库克多次聚焦“视觉智能” 苹果或借AI可穿戴设备开启新赛道

ITBEAR科技资讯02-23

苹果公司首席执行官蒂姆·库克近期在多个公开场合频繁提及“视觉智能”，这一举动被彭博社资深记者马克·古尔曼解读为苹果布局新一代AI可穿戴设备的重要信号。据分析，苹果正围绕这项能够感知环境并自主决策的AI技术，开发包括智能眼镜、吊坠式设备在内的多款新品，试图在消费电子领域开辟全新赛道。库克的“预言式”表态并非首次奏效。2013年，在Apple Watch正式发布前，他就曾预言“传感器领域即将爆发”。...

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Apple may use AI wearable devices to open a new track","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"APLY":0.6,"AAPD":0.6,"AAPU":0.6,"AAPY":0.6,"AAPW":0.6,"AAPX":0.6,"AAPL":1.98,"AAPB":0.6,"MACW.SI":0.6},"content_text":"苹果公司首席执行官蒂姆·库克近期在多个公开场合频繁提及“视觉智能”，这一举动被彭博社资深记者马克·古尔曼解读为苹果布局新一代AI可穿戴设备的重要信号。据分析，苹果正围绕这项能够感知环境并自主决策的AI技术，开发包括智能眼镜、吊坠式设备在内的多款新品，试图在消费电子领域开辟全新赛道。库克的“预言式”表态并非首次奏效。2013年，在Apple Watch正式发布前，他就曾预言“传感器领域即将爆发”。当时苹果正秘密研发具备心率监测、血压检测等功能的智能手表，为此从医疗传感器行业大量引进人才。尽管初代Apple Watch并未定位为医疗设备，但苹果通过持续迭代，逐步添加高血压检测、睡眠呼吸暂停提醒等功能，其芯片部门至今仍在攻关无创血糖监测技术。在混合现实（MR）领域，库克同样通过提前造势为产品铺路。他长期强调AR/VR技术的潜力，最终推出的Vision Pro头显虽未成为爆款，却标志着苹果在该领域的战略投入。这款耗资数十亿美元的设备于2023年亮相，2024年正式开售，其合二为一的设计理念延续了库克“整合技术”的思路。如今，库克将目光投向AI可穿戴设备。2024年，苹果首次在iPhone 16 Pro上推出视觉智能功能，用户可通过拍摄照片或截图，借助OpenAI的ChatGPT或谷歌反向图像搜索获取信息。但苹果并未满足于第三方技术整合，而是自主研发视觉模型，计划将其作为新设备的核心能力。据透露，这些设备可能包括升级版AirPods、AI智能眼镜，以及一款配备计算机视觉摄像头和传感器的吊坠式产品——用户可将其佩戴在颈部或身上，通过环境感知获得实时建议。具体应用场景方面，基础功能可能包括拍摄食物分析营养成分，高级功能则涵盖场景化导航——例如提醒用户经过特定地标，或在接近目标地点时发出任务提示。库克在财报电话会议中特别强调：“视觉智能让用户能更快速地学习并利用屏幕内容，跨应用操作效率大幅提升。”在内部会议上，他更将苹果的AI战略优势归结于25亿活跃设备构成的庞大生态。尽管新品发布尚需时日，但苹果的布局已引发行业关注。古尔曼指出，苹果在视觉AI领域目前更多依赖第三方技术封装，若不能加速自有模型研发，可能面临战略风险。不过，参考Apple Watch和Vision Pro的推广路径，库克或许正通过持续暗示为市场预热——就像他过去所做的那样。在问答环节，古尔曼进一步分析了苹果新品的竞争逻辑。针对meta计划为智能眼镜添加人脸识别功能引发的隐私争议，他认为若功能仅限于识别用户联系人，反而能为视障人士提供便利，关键在于执行细节。对于Humane Ai Pin失败后苹果仍坚持开发吊坠式设备，他解释称，苹果产品定位为手机配件，且无独立用户界面，与Humane“取代手机”的激进策略截然不同。至于智能眼镜与meta产品的差异，参与研发的苹果员工透露，公司将采用更高端材质和独立摄像头模组——meta产品仅配备单颗可切换功能的摄像头，而苹果计划为计算机视觉和媒体拍摄分别配置专用镜头。","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":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/2613279569","isCrawlerRequest":true}