Apple(US:AAPL) 机器之心·2026-01-22 11:00Core Viewpoint - Apple is reportedly developing an AI-driven wearable "Pin" device, which is still in the early stages of development and may not be released until 2027 [1]. Group 1: Product Specifications - The device is expected to be similar in size to the AirTag, featuring a "thin, flat circular" design made of aluminum and glass. It will include a standard lens and a wide-angle lens for environmental sensing, three microphones, a speaker, a physical button on the side, and support for wireless charging, potentially using a magnetic induction charging interface similar to the Apple Watch [3]. Group 2: Market Context and Competition - The entry of Apple into the hardware AI Pin market could revitalize interest, especially given the previous challenges faced by companies like Humane, which aimed to create a smartphone replacement but faced significant product failures and ultimately was acquired by HP for $116 million [5][10]. - Humane's AI Pin, launched in November 2023 at a price of $699 with a monthly subscription fee of $24, saw disappointing sales of only 10,000 units by summer 2024, far below its target of 100,000 units [7][8]. - The failure of Humane's product was attributed to multiple factors, including immature technology, high development costs, and an exorbitant price point [10]. Group 3: Future Prospects - The AI hardware market is seen as poised for growth, with various AI wearable devices like AI glasses and AI headphones being developed as potential next-generation interaction points [10]. - Apple is reportedly accelerating the development of its AI Pin to compete with OpenAI's upcoming wearable device, which is expected to be launched in the second half of 2026 [10][11]. - OpenAI has hinted at a new hardware device that promises simplicity and ease of use, although specific details remain undisclosed [11].