Shang Hai Zheng Quan Bao·2025-09-21 21:08Group 1 - OpenAI has signed an agreement with Apple's assembler Luxshare Precision to develop a consumer-grade device, with potential involvement from other Apple suppliers like GoerTek for speaker modules [2] - The consumer-grade device is currently in the prototype development stage and is expected to collaborate closely with OpenAI's AI models [3] - Since acquiring the AI device startup io, OpenAI has intensified recruitment from Apple's product and operations teams, with at least 25 former Apple employees joining in 2025 [3] Group 2 - Luxshare Precision and GoerTek are actively expanding their presence in the AI and AR sectors [4] - Luxshare has formed a strategic partnership with US edge AI chip company PIMIC to develop next-generation smart wearable products, enhancing its capabilities in innovative acoustic solutions [5] - GoerTek is increasing its investment in optical technology related to virtual/augmented reality and smart glasses, aiming to strengthen its position in precision optical fields [5][6]