苹果拟引入外部AI模型升级Siri

Core Viewpoint - Apple is facing challenges in developing its own AI models, leading to delays in the upgrade of Siri, which may not achieve modern conversational capabilities until 2026. The company is considering adopting external AI models from Anthropic PBC or OpenAI to enhance Siri's functionality [1][3][6]. Group 1: AI Development Challenges - Apple has struggled with its in-house AI model development, resulting in a postponed release of an upgraded Siri until 2026 [1][4]. - The company is reportedly in discussions with Anthropic and OpenAI to potentially use their large language models for Siri, marking a significant shift from relying solely on its own technology [3][6]. - Apple's AI team is currently in a state of uncertainty, exploring various development paths while managing a substantial budget for AI initiatives [6][8]. Group 2: Competitive Landscape - Compared to Android systems, Apple's AI capabilities are perceived as lagging, with Android offering more comprehensive and mature AI functionalities [7][8]. - Apple's conservative approach to new technology, particularly regarding privacy and security, has hindered its AI advancement speed [8]. - Analysts suggest that the AI competition is a long-term endeavor, and Apple's recent AI-related announcements have not met investor expectations, especially when compared to competitors like Google [6][7]. Group 3: User Expectations and Revenue Implications - The integration of basic AI functionalities is becoming a standard expectation among consumers, making it essential for Apple to upgrade its AI features to maintain user loyalty [9][10]. - While the immediate impact of AI upgrades on software revenue may be limited, the long-term potential remains strong, particularly if AI capabilities are integrated into subscription services [9][10]. - A significant percentage of users (84%) expressed willingness to pay for enhanced AI features, indicating a potential for increased revenue if Siri evolves into a more capable AI partner [10].