Original debut | Golden Horn Finance (ID: F-Jinjiao)Author | Hayward
For four consecutive years, vivo, the king of domestic mobile phone sales, officially announced its entry into the home robot market.
3月25日，在2025博鼇亞洲論壇上，vivo執行副總裁、首席運營官、vivo中央研究院院長胡柏山在演講中宣佈，vivo成立了機器人Lab。
Unlike humanoid robots, which are more topical, vivo targets the consumer market for personal and family scenarios. In the future, it will use vivo's ten years of technology accumulation in the field of AI large models and imaging, and superimpose the real-time spatial computing capabilities accumulated by vivo's self-developed mixed reality headset to focus on the "brain" and "eyes" of vivo robots.
作為“飯前甜點”，vivo率先秀出了當前階段的技術成果：vivo Vision混合現實頭顯。這是自vivo 2023年年底官宣即將推出混合現實頭顯設備後拿出的首款產品，外觀科技感十足，採用了外掛電池設計，大概率也是目前主流的VST方案。
This is a depth charge dropped on the market.
In an environment where leading brands are looking for a "second growth point", vivo has chosen home robots instead of new energy vehicles. With policy support and market speculation, "making cars" seems to have become politically correct, not only technology companies are involved, but even home appliances and airlines have to get involved.
The robot track has a bit of "futuristic" attributes. Although the theme of robots is also a hot spot in the last half year, the humanoid robot index rose by more than 40% in a single month in 0 years and 0 months, and a number of related ETF funds rose by more than 0%, and the boom also drove the core components such as reducers, servo systems, and sensors related stocks to rise wildly.But the word "future" means that it doesn't deliver value right away.
What makes vivo firmly choose the home robot track? If there is no car as Volkswagen hopes to build, does vivo not want to do it, dare not do it or can't do it?
We look for answers from clues.
No wonder everyone is surprised, in the eyes of the outside world, vivo does have a certain accumulation of car manufacturing.
和其他科技公司一樣，vivo在車機系統、智慧座艙領域早有建樹。vivo的Jovi InCar車聯網品牌和絕大部分的新能源車企都達成了合作，自動駕駛領域則擁有數量過千的專利。
vivo's years of supply chain experience and global supply chain management capabilities can support car manufacturing, especially the development of intelligent cockpits and on-board electronic devices.
Friends who are also mobile phone brands have performed well in the automotive industry, and they have also provided a case reference for supporting vivo to build cars. As the sales king of smartphones in China from 5 to 0, vivo has more than 0 billion users in more than 0 countries and regions around the world, and there is no shortage of technology and money, so it is normal for everyone to be optimistic.
But it doesn't mean that every outlet needs to work hard for it.
Entering 2025 years, the consensus of the industry is that the "battle royale" of new energy vehicles has begun to shrink.
At present, there are more than 100 active brands in China's new energy vehicle market, and the Matthew effect is obvious. The mainstream price war in the industry has greatly compressed the profits of marginal car companies. A leading brand like BYD can still maintain profitability through scale effect, and other brands of cars are afraid that they will only fall to the point of "no reduction".
Combined with the fierce competition in the intelligent driving war, license plate approval, heavy asset investment and other key issues, new energy vehicles are a "hell of difficulty" market for new brands.
Besides, there are more than 10 models on sale on the market, and almost every price segment and every model is covered by more than 0 models, do consumers really need more choices?
Even if vivo really enters the new energy vehicle track, it may not be able to provide consumers with enough life-changing changes. Resources are finite, and it's obviously smarter to put limited resources on the path that can make a real difference.
On the contrary, the robot market, especially the home robot market, has huge potential, a blue ocean, 2025 Boao Forum, Hu Baishan said that "robots will be used in family services, pension, medical health, education and other fields, not only can do a good job, but also understand you very well", pointing out the core use scenario of vivo robots in the future: from the production line to the family, and finally become a companion in everyone's life.
This setting comes from the huge demand in the field of home care in the future. By the end of 4, the number of elderly people aged 0 and above in the country reached 00 million, accounting for 0.0% of the total population; The population aged 0 and above is 00 million, accounting for 0.0%, indicating that China has entered a moderately aging society.
衛健委曾預計，到2035年，60歲及以上人口將突破4億，佔比超30%，進入重度老齡化社會；2050年前後，老年人口峰值將達4.87億，佔總人口的34.9%。
According to the design, home robots are mainly oriented to the elderly, childcare and other fields related to social and people's livelihood, in addition to providing conventional goods transmission, housework assistance, health monitoring, danger alarm and other functions, but also have the vision of providing emotional value and spiritual comfort.
《“十四五”機器人產業發展規劃》也明確家庭服務機器人為重點方向，業內預計到2035年，家庭機器人市場規模或突破千億，成為家庭標配。
The road of home robots chosen by vivo is not only correct to cater to the future social development trend, but also necessary to provide consumers with tools to achieve a better life.
And if you want to build a multi-functional home robot, AI is the key word.
At present, the problems of robot products are concentrated in the lack of environmental perception and decision-making ability, low motion accuracy and limited AI comprehension ability, which are closely related to the end-side large model equipped with the robot, environmental perception technology and servo motors, reducers, six-dimensional force sensors and other key components.
It just so happens that vivo has made great achievements in AI interaction and environmental perception.vivo chose not to build cars but to enter home robots, in order to "blossom and bear fruit" in its own advantageous fields.
To the question of "why choose robots" instead of building cars, vivo's own answer is quite interesting. At the Boao Forum, Hu Baishan said that "robots are the future of the mobile phone industry".
His reason is that mobile phones, as a testing ground for the most cutting-edge technologies, have realized the first commercial application of a number of new technologies, such as new process chips, 5G, AI, virtual reality, etc. In the future, high-tech will also be incubated and matured on mobile phones first, and finally give birth to robots that can give birth to our ideals.
Therefore, vivo's choice to enter the robot also has the consideration that the mobile phone skill points can be inherited by the trend. AI and mobile imaging, which vivo is good at, are regarded as the hotbed for vivo's home robots.
vivo是國內最早一批擁抱AI的廠商，早在2018年就成了AI全球研究院，累計投入了超百億元，組建了超千人的AI團隊，覆蓋演算法、晶片、通信等領域。
vivo最得意的AI產品藍心小V，它基於2023年推出的“藍心大模型矩陣”，涵蓋10億至1750億參數規模。vivo手機很早就在端側部署了30億參數的藍心端側大模型，積累了非常豐富的“端雲協同”經驗，可以為日後家庭機器人訓練、部署端側大模型提供技術支援。
At the same time, stabilizing the annual sales of tens of millions can also provide vivo with huge advantages in model training and corpus supply. In the future, AI Agent, as the brain of robots, will inevitably require unprecedented massive data for training, and vivo can lay a good foundation now.
In addition, the impact of AI on vivo has been extended from independent apps to the entire system, and mobile phone images have also been strongly supported by AI.Optical hardware + self-developed chip + algorithm matrix + ecological collaborationThe full-link technology system.
At present, vivo's imaging technology is a powerful environmental perception system. By reusing imaging technology to home robots, vivo can create powerful "eyes" for robots.
For example, vivo's self-developed VCS bionic spectrum technology, super sensing portrait system, sky night scene system and other image enhancement functions can give full play to the advantages of high-speed focusing and strong night shooting of the image system in the future, and ultimately improve the robot's ability to capture characters and perceive the environment in various scenes of the home.
Blueprint image chips and heterogeneous computing architectures can help robots process image information links. At present, the latest blueprint image chip V35+ can achieve millisecond-level data collaboration with the CPU, reducing power consumption by 0% and improving performance by 0%. In the future, the chip will continue to evolve and upgrade, which can reduce the power consumption of home robots in environmental recognition and improve information processing efficiency.
上面舉例的僅是vivo在AI、影像領域技術的冰山一角。去年vivo還展出了6G原型機，6G網路擁有更高上限的數據輸送量、更低的延遲、更穩定的信號。如果說手機是家庭家庭機器人的橋樑，那麼6G就可以成為鏈接橋樑的強力鋼纜。
The millisecond-level response speed makes the home robot that can assist in housework, health monitoring, and even emotional companionship become its "remote assistant" thousands of miles away, closely connecting the use scenarios of mobile phones and robots.
Compared with car building, the home robot track can be reused with more technology, and the cut is more silky, so that vivo's technical highlights can be swayed to the fullest, and it also has a broader imagination space.
Although vivo will provide a large number of technologies for robot research and development and manufacturing, strictly speaking, vivo will not "build" robots this time.
Hu Baishan did not mention in the Boao Forum any news other than the deep cultivation of the robot's "brain and eyes". Vivo has always not been forced to achieve "full control" of the upstream and downstream links of the entire supply chain, which is the trust in the supply chain and the philosophy of promoting the prosperity of the industry.
vivo enters the game with technology, only does what it is good at, and hands over machine manufacturing to the most familiar supply chain, which not only reaps the benefits of light assets, but also drives the common prosperity of the supply chain.
This move is a self-replica of vivo's "industrial co-prosperity" in the field of mobile phones. vivo has always been very kind to the supply chain. According to multiple media reports, vivo's account period is basically within 90 months, and most suppliers can receive payment within 0 to 0 days, which is more than half of Tesla, which is famous for its cheerfulness and has an account period of only 0 days.
當前機器人產業的硬體供應商只有45.17萬家，相比手機、汽車等成熟的產業還有巨大的增長潛力。手機巨頭攜資金、技術入局，吸引更多的企業參與到機器人製造的生成環節中，可以降低零部件採購的成本；vivo以技術入局不需要在硬體生產中投入龐大的試錯成本，可以進一步降低成本，降低家庭機器人走入千家萬戶的成本。
10萬、50萬甚至100萬人民幣一台的家庭機器人，在市場上完全沒有存在的價值。只有帶動產業鏈企業共同繁榮，做大蛋糕，才能真正讓家庭機器人普及。
At that time, vivo's home robot will become a powerful puzzle piece in the user ecosystem, just like vivo's vision: robots will become a bridge between the physical world and the digital world, so that more users can experience the convenient life brought by cutting-edge technology.
In the era of mobile phones, vivo has created a lot of exciting and good products. Not only the brilliant performance in the field of AI and imaging, but also a series of technologies and hardware such as barrier-free functions, networkless communication and blue ocean batteries, help adventurers, explorers, scientific researchers, and even ordinary people go to the sea to combine "humanities" and "technology".
The home robot track also has outstanding "humanities + technology" attributes, and its original intention and belonging are to make ordinary people live better. Hu Baishan said: "The height of science and technology must eventually return to the human scaleIt seems to have been pointed outThe main purpose of vivo's entry into robots: people-oriented, empowering people with technology.
Maybe everyone is skeptical about vivo's entry into the robot track rather than building a car, because there is a successful precedent for building a car in the machine circle, but there is no home robot yet.
People are not born to believe in uncertain things.
However, it seems that vivo believes very much, even firmly believes. At present, vivo is recruiting elites with an annual salary of one million, and is ready to make a big "trouble" in the new track.
進入手機行業的三十多年來，vivo從最開始的主打輕薄，到後來的音樂手機，再到現在的攝影領先，他們緊跟消費者的需求，不害怕變化，總能取得成功。
This entry into the home robot track is not only an early deployment in the face of the blue ocean market, but also an exploration of the future of AI by vivo. Even if we already have a blue-hearted little V who can understand human speech, and an atomic island that can understand the user's intention to create an interactive "wormhole", we are still some distance away from the AI we imagined.
In addition to the level of the large model itself, it is also because AI is "trapped" in a small mobile phone. The home robot has a larger volume, theoretically better heat dissipation conditions, and a chip with higher computing power. Perhaps in the next five years, NVIDIA's GB300 performance computing chips can also calmly operate rapidly in home robots.
Perhaps, vivo just wants to know how high and far its AI can fly in a carrier with unlimited volume, heat dissipation, and performance. Under the guidance of the long-termist "philosophy of seed cause", vivo is making great strides towards a possible future.
Good luck to vivo.