苹果终于亮出了下一个“iPhone”

爱范儿02-18

新年伊始，科技圈热闹非凡，一波未平，数波并起先是春晚舞台上，具身智能机器人和 SeeDance 轮番秀肌肉，看得人眼花缭乱；苹果也在除夕当晚不声不响地发出了春季发布会邀请函。当大家还在讨论 iPhone 17e 的时候，彭博社又抛出一枚重磅炸弹，苹果正在加速一系列 AI 硬件，具体为以下三种：智能眼镜 N50：代号 N50，对标 Meta Ray-Ban 但要更高端。无显示屏，靠扬声器、麦克风和双...

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iPhone。这场新旧交替的博弈，库克没有做选择题，他全都要。摄像头，为 AI 而生如果你足够敏锐，已经从刚刚的简短介绍里捕捉到了关键词——三款设备，都有摄像头。如果用传统消费电子的逻辑看，iPhone 上的摄像头已经基本满足人们的拍照需求，但对于不需要搞摄影的 AI 硬件来说，摄像头的角色发生了质的转变——这是被动且持续接收信息的“输入”入口。不需要高画质，200 万像素甚至更低就够了，甚至可以是红外成像，毕竟 AI 不需要欣赏风景，只要能通过这些低像素画面，计算出空间定位与物体识别，就能正常运转。▲ 假想图由 Gemini 生成与之呼应的是，苹果在这方面的技术积累。2025 年夏天，苹果开源了一个能在 iPhone 上直接运行的高效视觉语言模型——FastVLM。这个模型并不像其他 AI 巨头那样“刷分”，而是朝着小型化、端侧化、低延迟的方向做了极致优化，将视觉处理所需的 Token 降到传统 ViT 的 1/16，极大降低延迟，可以根据摄像头捕捉到的内容实时给出判断，反应速度非常快。可以预料到的是，苹果在视觉为核心的 AI 硬件上，将会利用 FastVLM 及其衍生模型技术。但在如何消化视觉数据流时，苹果给出的方案，是对 Humane Ai Pin、Rabbit R1 等“先烈”的一次无情嘲讽。Ai Pin 的死因，可以总结为一种脱离物理规律、使用场景，以及用户接受程度的“狂妄”，在一个火柴盒大小的设备里，硬塞进高通骁龙芯片和复杂的散热系统，还有一整套摄像头和投影仪。小马拉大车的结果显而易见：高喊着取代 iPhone 的 Ai Pin 续航崩盘、发热烫人，最终随着服务停止、公司出售，产品也沦为昂贵且无用的电子垃圾。苹果吸取教训，选择了一套让 AI 硬件们各司其职，且相对务实的“共生”路线。▲ 苹果曾申请过一款脑电波 AirPods 专利在苹果的这套架构里，这三款硬件不需要高性能芯片，不需要大电池。它们存在的目的纯粹且单一：全感官的数据采集。通过独立且轻便的小型设备，源源不断地获取外界信息。毕竟人类又不可能 24 小时举着手机，所以为了获取这些连续不断的视觉流，摄像头必须抢占人体感知器官的“高地”——也就是我们的耳朵和鼻梁。这方面，国内的光帆科技（Lightwear）其实已经给出了先行版本——他们在耳机上装了一对摄像头，连续不间断地捕捉现实世界，但这些信息在 AI 使用之后便“阅后即焚”，既保证可用性，又具备私密性——这套方案，是不是也有点果味儿？▲ Lightwear AI 耳机关于这款未来耳机，可以查看爱范儿此前的报道：耳机上长出摄像头，但它不是给人用的｜AI 器物志在苹果的这套 AI 新硬件体系中，三款硬件分工明确：代号 N50 的高端智能眼镜占据了“第一视角（FPV）”，看你所看，负责锁定和记录你当下的注意力； 带摄像头的 AirPods 利用头动即眼动的特性，负责扫描侧向视觉，补全了环境感知；AI 挂饰则像一只挂在胸口的“眼睛”，负责广角记录，构建长期记忆。▲ 图｜Tim's Guide它们就像是 iPhone 伸出来的三根触角，疯狂地从物理世界汲取信息。同时，苹果也能在低像素高密度的信息流中，实施一贯的隐私策略：“阅后即焚”。所有摄像头捕捉的数据，仅供 AI 在完成环境理解，不留任何存档。这样一来，既喂饱了 AI，又最大程度地消解了用户对隐私的顾虑。苹果的魔法：语音无声输入从信息输入角度分析，我们大致能了解三款 AI 硬件的设计思路和运行方式，但想要这套 AI 硬件系统好用，还有一个比技术更棘手、甚至可以说决定生死的难题——交互。现有 AI 硬件的最大痛点在于社交压力，在嘈杂的地铁里，对着胸口的 Ai Pin 大喊“嘿，帮我查查我该在哪个站下车”，无论 AI 回答有多智能，都十足社死。由此，我甚至可以得出一个暴论：只要还需要小声自言自语，AI 硬件就很难走出小圈子。▲ 先烈 Ai Pin苹果显然深知这种喃喃自语带来的社交压力，它的解决方案是“说话无声”——就在上个月底，苹果斥资 20 亿美元，快速而隐秘地收购了以色列公司 Q.ai， 将这项技术纳入囊中。这笔收购，在十年前就已埋下线索。Q.ai 的创始人 Aviad Maizels，这个名字你可能陌生，但自 iPhone X 开始使用的 Face ID，就源自他创立的上一家公司 PrimeSense。Q.ai 的核心技术是肌电图（EMG）与微表情分析，这听起来像赛博朋克小说里的设定，但原理其实非常生物学：当我们想要说话时，大脑会向发声器官发送神经电信号。即使我们最终压低声音、甚至根本没有发出声音，喉咙、下颌和脸颊的肌肉依然会产生微弱的生物电波动。Q.ai 的算法，可以捕捉并翻译这些沉默的波动。▲ 用于情感识别的面部肌电图信号采集用户不需要像呼叫 Siri 那样字正腔圆，甚至不需要张开嘴，只需要在喉咙里“默读”指令，眼镜腿上的传感器就能精准识别。没有声音，没有动作。在旁人眼中，你只是短暂地停顿，便获取了信息。正如多点触控让 iPhone 告别物理键盘，Q.ai 的无声交互，赋予了无屏设备高带宽、高隐私的输入能力。如果类比 iPhone 的成功经验，这可能就是 AI 硬件的“多点触控”。让所有人在十年后，仍然需要 iPhone在去年闹得轰轰烈烈的 Google 反垄断案当中，有一封电子邮件证据，来自苹果的互联网服务高级副总裁 Eddy Cue 放过的狠话：十年后，可能我们都不需要 iPhone 了。▲Eddy Cue 与 Tim Cook这句话曾被无数媒体解读为苹果的自我革命，也侧面传递出在 AI 浪潮里苹果的焦虑，但随着 N50 眼镜、挂饰和 AI AirPods 的拼图逐渐浮出水面，苹果的新思路也昭然若揭——将 AI 硬件这个新品类，牢牢绑住 iPhone 这个生态完善、用户成熟的大船。若是讲得更明白些，我们可以试着将苹果的路子分为两个步骤：体验升级，然后拆解。2016 年秋天，苹果拿掉 iPhone 7 的 3.5mm 接口，随之而来的，是 AirPods 的横空出世。苹果通过无线连接、入耳检测、空间音频等技术，对听觉体验进行了一波大升级，虽然 EarPods 没有被立刻抛弃，还能正常使用，但实际上，你需要购买 AirPods，才能获得升级后的体验。“听”这个动作，被成功地从手机上剥离，独立成了一条数十亿美元的配件产线。Apple Watch 走的也是这条路——将健康与通知两个功能一边升级、一边剥离出来，用户需要购买额外的配件，才能解锁 iPhone 更全面的体验。现在，AI 硬件，苹果也打算这么干了。按照苹果的设想，未来你的设备可能是这样的：手腕：Apple Watch（健康监控 + 通知中心）；耳朵：AirPods（听觉增强+语音助理）；鼻梁：N50 眼镜（视觉增强+隐形屏幕）；胸口：挂饰（全天候记录仪+记忆外挂）；口袋：iPhone（算力核心+网关）。放眼这个星球，目前最有可能在你身上同时塞进五个电子设备的公司，恐怕也只有苹果一家。这也就不难理解，为什么 OpenAI CEO Sam Altman 会在纽约的一场午餐会上，抛开 Google，直言不讳地警告：大家别盯着 Google 了，OpenAI 真正的宿敌，是苹果。当然，即便这个爆料传闻完全属实，我们也不会真的把这些硬件全都一股脑戴在身上。你会发现，眼镜、耳机、挂饰都有摄像头，它们的能力和角色大体相同。苹果对于可穿戴设备的定义，从来不会让它们存在感过于强烈，而是以无感的方式存在。但无论如何，如果这条路跑通，苹果最恐怖的“生态护城河”将顺势流淌进 AI 时代，与之相随的，是数十亿用户的肌肉记忆和操作习惯。这对于任何一家致力于打造 AI 硬件的厂家来说，都是致命威胁。在这场 AI 硬件的寒武纪大爆发中，苹果看似反应迟钝，也确实在大模型、AI 落地上表现不太让人满意，可如果这套阳谋最终跑通，Eddy Cue 当年的那句豪言，或许真的需要微调几个字，才能跟上苹果的野心：十年后，我们可能不止需要 iPhone 了。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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