「一页纸」透视产业热点：OpenAI携手立讯精密，布局AI硬件

Core Insights - OpenAI has officially partnered with Luxshare Precision to enter the AI hardware market, with the first product expected to launch between late 2026 and early 2027 [1][2] - This collaboration signifies OpenAI's ambition to evolve from model development to end-user hardware, while also positioning Luxshare as a key player in the AI supply chain [2][12] Group 1: Strategic Importance of the Partnership - The partnership represents a strategic breakthrough for both OpenAI and Luxshare, allowing OpenAI to create a closed-loop data collection system that enhances its AI models [2][9] - For Luxshare, this collaboration reduces its dependency on Apple, which accounts for over 70% of its revenue, and enables it to tap into the high-growth AI hardware sector [2][12] Group 2: Reasons for OpenAI's Choice of Luxshare - Luxshare has rapidly ascended as a major player in Apple's supply chain, gaining experience in precision manufacturing and large-scale production [3][5] - The company has a global presence with 105 production bases and 28 R&D centers, allowing it to mitigate geopolitical risks and manage tariffs effectively [3][5] Group 3: Characteristics of OpenAI's AI Hardware - The AI hardware is described as "screen-free," "always-on," and "context-aware," likely taking the form of a neck-worn or pocket-sized device [8][11] - It will feature a GPT-5 level multimodal model capable of real-time environmental data collection and response, aiming for seamless user interaction [8][11] Group 4: OpenAI's Comprehensive AI Strategy - OpenAI's hardware initiative is part of a broader strategy to create an ecosystem that integrates software (large models), hardware (end devices), and computing power (chips and data centers) [9][10] - The company plans to produce 100 million AI companion devices by 2027-2028, potentially generating $10-20 billion in hardware revenue [11][12] Group 5: Implications for Luxshare and Other Companies - The partnership with OpenAI allows Luxshare to optimize its business structure and seek significant growth opportunities in the AI hardware market [12][15] - Other companies such as GoerTek, AAC Technologies, and Lianyi Intelligent Manufacturing are also positioned to benefit from OpenAI's hardware strategy due to their roles in the supply chain [16][18]