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OpenAI做硬件,为何找上“果链双雄”
21世纪经济报道· 2025-09-24 06:45
Core Viewpoint - OpenAI is collaborating with leading Chinese hardware companies, Luxshare Precision and GoerTek, to develop consumer-oriented AI hardware, which has positively impacted their stock prices and market perception [3][4][5]. Group 1: OpenAI's Hardware Strategy - OpenAI is entering the AI hardware market, focusing on developing companion devices such as smart glasses, digital voice recorders, and wearable badges, with initial products expected to launch by late 2026 or early 2027 [3][5][7]. - The collaboration with Luxshare Precision involves creating devices that will integrate OpenAI's AI models for enhanced human-computer interaction [3][4]. - OpenAI is also in discussions with GoerTek for components like speakers, indicating a broader strategy to leverage existing supply chains in China [4][5]. Group 2: Market Reactions and Stock Performance - Following the news of OpenAI's partnerships, Luxshare Precision's stock surged, reaching a historical high with a 51.6% increase over the past month [3]. - GoerTek's stock also experienced volatility, initially rising by 7.73% before retracting by 2.82% [4][5]. - Analysts suggest that OpenAI's move into hardware could benefit other companies in the Apple supply chain, including Lens Technology and AAC Technologies [5]. Group 3: Industry Trends and Future Outlook - The AI hardware market is witnessing a shift towards devices that prioritize user experience and service, with a projected increase in shipments of wearable devices and smart audio equipment [14][15]. - IDC forecasts significant growth in smart glasses and consumer robots, highlighting their potential disruptive value in the market [15]. - The collaboration between OpenAI and Jony Ive's company is expected to yield innovative AI hardware, with production anticipated to begin in Vietnam by 2027 [7][9].