乔布斯老搭档牵手OpenAI，iPhone真会被淘汰吗

Core Viewpoint - Jonathan Ive's return to the tech industry through a significant merger with OpenAI signals potential disruption for Apple, as AI hardware may threaten the dominance of traditional devices like the iPhone and MacBook [1][5]. Group 1: Jonathan Ive and OpenAI Collaboration - Jonathan Ive, the legendary designer known for his work on the iPhone and Apple Watch, has announced a $6.4 billion merger between his new hardware company, io, and OpenAI, where he will design a series of AI hardware products [1]. - This collaboration is seen as a warning for Apple, as it combines the expertise of a former Apple design leader with one of the fastest-growing companies in Silicon Valley [5]. - OpenAI's CEO, Sam Altman, expressed excitement about collaborating with Ive to create a new generation of AI computers, while also acquiring a team of former Apple designers [6]. Group 2: Potential Disruption to Apple - Analysts believe that AI assistants could revolutionize the electronics market, potentially replacing existing devices like the iPhone and laptops [2]. - Apple executives, including Eddy Cue, have acknowledged that AI devices might replace the iPhone within the next decade, highlighting the transformative nature of AI technology [3]. - Apple's recent delays in upgrading its voice assistant Siri indicate a recognition of the competitive pressure from AI advancements [3]. Group 3: Market Trends and Competitors - Other tech companies are increasingly leveraging AI to differentiate their products, with Meta's Ray-Ban smart glasses selling over 2 million units, showcasing the market's appetite for AI-integrated devices [8]. - Google has announced new AI models and features, including a video generator and smart glasses prototypes, further intensifying competition in the AI hardware space [8]. - Despite the current lack of successful AI consumer hardware products, several startups are attempting to innovate in this area, although many have faced challenges in market acceptance [7].