Shift from Hardware Specs to AI Ecosystems

The focus of competition has shifted from hardware parameters to AI applications and ecosystem experiences. Rokid released YodaOS and partnered with Ant Group to launch an intelligent agent development platform, while Qianwen is betting on a native OS to seize the next-generation terminal entry point. The industry predicts an "iPhone moment" in 2027, with the AR glasses market expected to exceed 100 million units within three years.