苹果(AAPL.US)被曝：“AI三件套”要来了

智通财经网02-18

知名苹果爆料人马克·古尔曼发文表示，苹果(AAPL.US)正在加快开发三款全新的可穿戴设备，作为其向人工智能驱动硬件转型的一部分——这一新赛道同样吸引了OpenAI、Meta等公司的积极布局。古尔曼援引知情人士的话称，苹果正在推进三类产品：智能眼镜、可夹在衣服上或当作项链佩戴的吊坠设备，以及具备更强人工智能功能的AirPods。三款设备都将围绕Siri数字助手打造，并依靠“视觉情境感知”来执行操作...

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coming","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPD":0.6,"AAPL":1.98,"AAPY":0.6,"AAPU":0.6,"AAPB":0.6,"AAPX":0.6,"AAPW":0.6,"MACW.SI":0.6,"APLY":0.6},"content_text":"知名苹果爆料人马克·古尔曼发文表示，苹果(AAPL.US)正在加快开发三款全新的可穿戴设备，作为其向人工智能驱动硬件转型的一部分——这一新赛道同样吸引了OpenAI、Meta等公司的积极布局。古尔曼援引知情人士的话称，苹果正在推进三类产品：智能眼镜、可夹在衣服上或当作项链佩戴的吊坠设备，以及具备更强人工智能功能的AirPods。三款设备都将围绕Siri数字助手打造，并依靠“视觉情境感知”来执行操作。古尔曼补充称，这些产品都将与iPhone连接，并配备不同能力的摄像头系统。其中，AirPods和吊坠的设计理念是较简洁的产品，配备低分辨率摄像头，主要用于辅助AI，而非拍照或录像；眼镜的定位较为高端、功能也更为丰富。在本月早些时候的全员大会上，库克暗示公司将大举进军AI设备领域，他称苹果正在研发由人工智能赋能的全新“产品类别”，“我们对此非常兴奋”。当时他还表示，公司正加大对新技术的投资，“世界正在迅速变化”。尽管iPhone销量仍然强劲，但苹果在AI领域仍处于追赶状态。Siri的升级一直面临技术难题，多次推迟发布。长期来看，AI预计将改变消费者使用手机的方式，更多功能会转移到外设设备上。当下，Meta的智能眼镜已取得部分成功，而  OpenAI也在开发多款可穿戴设备。苹果此前在新品类上的尝试——高价头显Apple Vision Pro  ——并未获得市场广泛认可。因此，公司希望通过加速布局可穿戴设备，继续把用户锁定在苹果生态系统内。智能眼镜古尔曼写道，智能眼镜将成为苹果AI硬件产品线中的高端型号，直接对标Meta的带摄像头眼镜，将配备高分辨率摄像头，可拍摄照片和视频。近几个月，这款代号为“N50”的产品进展显著，苹果已在硬件工程部门内部发放更多原型机测试，目标最快今年12月启动生产，并计划于2027年正式面向公众发售。与Meta一些现有产品类似，苹果的眼镜不会配备显示屏，而是通过扬声器、麦克风和摄像头实现交互，支持打电话、使用  Siri、根据环境执行操作、播放音乐和拍照。有员工透露，苹果公司一度甚至考虑过通过合作来推出产品，这符合当时的行业趋势。但最近，苹果决定自主研发各种尺寸和颜色的镜框，公司希望在做工品质和摄像头技术上实现差异化。根据古尔曼的描述，苹果早期原型机通过线缆连接外置电池和 iPhone，但新版已将组件嵌入镜框，并采用亚克力等高端材料提升质感。该设备将配备两颗摄像头：一颗用于高分辨率成像，另一颗用于计算机视觉——类似Vision Pro使用的技术，以便更准确识别环境和测距。苹果的目标是让眼镜成为全天候AI助手，实时理解用户所见所做。例如识别物品、查询食物成分、读取海报文字并自动加入日历、根据场景生成提醒，甚至在导航时通过真实地标指路。古尔曼称，苹果还在探索更高级的应用场景，例如读取印刷文本并将其转换为数据——例如，将活动海报上的信息直接添加到日历中。该设备还可以创建情境感知提醒，例如，当用户在超市里寻找特定商品时，提示他们拿取该商品。为了方便导航，Siri可以引用现实世界中的地标，而不仅仅是给出笼统的指令。吊坠与AirPods考虑到并非所有人都愿意佩戴眼镜，苹果还开发了吊坠和带摄像头的AirPods。吊坠概念由苹果工业设计团队提出，类似此前失败的Humane AI  Pin，但定位为iPhone配件，而非独立设备。它相当于手机的“随身摄像头和麦克风”，有员工称其为手机的“眼睛和耳朵”。不同于Humane的设备，苹果的吊坠没有投影仪或显示屏，主要依赖iPhone处理运算能力，性能更接近AirPods。佩戴方式包括夹在衣物上或通过项链悬挂，尺寸与AirTag相仿。该项目仍处早期阶段，也可能被取消；若推进，最早明年推出。至于AirPods，苹果早在2024年就开始探索摄像头耳机方案，并持续加入AI功能，例如去年的实时翻译模式，最早可能今年发布。更长期规划未来，苹果还计划推出带增强现实显示功能的智能眼镜，实现更丰富的数据叠加，但距离上市仍有多年时间。除了可穿戴设备，苹果还在布局家庭AI硬件，包括基于新版Siri  的智能显示屏、带机械臂的大屏版本、升级版HomePod音箱，以及用于家庭安防和自动化的小型室内传感器。本文转载自“财联社”，作者：赵昊；智通财经编辑：黄晓冬。","kind":"highlight","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":0,"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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