Apple's Supply-Chain Companies Could Gain From OpenAI's AI Device Push -- Market Talk

Dow Jones

Sep 22

0204 GMT - OpenAI's move to develop edge devices is likely to boost Chinese hardware companies in Apple's supply chain, says Citi's Kyna Wong in a note. The AI company is seeking to make AI-powered "companion" devices, which could include AI glasses, a digital voice recorder and a wearable pin, with the first wave slated for late 2026 or early 2027 launch, she says. Apple suppliers such as Luxshare Precision Industry and GoerTek have already been approached by OpenAI, she notes, quoting media reports. Other hardware companies that may gain from OpenAI's device development include Cowell e Holdings, Lens Technology and AAC Technologies, which are all within Apple's supply chain, she adds. News Corp, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

September 21, 2025 22:04 ET (02:04 GMT)

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The AI company is seeking to make AI-powered \"companion\" devices, which could include AI glasses, a digital voice recorder and a wearable pin, with the first wave slated for late 2026 or early 2027 launch, she says. Apple suppliers such as <a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a> Industry and GoerTek have already been approached by OpenAI, she notes, quoting media reports. Other hardware companies that may gain from OpenAI's device development include Cowell e Holdings, Lens Technology and AAC Technologies, which are all within Apple's supply chain, she adds. <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI. 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The AI company is seeking to make AI-powered \"companion\" devices, which could include AI glasses, a digital voice recorder and a wearable pin, with the first wave slated for late 2026 or early 2027 launch, she says. Apple suppliers such as <a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a> Industry and GoerTek have already been approached by OpenAI, she notes, quoting media reports. Other hardware companies that may gain from OpenAI's device development include Cowell e Holdings, Lens Technology and AAC Technologies, which are all within Apple's supply chain, she adds. <a href=\"https://laohu8.com/S/NWSAL\">News Corp</a>, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI. 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The AI company is seeking to make AI-powered \"companion\" devices, which could include AI glasses, a digital voice recorder and a wearable pin, with the first wave slated for late 2026 or early 2027 launch, she says. Apple suppliers such as Luxshare Precision Industry and GoerTek have already been approached by OpenAI, she notes, quoting media reports. Other hardware companies that may gain from OpenAI's device development include Cowell e Holdings, Lens Technology and AAC Technologies, which are all within Apple's supply chain, she adds. News Corp, owner of The Wall Street Journal and Dow Jones Newswires, has a content-licensing partnership with OpenAI. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 21, 2025 22:04 ET (02:04 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}