苹果界面大改 AI仍需等待

Core Insights - The Apple Worldwide Developers Conference (WWDC) showcased significant visual design changes, introducing a new "Liquid Glass" design language, marking the largest visual transformation since iOS 7 in 2013 [2][3] - The AI advancements presented at the conference fell short of expectations, with key features like the upgraded "Super Siri" still pending, leading to disappointment among users [6][7] Design and User Interface - The 2025 WWDC emphasized a unified user interface across all Apple platforms, adopting the "Liquid Glass" effect, which utilizes a semi-transparent material to enhance visual appeal and user focus [3][4] - The "Liquid Glass" design aims to create a cohesive visual experience across devices, allowing for seamless transitions and reducing visual distractions [4][5] AI Developments - Apple introduced the Foundation Models framework, allowing third-party developers access to Apple Intelligence's edge model capabilities, but the overall market response has been lukewarm [6][8] - Despite the introduction of various AI features, Apple's performance in the AI sector is perceived as lagging, with analysts noting that the company has not yet delivered competitive AI products compared to industry leaders [7][8] Market Reaction - Following the WWDC, Apple's stock price declined, reflecting market skepticism regarding the company's ability to lead in AI, with a year-to-date drop exceeding 40% [7][8] - Analysts have pointed out that Apple's strict privacy policies may hinder its ability to develop AI technologies at the pace of competitors, potentially impacting its future in the AI space [8][9] Strategic Positioning - Counterpoint Research suggests that Apple's cautious approach to privacy and ecosystem control may be delaying the rollout of its AI initiatives, although the company is expected to gradually close the functional gap with competitors [9][10] - The emphasis on edge models for AI functionality may provide Apple with advantages in cost, data privacy, and developer friendliness compared to competitors relying on cloud-based solutions [10]