2 1 Shi Ji Jing Ji Bao Dao·2025-09-23 09:15Group 1 - OpenAI is collaborating with Luxshare Precision and GoerTek to enter the AI hardware market, with a focus on consumer-grade AI devices [2][3] - Luxshare Precision's stock price surged by 51.6% over the past month, reaching a record high of 65.12 yuan on September 23, influenced by OpenAI's hardware ambitions and strong iPhone 17 sales [2] - OpenAI plans to develop AI hardware such as smart glasses, digital voice recorders, and wearable badges, with initial products expected to launch by late 2026 or early 2027 [2][4] Group 2 - GoerTek is also in discussions with OpenAI, likely supplying components like MEMS microphones for the AI hardware [3][4] - Following the news of OpenAI's hardware initiatives, GoerTek's stock rose by 7.73% on September 22, but fell by 2.82% the next day [4] - Analysts suggest that OpenAI's move into hardware could benefit various Chinese hardware companies in Apple's supply chain, including Luxshare Precision and GoerTek [4] Group 3 - OpenAI's hardware strategy is seen as a response to the growing trend of "physical AI," with significant recruitment from Apple to bolster its hardware team [4][5] - The collaboration with Jony Ive's company, io Products, aims to produce a new form of AI hardware, potentially assembled in Vietnam and resembling the iPod Shuffle [5] - The AI hardware market is expected to grow, with predictions of over 200 million wearable devices shipped globally by 2025, indicating a shift towards service-oriented products [10][11] Group 4 - The competitive landscape for smart glasses includes various players, with each type of manufacturer having distinct advantages [11] - Chinese companies are rapidly gaining market share in AI hardware, leveraging their supply chain capabilities and cost control [11][12] - Luxshare Precision has recently partnered with a U.S. AI chip company to develop next-generation wearable products, focusing on low power consumption and compact design [12]