Brian Jeffrey
The latest update from prominent analyst Ming Chi Kuo sheds light on the partnership between OpenAI and esteemed iPhone creator Jony Ive focused on AI devices.
On May 21, OpenAI revealed its acquisition of the hardware company “io,” a venture established by Jony Ive, the iconic designer behind Apple’s hallmark products. Ive will spearhead the design of an innovative range of AI devices for OpenAI.
Kuo’s analysis predicts that mass production for the device is set to commence in 2027. To mitigate geopolitical challenges, assembly and shipping will be conducted outside of China, with Vietnam emerging as a prime candidate for manufacturing.
If this goes ahead, it would solidify Vietnam’s reputation as a “leading hub for high-tech companies,” as highlighted by Le Quang Dam, CEO of Marvell Vietnam, at the “Vietnam Investment Forum 2025.”
Executives from significant firms like Meta and Marvell have commended Vietnam’s vibrant investment landscape, strong governmental backing, modern facilities, and talented workforce—attributes that are attracting high-tech enterprises to the nation.
Recently, Meta selected Vietnam to produce its Quest 3S virtual reality headset. Nick Clegg, Meta’s President of Global Affairs, noted that this initiative is expected to generate 1,000 jobs and inject millions of dollars into the local economy.
In a similar vein, Apple CEO Tim Cook recently disclosed that a majority of Apple products available in the U.S., including iPads, Macs, Apple Watches, and AirPods, are now produced in Vietnam.
Ming Chi Kuo also provided initial insights into the AI device itself. The gadget is anticipated to be slightly larger than the Humane AI Pin, featuring a sleek and minimalist aesthetic similar to the iPod Shuffle—though this design may evolve prior to production.
This wearable technology could be worn around the neck and is expected to include a camera and microphone designed to perceive the surrounding environment. Notably, it will lack a screen and will have connectivity options for smartphones and PCs.
Kuo theorizes that OpenAI’s decision to make the announcement regarding its partnership with Jony Ive was possibly calculated to divert attention from the Google I/O event, where Google introduced its extensive AI platform, a significant competitor for OpenAI.
The idea of “physical AI”—integrating AI into tangible objects—is anticipated to become a pivotal trend within the tech sector. While the success of the collaboration between OpenAI and Jony Ive remains uncertain, the initiative undoubtedly aligns with this rising trajectory.
Kuo’s report also references a well-known adage by computer scientist Alan Kay: “Those who are truly committed to software should develop their own hardware.”
Firms like Apple, Google, and Huawei exemplify the effective integration of hardware and software in their business frameworks.
