[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof51ff12e":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciof51ff12e","OpenAI与高通合作QCOM，重新设计AI手机","\u002Fdoc\u002Fdciof51ff12e","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">根据美股投资网最新产业调查\u003C\u002Fspan>: OpenAI\u003Cspan style=\"font-family: DengXian;\">正与联发科跟\u003C\u002Fspan> QCOM \u003Cspan style=\"font-family: DengXian;\">合作开发手机处理器，立讯为独家系统协力设计与制造商，预计在\u003C\u002Fspan>2028\u003Cspan style=\"font-family: DengXian;\">年量产。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI Agent\u003Cspan style=\"font-family: DengXian;\">重新定位手机\u003C\u002Fspan>:\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">用户的目的不是使用一堆\u003C\u002Fspan>App\u003Cspan style=\"font-family: DengXian;\">，而是透过手机执行任务并满足各种需求。这从根本上推翻现在对手机的认知，我做了一张手机介面概念设计图\u003C\u002Fspan>(\u003Cspan style=\"font-family: DengXian;\">至于文末\u003C\u002Fspan>)\u003Cspan style=\"font-family: DengXian;\">，可与现在的作比较\u003C\u002Fspan>(\u003Cspan style=\"font-family: DengXian;\">以\u003C\u002Fspan>iPhone\u003Cspan style=\"font-family: DengXian;\">为例\u003C\u002Fspan>)\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">为何\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">要做手机\u003C\u002Fspan>?\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">1.\u003Cspan style=\"font-family: DengXian;\">唯有完全掌控作业系统与硬体，才能提供全面性的\u003C\u002Fspan>AIagent(\u003Cspan style=\"font-family: DengXian;\">代理\u003C\u002Fspan>)\u003Cspan style=\"font-family: DengXian;\">服\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">2.\u003Cspan style=\"font-family: DengXian;\">只有手机拥有用户一切当下状态\u003C\u002Fspan>(state)\u003Cspan style=\"font-family: DengXian;\">，这是即时性\u003C\u002Fspan>Alagent\u003Cspan style=\"font-family: DengXian;\">推论服务最重要的输入资讯\u003C\u002Fspan>(input)\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">3.\u003Cspan style=\"font-family: DengXian;\">可见未来手机仍是数量规模最大的装置。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">高度整合云端与装置端\u003C\u002Fspan>Al:\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">1.\u003Cspan style=\"font-family: DengXian;\">手机要持续理解用户文本\u003C\u002Fspan>(context)\u003Cspan style=\"font-family: DengXian;\">，耗电、记忆体分层管理、基本较微信公小模型运作等是处理器的设计关键。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">2.\u003Cspan style=\"font-family: DengXian;\">较复杂或高强度的需求由云端\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">执行。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">OpenAI\u003Cspan style=\"font-family: DengXian;\">的优势在于消费端品牌、累积多年的用户资讯与领先的\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">模型。手机硬体已非常成熟，\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">可与供应链合作开发。商业模式方面，\u003C\u002Fspan>OpenAI\u003Cspan style=\"font-family: DengXian;\">可能会将订阅制与硬体捆绑销售，并建立全新的\u003C\u002Fspan>Alagent\u003Cspan style=\"font-family: DengXian;\">生态与开发商合作。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">联发科与\u003C\u002Fspan>Qualcomm\u003Cspan style=\"font-family: DengXian;\">为处理器合作开发商，长期可望受惠于换机需求\u003C\u002Fspan>:\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">1.\u003Cspan style=\"font-family: DengXian;\">预计在\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年底或\u003C\u002Fspan>1Q27\u003Cspan style=\"font-family: DengXian;\">决定规格与供应商\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">2.\u003Cspan style=\"font-family: DengXian;\">以联发科\u003C\u002Fspan>xGo0gle TPUZebrafish\u003Cspan style=\"font-family: DengXian;\">为例，单颗\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">晶片营收约等同\u003C\u002Fspan>30-40\u003Cspan style=\"font-family: DengXian;\">只\u003C\u002Fspan>Alagent\u003Cspan style=\"font-family: DengXian;\">手机处理器。初期若锁定全球每年\u003C\u002Fspan>3-4\u003Cspan style=\"font-family: DengXian;\">亿只的高阶机种，换机潮将是另一强力营运动能。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">立讯无论再怎么努力，在\u003C\u002Fspan>Apple\u003Cspan style=\"font-family: DengXian;\">供应链的组装地位都很难超越鸿海，故此案对立讯意义非凡，可望受益于提前布局，而在下一个手机世代成为领先受益者。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAI\u002FAI.jpg","2026-04-27T05:53:48","2026.04.27","2026\u002F04\u002F27",51510,[22],"AI","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]