Apple(US:AAPL) 量子位·2025-08-14 09:11Core Viewpoint - Apple is intensifying its focus on AI, particularly in the smart home sector, with plans for new products like a desktop robot and smart home display screen, while also upgrading Siri to enhance user interaction and functionality [2][6][38]. Smart Home Hardware Product Layout - Apple's AI strategy is primarily centered around smart home products, having decided to concentrate resources on this area rather than expanding into new fields like autonomous vehicles [9]. - The desktop robot, planned for release in 2027, is designed similarly to an iPad with a movable mechanical arm, capable of engaging in conversations and tracking users during video calls [10][15]. - A simplified version, the smart home display screen, is expected to launch in mid-2026, serving as a lightweight interactive hub for family settings [20][21]. - The smart home display will feature a new operating system, voice interaction, and facial recognition, allowing it to customize content based on user preferences [24][25][26]. Home Security Camera - Apple is also set to introduce a home security camera, codenamed J450, which will compete directly with products from Amazon and Google [32][33]. - This camera will include features like person detection, facial recognition, and infrared sensing, enabling it to differentiate between family members and visitors, and will integrate with other smart home devices for automated control [35]. Siri Upgrade - The upgrade of Siri is a critical component of Apple's AI transformation, with two main projects: Linwood and Glenwood [38][40]. - Linwood aims to completely rebuild Siri's capabilities, allowing it to understand natural language and engage in multi-turn conversations, while Glenwood will incorporate third-party models to enhance Siri's intelligence [42]. - The final approach for Siri's upgrade has not been determined, but it will serve as the core interaction point for new hardware [45].