標籤彙整: Bobby Voicu

MixRift 創辦人 Bobby Voicu:眼鏡+雲端串流,將成為 2026 年最被低估的 XR 突破

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當多數 XR 裝置仍試圖把運算能力塞進更小的硬體中,MixRift 執行長暨創辦人 Bobby Voicu 則認為,真正的轉折點來自雲端。根據他與《VR NEWS TODAY》分享的觀點,下一波 XR 將跳過「運算 puck」,走向以雲端串流為核心的智慧眼鏡時代。


根據 MixRift 執行長暨創辦人 Bobby Voicu 與 VR NEWS TODAY 分享的觀點,Bobby Voicu 認為,下一波 XR 發展將直接跳過「運算 puck」階段,邁向以雲端串流為核心的智慧眼鏡。在這樣的架構下,裝置本身的角色將更接近顯示終端,而非一台完整的運算設備。這樣的轉變不僅會影響遊戲體驗,也可能重新定義 XR 產業的商業模式,從硬體銷售逐步轉向訂閱制與雲端服務,並進一步縮小消費型科技與企業應用之間的落差。

Bobby Voicu 指出,當前 XR 產業仍高度聚焦於「將更多運算能力塞進更小的裝置」,但真正具顛覆性的變化,其實正在另一個方向快速成熟,雲端渲染與即時串流。隨著雲端基礎建設與串流技術的進步,高階內容已能在一般網路環境下,以極低延遲穩定運行。當完整的 PC 級遊戲與應用都能可靠地從雲端串流到手持裝置時,將混合實境的視覺疊加與互動式空間內容即時帶入超薄眼鏡中,也就不再只是概念展示,而是具備實際可行性的產品方向。

這樣的轉變,將徹底顛覆 XR 的硬體競賽邏輯。與其在眼鏡內追求更高密度的晶片、更大的電池與更複雜的散熱結構,下一波 XR 裝置可能會選擇回歸輕量化設計,專注於顯示品質、佩戴舒適度與續航效率。更低的發熱、更省電的特性,以及更具彈性的製造成本結構,反而更有機會推動 XR 進入真正的大眾市場。Bobby Voicu 認為,2026 年不會是本地運算全面被取代的一年,但很可能是以串流為優先思維的 XR 產品開始進入市場,並釋放產業策略轉向的重要時間點。

在內容創作層面,AI 的角色同樣正在快速擴大。未來一年,生成式 AI 在遊戲環境製作、敘事生成與 NPC 行為上的應用,預期將顯著加速。動態任務設計、即時回應的對話系統,以及可依玩家行為調整的環境敘事,正逐步成為提升沉浸感的重要工具,特別是在即時營運型(Live-service)的 XR 世界中,AI 能有效降低內容更新的門檻與成本。

不過,Bobby Voicu 也強調,對 AI 在 XR 領域的期待仍必須保持務實。現階段的大型語言模型,仍缺乏足夠關於頭顯操作、空間互動、手部追蹤與混合實境設計原則的訓練資料,使其難以在沒有大量人類介入的情況下,直接生成成熟、可靠的空間互動系統。與其取代 XR 設計師,AI 更適合扮演原型加速器與內容倍增器的角色,協助開發者更快測試與驗證想法,而真正定義體驗品質與邊界的,仍是人類對硬體與空間行為的理解。

這樣的技術環境,也進一步鞏固了獨立開發者在 XR 生態中的關鍵地位。Bobby Voicu 指出,認為 2026 年才是獨立開發者「開始主導」XR,其實忽略了一個事實,他們早已在主導。當今許多最具影響力的 XR 作品,往往來自小型團隊,這些團隊具備高度敏捷性,並能快速回應社群回饋。《Gorilla Tag》便是其中的代表案例,從單人開發起步,透過簡單直覺的機制與持續迭代,最終成為現象級 VR 作品。

此外,隨著智慧眼鏡逐漸朝向僅顯示或低運算能力的方向發展,XR 的使用情境也開始產生轉變。體驗不再是刻意進入某個「XR 模式」,而是以更輕量、環境式的方式融入日常生活。受限於電池續航與佩戴需求,2026 年最有機會成功的 XR 內容,可能並非長時間、重度的沉浸式遊戲,而是短時間、低強度的 MR 互動,例如遊戲化工具、輕娛樂、趣味疊加內容與地點式體驗。

在 Bobby Voicu 看來,智慧眼鏡推動 XR 普及的關鍵,不在於技術規格的堆疊或視覺震撼,而在於熟悉感。當混合實境不再需要被刻意學習,而是自然存在於日常行為之中,XR 才真正邁向下一個成長階段。


VR NEWS TODAY 編輯觀察

從 Bobby Voicu 的觀點可以看出,XR 的下一個關鍵轉折,或許不在於硬體效能的極限競賽,而在於運算位置的重新分配。當雲端逐步承接運算核心,裝置回歸顯示與互動介面,XR 也將更有機會走出「科技展示品」的階段,成為真正融入生活與工作的日常工具。

英文原文:

VR NEWS TODAY專訪|MixRift CEO Bobby Voicu Meta Connect 前夕的 MR 革命思考

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在 9 月 17 日即將揭幕的 Meta Connect 前,VR NEWS TODAY 訪問了快速成長的混合實境(MR)遊戲工作室 MixRift 的共同創辦人暨執行長 Bobby Voicu

MixRift 近期宣布前 Meta 副總裁 Ingrid Cotoros 加入董事會,她曾參與 Quest 3、Ray-Ban Meta 智慧眼鏡與 Orion AR 等計畫,象徵硬體到應用的跨界合作正加速成形。此外,MixRift 在 2024 年 8 月成功完成的 pre-seed 融資,僅用七週即募得 160 萬美元,並已陸續在 Meta QuestApple Vision Pro 推出遊戲作品。

對 Bobby 而言,2025 並不是 XR 技術單純的「延續」或「改良」的一年,而是整個產業邁向 臨界點(tipping point) 的時刻,隨著智慧眼鏡逐步進入日常生活,MR 的真正革命才會啟動。

Bobby 指出,過去十年 MR 發展最大的難題在於「硬體」與「生活」之間的落差。傳統 MR/AR 裝置體積龐大、價格高昂,且使用情境受限,即便能帶來沉浸式體驗,也難以真正普及。

不過,隨著 Ray-Ban Meta 智慧眼鏡 等輕量化產品的推出,情勢開始改變。這類裝置不再只是「展示科技」,而是逐漸融入日常的穿戴工具。他強調:「當人們戴上一副眼鏡時,不再覺得自己是『科技玩家』,而是自然地把它當作生活的一部分,這才是主流化的開始。」

對產業而言,智慧眼鏡結合了頭顯的功能與時尚外型,將是 MR 普及的臨界點,也意味著產業將從「專業應用」邁向「日常應用」。

Bobby 認為,除了硬體演進之外,「使用者回饋」才是推動 MR 採用的核心力量。過去的產業模式多由平台制定方向,但真正決定技術能否存活的,是使用者的體驗與接受度。「我們必須回到玩家與使用者的實際體驗。」他表示,「不管是遊戲的操作直覺,還是日常應用的便利性,這些才是推動普及的關鍵。」

MixRift 在開發過程中,把 玩家社群的回饋 放在早期設計階段,例如透過 Discord 直接與玩家互動,並根據需求快速調整功能與玩法。Bobby 強調,這樣的迭代模式,才是讓應用真正貼近市場需求的方式。

他認為,這象徵產業正在進入一個新階段:「我們正從硬體巨頭壟斷的時代,走向由敏捷工作室驅動的應用時代。」

根據研究,2023 年全球 XR 市場規模已達 1,839.6 億美元,並持續快速增長。對 Bobby 而言,這顯示產業已從「探索期」邁向「成長期」。
他總結道:「當智慧眼鏡被自然地融入生活,而不是被視為小眾科技產品時,MR 的真正革命才會展開。」
這場革命不僅是技術突破,更是一種生活方式的轉變,將重新定義我們的工作、娛樂與互動方式。

隨著 Meta Connect 2025 即將舉行,Bobby 的觀察提供了產業一個前瞻視角。智慧眼鏡的日常化、使用者回饋的力量,以及小型工作室的靈活創新,將是 MR 能否走向主流的三大核心要素。對 XR 產業的觀察者與開發者而言,這場對話不僅是技術討論,更是對未來生活方式的探索。

VR NEWS TODAY 與 Bobby Voicu 的完整採訪(原文):

Q.1 Smart glasses with headset capabilities are often seen as a tipping point for mainstream MR adoption. From your perspective, what are the biggest challenges and opportunities in making this technology truly consumer-ready?
The biggest challenge right now is processing power. XR Glasses can’t yet handle the kind of content people expect without relying on an external unit. In the short term, I see us moving into a phase where devices will act more like streaming units connected to a separate processing pack. It’s similar to the first versions of the Apple Watch – it didn’t run apps directly, it relied on the iPhone. MR glasses will likely need that kind of bridge stage before they become fully independent. In terms of opportunities, the potential is huge, but we’re not quite there yet.

Q.2 You’ve mentioned that user feedback can be a stronger driver of adoption than platform roadmaps. Can you share examples of how MixRift incorporates user feedback into development, and how that has shaped your games?
Today, platforms like Meta Quest already have enough users to support a small studio. Waiting for platforms to grow before building isn’t always the smartest strategy – the key is listening to the players who are already there. At MixRift, we talk directly to our community, like through direct communication or Discord channels. And, their feedback has impact – if they want features tweaked or content adjusted, we act on it quickly. That approach has shaped everything from gameplay mechanics to platform choices.

Q.3 MixRift develops across both Meta Quest and Apple Vision Pro. What are the most significant differences you’ve observed between these platforms, and how do they influence your design decisions?
The most obvious difference is input. Meta Quest relies primarily on controllers, whereas Vision Pro is built around hand-tracking. That changes the game mechanics completely. Meta also supports hand-tracking, but it’s not the main way players interact. The second point is scale. Vision Pro doesn’t yet have a large enough user base to be considered a viable platform for us in the same way Meta does. So we experiment there, but we focus on development where there’s already a strong community.

Q.4 With Ingrid Cotoros joining your board, MixRift brings in expertise from major XR hardware development. How do you see the relationship between nimble studios and large hardware companies evolving in the next few years?
Smaller studios move much faster, and that’s our advantage. Hardware platforms are in a constant state of flux, and big companies move at their own pace based on their own roadmaps and data. We can’t influence that, but we can adapt quickly when changes happen. That’s where the relationship lies – hardware giants set the direction, and studios like us find creative ways to make the most of it.

Q.5 Many indie developers are watching Meta Connect closely. From your experience, what should smaller studios pay attention to in terms of consumer trends or platform opportunities?
This year’s Meta Connect could be the most important so far. The expectation is that we’ll see real progress on smartglasses, with displays sharp enough to support content creation – that would be a gamechanger for the industry. Meta also continues to lead the market in terms of scale. The signals that come out of Connect often set the tone for the next year, so smaller studios should pay close attention to where Meta is putting its focus.

Q.6 The XR market was valued at nearly USD 184 billion last year. In your view, what key factors will determine which companies and technologies succeed in the next stage of MR growth?
The market value is around hardware. We don’t yet have a ‘killer app’ that makes people use XR devices daily. Success will come down to two things: content that genuinely resonates with users, and hardware that’s light and comfortable enough to wear everywhere. Glasses with MR capabilities are the future, but adoption will depend on both usability and experiences.

Q.7 Beyond gaming, where do you see the strongest potential for MR adoption in everyday life, and how might that shape the types of experiences MixRift creates?
The strongest potential is in training and medical fields. In everyday life, MR glasses could change behaviour in small but important ways. Instead of pulling out your phone to check a notification or adjust volume, you could do it seamlessly through your glasses. This shift can make MR part of people’s daily routines.

Q.8 Looking ahead, what excites you the most about the next generation of XR, and how is MixRift preparing to stay at the forefront of this evolution?
For me, it’s the arrival of MR glasses. They open the door to entirely new types of content, not just immersive 3D but even hybrid experiences, like flat screens inside glasses or games that work across MR and mobile. At MixRift, we’re building with that hybrid future in mind, and we want our games to work wherever players are.

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