Core Viewpoint - OpenAI's first AI hardware product will now be exclusively manufactured by Hon Hai (Foxconn) instead of Luxshare Precision, indicating a strategic shift that positions Hon Hai to capture all device orders from OpenAI, enhancing its future performance [1] Group 1: Company Strategy - OpenAI's initial plan was to have Luxshare Precision manufacture its first AI terminal hardware product, but it has now decided to partner exclusively with Hon Hai [1] - The new hardware is expected to be produced in the United States or Vietnam, with potential applications including a smart pen or portable audio devices [1] Group 2: Market Impact - This strategic change allows Hon Hai to lead among all contract manufacturers, potentially increasing its market share and revenue from OpenAI's cloud and terminal hardware orders [1] - The new product is currently in the design phase, with an expected launch date in 2026 or 2027, which could provide significant growth opportunities for Hon Hai [1]
台媒：OpenAI硬件订单 鸿海独拿 立讯代工泡汤
Xin Lang Cai Jing·2026-01-02 09:14