OpenAI版“豆包手机”细节曝光！最快一年内量产，预计出货3000万台_老虎社区_美港股上老虎

OpenAI版“豆包手机”细节曝光！最快一年内量产，预计出货3000万台

量子位05-06

OpenAI版“豆包手机”，正在开足马力前进。郭铭𫓹发布最新动态表示，OpenAI智能体手机已进入加速研发模式。他指出，该手机的量产时间，可能从2028年提前到2027年上半年。郭明𫓹认为，提速的潜在原因之一，是配合OpenAI年底的IPO计划。如果进展顺利，这款手机2027-2028年的合计出货量，将达到约3000万部。OpenAI的“豆包手机”是啥样？这是一部从底层逻辑重新设计的Agent手机...

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Mass production within one year at the earliest, with 30 million units expected to be shipped","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7e3e7f431a9977f4e7ff73c8446ec40b","symbols_score_info":{"AAPX":0.6,"AAPD":0.6,"AAPY":0.6,"AAPW":0.6,"AAPB":0.6,"APLY":0.6,"00004":1.57,"AAPU":0.6,"WARFY":1.57,"QCOM":1.61,"002475":1.71,"MACW.SI":0.6,"TSM":1.63,"AAPL":1.64},"content_text":"OpenAI版“豆包手机”，正在开足马力前进。郭铭𫓹发布最新动态表示，OpenAI智能体手机已进入加速研发模式。他指出，该手机的量产时间，可能从2028年提前到2027年上半年。郭明𫓹认为，提速的潜在原因之一，是配合OpenAI年底的IPO计划。如果进展顺利，这款手机2027-2028年的合计出货量，将达到约3000万部。OpenAI的“豆包手机”是啥样？这是一部从底层逻辑重新设计的Agent手机。今年初上市的豆包手机，做的就是类似的事情。不过，豆包手机的思路，是在现有Android生态上加一层GUI Agent，让AI看懂屏幕、模拟点击，替用户跨App完成任务。但OpenAI的设计是，把AI助手从一个App变成手机的操作核心，同时控制硬件和操作系统，让Agent成为系统本身。硬件层面，处理器由联发科基于天玑9600深度定制，采用台积电N2P工艺，预计2026年下半年投产。这款手机将采用双NPU异构架构，支持视觉理解和语言推理并行运行。实际工作中，日常轻量任务在本地完成，复杂推理推送至云端。存储方面，这款手机将采用LPDDR6加UFS 5.0的内存存储组合，目的是为了缓解Agent持续推理过程中的数据吞吐瓶颈。此外，pKVM加inline hashing的安全方案也在规格列表之中，ISP则搭载了增强型HDR pipeline，成像能力同步得到强化。根据爆料，这款手机的整机制造，将由立讯精密独家完成。若研发进度顺利，这部手机2027至2028年的合计出货量将达到约3000万部。全球高端智能手机市场每年出货量约在3至4亿部之间，OpenAI若能拿下这一份额，意味着以全新品牌直接切入存量竞争最激烈的市场段位。预计出货3000万台这部手机第一次出现在公众视野，是今年4月。当时，郭明𫓹发布供应链报告，披露OpenAI正在与联发科、高通合作开发智能体手机处理器，立讯精密为独家制造合作方，量产时间定在2028年。时隔不到一个月，他又发出这次更新，量产时间直接提前到2027年上半年。OpenAI真正入场硬件，要从2025年5月说起。当时，OpenAI以65亿美元收购了Jony Ive（苹果前首席设计官）的硬件初创公司io。这是OpenAI史上最大的一笔并购，Jony Ive正是设计出初代iPhone、iPod、iPad的那个人。收购完成后，外界的目光大多落在Jony Ive主导的无屏幕设备上。但现在，OpenAI认为，手机是唯一能实时捕捉用户全状态的设备，是Agent推理最重要的输入来源。只有同时控制硬件和操作系统，才能完整交付Agent体验，永远寄居在苹果和谷歌的平台规则之下，Agent能做的事就永远有天花板。OpenAI的优势也不言而喻，ChatGPT坐拥数亿日活用户，这是任何硬件厂商都没有的起点。从供应链的角度看，这部手机的轮廓也在逐渐浮出水面。处理器最终锁定联发科，高通出局；制造合作方是立讯精密，对立讯而言，这个项目的意义不亚于富士康之于苹果。不过，规格和供应商的最终确认，预计要到2026年底至2027年一季度。按郭明𫓹的预测，若进度不变，这部手机2027至2028年的合计出货量将达到约3000万部。对处于IPO前夕的OpenAI来说，这场智能手机仗，赢的是谁来定义下一代移动计算的交互方式。参考链接：https://x.com/mingchikuo/status/2051523855286776034","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}