本文来自微信公众号：爱范儿 （ID：ifanr），作者：发现明日产品的，原文标题：《苹果截胡马斯克 抢到 AI 人才，想给 HomePod 加个"智慧眼"》，题图来自：AI生成 没想到在AI上慢半拍的苹果，最近也加入到了如火如荼的"AI抢人大战"中，还抢到了马斯克的头上。 CNBC报道，苹果正在收购视觉AI初创公司Prompt AI的工程师和技术，目前已经推进到后期谈判，而 这家公司此前也曾与埃隆·马斯克旗下的xAI和Neuralink接触。 Prompt AI于2023年在旧金山成立，当年获得了500万美元种子轮融资，创始人包括现任CEO，北京大学 和加州大学伯克利分校毕业的博士Tete Xiao，以及伯克利AI研究实验室创始人Trevor Darrell。 值得一提的是，从公司展示的团队页面来看，除了CEO之外，Prompt AI还有不少成员也是华人。 这家公司的旗舰产品名为"Seemour"，官方称其为"具有家庭空间理解能力的环境人工智能（Ambient AI）"。 具体来说，Seemour是一个智能安防摄像头AI系统，能够智能识别家庭中的特定成员、宠物和其他物 体，针对他们的具体行为生成文字提醒，还能 ...

智通财经APP获悉，周五，苹果(AAPL.US)正在秘密开发一款类似ChatGPT的iPhone应用程序，用于测 试和优化预计将于明年推出的Siri重大升级。这一内部测试工具被视为苹果在生成式人工智能(AI)领域 重夺主动权的重要举措。 今年早些时候，苹果曾与OpenAI接洽，讨论其技术支持新一代Siri的可能性。随后，苹果进入与 Anthropic合作的深度谈判，但近期又加强了与谷歌的讨论，计划部署定制版本的Gemini平台以支持Siri 升级。 据悉，这款应用的代号为"Veritas"(拉丁语意为"真理")，目前仅供苹果AI部门内部使用，并无面向公众 发布的计划。通过Veritas，苹果工程师可以更高效地评估新一代Siri的功能，包括搜索用户个人数据(如 音乐、邮件)，以及在应用内执行操作，如编辑照片等。该工具还能收集测试人员反馈，以评估"聊天机 器人"模式是否更具价值。 Siri升级推迟引发了苹果AI战略的大调整。据报道，苹果已将AI主管John Giannandrea边缘化，其核心团 队也被重组。曾直接负责Siri的Robby Walker将在10月离职，他此前创立了AKI(Answers, Know ...

Core Insights - Apple is developing an application similar to ChatGPT, codenamed Veritas, aimed at significantly upgrading Siri and reshaping perceptions of its AI capabilities [1][2] - The new version of Siri is expected to launch in March next year, following previous delays due to engineering issues [3][4] - Apple is actively seeking external partnerships to enhance its AI technology, including discussions with OpenAI and Anthropic [4][6] Group 1 - The Veritas application is designed for internal testing of the new Siri technology, allowing employees to manage multiple conversations and access past chat records [2] - The underlying system for Veritas, codenamed Linwood, utilizes large language model technology and combines internal and third-party model developments [2] - The success of the new Siri is critical for Apple to remain competitive against rivals like Google and Samsung, especially as AI features become more influential in consumer purchasing decisions [1][4] Group 2 - The initial plan for the Siri upgrade was to launch in spring of the previous year, but a high failure rate of features led to delays [3] - The upgraded Siri aims to perform actions based on information displayed on the user's screen and allow seamless voice control [3] - Apple's CEO Tim Cook emphasized the importance of winning in the AI space, indicating significant investments in AI-driven products and services [6]

Market Overview - US stock market saw gains last Friday, with the Dow Jones up 0.38%, Nasdaq up 0.72%, and S&P 500 up 0.49% [1] - Notable stock movements include Tesla up 2.21%, Nvidia up 0.24%, Google A up 1.07%, while Meta down 0.24% and Intel down 3.24% [1] Company Developments - OpenAI plans to invest $100 billion in renting servers [2] - Elon Musk announced a meeting next week regarding the Optimus robot [3] - Apple has notified two suppliers to increase the daily production of iPhone 17 by at least 30% [3] - Oracle is reportedly in talks with Meta for a $20 billion AI cloud computing deal [3] Investment Strategies - Broker strategies remain positive, focusing on market dynamics such as high-low rotation and the entry rhythm of retail investors [5] - Xingsheng Strategy emphasizes the importance of identifying opportunities based on industrial trends rather than simple position switching [5] - Citic Strategy highlights the global expansion of leading Chinese manufacturers as a key driver for market growth [5] - Multiple data points indicate that the current rise in retail investor sentiment is still in its early stages [5] Technology and Innovation - xAI launched Grok 4 Fast, a multimodal reasoning model with a 2M context window [6] - Musk's Neuralink is advancing "thought-to-speech" trials and non-medical brain implants [6] - Samsung's 12-layer stacked HBM3E chip passed Nvidia's testing [6] - The Shanghai Quantum Artificial Intelligence Alliance was established to focus on interdisciplinary research in quantum AI [9] IPO and Market Activity - Moer Thread is set to review its IPO application on September 26, aiming to raise $8 billion for AI chip development [8] - New stock offerings include Aomeisen, a leading manufacturer of air conditioning heat exchangers, priced at 8.25 yuan per share [12] Stock Performance Highlights - Notable stock performances include Yuma Technology up 20.02%, Green Island Wind up 20.01%, and Tengjing Technology up 14.94% [14] - Recent announcements include acquisitions and investments by companies such as Sunflower and Jiayuan Technology to expand their business operations [15]

据The Information9月19日消息，近日，OpenAI已与苹果公司的设备组装商立讯精密签署协议，共同打 造一款消费级设备。据悉，该款设备目前仍处于原型开发阶段，预计能与OpenAI的人工智能模型深度 协作。 值得注意的是，立讯精密可能并非唯一参与其中的苹果供应商。同样为苹果代工AirPods、HomePod及 Apple Watch组件的歌尔股份，或被邀请为OpenAI的首款消费级硬件产品提供扬声器模块。 长城证券则认为，AI与物联网的结合使得下游行业能够提供更加个性化的服务和体验。Counterpoint的 数据显示，到2030年，AI嵌入式蜂窝模组预计将占所有物联网模组出货量的25%，复合年增长率为 35%。ABIResearch预测，至2029年蜂窝模组全球出货量可达7.05亿片，收入可达92.39亿美元。在端侧 AI等新技术趋势下，构建多元化市场布局、提升本地化服务能力，将成为决定企业能否在全球竞争中 站稳脚跟的关键。 公司方面，除立讯精密、歌尔股份外，华泰证券表示SoC芯片恒玄科技、瑞芯微、晶晨股份、乐鑫科技 等也是智能硬件核心。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示 ...

Group 1 - OpenAI has signed an agreement with Apple's assembler Luxshare Precision to develop a consumer-grade device, with potential involvement from another Apple supplier, GoerTek, for speaker modules [1] - The consumer-grade device is currently in the prototype development stage and is expected to work closely with OpenAI's AI models [1] - OpenAI has been actively recruiting former Apple employees, with at least 25 joining in 2025, focusing on human-computer interaction design, audio, wearables, and mass manufacturing [1] Group 2 - Luxshare Precision and GoerTek are making significant moves in the AI and AR sectors, including a strategic partnership with US edge AI chip company PIMIC to develop next-generation smart wearable products [2] - The collaboration with PIMIC aims to enhance Luxshare's ability to provide innovative acoustic solutions, particularly for low-power and compact mechanical layouts, applicable to wireless earbuds, AI/AR glasses, and AIoT devices [2] - GoerTek announced a capital increase in Goer Optics to strengthen its development in precision optics related to virtual/augmented reality and smart glasses [2] Group 3 - GoerTek's subsidiary, Hong Kong Goer Tech, plans to provide a loan of up to $100 million to Haylo for acquiring 100% of Plessey and funding its operations, focusing on Micro-LED technology [3] - The growth of AI smart glasses and AR products is expected to drive demand for related acoustic, optical, sensor, and structural components, creating new business growth opportunities for GoerTek [3]

Core Insights - OpenAI is actively recruiting hardware, design, and supply chain talent from Apple to accelerate its hardware development efforts [1][4][12] - The collaboration between OpenAI and Apple's supply chain network aims to facilitate the production of various hardware products, including a smart speaker without a display, smart glasses, digital voice recorders, and wearable pins, with a target launch by late 2026 or early 2027 [4][12] - OpenAI has established partnerships with major Apple suppliers, including Luxshare Precision, to assemble at least one of its devices [4][17] Talent Acquisition - OpenAI has hired over 20 employees from Apple this year, focusing on consumer hardware expertise, including engineers and designers specializing in user interfaces, wearables, cameras, and audio engineering [4][12] - Notable hires include Cyrus Daniel Irani, Matt Theobald, and Erik de Jong, who have extensive experience in Apple's hardware design and manufacturing [5][12] Employee Sentiment - Many Apple employees are attracted to OpenAI due to the promise of a better work environment with less bureaucracy and more collaboration, alongside lucrative compensation packages potentially exceeding $1 million in stock options [12][15] - Discontent among Apple employees stems from dissatisfaction with incremental product improvements and the company's bureaucratic culture, exacerbated by poor stock performance over the past year [12][17] Strategic Implications - OpenAI's aggressive talent acquisition strategy may complicate its ongoing collaboration with Apple, particularly regarding the integration of OpenAI's models into Apple's Siri voice assistant [17] - Apple's management has expressed concern over employee turnover, leading to the cancellation of an annual meeting for its manufacturing and supply chain teams in China to prevent further departures [17] Competitive Landscape - OpenAI's ambitions in hardware face challenges, as many companies have historically failed to compete with Apple's dominance in this sector [17][18] - The potential for AI to become a core feature in future devices could provide OpenAI with a competitive edge over Apple, which derives over 70% of its revenue from device sales [18]

OpenAI 的硬件野心，开始伸向苹果的地盘。 4 个月前，OpenAI 宣布豪掷 65 亿美元收购由苹果前首席设计官 Jony Ive 联合创办的 AI 硬件公司 io，这也是 OpenAI 当时史上最大手笔的一桩交易。 4 个月后的今天，据 The Information 报道，自从宣布收购 io 以来，OpenAI 开启了疯狂的挖人行动——光今年就从苹果撬走了二十多位硬件工程师，而去 年这个数字还只有 10 人，2023 年几乎为零。 这些被挖走的人员全是苹果消费硬件团队的核心骨干：用户界面设计、可穿戴设备、摄像头工程、音频技术... 几乎都是苹果的看家本领。 其中不乏重量级人物。Cyrus Daniel Irani——这位在苹果干了近 15 年的人机界面设计团队主管，曾经跟 Jony Ive 一起开发了 Siri 那个标志性的多彩波形动 画，从 2015 年 iPhone 6S 开始就一直在用； Matt Theobald——在苹果从事制造设计工作近 17 年的老兵；还有 Erik de Jong——曾经部分领导 Apple Watch 硬件团队的高管。 而 OpenAI 挖人的手段也是相当「简单粗暴 ...

Core Viewpoint - OpenAI is actively recruiting hardware, design, and supply chain talent from Apple to accelerate its hardware development, leveraging Apple's supply chain network in China for production [2][5][11]. Group 1: Talent Acquisition - OpenAI has recruited over 20 employees from Apple's consumer hardware division, including engineers and designers specializing in user interface, wearables, camera, and audio engineering [5][11]. - Notable hires include Cyrus Daniel Irani, a user interface design director with nearly 15 years at Apple, and Matt Theobald, a veteran in manufacturing design [6][11]. - Many Apple employees are reportedly dissatisfied with the company's bureaucratic environment and gradual product improvements, prompting them to seek opportunities at OpenAI [11][16]. Group 2: Product Development - OpenAI is developing a range of hardware products, including a smart speaker without a display, smart glasses, digital voice recorders, and wearable pins, with a target launch by late 2026 or early 2027 [5][11]. - OpenAI has established partnerships with major Apple suppliers, including Luxshare Precision, which has secured assembly contracts for at least one OpenAI device [5][11]. Group 3: Competitive Landscape - OpenAI's aggressive talent acquisition may complicate its collaboration with Apple, particularly as both companies are discussing integrating OpenAI's models into Apple's Siri [16]. - Apple's management is concerned about employee turnover, leading to the cancellation of an annual meeting for its manufacturing and supply chain teams in China [16]. - Historically, many companies have attempted to challenge Apple's dominance in hardware but have often failed, highlighting the risks OpenAI faces in this competitive landscape [16][17].

Core Viewpoint - The market's reaction to Apple's recent product rollout has been negative, with shares falling over 5% post-event, but there are indicators suggesting a potential rise in sales due to a significant number of users on older iPhone models [1][3][12]. Group 1: Product Innovation and Market Position - Analysts have criticized Apple for a lack of significant innovation, noting that recent product launches have only provided incremental upgrades [3][4]. - Apple's position in the AI sector is perceived as lagging behind competitors, which may impact near-term earnings unless a game-changing product is introduced [5][4]. - Despite the criticism, Apple has reported double-digit iPhone revenue growth in its latest quarter, indicating that the company may be successfully navigating the market without major new products [12]. Group 2: User Base and Upgrade Potential - A substantial portion of iPhone users are on older models, with over 400 million users utilizing devices that are at least four years old, creating a potential market for upgrades [9][10]. - Apple is actively encouraging upgrades from older models, particularly the iPhone 13, by highlighting the performance improvements of the new iPhone 17 [10]. - The customer retention rate for Apple's iPhone stands at 89%, significantly higher than competitors like Samsung, suggesting strong brand loyalty among users [11]. Group 3: Investment Opportunity - The current valuation of Apple at 37x price to free cash flow is lower than that of competitors like Alphabet and Microsoft, indicating a potential undervaluation [12]. - The combination of a large user base on older models and strong brand loyalty suggests that now may be an opportune time to invest in Apple shares before potential sales increases are realized [13].