Group 1 - The core viewpoint is that Hon Hai has successfully achieved a comprehensive order coverage for OpenAI, from "cloud" (AI servers) to "end" (terminal devices), leading the contract manufacturing industry in establishing a closed-loop layout for the OpenAI ecosystem [2][7]. - OpenAI's first "AI hardware" is expected to be exclusively manufactured by Hon Hai, with a market launch anticipated in 2026 or 2027 [3]. - The new product is likely to be a "smart pen" or a wearable audio device, designed by the renowned former Apple designer Jony Ive [4][9]. Group 2 - The hardware project, internally named "Gumdrop" by OpenAI, was initially planned to be manufactured by Luxshare Precision but was ultimately secured by Hon Hai [6]. - Production is confirmed to take place in Hon Hai's Vietnam factory, with the possibility of utilizing its U.S. factory as well [7]. - The product is characterized by its compact size, similar to an iPod Shuffle, and features such as a microphone and camera to perceive user environments [13].
报道：OpenAI首款“AI硬件”是“智能笔”或“音频设备”，由鸿海独家代工，预计今年或明年推出
硬AI·2026-01-02 07:48