2 1 Shi Ji Jing Ji Bao Dao·2025-09-23 23:15Core Insights - OpenAI is collaborating with Luxshare Precision and GoerTek to enter the AI hardware market, with a focus on consumer-grade AI devices [1][2] - The stock prices of Luxshare Precision and GoerTek have experienced significant fluctuations due to market reactions to OpenAI's hardware ambitions, with Luxshare's stock rising by 51.6% over the past month [1][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 [1][2] Company Developments - Luxshare Precision's stock reached a historical high of 65.12 yuan on September 23, 2023, following reports of its strategic partnership with OpenAI [1] - GoerTek's stock saw a 7.73% increase on September 22, 2023, but experienced a 2.82% decline the following day, indicating market volatility [2] - OpenAI has recruited over 20 employees from Apple for its consumer hardware initiatives, including key personnel with over a decade of experience at Apple [2] Industry Trends - The AI hardware market is witnessing a surge in interest, with major players like OpenAI and Meta leading the charge in developing innovative products [6] - The global wearable device market is projected to exceed 200 million units by 2025, with smart audio devices expected to surpass 500 million units, indicating strong growth potential [8] - The competition in the smart glasses market is intensifying, with various manufacturers, including internet companies and traditional eyewear firms, vying for market share [9]