Industry Innovation and Exchange Conference · Xiamen · November 2026
From Immersion
to Intelligence
从沉浸到智能
Salar Shahna
Founder, World XR Forum · President, World AIGC Association
About me · 关于我
Salar Shahna
世界XR论坛创始人 · 世界AIGC协会主席
Founder, World XR Forum, Crans-Montana, since 2016. President, World AIGC Association. Film and XR producer, Geneva.
500 people in VR headsets · World VR Forum, Crans-Montana
2016: Year One of VR
2016 · VR元年
Oculus Rift
USA · PC-tethered · March 2016 · $599
美国 · 连接电脑
HTC Vive
Room-scale · April 2016 · $799
房间级追踪
Samsung Gear VR
Korea · Phone-powered · $99 · 5M+ sold
韩国 · 手机驱动 · 销量500万+
Photos: Evan-Amos (public domain) · Cullen Steber (CC BY-SA 4.0) · pestoverde (CC BY 2.0), Wikimedia Commons
$80B
We believed the future lived inside a headset.
我们以为，未来在头显里。2025年，800亿美元。
Goldman Sachs, January 2016: VR and AR market forecast for 2025
Ten Years Later, a Museum
十年后，它们进了博物馆
Oculus Rift
2016 – 2021
Gear VR
2015 – 2020
Launch to end of sale
Immersion Was Never the Problem
沉浸，没有错
Too
heavy
heavy
太重
Too
costly
costly
太贵
Too
lonely
lonely
太孤独
Too
ugly
ugly
太丑
And content: expensive, limited, not profitable.
内容：昂贵、稀少、不赚钱。
The Road to Intelligence
通往智能之路
Photos: Google · Snap Inc. · Meta
Style Is Fundamental
风格，是根本。戴在头上的东西，必须有型。
No wearable technology succeeds without style. What you wear on your head must look good.
Salar Shahna
From Bulky to Invisible
从笨重到无形 · 十年，轻了十倍
555 g
HTC Vive · 2016
≈50 g
Ray-Ban Meta · 2026
Technology invisible. Design stylish.
科技要无形，设计要有型。
Bars to scale · Photos: Cullen Steber (CC BY-SA 4.0) · Meta
2026: Three Keywords
2026 · 三个关键词
Intelligence
智能
Ray-Ban Meta Gen 3
12 MP · six microphones · from $449
Clarity
清晰
PICO Space Pro · “I have tried it.”
≈4000 PPI micro-OLED · 40 PPD · early 2027
True AR
真正的AR
XREAL Aura · Android XR
70° · 95 g · from $1,279
Photos: Meta · PICO · XREAL
01 · Intelligence · 智能
Back to Basics
回归本质
Listen听
Capture拍
Look good好看
7M+
sold in 2025, 3× 2024 · EssilorLuxottica
2025年销量700万+
Worn all day because it looks good.
Useful because it is worn all day.
Useful because it is worn all day.
Before AI, Design Intelligence
在人工智能之前，先要有设计智能。
Salar Shahna
The AI Glasses Race
百镜大战 · 时尚与科技的新战场
+263%
AI-glasses shipments, first half of 2026
2026上半年全球AI眼镜出货量同比增长
45%
shipped to the Chinese Mainland
中国市场
96%
have no display yet
没有显示屏
Who is in · 入场者
小米华为阿里百度Rokid雷鸟XREALMetaGoogle
Apple reportedly next
Counterpoint Research, Intelligent Eyewear Market Tracker, Sept 2026 · Photo: Meta
Glasses Carry Information
智能眼镜，是信息的载体
Hear
听
See
看
Speak
说
Show
刚开始
Camera, microphones, speakers
Open to developers: Meta Wearables Device Access Toolkit
Display and Neural Band gestures
Ray-Ban Display, open to developers from May 2026
Android XR and Muse
An open platform, and an AI agent on your face
96% still have no display. A whole layer is being built for them.
96%还没有显示屏。一整套服务和内容，正在为它们而建。
Photo: Meta Ray-Ban Display
Meta Connect · 23 Sept 2026
VR Becomes Glasses
VR，终于变成了眼镜
≈100 g
on the face
HTC Vive: 555 g
$1,299
spring 2027
micro-OLED · 37 PPD
Launched with content: Disney+ films in 3D, Lightstorm Vision (James Cameron), 100+ live sports events a year.
设备，开始为内容让路。
Photo: Meta · weight: Road to VR estimate, plus a ≈300 g compute puck
A New Era for Content
内容的新时代
Cheaper
更便宜
Faster
更快
Open to all
人人可做
AI agents drive Blender and Unity
You describe the scene, the agent builds it in the tools studios already use.
AI助手直接操作Blender和Unity
3D from a sentence or a photo
Objects, characters and sets in minutes, not weeks.
一句话或一张照片，生成3D
Whole worlds, in real time
The next step: world models.
下一步：世界模型
World Models
世界模型：一句话，生成一个能走进去的世界
This place does not exist. It was generated as a 3D world you can walk into.
Aug 2025
Genie 3
Google DeepMind · 720p, 24 fps, minutes of consistency
Nov 2025
Marble
World Labs · worlds exported to Unity and Unreal
Apr 2026
HY-World 2.0
Tencent 腾讯 · open source, meshes and Gaussian splats
Oct 2026
Genie 4
real-time worlds with native sound
Generated with Marble · World Labs
Immersive Video Might Be Back
沉浸式视频，可能要回来了
We thought it would come from new cameras and higher resolution.
我们以为，它会来自新的摄影机和更高的分辨率。
Blackmagic URSA Cine Immersive
A stereo camera with 8K per eye, built for immersive cinema.
But it may come from somewhere else.
但它可能来自别处。
Photos: Collision Conf (CC BY 2.0) · TaurusEmerald (CC BY-SA 4.0)
Video Models Are Getting Very Good
视频生成模型，越来越强
Every few months they get more powerful. Soon they will likely be adapted for VR: stereoscopic, 360°.
每隔几个月就更强。很快，它们很可能被改造成VR格式：立体、360°。
That is the most interesting path for immersive video.
这才是沉浸式视频最值得期待的方向。
A New Layer: Interactive Films
新的一层：互动影视
Branching films are booming on 2D screens.
分支剧情的互动影视，正在2D屏幕上走红。
In VR, they take a new dimension: you are inside the story, and you choose.
在VR里，它们进入新的维度：你在故事里面，由你选择。
Hardware and Content, Finally in Sync
硬件与内容，第一次同步
Light devices
轻的设备
+
Generated worlds
生成的世界
+
Generated video
生成的影像
=
Immersion, again
沉浸，回归
Salar Shahna
From Immersion to Intelligence
从沉浸到智能，再到生成
2016
took us into another world.
带我们进入另一个世界。
2026
helps us understand this one.
帮我们看懂这个世界。
And now
generates a world for each of us.
而现在：为每个人，生成一个世界。
Embodied intelligence · 具身智能
Photos: RuinDig/Yuki Uchida (CC BY 4.0) · XREAL
Lives, Not Just Experiences
无障碍：提升的是生活，不只是体验
2.2B
live with vision impairment
帮盲人“看” · 22亿
430M
live with disabling hearing loss
帮聋人“听” · 4.3亿
For them, it is not a superpower. It is ability.
对他们来说，这不是超能力，是能力。
WHO · Estimate at 25% adoption: about ¥342B ($47.5B) · Photo: Be My Eyes on Ray-Ban Meta
The Time to Build Is Now
有了AI，执行不再是问题。现在，就是最好的时机。
With AI tools, execution is no longer the bottleneck. Startups still have a shot against the giants.
Salar Shahna
Industry Innovation and Exchange Conference · Xiamen
Thank You
谢谢
WeChat · 微信 · Salar Shahna