Workflow
OpenAI加速挖苹果(AAPL.US)墙角:与立讯精密(002475.SZ)达成硬件制造协议 计划在2026年末或2027年初推出首款设备
智通财经网·2025-09-20 10:42

Group 1 - OpenAI is expanding into the AI hardware sector and has secured manufacturing agreements with Luxshare Precision and is in discussions with GoerTek for future product components [1][2] - OpenAI has recruited over 20 employees from Apple in the consumer hardware field this year, significantly more than the approximately 10 hired last year [1][4] - The company plans to launch its first devices, including a screenless smart speaker, glasses, digital voice recorders, and wearable pins, by late 2026 or early 2027 [1][2] Group 2 - OpenAI's talent acquisition from Apple may complicate their collaborative relationship, particularly regarding Siri integration and the Image Playground application [2] - OpenAI is leveraging Apple's established supply chain in China to support its hardware manufacturing plans [2] - The company faces significant challenges in the hardware market, competing against established players like Amazon and emerging startups [3] Group 3 - OpenAI's recruitment efforts accelerated after its $6.5 billion acquisition of io Products, co-founded by former Apple design chief Jony Ive [4] - New hires include key personnel with extensive experience at Apple, such as Cyrus Daniel Irani, who previously led the human interface design team [4][5] - OpenAI is offering significantly higher compensation packages to attract Apple employees, with stock grants potentially exceeding $1 million [5]