The spring of 2025 is particularly special for Chinese science and technology.

As the global box office was swept by "Nezha 2: The Devil Child's Fighting Sea", keywords such as humanoid robots and DeepSeek have been strongly flooded the screen. These technologies that can stir up the situation allow people to see the rising sun of China's technological rise.

At this time, we will also have some questions: Who is the next technology Nezha after AI and robots? In which technology field will the next business card of China's technology take place?

Faced with this question, Hangzhou still has answers, and China Technology still has answers, and the answers may be hidden behind a speech that has become popular.

On February 18, at the Yuhang District Economic High-Quality Development Conference in Hangzhou, the founder of Rokid wore AR+AI glasses to speak on stage. The biggest difference from other similar summits is that this speech does not use the traditional teleprompter, but uses the AR teleprompt feature provided by Rokid Glasses. Text appears in real time in glasses, which for most people is a scene that only occurs in science fiction movies. Now, in the great enthusiasm surrounding Chinese technology, it is truly staged in reality, and the impact can be imagined.

So, CCTV News, People's Daily, China Daily, Xinhua News Agency and other media reported this incident one after another, and the topic of "the speech was moved in the glasses and the ring turned the page" quickly became the top ten hot searches on Weibo. This most popular technology speech since the beginning of the year has made the AR+AI glasses category quickly enter the public eye.

A few days later, Rokid, which created Rokid Glasses, announced that it had reached an in-depth strategic cooperation with Lens Technology, giving the industry new expectations for the market development and industrial chain cooperation of the AR industry.

These information is gathered together, and it seems to be conveying this message to the outside world: AI glasses are the next business card of Chinese technology, and the new "technology Nezha" is moving in the ashes of AR and AI.

"My speech is in my glasses, and the page is turned through the ring on my hand."

The words of the founder of Rokid in his speech made AI glasses instantly emerge. The core reason is that he showed real and valuable application scenarios. For a long time, people mentioned that AR devices would default to it as a certain technological concept or geek toy, which could not be truly integrated into work and life, and naturally lack the possibility of knocking on the door to the mass market.

What's special about Rokid Glasses is that it can really withstand the test of scenarios and give value that is difficult to replace in a series of real applications.

The teleprompter in the speech is naturally one of them. At the same time, in many fields, Rokid Glasses has illuminated unique application scenarios. For example, the AR teleprompt function can also be used in live broadcast and video shooting, and the text that appears on the glasses makes the shooting and interaction more natural and smooth.

While traveling overseasThrough Rokid Glasses' real-time AI translation function, guests can realize the translated sound in their ears and the translated text presentation in front of them. Only this multimodal real-time translation of sound + text can truly achieve the effect of barrier-free cross-language communication. This experience with a huge demand is currently only AR glasses with mature AI translation functions.

For example, during the learning and tutoring process, we can directly see the problem-solving ideas of each question through Rokid Glasses. The convenience and ease of this experience are far more convenient than the ability to retrieve AI with your mobile phone.

Rokid Glasses has another more important and warm usage scenario, which is that it can provide visually impaired friends with AI objects recognition, intelligent navigation and other functions. The objects and scenes recognized by AI glasses are communicated to visually impaired users through voice, so that AI can light up the darkness and allow everyone to enjoy this intelligent world equally.

The Samadhi True Fire formed by these real scenes has turned the AR concept that is free from reality into the Qiankun circle Huntian Ling in life, study, and work.

This is achieved thanks to Rokid Glasses' breakthrough at the product level. Rokid Glasses has two leading product breakthroughs in the industry, and these two breakthroughs also solve the pain points of AR products not being integrated into real scenarios.

The first breakthrough lies in "easy-going".

The previous stagnation of the AR glasses category is largely due to the excessive body of the equipment, which leads to excessive weight and abrupt wear. On the one hand, excessively heavy glasses will cause discomfort to wear for a long time, and on the other hand, the exaggerated appearance will cause most users to be discouraged.

But Rokid Glasses has a completely different appearance design from traditional AR glasses. The appearance created by Rokid and BOLON makes Rokid Glasses more like a pair of ordinary glasses. At the same time, it weighs only 49g, which makes it the lightest AR+AI glasses on the market, not much different from ordinary glasses. In this way, the wearer will not feel uncomfortable due to weight issues, nor will it cause social pressure due to exaggerated styling. This easy-going feeling hidden in life is the core reason why Rokid Glasses can become popular.

The second breakthrough lies in "intelligence".

AR glasses not only need to have basic AR functions, but also need to be "useful" to meet real usage needs. This requires that AR devices must be combined with AI capabilities. AI's voice interaction, machine translation, and even content generation give users the reason to need AR devices and frequently use AR devices. Based on multimodal models such as Tongyi Qianwen, Rokid Glasses can realize real-world AI object recognition and Q&A based on the real world, thus using AI as the fulcrum to create a new world of "AR useful".

Looking from another perspective, most of the timeAI glasses products are still relying on audio devices in glasses for voice interaction. In contrast, Rokid Glasses provides visual interaction with lens information display, truly achieving the combination of AI and AR.

It can be integrated into life in appearance and contains intelligence within it.

Such AR+AI devices will become the world of every Nezha in life.

Where will Rokid Glasses, which has successfully become popular with its product strength, go next?

This question requires some answers to the industrial chain. The most important factor for a product to move from igniting public opinion to market success is its continuous engineering capabilities and sufficient mass production guarantee. This is like Nezha’s reshaping body - the supply chain is mature and can be delivered on a large scale, which will transform an excellent product.

The recent cooperation between Lens Technology and Rokid has allowed us to see the possibility of Rokid Glasses becoming the public based on industrial chain collaboration. On the evening of February 22, Rokid and Lens Technology jointly announced that the two parties had reached in-depth strategic cooperation and will carry out in-depth cooperation in multiple fields such as machine manufacturing, optical modules, material technology, and capital investment.

We know that as a leading enterprise in the consumer electronics industry chain, Lens Technology has long been deeply engaged in optical waveguide materials, micro-nano structure processing and other fields, and has complete optical module + assembly and manufacturing capabilities. Lens Technology's manufacturing advantages are exactly highly complementary to Rokid. For example, Rokid Glasses uses self-developed diffraction optical waveguide optical display technology to achieve extremely light and thin optical modules, but its complex manufacturing process also brings difficulties to large-scale mass production. Lens Technology's manufacturing capabilities just form the help of breaking through the mass production of AR+AI glasses.

According to the strategic cooperation agreement between the two parties, Lens Technology will provide full-chain coverage from frames, lenses, functional modules to fully automatic assembly for the entire series of Rokid AI glasses. Through this vertical integration, Rokid and Lens Technology can complete the manufacturing of optical modules into the entire machine in the same system, thereby greatly shortening the production cycle and improving production efficiency.

There is reason to believe that with the in-depth cooperation between the two parties' industrial chains, Rokid Glasses will accelerate large-scale delivery, and even become the first batch of AR+AI glasses with large-scale delivery capabilities, completing the "body reshaping" of the AR industry.

On a more macro level, the strategic cooperation between Rokid and Lens Technology will provide a demonstration for the deep reshaping of the AR industry chain and provide an industrial chain base for more AR glasses to enter the mass market. These efforts will ultimately point to a goal: to combine AI and AR and become the ultimate carrier of the next generation of terminals.

After experiencing the decade of smartphones, each of us will think: What changes will AI technology bring to the terminal form?

Is it still the phone king or the computer revival? Or a science fiction picture like brain-computer interfaceEntering reality?

In fact, judging from the current development trend of various technologies, there are huge opportunities for glasses brands standing at the intersection of AI and AR. The reason why I say this is because it objectively occupies the overlap of many important elements, such as:

1. The intersection of intelligent technology and virtual reality technology.

After smartphones, AI technology and virtual reality technology are the two most valued tracks. They each have continued to evolve and enhance over the years, and ultimately the glasses equipment is their nearly only intersection. The superposition effect of this focus technology cannot be ignored in any era.

2. Encountering life scenarios and technological solutions.

Problems such as inconvenience of teleprompters and difficulty in real-time translation have long been pain points in our lives, but there is a lack of effective technological solutions. Rokid Glasses can effectively solve these problems and truly move towards large-scale mass production, and the explosive power created by this is very worth looking forward to.

3. The interweaving of a sense of life and a sense of future.

We, who are influenced by science fiction culture, have full expectations in our hearts. We need it to be cool enough, the future enough, and we need it to be integrated into life and into daily aesthetics. AR+AI glasses that can be worn comfortably and avoid social pressure are the best satisfaction solution for this kind of psychology, and may also be the only satisfaction solution.

To sum up, the intersection of AI and AR represented by Rokid Glasses is the track that is most likely to complete the mission of terminal transition. More importantly, this field has a Chinese technology company like Rokid, which is full of strength and continuous exploration. After ten years of deep cultivation, in addition to Rokid Glasses, Rokid has also created Rokid AR lite and industrial AR products, which is the first and only AR equipment to serve on the Chinese space station.

In contrast, Meta, which has devoted itself to the AI+AR field, has not launched a product similar to Rokid Glasses. China's technology is at least one year ahead of the world in this field.

The Rokid Glasses press conference said, "Perception, understanding, interaction, and presentation will all become the core of the entire future AR and AI world. There is no better solution than AR when we perceive and understand this world and reorganize the way information is displayed and interacted."

This prediction has become a reality step by step, and this also makes AR+AI glasses possible to become another Chinese technology business card after new energy vehicles, big models, and humanoid robots.

At the intersection of AI and AR, the next "technology Nezha" that represents Chinese culture and stirs up the future is nurturing.