财经观察：AI时代，苹果落后了吗？

Core Viewpoint - Apple's WWDC25 faced skepticism as the company failed to deliver significant advancements in AI, raising concerns about its competitiveness in the AI era [1][4][5] AI Developments - Apple introduced a new user interface called "liquid glass" and expanded functionalities for Carplay and AirPods, but focused more on design aesthetics rather than AI innovations [3][4] - The company announced plans to integrate code completion tools and OpenAI functionalities into developer software, indicating a focus on backend infrastructure rather than front-end interaction [3][5] - Analysts noted that Apple's AI advancements have been slow, with the company struggling to deliver on promises made a year ago regarding AI upgrades for Siri [5][6] Competitive Landscape - Competitors like Google and Samsung are rapidly advancing their AI capabilities, with Google showcasing AI integration across its product lines [7] - Analysts suggest that Apple may be at least three years away from launching a "truly modern AI assistant," while competitors have already integrated such technologies [7][10] Market Performance - Apple's stock has declined approximately 18% since the beginning of 2025, making it the worst performer among the "Big Seven" tech companies [8] - The company faces multiple challenges beyond AI, including potential impacts from U.S. tariff policies and legal issues surrounding its service business [8][9] Internal Challenges - Internal management issues and a lack of unified strategy have hindered Apple's AI development, with some teams advocating for aggressive investment while others are more cautious [5][6] - Privacy concerns have limited Apple's ability to collect data, further complicating its AI advancements [5][6] Future Considerations - Analysts emphasize that Apple must overcome three key challenges: keeping pace with cloud-based large language models, miniaturizing models for end-user devices, and developing advanced image and video models [10]