高管离场与战略加码：Meta与苹果的XR及智能可穿戴赛道博弈_老虎社区_美港股上老虎

高管离场与战略加码：Meta与苹果的XR及智能可穿戴赛道博弈

XR控02-03

科技行业的竞争格局往往在无声处骤变，当Meta在2025年至2026年间接连失去XR业务的核心领导者副总裁马克·拉布金，以及元宇宙业务的负责人贾森·鲁宾，同时随着元宇宙行业热潮的退去，Meta也开始大幅收缩工作室规模。但苹果却在此时，悄然完成了一笔关键收购，为其未来的空间计算愿景注入强劲技术引擎。这两条截然相反的轨迹，揭示了两大巨头对下一代计算平台的不同判断与战略取舍。Meta：战略收缩与元老退场...

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game","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPD":0.6,"AAPB":0.6,"AAPU":0.6,"AAPY":0.6,"MACW.SI":0.6,"METU":1,"META":1.95,"APLY":0.6,"AAPL":1.93,"AAPW":0.6,"AAPX":0.6},"content_text":"科技行业的竞争格局往往在无声处骤变，当Meta在2025年至2026年间接连失去XR业务的核心领导者副总裁马克·拉布金，以及元宇宙业务的负责人贾森·鲁宾，同时随着元宇宙行业热潮的退去，Meta也开始大幅收缩工作室规模。但苹果却在此时，悄然完成了一笔关键收购，为其未来的空间计算愿景注入强劲技术引擎。这两条截然相反的轨迹，揭示了两大巨头对下一代计算平台的不同判断与战略取舍。Meta：战略收缩与元老退场Meta的XR之路曾充满雄心。杰森·鲁宾自2014年加入Oculus起，便是其内容生态的奠基者之一，从组建团队到促成《刺客信条》、《荣誉勋章》等重磅VR游戏，再到进入元宇宙执行团队，他的十一年职业生涯几乎与Meta的XR探索史同步。杰森·鲁宾他的离职声明充满感激与自豪，却也难掩一个时代的落幕，而在去年同一时期，领导Meta XR硬件与平台业务超四年、推动Quest 3系列及Horizon OS落地的马克·拉布金，也因家庭原因于2025年提前离去。马克·拉布金两位核心高管的相继离开，加之公司“大幅削减旗下工作室规模”的举措，强烈暗示Meta的XR战略正从大规模、高投入的内容与硬件“双线扩张”，转向更为务实、或许也更聚焦于核心平台与效率的阶段。持续的巨额投入后，面对盈利压力与宏观环境，收缩与调整成为必然选择。苹果：精准收购与“无声”交互的未来就在Meta调整之际，苹果以约20亿美元收购以色列AI音频初创公司Q.ai，展现了其截然不同的思路。这笔苹果史上第二大收购，绝非简单的技术补充。Q.ai的核心能力——在嘈杂环境中精准提取语音（甚至耳语），以及通过分析面部微表情来识别指令、身份与生理状态——直指下一代人机交互的核心。这项技术对苹果现有及未来的产品线具有立竿见影的赋能效果：为AirPods带来颠覆性的降噪与语音交互体验；为Vision Pro头显实现更自然、沉浸的面部驱动交互，强化其“空间计算”的定位。更重要的是，它为苹果传闻中的“Apple Glasses”智能眼镜提供了潜在的差异化杀手锏：一种无需大声说话或明显手势、兼顾隐私与便捷的“无声交互”方式。Q.ai团队整体加入苹果硬件部门，并由曾售出PrimeSense（后成为Face ID基础）的同一CEO带领，更被视为苹果强化端侧AI与感知能力的重大布局。十字路口的产业隐喻Meta与苹果的此番动向，构成了XR与元宇宙领域一个清晰的十字路口隐喻：Meta的路径：经历了以硬件补贴和内容投资快速扩张市场、构建社交元宇宙愿景的阶段后，目前似乎进入了一个整合、提效与战略聚焦期。其重心可能进一步向维持硬件迭代、完善Horizon OS平台生态及控制成本倾斜。苹果的路径：则延续其典型风格——不急于在市场份额上正面冲锋，而是通过底层技术收购与深度融合，为未来产品打磨关键且差异化的用户体验。苹果瞄准的是更精准的交互、更强的隐私保护与离线AI能力，试图定义高端、专业的“空间计算”标准。结语贾森·鲁宾在告别信中对“Horizon及VR发展蓝图”仍充满期待，而马克·拉布金领导完成的平台更名与硬件迭代已为Meta留下坚实基础。然而，当Meta为过去的雄心进行阶段性收束时，苹果正通过一笔重金收购，为其未来的眼镜与头显埋下交互革命的种子。XR与元宇宙的竞赛远未结束，但竞争的重点已从单纯的硬件出货量与内容数量，悄然转向更深层的技术积淀、交互哲学与可持续的商业模式，两家巨头的分岔路，或许正预示着产业下一阶段的全新赛点。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}