Ming-Chi Kuo: After the release of iOS 18, Apple will no longer be seen as a laggard in the AI ​​industry

According to news on June 10, analyst Ming-Chi Kuo said today that Apple will release multiple artificial intelligence features at the upcoming WWDC developer conference.

Noted that Ming-Chi Kuo summarized Apple’s artificial intelligence strategy in his post. He believes that Apple will integrate powerful functions into all aspects of its operating system and applications, which will become its advantage. For example, the much-anticipated Siri smart assistant will receive a major upgrade, but because the upcoming iPhone 16 still uses 8GB of memory, its local large language model (LLM) technology may be limited. Apple is expected to combine local and server-side LLM technology to significantly improve Siri's responsiveness to user queries. Kuo Ming-chi does not believe that Apple has made breakthrough progress beyond market expectations. He is skeptical about whether the new iPhone models and their supporting operating systems to be released in the fall will trigger a wave of user replacements. However, he predicts that Apple’s heavy investment in machine learning and artificial intelligence in recent years will pay off in the future. Ming-Chi Kuo pointed out that his survey shows that shipments of the iPhone 16 series in the second half of 2024 may be slightly lower than the same period of the iPhone 15 series in 2023. Kuo also pointed out that cloud-based LLM models often require longer training times, which may mean that Apple's server-side artificial intelligence solution will be rolled out in stages rather than fully rolled out at launch. Ming-Chi Kuo said that due to the above reasons, the significant revenue and profit growth brought about by new artificial intelligence capabilities may take longer to fully realize. Regarding the question of whether Apple will cooperate with other artificial intelligence companies, Guo Mingchi downplayed the importance of using external company technology. He believes that such cooperation with Apple mainly focuses on the "encapsulation model" of user and application interaction. Ming-Chi Kuo concluded that after WWDC, Apple will no longer be regarded as a laggard in the AI ​​industry. AI will be ubiquitous in Apple's main applications, and Apple's user interface design advantages will be fully demonstrated. The improvement of Siri is one of the biggest selling points.

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