，则是整合优秀供应商资源，以及打造高效、低成本生产体系。AI眼镜及可穿戴设备作为技术密集型赛道，几乎没有企业能独立完成所有技术、零部件的自研，因此建立广泛的优质供应商网络，比自身在更多环节的技术突破更加重要。终端设备厂商应该将更多资源投入到AI能力的构建上，同时保证供应商网络技术领先即可。比如联想集团旗下联想 AI 眼镜 V1的树脂衍射光波导技术，源自与莫界科技的合作；斗战者G1的影像系统，则是与索尼联合打造；亿道信息也通过旗下亿境虚拟，在斗战者 G1 这款产品上与联想集团进行合作。联想集团的全球化、智能化生产体系，则可以在采购、物流、制造、质量等各个环节，实现较中小企业更强的资源调配能力，系统化降低产品成本。比如其合肥产业基地作为全球智能制造领域的最高荣誉——WEF与麦肯锡联合评出的“灯塔工厂”获得者，凭借智能化技术布局，能在每天需处理8000笔客户订单，且80%都是单笔小于5台的定制化需求情况下，实现45%的劳动生产率提升。这也是其斗战者 G1率先将功能型AI眼镜价格降至2000以内的基础。根据Wellsenn XR预测，至2035年的行业成熟阶段，全球AI+AR智能眼镜销量有望达到约14亿副，加上其他可穿戴设备，市场空间巨大。这不仅是几款智能终端设备的积极产业预期，也是AI应用落地潜能的一个缩影。Meta的战略转向，联想集团等厂商的长期深耕，都在将这一充满想象力的远景，向消费者逐渐拉近。","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,"symbols":[],"gpt_button":0,"need_auth":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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