放弃自研AI模型，苹果或将寻求“场外援助”

Core Viewpoint - Apple's personalized version of Siri has faced significant delays and challenges, leading to a potential shift in strategy towards utilizing external AI technologies from companies like Anthropic or OpenAI [1][3][12] Group 1: Internal Challenges - The development of the new AI-based Siri has been described as a "mess," prompting a major restructuring of the Siri team under new leadership [3] - Apple's internal AI models, including Apple Foundation Models and AppleOn-Device, have underperformed compared to competitors, leading to a reassessment of their reliance on self-developed technology [8][10] - The initial optimistic timeline for integrating AI into Siri has proven unrealistic, resulting in a delay of the upgrade to 2026 [12][14] Group 2: External Collaboration - Apple is considering leveraging external AI technologies to enhance Siri's capabilities, which contrasts with its historical preference for in-house development [6][16] - The company aims to customize third-party AI models to run on its private cloud servers, ensuring user privacy while improving functionality [3][6] - Collaborating with established AI firms may provide a cost-effective solution to meet consumer expectations for AI integration in smartphones [16] Group 3: Market Implications - The delay in launching the upgraded Siri could negatively impact iPhone sales and stock performance, leading to shareholder lawsuits over perceived misinformation regarding the timeline [14] - As competitors in the Android ecosystem continue to advance their AI capabilities, Apple's delay may result in a noticeable gap in user experience compared to rival products [10][12] - The consumer sentiment towards AI smartphones indicates a demand for AI features, making it crucial for Apple to act swiftly to remain competitive [16]