OpenAI想杀入苹果“腹地”

Core Viewpoint - OpenAI is actively pursuing a hardware strategy, aiming to replicate Apple's successful model by recruiting key talent from Apple and engaging with its supply chain partners, indicating a shift from being solely a software company to a hybrid of software and hardware [3][4][10]. Group 1: OpenAI's Hardware Ambitions - OpenAI's hardware ambitions can be traced back to a 2018 paper on robotic hands, but it lacked commercialization intent at that time [5]. - A significant turning point occurred in 2024 when OpenAI's CEO hinted at developing an "AI-native interaction carrier," suggesting a move towards hardware [7]. - In May 2025, OpenAI acquired Jony Ive's hardware startup for approximately $6.5 billion, enhancing its design capabilities and marking a strategic shift [8][9]. Group 2: Talent Acquisition and Supply Chain Engagement - OpenAI has attracted dozens of former Apple employees, including hardware engineers and supply chain experts, indicating a serious commitment to its hardware strategy [10][11]. - The company has engaged with Apple's supply chain, including signing a partnership with Luxshare for mass production of a pocket-sized AI device, which poses unprecedented pressure on Apple [12]. Group 3: Competitive Landscape and Market Impact - OpenAI's hardware strategy could disrupt Apple's dominance in the smart hardware market, particularly if it successfully launches innovative products like AI-powered smart glasses [14][15]. - Apple's iOS ecosystem is a core competitive advantage, but OpenAI could potentially create an AI-centric ecosystem that challenges this by offering a new development platform [16][19]. Group 4: User Dependency and Brand Loyalty - Apple's long-standing user loyalty and brand recognition present a significant challenge for OpenAI, which must innovate beyond Apple's offerings to attract users [20]. Group 5: Broader Implications for AI Companies - OpenAI's hardware exploration may represent a second growth curve, moving beyond subscription models to a combined hardware and software revenue stream [23]. - The approach taken by OpenAI could serve as a model for domestic AI companies, although they face unique challenges in supply chain management and market readiness [24][25].