補充幾個重點：1. 川普宣稱將課徵多少iPhone關稅並非重點，重點這是川普近期第二次對Apple針對性的言論，此為Apple不容忽視的訊號。2. 如何避免、延緩川普iPhone關稅或進一步調升，就是Apple現在要跟川普談判的首要重點。例如，Apple能否能藉由改變DEI政策，以換取川普暫時性的不針對他們。3. 在川普卸任前，將所有iPhone美國機型的組裝產線搬回美國是不現實的，但川普又反對Apple在印度製造iPhone美國機型，故即便此次Apple與川普談成暫時性的協議以避免iPhone關稅，但在川普卸任前，難保Apple將時不時面臨關稅威嚇。郭明錤 (Ming-Chi Kuo) (@mingchikuo):就獲利而言，Apple為在美國市場銷售的iPhone承受25%關稅，遠好於將iPhone組裝產線搬回美國。https://t.co/ycTwPmQyEp https://t.co/OfyRCH4gfd ...

In terms of profitability, it's way better for Apple to take the hit of a 25% tariff on iPhones sold in the US market than to move iPhone assembly lines back to US.https://t.co/ycTwPmQyEp https://t.co/VPRRpj0caU ...

就獲利而言，Apple為在美國市場銷售的iPhone承受25%關稅，遠好於將iPhone組裝產線搬回美國。https://t.co/ycTwPmQyEp https://t.co/OfyRCH4gfd ...

Product Development & Design - Mass production of the AI hardware device is anticipated to commence in 2027 [1] - The device will feature cameras and microphones for environmental detection, but will lack display functionality [5] - The device is designed to connect to smartphones and PCs, leveraging their computing and display capabilities [6] - The prototype's form factor is slightly larger than the AI Pin, aiming for a compact and elegant design reminiscent of an iPod Shuffle [3] Manufacturing & Geopolitical Strategy - Assembly and shipping operations will be located outside of China, with Vietnam as the likely assembly location, to mitigate geopolitical risks [2] Market Strategy & Competitive Positioning - OpenAI's announcement of the Jony Ive collaboration is likely intended to divert market attention from Google I/O and its AI integration [3] - The partnership aligns with the trend of "physical AI," integrating AI into real-world applications [4]

我的產業調查指出，關於Jony Ive與OpenAI合作的新型態AI硬體裝置：1. 預計將在2027年量產。2. 將在非中國組裝與出貨，以降低地緣政治風險。目前預計在越南組裝。3. 目前樣品的外觀體積略大於AI Pin，外關設計猶如iPod Shuffle般小巧精緻。上述設計與規格在量產前可能還會有變化。4. 其中一個使用方式是將此裝置掛在脖子上。5. 將配備相機與麥克風，可偵測外接環境，不具備顯示功能。6. 預計需與手機跟PC連結，並利用手機與PC的運算與顯示功能。我認為OpenAI選擇在此時官方公佈與Jony Ive的合作，其中一個目的可能是想轉移市場對剛結束的Google I/O之注意力。Google I/O演說中強調的Google生態與AI整合之優勢，是OpenAI現階段無法抗衡的，故OpenAI用不同的主題分散市場注意力。但AI走入現實生活 (也就是所謂的實體/物理AI) 已是市場公認的下一個AI關鍵趨勢，Jony Ive與Open AI的合作成功與否仍需觀察，但這也反映上述趨勢。此合作也讓我想起Alan Kay的名言：People who are really serious about soft ...

Apple's competitors in the large-sized foldable device market may not be limited to Huawei. My research indicates that Amazon is also internally developing a similar product, which has not yet officially kicked off. If development progresses as planned, it is projected to enter mass production in late 2026 or 2027. (Apple’s 18.8-inch foldable device is slated for mass production in late 2027 or 2028.) ...