《大行》花旗:OpenAI邊緣設備發展對蘋果(AAPL.US)供應鏈有利
花旗發表報告指,據《路透》報道,OpenAI已與立訊精密(002475.SZ)簽署消費設備生產協議。《The Verge》報道亦指出,OpenAI亦接洽歌爾股份(002241.SZ)為其計劃中的設備提供組件(包括揚聲器模組),產品可能涵蓋AI眼鏡、數位錄音設備及可穿戴胸針,首款產品目標於2026年底或2027年初推出。《華爾街日報》5月時報道稱,其具雄心目標是出貨1億台AI驅動的「伴侶」設備。該設備目前處於開發原型階段,預計為口袋尺寸且具情境感知功能,設計與ChatGPT母公司的AI模型緊密協作。
花旗認為此事對蘋果(AAPL.US)供應鏈具積極意義,尤其利好作為蘋果主要可穿戴設備及XR設備EMS供應商的立訊精密與歌爾股份,其次將惠及鏡頭如高偉電子(01415.HK)、精密結構件如藍思科技(300433.SZ)與聲學組件如瑞聲科技(02018.HK)等蘋果供應鏈企業。
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