三款全新可穿戴设备！苹果加速研发AI眼镜、挂饰及摄像头版AirPods

华尔街见闻02-18

作为向人工智能驱动硬件转型的一部分，苹果公司正加速开发三款新型可穿戴设备，包括智能眼镜、一款挂饰设备以及具备扩展AI功能的AirPods。这些设备将围绕Siri数字助理构建，并依靠具备不同功能的摄像头系统，根据视觉语境执行操作。苹果的目标是发布这些将与iPhone联动的设备。其中，智能眼镜计划最早于2027年发布，而AirPods和挂饰设备可能更早推出。苹果公司正在加快三款全新可穿戴设备的研发，这...

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Apple accelerates development of AI glasses, accessories and camera version of AirPods","themeId":"b41641b61817a1188a9a6838162cd777","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b357f529654390365c843a13a7896b48","symbols_score_info":{"AAPL":2},"content_text":"作为向人工智能驱动硬件转型的一部分，苹果公司正加速开发三款新型可穿戴设备，包括智能眼镜、一款挂饰设备以及具备扩展AI功能的AirPods。这些设备将围绕Siri数字助理构建，并依靠具备不同功能的摄像头系统，根据视觉语境执行操作。苹果的目标是发布这些将与iPhone联动的设备。其中，智能眼镜计划最早于2027年发布，而AirPods和挂饰设备可能更早推出。苹果公司正在加快三款全新可穿戴设备的研发，这是其向人工智能驱动硬件转型战略的一部分。OpenAI和Meta也在布局这一品类。报道称，苹果正加速推进三款产品：智能眼镜、一款可夹在衣服上或作为项链佩戴的挂坠设备，以及具备增强AI功能的AirPods。这三款设备都围绕Siri数字助理打造，后者将依靠视觉环境信息来执行操作。这些尚未发布的产品都将与iPhone连接，并依赖不同能力级别的摄像系统。其中，AirPods和挂坠设备被定位为更简化的产品，配备低分辨率摄像头，主要用于辅助AI运作，而不是拍照或录像。智能眼镜则定位更高端、功能更丰富。在本月早些时候的一次全员会议上，苹果CEO库克暗示公司将大力进军AI设备领域，表示苹果正在研发由人工智能赋能的“新产品类别”，并称“我们对此非常兴奋”。库克还表示，公司正在投资新技术，“世界正在快速变化。”尽管iPhone销售依然强劲，但苹果在AI领域处于追赶阶段。Siri的升级一直面临开发挑战，进展不顺导致发布时间推迟。苹果正在为今年晚些时候发布的iOS 27准备一个新版Siri，将引入类似聊天机器人的界面。苹果将采用与Alphabet旗下Google共同开发的底层模型。从长期来看，AI预计将改变消费者使用手机的方式，更多功能将转移至外围设备。Meta的智能眼镜已经取得成功，而OpenAI也在前苹果设计主管乔尼·艾维等前高管的协助下开发一系列可穿戴设备。苹果此前在该领域的尝试并不成功。其最近一次重大新品类尝试——价格高昂的Vision Pro头显，未能获得消费者广泛认可。因此，公司希望通过加速推进可穿戴设备实现突破，并进一步巩固苹果生态系统的用户粘性。智能眼镜智能眼镜将成为苹果AI硬件产品线中的高端产品，目标是与Meta配备摄像头的眼镜竞争。该产品将配备高分辨率摄像头，可拍摄照片和视频。苹果在代号为N50的眼镜项目上近几个月取得重大进展，并已在硬件工程部门内部扩大原型机测试范围。公司计划最早于今年12月启动生产，目标在2027年公开发布。与目前大多数Meta产品类似，该眼镜不会配备显示屏。交互界面将依靠扬声器、麦克风和摄像头，让用户打电话、使用Siri、根据环境执行操作、播放音乐和拍照。苹果希望在做工质量和摄像技术两方面实现差异化。报道称，苹果最初通过在市售流行品牌镜框中嵌入电子元件和摄像头来开发原型。一度也考虑与外部品牌合作推出产品，但近期决定自主设计多种尺寸和颜色的镜框。早期原型通过数据线连接外置电池和iPhone，但新版本已将组件嵌入镜框中。设计采用高端材料，包括亚克力元素，以增强高级感。未来还计划推出更多款式。眼镜将配备双摄系统：一枚用于高分辨率成像，另一枚用于计算机视觉技术（类似Vision Pro使用的技术），用于获取环境信息，更准确理解周围环境并测量物体距离。目标是让眼镜成为全天候AI助手，实时理解用户所见所做。用户可盯着某个物体询问它是什么，或获得日常任务帮助，例如询问食物成分。苹果还在探索更高级应用，例如读取印刷文字并转化为数字数据（例如将活动海报信息直接加入日历），或根据环境生成智能提醒，例如在超市看到特定货架时提醒拿取某件商品。在导航方面，Siri可基于真实地标提供指引，而不仅是抽象路线说明，比如提示用户“走过那栋红色建筑后右转”。挂坠设备考虑到并非所有用户都愿意佩戴眼镜，苹果还计划推出挂坠设备和带摄像头的AirPods。挂坠设备的构想来自工业设计团队，在眼镜设计尚未定型前就已开始构思。它类似失败的Humane AI Pin，但定位为iPhone的配件，而非独立设备。该设备相当于iPhone的“常开摄像头”，并带有麦克风用于Siri输入。一些员工称其为手机的“眼睛和耳朵”。不同于Humane AI Pin，该设备没有投影或显示系统，且高度依赖iPhone处理能力。虽然内置专用芯片，但算力更接近AirPods，而非Apple Watch。目前一个争议点是是否加入扬声器，以便用户无需佩戴AirPods或拿出手机即可与设备直接对话。该挂坠大小接近AirTag，计划提供两种佩戴方式：通过夹子固定在衣物上，或通过项链穿过设备内部孔洞佩戴。该项目仍处早期阶段，可能被取消。如推进，最早可能明年发布。AirPodsAirPods方面，最早可能今年推出带摄像头版本。早在2024年初，苹果已在探索相关方案。公司持续为AirPods增加AI功能，包括去年推出的实时翻译模式。未来，苹果希望推出带增强现实显示屏的智能眼镜，但该计划仍需多年时间。苹果去年已停止代号N100的更轻、更便宜版Vision Pro头显开发，原计划作为通往AR设备的过渡产品，但最终选择专注于眼镜形态。除可穿戴设备外，苹果还在开发一系列家用AI设备，包括围绕新版Siri打造的智能显示屏，未来还将推出更大屏幕和带机械臂版本。此外，公司还在开发新版HomePod音箱以及用于家庭安全与自动化的室内传感器设备。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2612941994","isCrawlerRequest":true}