Huatai Securities: Bullish on Chinese Hardware Makers’ Boom in Next Two Years, Fueled by AI Infrastructure, Robots, and New AI-Powered End Devices
2 day ago / Read about 0 minute
Author:小编   

A research report from Huatai Securities, referencing The Information, reveals that OpenAI is in talks with suppliers to produce a range of hardware products. These include display-less smart speakers, wearable badges (akin to AI pins), smart glasses, and digital voice recorders. Domestic industry chain players like Luxshare and Goertek are already involved in the collaboration (here, "dock" is translated as "collaboration" to better convey the business partnership context). Huatai Securities highlights that hardware forms a crucial part of OpenAI's strategy of "core AI subscription + open-source end-device ecosystem." Currently, the mass production of most hardware still hinges on the global manufacturing capabilities of Chinese suppliers. It is anticipated that over the next two years, Chinese hardware manufacturers will see a significant upswing in prosperity, driven by the expansion of AI infrastructure, the rise of robots, and the introduction of innovative AI-powered end devices.