苹果的智能家居扩张并非投资者的重要驱动因素，它更像是低风险的生态延伸，而非突破性产品。
逐段跳播
美光现在创造的营业利润已经超过苹果。
Micron now generates more operating profits than Apple.
我们正接近年底，但看起来苹果还有一项重大消息要宣布。彭博社的Mark Gorman报道称，该公司将推出某种家庭控制中心。
We are approaching the end of the year, but it appears that Apple has another big announcement to make. Mark Gorman of Bloomberg reports that the company will offer some kind of home control center.
但Lou，最近出现的是门铃、室内和室外摄像头，以及各种其他将连接到这个智能家居设备的装置。有意思的是，我们以前已经经历过这一轮了。苹果推出了“Home”应用，我手机上现在还有。
我仍然不太清楚我到底该拿它做什么。那差不多是十年前的事了。他们真的能做到吗？他们真的能借助那些制造产品的其他公司进入智能家居市场吗，因为当时最重要的一点是LG将制造其中一些产品？
But now, what has recently emerged, Lou, is doorbells, indoor and outdoor cameras, and all sorts of other devices that will connect to this smart home device. The interesting thing is that we've been through this before.
Apple introduced the "Home" app, which I still have on my phone. I still don't know exactly what I'm supposed to do with it. That was almost a decade ago today . Can they really do that?
Can they really enter the smart home market with the help of other companies that manufacture the products, because the big thing was that LG would be manufacturing some of these things?
现在你突然从手机业务完全垂直整合，变成“嘿，我们在智能家居这里需要一堆合作伙伴”。他们能做到吗？不，这不是下一个大事件。史蒂夫·乔布斯不会走上台说“门铃”。尤其是每个人都已经用了十年了，但我认为这对双方都说得通，因为这不过是产品线和生态系统的扩张，没有重大风险，也不需要巨额资本支出。
Now you suddenly go from being fully vertically integrated into phones to, "Hey, we need a bunch of partners here in the smart home." Can they do that? No , this isn't the next big thing.
Steve Jobs wouldn't have gone on stage and said, " Doorbell". Especially since everyone has had this for a decade, but I think it makes sense for both parties because it is simply an expansion of product lists and ecosystems without significant risk or huge capital expenditure.
我不认为苹果或LG把这视为一款爆款产品或类似iPhone的设备，但我认为这越来越关乎控制消费者关系这个“封闭花园”。
I don't think Apple or LG see this as a smash hit or an iPhone-like device , but I think it's increasingly about controlling the " closed garden" of the consumer relationship.
如果苹果能够扩展这一点，或者像她说的那样再次尝试，把家庭自动化之类的东西纳入进来，那么他们参与其中是说得通的。
If Apple can expand that, or try again, as she says, to include home automation and the like, it would make sense for them to be there.
所以，我认为这对两家公司的投资者都没有什么影响，但我认为这对双方都说得通。是的，我认为如果你把这视为一个大动作和一项重大宣布，那对双方来说其实都不太合乎逻辑。我的意思是，看看苹果，他们正朝着基于人工智能的新一代、改进版智能家居迈进，但苹果实际上提供了什么？
So, I think it's not impactful for investors in either company, but I think it makes sense for both of them. Yes, I think if you consider this a big move and a huge announcement, it actually doesn't seem logical to either party.
I mean, look at Apple, they're moving towards a new, improved smart home based on artificial intelligence, but what does Apple actually offer?
虽然LG在设备本身上保留自己的品牌，但苹果采用的AI模型是与谷歌Gemini的合作。
While LG retains its brand on the devices themselves, the AI models that Apple adopts are a partnership with Google's Gemini.
所以可能会有一个中枢设备，但我确信它会比亚马逊或谷歌的设备更贵。它会很难卖，尤其是如果你家里已经有这类设备的话。
So there might be a hub device, but I'm sure it will be more expensive than Amazon or Google devices. It will be difficult to sell, especially if you already own such devices in your home.
如果你是苹果，你也许能卖出一些订阅，那没问题，但你真的能借此打开一个全新的消费者群体来卖这些订阅吗？我真的不知道你能不能做到。
You might be able to sell some subscriptions if you're an Apple, and that's fine, but are you really opening up a whole new consumer base to sell those subscriptions? I really don't know if you will do that.
但回到LG。我的意思是，如果你认为这是下一个大事件，那么你保留低利润率的设备，把更多高利润率的订阅让给苹果，尽管你自己也有可以卖的服务。
But back to LG. I mean, if you think this is the next big thing, well, you keep the low-margin devices and give up more of the high-margin subscriptions to Apple, even though you have your own service that you can sell.
是的，这会非常有意思，因为他们谈论“家庭中枢”已经很久了。这看起来像是最后一搏、孤注一掷的尝试。如果他们不能做出让我信服的东西的话，说实话。
Yes, this will be really interesting because they have been talking about the "home hub" for a very long time. This seems like a last-ditch, desperate attempt. If they can't make something convincing to me, honestly.
这个频道对 $AAPL 的历次判断
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