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如果想认真做AI,就要把硬件做出来
AppleApple(US:AAPL) Hu Xiu·2025-05-23 01:34

Core Viewpoint - OpenAI is collaborating with former Apple design chief Jony Ive's hardware company io to develop a new AI-driven hardware product, aiming for a production target of 100 million units, which could potentially surpass the iPhone in terms of user interaction and functionality [1][8]. Group 1: Collaboration and Background - OpenAI and io's partnership marks a significant collaboration, with both teams considered among the strongest in AI and hardware development [1]. - Jony Ive, known for his work on the iPhone and iPad, is leading the design efforts at io, with a focus on creating a new interactive computing device that reduces screen dependency [2][3]. - The collaboration aims to address the need for innovative hardware that can enhance user interaction in the AI era, moving beyond traditional screen-based devices [4][5]. Group 2: Product Development and Vision - The new product is envisioned to be a compact, energy-efficient device that can operate without a screen, allowing for a more natural interaction with users [8][9]. - OpenAI has already invested in various AI hardware startups and is actively pursuing the development of consumer electronics that leverage AI capabilities [6]. - The product is expected to be unveiled by 2026, with a prototype already in development and discussions with supply chains ongoing [8]. Group 3: Market Implications and Competition - The target of 100 million units suggests that the new device aims to achieve a level of success comparable to the iPhone, which reached this sales milestone in 2012 [10]. - The market for AI hardware is evolving, with various companies exploring different forms of interaction, including smart glasses and other wearable devices, but none have yet reached the scale of 100 million units [11][12]. - The competitive landscape includes established players like Meta and Google, who are also developing AI-driven hardware solutions, indicating a rapidly growing market for innovative AI applications [11][12].