Over 10,000 orders in 12 hours, where does this hot-selling domestic AR glasses company come from?

Yunzhong sent from Aofei Temple
Quantum Bit | Public Account QbitAI

In the hot spatial computing trend, if Apple goes left, who will go right?

The answer is becoming clear.

Rokid, from the first explosion of AR to the current explosion of spatial computing... this human-computer interaction company, which has been established for 10 years, has gradually become synonymous with AR in everyone's mind.

how so?

Let’s look at what we actually did:

We have released more than ten hardware products for B+C, set the trend of split-type AR design in China, developed our own XR native OS system, and built the largest AR developer community in China. We are the first in China in terms of market share, user base, and consumer terminal shipments.

At the same time, it has also explored the AR+ cultural and museum industry scenarios and cooperated with more than 200 museums and scenic spots in China. Perhaps the first XR device that many people born in the 2000s, 2010s, and 2020s got in their lives came from Rokid.

Just recently, when the sales of the Vision Pro Chinese version were sluggish and the industry was questioned, Rokid's latest move gave everyone a shot in the arm.

During the official new product launch live broadcast on the evening of July 25, 50,000 people watched the Rokid AR Lite launch online.

Within 12 hours, sales exceeded 10,000 .

Rokid founder and CEO Misa also announced the release of the F code, and those who grab the "F code" can get another 1,000 yuan discount .

The first batch of F codes were sold out in less than 10 minutes, and it was said that they were restocked twice afterwards, but it was still not enough. And within a day after the release, orders across all channels exceeded 10,000 .

This new product can not only float multiple screens in front of your eyes like Vision Pro and open multiple applications at the same time, but also turn on the ultra-large screen to watch movies and play games.

The above pictures are all real-time demonstrations of the real device during the live broadcast of Rokid's new product launch communication meeting . With 50,000 people watching, the CEO personally experienced it.

This is definitely a rare phenomenon of hot electronic consumer products this year...

So, why is Rokid AR Lite so popular? How did Rokid do it?

Office, entertainment and travel, replacing Pad in all aspects

During the live broadcast, Rokid founder and CEO Zhu Mingming (Misa) said that he no longer has a computer on his desk, but only a Rokid AR Lite connected to a wireless keyboard.

AR Lite can open three virtual large screens embedded in the real space at the same time, so you can write code, read materials, play videos, or process messages on WeChat and DingTalk at the same time.

Misa's daily routine is to watch classic TV series such as "Detective Conan" and "Friends" while debugging code. Just turn your head and you can see other windows.

When traveling, Rokid AR Lite can be a better alternative to the Pad.

On the one hand, it is more portable and users can easily use it on airplanes/high-speed trains/car seats; on the other hand, the virtual large screen can better protect privacy, and there is no need to worry about being peeped at.

It is worth mentioning that using Rokid AR Lite when traveling can also prevent motion sickness.

Its sports mode can achieve frame-by-frame tracking and anti-shake. In a bumpy environment, the picture remains stable while reducing the dizziness caused by shaking.

In order to test the sports mode of AR Lite, Misa's travel habits became a little surprising. He always made some unconventional demands on the driver: "Drive harder, take the bumpiest road, take curves as much as possible, and do some acceleration." Then he started testing the sports mode of Rokid AR Lite in the car that drifted left and right and jumped up and down.

He also asked the driver to drive 450 kilometers just to test the new product in the car, and it turned out that AR Lite did not make people dizzy at all in sports mode.

Of course, in addition to these scenarios, wearing it to work in a coffee shop is also a good choice.

As the "Chief Product Experience Officer" of Rokid AR Lite, Misa often looks for strangers in Starbucks, asks them to try on this new product, and share their own experience using it. The product is then optimized based on the test experience results.

After thousands of tests and optimizations, the current Rokid AR Lite was created and launched to users .

From hardware parameters to system, deconstructing Rokid AR Lite

After watching the CEO’s experience in the live broadcast, you may want to take a look at the basic information of Rokid AR Lite.

In terms of hardware, Rokid AR Lite adopts a split design.

According to official data, Rokid Max2 glasses, as a display terminal, weigh only 75g .

It uses a birdbath optical solution and supports a field of view (FoV) of approximately 50 degrees.

The single-eye resolution reaches 1200P, the maximum refresh rate is 120Hz, and the maximum eye brightness is 600 nits.

The diopter adjustable range is 0~600 degrees.

The Rokid Station2 host can be held in one hand and is slightly smaller than a smartphone.

It is equipped with a Snapdragon chip, 8GB of memory and 128GB of storage. It is equipped with a 5000mAh capacity battery, upgraded to dual Type-C interfaces, supports 18W charging while playing, and adds an active cooling fan for longer battery life.

The system uses Rokid's self-developed YodaOS-Master space operating system.

Some spatial computing hardware manufacturers in the industry choose to use the Android system + customized spatial applications to implement their products, without deeply modifying and customizing the underlying system and rendering architecture. This may be faster in terms of commercialization, but in the long run it may not be able to bring out the true power of spatial computing. After all, the Android operating system is designed for traditional mobile devices, and it follows the logic of traditional mobile devices in terms of task scheduling and computing power allocation; and there is no way to achieve spatial computing capabilities such as real-time rendering and real-time positioning from the system level, and it lacks core capabilities such as spatial interaction and spatial presentation.

However, Rokid rebuilt the underlying framework of the application system and independently developed the YodaOS-Master space operating system to make it more adaptable to the needs of future space computing . In actual experience, it can provide users with functions such as space multi-screen, multi-window display and multi-task parallelization in space.

YodaOS-Master file management natively supports NAS and cloud disks, and can use Alibaba Cloud Disk 100G storage for free, without restrictions or speed limits . At the same time, the range of video content support has been expanded to support hard decoding of 4K 30-frame videos. Through the file manager, you can also quickly select content to synchronize to "Memories" for playback.

In terms of display, Rokid AR Lite supports super giant screen display, and the size and distance of the virtual screen can be adjusted arbitrarily, up to the equivalent of a 300-inch super large screen 6 meters away .

In terms of interaction, Station2 uses the touch screen that everyone is most familiar with, further lowering the threshold for getting started.

The main interaction methods are touch interaction and ray interaction .

Touch interaction is closer to the interaction of smartphones and computer touchpads, and supports single-finger and multi-finger (each with different functions) touch methods.

Ray interaction is more "native XR". You can "summon" the ray by swinging the console forward (similar to the action of drawing a lightsaber in "Star Wars").

It also supports voice interaction and Bluetooth connection for wireless keyboard and mouse.

During the live broadcast, Rokid connected the keyboard and demonstrated how to input content with the keyboard. According to Misa, he had tested dozens of keyboards for this product in order to adapt it to the lightweight office experience of Rokid AR Lite.

In the future, Rokid also intends to customize a foldable short-axis mechanical keyboard to maximize the portability of AR glasses.

Rokid AR Lite can also quickly wirelessly project screens with Android phones, iOS phones, and Mac computers, turning them into 32:9 ultra-wide screens in seconds.

Therefore, Rokid AR Lite can replace the Pad and provide an unprecedented office, entertainment and travel experience.

In April this year, Rokid AR Lite was unveiled at Rokid OpenDay 2024.

It was kept a secret at the time and was not sold directly. The price was only revealed to be "X499", which aroused the curiosity of many people.

Now the final answer is revealed. However, is it worth waiting for an extra three months? Misa has given a comprehensive answer in the live broadcast.

The current trend of spatial computing is in its infancy, but it also exhibits many complex phenomena.

In addition to curiosity, the outside world also has confusion, concerns, and doubts about this future-oriented field...

This time, Rokid was frank and the CEO was present to answer users' questions and discuss industry directions on the spot.

Why AR glasses are the way of the future? CEO answers on the spot

Misa believes that Rokid AR Lite can now completely replace products such as Pad.

This echoes some industry voices: AR has already won as the next generation of computing terminals.

This trend is especially evident in the AI ​​era. Bill Gates recently predicted in a podcast that the popularity of AI will profoundly change our lives and ways, and headphones and smart glasses will become two key areas of AI hardware.

Gates believes that headphones are more than just audio playback devices. They will add audio functions, eliminate noise, and improve sound quality, becoming an important medium for human-computer interaction. Smart glasses can project video content into the user's field of view, opening up a new form of human-computer interaction.

But Misa believes that the prediction about headphones is not true.

Because humans are greedy for information, they will definitely develop in the direction of multimodality.

If it is just text or audio information, headphones can still cover it well; but visual information cannot be ignored, as 90% of human information comes from the eyes.

Therefore, Rokid has always believed that glasses are the best carrier for AI .

During the live broadcast, Misa also shared her thoughts behind some detail optimizations.

For example, Rokid AR Lite can set a starry sky as the background. This is not only for aesthetics, but also can relieve users' eye fatigue.

Because the starry sky background and the space screen are not on the same plane, when the user's attention shifts from the screen to the starry sky, the eyes have already completed a focal length adjustment. This is just like looking into the distance to relieve visual fatigue.

In response to the problem of AR glasses in the industry easily overheating, Max2 has been optimized to achieve better heat dissipation.

In summary, Rokid wants to take a more people-friendly route.

In terms of products, the newly released Rokid AR Lite is positioned more towards ordinary consumers. Its more natural interaction method and more attractive price can enable spatial computing to further break the circle.

In terms of technical route, compared with VST, OST inherently makes the product have a more comfortable wearing experience, which conforms to the underlying logic that humans are unwilling to separate themselves from the interaction with the physical world, and is more easily accepted by the public.

This clearly separates it from Apple and forms two camps, and also provides consumers with a second option for spatial computing.

The end of spatial computing is clear, but the road ahead is tortuous.

Having players like Apple step up to educate the market is indeed beneficial to the entire industry, but it does not mean that we can just sit back and enjoy the fruits of our labor. The real market development and exploration may have just begun.

At present, the popularity of spatial computing is very obvious.

Break away from the interactive method of the screen and let everyone see the future in advance, such as the enduring popularity of Vision Pro.

But if it is not easy to use and convenient enough, the mass market will also pour cold water on it. The Vision Pro has been criticized for its weight, heat dissipation and other issues.

In this process, Rokid has taken a compromising and people-friendly approach.

Lower the experience threshold so that more people who are curious about spatial computing can enter this circle and actually experience the progress of technology.

But at the same time, we also always emphasize creating spatial, XR-native content and experiences, so that XR is no longer considered as an accessory of a mobile phone.

And in actual actions, they are also full of sincerity.

In addition to the CEO’s live broadcast to answer all questions, there are also more tangible discounts.

Rokid AR Lite set launched the "F Code" campaign.

Starting from 20:00 on July 25, users who grab the F code can enjoy an immediate discount of 1,000 yuan and can enjoy priority purchase and delivery.

Simply enter the F code and click Redeem before paying for your order to enjoy the benefits.

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