Apple(US:AAPL) Jing Ji Ri Bao·2025-07-01 23:16Core Viewpoint - Apple is considering abandoning its own AI model development in favor of using AI technologies from Anthropic or OpenAI to enhance the next generation of Siri, aiming to catch up with competitors in the AI application space and boost iPhone sales [1][2][3] Group 1: AI Strategy Shift - Apple is in discussions with Anthropic and OpenAI to integrate their large language models into Siri, which would mark a significant strategic shift for the company [2][3] - Historically, Apple has relied on its own "Apple Foundation Models" for AI functionalities, but the performance evaluation of external models has led to this reconsideration [3] Group 2: Competitive Landscape - Competitors such as Samsung, OPPO, vivo, Xiaomi, and Google have been more proactive in integrating AI features across their product lines, putting Apple at a disadvantage in the AI space [1] - Samsung has developed its own Galaxy AI, while Google has been a leader in AI applications with its Pixel series, and other brands are targeting younger consumers with AI-enhanced photography features [1] Group 3: Market Challenges - Following the launch of the iPhone 16, Apple has faced challenges in the Chinese market, prompting a second promotional campaign due to sluggish sales [1] - The introduction of Chinese AI features has been delayed, and if Apple cannot deliver satisfactory AI functionalities, the sales outlook for the upcoming third quarter may remain pessimistic [1]