深扒苹果“泄密门”：头显项目集体“暂停”，AI眼镜扛起新王牌

Ofweek维科网2025-12-23

2001 年 10 月 23 日，乔布斯在苹果公司总部的产品发布会上，拿出了一个184 克的东西。这个东西首次实现了“把1000 首 CD 音质歌曲装进口袋”。CD 随身听+光盘的时代终结了。这款产品就是初代iPod 。25年后，苹果的“iPod 时刻”可能又要到来了。最近，一次堪称“内部泄密级”的意外事件，意外掀开了苹果未来两年（2026–2027）最隐秘的战略底牌。事情起因于一台苹果原型机被...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223155912a6c4f59a&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2001 年 10 月 23 日，乔布斯在苹果公司总部的产品发布会上，拿出了一个184 克的东西。这个东西首次实现了“把1000 首 CD 音质歌曲装进口袋”。CD 随身听+光盘的时代终结了。这款产品就是初代iPod 。25年后，苹果的“iPod 时刻”可能又要到来了。最近，一次堪称“内部泄密级”的意外事件，意外掀开了苹果未来两年（2026–2027）最隐秘的战略底牌。事情起因于一台苹果原型机被...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223155912a6c4f59a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0265550359.USD","symbol_name":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) 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音质歌曲装进口袋”。CD 随身听+光盘的时代终结了。这款产品就是初代iPod 。25年后，苹果的“iPod 时刻”可能又要到来了。最近，一次堪称“内部泄密级”的意外事件，意外掀开了苹果未来两年（2026–2027）最隐秘的战略底牌。事情起因于一台苹果原型机被意外出售——它搭载的是 iOS 26 的早期构建版（内部标注为iOS 19），版本号为 23A5234w（作为对比，iOS 26首个开发者 Beta 版是 23A5260n）。这位买家深度挖掘设备系统后，竟然从中挖出了一份详尽的未发布设备清单。这份藏在代码深处的“路线图”，不仅覆盖 iPhone、Mac、iPad 等核心产品线，更首次从官方代码层面“实锤”了多款此前只存在于传闻中的硬件。与此同时，还有一副看似低调、却暗藏战略转向信号的眼镜：AI 智能眼镜 N401。网上的概念图更耐人寻味的是，与N401一同浮出水面的，还有多款苹果的 AR/VR 头显项目几乎全线“熄火”，不是延期，而是直接“暂停”甚至“取消”。今天我们就来深扒，到底发生了什么？未来两年（2026–2027）苹果到底会推出哪些AR/AI新品？Vision Pro后继无人？头显全家桶集体退场Vision Pro 曾被苹果公司寄予厚望。库克更是表示，在未来的十年时间里，Vision Pro甚至有可能会取代iPhone成为新的计算平台。但现实很骨感：3499 美元的天价、笨重的佩戴体验、应用生态半死不活，让它始终困在专业创作者和极客的小圈子里。如今，根据泄露信息，苹果原本规划的整个 AR/VR 产品矩阵，几乎全军覆没：Vision Air（N100）：N100 是 Vision Pro 的轻量版和低价版。最初有传言称将于 2027 年发布。但苹果公司已暂停头戴式设备的研发，团队资源转投 AI 眼镜的开发。AR 眼镜原型机（N421）：这是一款 AR 眼镜原型机，但苹果目前似乎已取消了该产品的研发工作。不过苹果内部仍把“AR 眼镜”视为终极目标，看来是不急于这一时。可连接 Mac 的 AR 眼镜（N107）：苹果曾致力于研发一款可连接 Mac 以使用 Mac 处理器的 AR 眼镜，但该项目最终被取消了。亲民版 Vision Pro（N109）：不同于 Vision Air，这是另一条产品线，定位第二代Vision Pro、更便宜的头显。不过，目前该项目也已暂停。一句话总结：Vision Pro 似乎成了“孤勇者”，后续梯队全撤了。苹果的新王牌：AI 眼镜 N401，对标 Meta Ray-Ban就在头显退潮之际，一个代号从 N50 升级为 N401 的项目悄然上位——AI 智能眼镜。值得注意的是，苹果暂停了所有 AR / VR 头显的研发工作，转而专注于与 Meta Ray-Ban 竞争的 AI 智能眼镜。这意味着什么？Meta Ray-Ban系列这款眼镜大概率没有复杂的光波导显示、也不主打空间计算，而是聚焦于语音交互、实时翻译、导航、健康监测、FaceTime 通话等日常高频场景。换句话说，这不是一台“戴在脸上的 Vision Pro”，而是一个贴身的 AI 助手终端——轻、全天候可用，深度整合 Apple Intelligence 和 Siri，成为你耳朵和眼睛的延伸。网上的概念图更关键的是，文档提到 N401 “还包含另一款独立的增强现实眼镜”。这说明苹果并未放弃 AR，而是玩起了“分兵策略”：N401 主打大众市场，走实用、轻量化路线；高阶 AR 设备转入长期技术储备，等光学、芯片、生态都成熟了再出手。据 MacRumors 发布的博文，这款 AI 眼镜预计 2027 年正式发布，但也可能在 2026 年底提前亮相。如果成真，它将成为继 Apple Watch 之后，苹果最重要的可穿戴新品类。另外，清单里还冒出一个神秘代号 N110，这款N110 与 N109 以及苹果用于其 AR / VR 头显的其他 N 系列编号很接近，所以极有可能是另一款可穿戴设备，或许与 N401 形成高低搭配。网上的概念图所以，为什么是AI眼镜？三个关键趋势，正把 AI 眼镜推成苹果手里一张“非打不可”的王牌。首先，手机真的快“卷”到头了。iPhone 的外形、性能、影像系统几乎已经摸到了物理天花板，用户换机越来越不积极——平均周期拉长到了 30 个月以上。苹果砸下重金打造的 Apple Intelligence 战略，总得找个新硬件来承载吧？而眼镜，恰恰是最合适的新入口。其次，对手已经跑起来了。Meta 和雷朋合作的 Ray-Ban Meta智能眼镜系列自上市以来，累计销量已突破 200 万副（该数据综合EssilorLuxottica、Meta 官方报道以及各家商业报道）。如果苹果再犹豫观望，很可能就错过了这波关键的市场窗口。更重要的是，这次的战略调整，并不是苹果在“退缩”，而是一次聪明的迂回。它很清楚，Vision Pro 虽然技术超前，但短期内注定难以普及。与其强推高价头显，不如先推出一款轻便、日常、以 AI 为核心的智能眼镜（比如传闻中的 N401），用它来培养用户习惯、积累真实场景数据，同时打磨自家的 AI 能力，为未来真正的高阶 AR 设备悄悄铺路。这招是不是有点眼熟？当年乔布斯也是先用 iPod 试水数字音乐，几年后才祭出 iPhone，彻底颠覆整个行业。今天的 N401，或许就是“AR iPhone”的 iPod 阶段。只不过，这一次时间更紧、对手更强、容错空间也更小。苹果的“眼镜战争”，才刚刚拉开序幕。而真正的胜负，可能要等到 2026年或2027 年才能见分晓。（注：本文部分信息整理自科技媒体 MacRumors 相关报道，产品规划与发布时间仅供参考，实际发布计划仍以苹果官方为准。）文 / Vivi文中未标注的图片均来源于网络原文标题 : 深扒苹果“泄密门”：头显项目集体“暂停”，AI眼镜扛起新王牌","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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