蘋果為眼鏡和AI服務器開發專門的芯片，項目名稱為「Baltra」，預計到2027年將準備就緒

華爾街見聞

2025/05/09

蘋果為眼鏡和AI服務器開發專門的芯片，項目名稱為「Baltra」，預計到2027年將準備就緒。美東時間周四，據彭博社報道，蘋果正加速佈局可穿戴設備和AI硬件賽道，自研芯片戰略繼續深化，預計2026-2027年推出首款智能眼鏡，直接挑戰Meta的Ray-Ban產品線。同時，公司正開發專用AI服務器芯片以提升Apple Intelligence性能。報道指出，蘋果的智能眼鏡處理器基於Apple ...

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\"Baltra\" and is expected to be ready by 2027","themeId":"b594a826b99d348c7af26d7486a3f144","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1},"content_text":"蘋果為眼鏡和AI服務器開發專門的芯片，項目名稱為「Baltra」，預計到2027年將準備就緒。美東時間周四，據彭博社報道，蘋果正加速佈局可穿戴設備和AI硬件賽道，自研芯片戰略繼續深化，預計2026-2027年推出首款智能眼鏡，直接挑戰Meta的Ray-Ban產品線。同時，公司正開發專用AI服務器芯片以提升Apple Intelligence性能。報道指出，蘋果的智能眼鏡處理器基於Apple Watch使用的芯片，能耗比iPhone、iPad和Mac的組件更低，並已進行定製化設計，移除部分元件以進一步提高能效。該處理器還專門設計用於控制眼鏡上計劃安裝的多個攝像頭。蘋果計劃在2026年底或2027年開始這款處理器的大規模生產，這意味着如果一切順利，智能眼鏡可能在未來約兩年內面市。與蘋果其他主要芯片一樣，台積電將負責生產工作。截至發稿，蘋果漲幅超1%，台積電ADR上漲0.85%。蘋果智能眼鏡計劃提速，但不止於眼鏡蘋果CEO蒂姆·庫克似乎決心在眼鏡市場擊敗Meta，同時蘋果的芯片團隊正在開發多個項目，以支持公司未來產品線。報道分析，兩家公司都在積極行動，Meta計劃在今年晚些時候推出帶顯示屏的高端型號，並計劃在2027年推出首款真正的AR眼鏡。目前蘋果正在探索非AR眼鏡產品，該產品將使用攝像頭掃描周圍環境並依靠AI輔助用户，這使該設備與Meta產品類似，不過蘋果仍在確定具體的產品路線。彭博表示，除了智能眼鏡，蘋果還在研發將攝像頭添加到AirPods和智能手錶中，旨在將這些產品同樣轉變為AI設備。公司正在開發代號為Nevis的芯片用於配備攝像頭的Apple Watch，以及名為Glennie的組件用於同樣配備攝像頭的AirPods，目標是在2027年左右準備就緒。更值得注意的是，蘋果正在開發其首款專為AI目的製造的服務器芯片。這些芯片將有助於遠程處理Apple Intelligence請求並將信息傳輸到消費者的設備上。據報道，這個被稱為Baltra的項目計劃於2027年完成。作為該項目的一部分，蘋果正在考慮不同類型的芯片，包括具有當今M3 Ultra兩倍、四倍或八倍主要處理和圖形核心數量的芯片。這些半導體將使蘋果的AI服務更快、更強大，有望幫助它在這個競爭激烈的領域迎頭趕上。下一代Mac芯片和更多自研組件正在路上報道稱除了智能眼鏡和AI服務器芯片，蘋果還在開發幾款新的Mac芯片，包括可能被稱為M6（代號Komodo）和M7（代號Borneo）的處理器，以及另一款代號為Sotra的更高級Mac芯片。公司計劃最早於今年年底將M5處理器應用於iPad Pro和MacBook Pro。在Johny Srouji領導的硬件技術團隊中，還有其他多個項目正在進行中。繼今年早些時候在iPhone 16e中發布首款C1調制解調器芯片後，蘋果計劃明年為高端iPhone開發專業級C2調制解調器，並在之後的一年推出更高端的C3版本。該團隊還負責更遠期計劃的底層組件，包括一個可以無創測量人體血糖水平的傳感器和芯片系統。公司計劃在未來版本的Apple Watch中加入這項技術。這些多元化的硬件舉措清晰展示了蘋果深化自研芯片戰略的決心，也凸顯了公司在可穿戴設備和AI領域全面發力的野心。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}