模型对话端侧硬件？ 2026 年如何看待端侧落地？ 20260212 2026-02-12 摘要 OpenAI 在端侧硬件方面有哪些布局？ OpenAI 正在积极布局多个端侧硬件产品，包括 AI PIN、耳机、眼镜和桌面机 器人等。这些产品旨在通过各种硬件入口获取用户，并借助其庞大的用户基础 （亿级或十亿级）拉动硬件销量。OpenAI 计划每年出货量达到 1 亿级别，这 一目标值得关注。 未来几年内存市场的走势如何？ AI 眼镜市场增长迅速，Meta 与陆逊梯卡合作的眼镜 2025 年销量超 700 万副，预计 2026 年达 1,500 万副，同比增长一倍，带显示功能的 AI 眼镜预计 2027 年出现，具备拍照、录像及视频图像呈现功能。 AI 手机在 2026 年发展前景广阔，多家厂商积极布局，对芯片处理能力、 NPU 处理能力及内存容量提出更高要求，有望推动消费者换机潮，AI PC 等传统终端设备也将受益。 OpenAI 积极布局端侧硬件，包括 AI PIN、耳机、眼镜和桌面机器人等， 旨在通过硬件入口获取用户，计划年出货量达 1 亿级别，其庞大用户基 础有望拉动硬件销量。 预计 2026 年上半年消费 ...

Group 1 - The Beijing Zhiyuan Conference showcased cutting-edge AI achievements, gathering hundreds of global young scientists, top scholars, and industry experts to outline the future of the AI industry [1] - AI is rapidly transitioning from the digital world to the physical world, with the release of the original multimodal world model Emu3, which enhances understanding and reasoning in physical contexts [3][4] - The original multimodal model integrates various data types from the beginning of training, allowing for a more comprehensive understanding of the world, unlike traditional models that may lose capabilities when learning additional modalities [4] Group 2 - Beijing has over 2,400 core AI enterprises, contributing to a core industry scale of nearly 350 billion yuan, accounting for half of the national total [5][9] - The conference featured advanced humanoid robots demonstrating their capabilities, with companies like Galaxy General planning to open 100 unmanned pharmacies in major cities [6][8] - Discussions at the conference included topics such as multimodal AI, deep reasoning, and the future paths of AI, emphasizing the need for global cooperation and safety measures in the face of rapid AI advancements [10][13]