概念掘金 | 苹果AI智能家居设备来袭！最快明年3月推出

格隆汇11-13 10:54

为了在智能家居市场追赶竞争对手，苹果公司最快将于3月份推出基于人工智能（AI）的智能家居设备——一款可以控制家电、处理视频会议和利用人工智能导航应用的壁挂式显示器。据悉，该设备将拥有FaceTime、Siri、苹果智能（Apple Intelligence）功能，将接入摄像头、门铃、并运行苹果的一系列APPs。天风国际分析师郭明𫓹爆料，苹果将首次进军智能家居网络摄像头市场，计划2026年量产，目标...

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Launched as soon as March next year","themeId":"5bfb83801a99795947e4d5e981bce636","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1},"content_text":"为了在智能家居市场追赶竞争对手，苹果公司最快将于3月份推出基于人工智能（AI）的智能家居设备——一款可以控制家电、处理视频会议和利用人工智能导航应用的壁挂式显示器。据悉，该设备将拥有FaceTime、Siri、苹果智能（Apple Intelligence）功能，将接入摄像头、门铃、并运行苹果的一系列APPs。天风国际分析师郭明𫓹爆料，苹果将首次进军智能家居网络摄像头市场，计划2026年量产，目标年出货量达到千万级别。苹果首次进军智能家居领域随着人工智能的应用普及，智能家居在智能化、互联化、个性化方面呈现出飞速发展的态势，智能家居与智能穿戴设备结合的使用场景将成为未来发展的主要趋势之一。为了抢占广阔的智能家居市场份额，全球消费电子巨头苹果正在积极进军该领域。据了解，苹果的智能家居系统主要基于其HomeKit平台，这是一个允许用户控制各种智能家居设备的框架。以下是苹果智能家居系统的几个关键点：HomeKit兼容性：苹果的Home app支持与多种智能家居配件的兼容性，包括空调、空气净化器、摄像头、门铃、风扇、水龙头、车库门、加湿器、灯光、锁、插座、接收器、路由器、安全设备、传感器、扬声器、洒水器、开关、恒温器、电视和窗户等。HomePod和HomePod mini：苹果的智能扬声器HomePod和HomePod mini可以作为智能家居中心，允许用户通过Siri语音控制智能家居设备，并支持远程访问和自动化。homeOS操作系统：据相关媒体透露，苹果正在开发一个新的智能家居系统homeOS，预计将用于未来的HomePod产品中。这个系统将支持FaceTime、备忘录和日历等原生应用，并可能在界面设计和功能上进行重大更新。智能家居显示器：苹果计划在2025年初发布一款全新的智能家居显示器，这将是其首款搭载Apple Intelligence技术的智能家居产品。该设备将搭载业界领先的A18处理器，并采用新颖的正方形宽高比设计，支持多款应用程序。隐私保护：苹果强调其智能家居系统的隐私保护，用户的数据存储方式使得苹果无法读取，配件控制通过用户的苹果设备而非云端，通信过程端到端加密，确保只有用户和用户选择的人可以访问数据。壁挂式智能家居设备最快明年3月发布在智能家居最新进展方面，据媒体报道称，苹果准备最早明年3月推出一款代号J490的壁挂式显示器，将其定位为家庭指挥中心。报道称，上述新的智能家居产品的屏幕约有6英寸，外观类似方形的iPad，大小大约相当于两部iPhone并排，显示屏的周围有厚边。它的正面顶部有一个摄像头，它还配有内置的扬声器以及一块可充电的内置电池。据悉，该设备可以基于新的Apple Intelligence AI平台控制家用电器、处理视频会议并使用AI导航应用程序App。这款产品有一个触摸界面，但苹果预计大多数人会使用语音与该设备交互，而这类交互则依靠苹果的语音助手Siri和Apple Intelligence进行。苹果首席执行官库克认为，这款产品可以让苹果成为智能家居领域的一股力量。近年来，苹果在该领域一直落后于Alphabet和亚马逊。据悉，库克已将这款产品作为该公司工程和设计部门的优先事项，准备在经过三年多的研发后将其推向市场。本周二，苹果“预言帝”、天风国际证券分析师郭明𫓹发文称，苹果计划，2026年让该设备显示器摄像头量产，目标为年出货量达到千万级别。其提到，目前全球智能家居网络摄像机的出货量为每年3000至4000万台，苹果的长期目标是让新产品线的年出货量超过1000万台。A股苹果智能家居概念股一览：歌尔股份：公司已获得NPI(New Product Introduction，新产品导入)，将成为该产品的独家组装供应商。环旭电子：Apple 智能穿戴设备 SIP封装独家供应商，S|P封装全球龙头,生产线具备行业领先的制程能力无线通讯模组供应商,保持全系列50%的市场份额。泰嘉股份：泰嘉股份已进入苹果的供应链体系，为苹果提供相关的电源产品。公司消费性电子电源业务主要包括用于给手机、智能穿戴设备、智能家居等智能终端产品充电的电源，如手机充电器及适配器等。狄耐克：开发了适用于苹果系统的应用程序，如 “狄耐克智能生活” App 专为 iPhone 设计，用户可以通过该 App 实现远程控制、开门、添加家庭成员共享权限等功能。东软载波：是苹果智能家居平台 HomeKit 体系在中国唯一一家拥有生产制造、产品研发和软件研发全部三项苹果资质的全球合作伙伴。蓝思科技：与苹果有战略及业务合作，其子公司自主研发各类智能机器人和智能装备设备，广泛应用于公司各类产品的生产一线，包括智能家居家电等产品领域。深天马 A：据麦吉洛咨询报告，苹果计划推出的一款配备约 7 英寸面板的全新 HomePod，该面板将由天马微电子供应，这意味着深天马 A 将在苹果智能家居产品方面有所参与。闻泰科技：曾公告称与境外特定客户开展了电脑、智能家居等多项业务合作并签订了合作协议，且智能家居项目已开始量产并实现常态化出货，市场猜测该境外特定客户可能是苹果公司。精研科技：公司的精密传动结构产品已切入智能家居领域，且终端客户包括苹果的相关合作方。该公司有可能为苹果智能家居产品提供精密零部件。朝阳科技：产品广泛应用于智能手机、平板电脑及智能可穿戴设备等智能终端。公司已与众多国际和国内知名品牌终端客户建立起长期友好的合作关系，并进入了苹果、beats 等知名智能终端及耳机品牌商的供应链。田中精机：为苹果机器人核心设备供应商，苹果为最大的客户之一，一直为手机、耳机供应绕线机，在设备端深度绑定，有望在苹果智能家居相关的机器人产业发展中受益。奥拓电子：为苹果提供了 XR 虚拟拍摄解决方案，此前研发的智能服务机器人融合了语音语义识别等前沿技术，从而实现人机交互。安洁科技：是苹果的供应商。该公司主要为苹果提供精密功能性器件、精密结构件和模组类等产品。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Product Release","news_rank":0,"symbols":[],"gpt_button":0},"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":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","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/2483016456"}