Apple(US:AAPL) 硬AI·2025-08-14 08:24Core Viewpoint - Apple is planning to re-enter the AI market with a new lineup of devices, including a desktop robot, smart speakers with displays, and home security cameras, aiming to enhance its ecosystem and user engagement [2][3][4]. Group 1: Desktop Robot - The desktop robot is the centerpiece of Apple's AI strategy, set to launch in 2027, featuring a realistic Siri voice assistant capable of engaging in multi-person conversations [4][9]. - The robot, codenamed J595, resembles an iPad mounted on a movable arm, able to follow users around the room and interact during video calls [8][9]. - It will have the ability to recommend restaurants or recipes during conversations and will incorporate a visual representation of Siri to enhance user interaction [10]. Group 2: Smart Home Strategy - Apple plans to launch a standalone smart display, codenamed J490, in mid-next year, which will lack the robotic features but will still support home control, music playback, and video conferencing [12][13]. - Both the smart display and desktop robot will run on a new operating system called Charismatic, designed for multi-user interaction [13][14]. - This marks Apple's serious entry into the smart home market, nearly a decade after competitors like Amazon and Google began offering smart displays [15][16]. Group 3: Siri Upgrade - Apple is developing a new version of Siri, codenamed Linwood, based on a large language model architecture, expected to be released as early as next spring [18]. - The improvements to Siri are anticipated to exceed expectations, with a focus on delivering a more interactive and capable AI assistant [18][19]. - A competing project named Glenwood is also in development, which will utilize external technology to enhance Siri's capabilities [19]. Group 4: Home Security Devices - Apple is working on a home security camera, codenamed J450, designed for home safety with features like person detection and task automation [22][24]. - The camera will be battery-powered, lasting several months to a year on a single charge, and will include facial recognition and infrared sensors [23][24]. - Apple aims to compete with products from Amazon's Ring and Google's Nest by leveraging its customer loyalty to expand its product offerings in home security [24].