Industry analyst Ming-Chi Kuo has shared important updates about the upcoming “io” AI device developed through the collaboration between Jony Ive and OpenAI.
Open AI and Jony Ive’s io AI Device Is A Wearable, Says Kuo… Bummer
Here are the key points from his recent post on X:
- Mass production is expected to start in 2027, signaling a long runway before this device hits the market.
- To mitigate geopolitical risks, assembly and shipping will take place outside China, with Vietnam currently the most likely assembly location.
- The current prototype is described as “slightly larger than the AI Pin” and features a form factor “as compact and elegant as an iPod Shuffle.”
- One of the intended use cases is wearing the device around the neck, emphasizing portability and accessibility.
- The device will be equipped with cameras and microphones for environmental detection but will not have display functionality.
- It is designed to connect to smartphones and PCs, using their computing and display capabilities rather than having a standalone interface.
Will It Really Be a Necklace?
I hope not. Going by what Ive has said, and what Altman has been telling his team at OpenAI, a wearable is an unlikely development. For further details on what this device could be, check here: OpenAI’s Mysterious ‘io’ Device: What We Know So Far
A Strategic Distraction?
Kuo also points out a strategic aspect behind the timing of OpenAI’s announcement: “One of OpenAI’s motives for announcing its collaboration with Jony Ive now is likely to shift market focus from recent Google I/O.”
He highlights that Google’s AI ecosystem showcased at I/O presents a strong challenge for OpenAI, which is using this new hardware narrative to redirect attention.
Finally, Kuo emphasizes that: “AI integrated into real-world applications, often termed ‘physical AI,’ is widely recognized as the next critical trend.” The collaboration between Jony Ive and OpenAI fits squarely within this emerging trend.
Conclusion
While the device remains shrouded in mystery, Kuo’s insights reinforce that OpenAI and Ive’s partnership is a bold step toward redefining AI interaction beyond screens. The long timeline and strategic positioning suggest this could be a game-changer, that is if it lives up to its promise. But please don’t be a necklace.
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