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As the Spring Festival holiday winds down, the AI buzz sparked by DeepSeek shows no signs of fading. Many are wondering if the AI landscape in 2025 will be affected by macro factors. However, as we predicted in our year-end outlook and Trump's inauguration forecast, conflicts may cause trade fluctuations, but the trend of industrial development and technological commercialization will remain unchanged. Let's take a look at the key tech trends to watch in 2025.
In 2024, AI broke through the limitations of single sensory perception, integrating vision, hearing, language, and other modalities to more comprehensively understand and process information. In 2025, we expect to see the industrial implementation of multimodal technology, with Google and OpenAI's multimodal functions currently in testing set to be officially launched in applications. More industries based on multimodal interaction will also come to the fore. DeepSeek's latest multimodal model, Janus-Pro, is a positive signal. Janus-Pro can not only recognize and process images but also generate them. We can all look forward to whether AI giants will accelerate their application rollout in response to this disruptor.
AI Agent applications, a field regularly tracked in our training camp, will迎来 (usher in) a commercialization wave in 2025 with the accelerated implementation of AI in the ToB (business-to-business) sector. From intelligent customer service to virtual assistants, Agents will penetrate various industries. In our training camp live broadcast, we introduced Salesforce's Agentforce, which includes Agents for sales, marketing, analytics, and human resources, covering all aspects of enterprise services. Salesforce's third-quarter financial results for 2025 exceeded expectations, with an operating profit margin reaching 20% for the first time, and Agentforce played a significant role. Faced with the huge commercial value, more Agent applications will emerge in 2025.
With the maturation of AI chip technology, an increasing number of intelligent terminals will possess strong AI processing capabilities. After our inspection of CES 2025, we shared with you the lively scene of AI large models being embedded in mobile phones, computers, and home appliances, and a new round of hardware innovation based on AI has begun. The most typical example is the upcoming "hundred mirror war" of AI glasses. According to incomplete statistics, there will be at least 50 AI glasses products launched in 2025, and this is just the plan of brand enterprises. Products from startup companies and Huaqiangbei (a famous electronics market in Shenzhen) manufacturers are likely already scheduled for release. In addition, the form of AI hardware will become more diverse, and we will see more interesting AI products launched this year.
The three most important elements of the AI industry—data, computing power, and algorithms—have always been key areas of AI innovation. As the amount of data used for AI training increases, encompassing text, images, and sound, the next important source of data is the 3D data field, which points to the direction of embodied intelligence and 3D data generation. Training with 3D data, compared to image data, allows AI to better grasp the interaction logic of the real world and obtain more complex physical information. The impact of this trend is not limited to 3D data generation but is also very important for the development of robot technology and the path to AGI (Artificial General Intelligence). Li Feifei's startup, World Labs, is a good example. The company is committed to building a large world model (LWM) to perceive, generate, and interact with the 3D world.
Various types of robots, including humanoid robots, industrial robots, and service robots, will迎来 (usher in) a new wave of enthusiasm in 2025. Although some technologies are still in the early stages of development, the influx of capital and public attention will accelerate the implementation and application of robot technology. With the participation of Chinese robot companies like Yushu, the production cost of many components will continue to decrease, bringing more possibilities for robot innovation. Tesla also plans to produce thousands of Optimus humanoid robots in 2025, and supply chain sources indicate that they have already placed orders with Chinese component manufacturers. The production and application situation in 2025 is highly anticipated.
In 2025, autonomous vehicles will enter the stage of large-scale mass production testing, and whether high-level autonomous driving can be commercially implemented will become clear this year. Tesla's FSD (Full Self-Driving) has sparked a revolution in pure visual autonomous driving with its stronger AI large model capabilities, redefining the technological paradigm of autonomous driving, but it is still at the stage of assisted driving. Waymo's multi-sensor fusion approach has already begun Robotaxi commercial implementation, but it is still in the stage of small-scale testing. Whether Tesla's data flywheel spins faster or Waymo's operational flywheel runs faster will be revealed this year.
In 2023, we shared with you the surge of the weight loss drug semaglutide, with Novo Nordisk, as the leader, making huge profits. In 2025, the competitive landscape of semaglutide is set to change, with pharmaceutical giant Eli Lilly joining the competition and many domestic pharmaceutical companies making arrangements. New changes are coming to the biopharmaceutical field in 2025.
As SpaceX's rocket launch costs continue to decrease, Musk's plan to build a global satellite internet coverage—Starlink—is getting closer to maturity. With the advantages of low cost, small size, and easy setup, coupled with a large number of satellites sufficient to cover the globe, the communication cost of "Starlink" is lower than the telecommunications broadband of many countries. With Trump's inauguration, will he open up more launch permissions for Musk, and will space communication bring industrial changes from the fringe? We need to keep an eye on this.
New photovoltaic battery technologies such as perovskite and TOPCon are gradually maturing, and silicon-carbon anode batteries are being applied in the mobile phone field. 2025 is an important time to observe the industrialization of these technologies. Whether there will be new changes in the photovoltaic and battery industries during the technological route switch is very值得关注 (worth paying attention to).
With Trump's inauguration, what kind of relaxed market atmosphere will he create for the digital currency field? This is a question many people are concerned about. Before Trump took office, he created a significant market fluctuation with his own meme coin. Is this a signal of regulatory relaxation, or the beginning of more speculation? We need to keep an eye on this.
In conclusion, these 10 tech trends in 2025 will have a significant impact on various industries and our daily lives. Some are already here, some are on the way, some are short-term hype, and some will create long-term value. Whether you can seize the opportunities depends on your preparation for the future.