Apple(US:AAPL) Hu Xiu·2025-09-10 05:59Core Insights - The recent Apple product launch event was perceived as underwhelming, with limited highlights and disappointing AI features [1][2][5] - Apple's stock price dropped by 1.5% during the event, indicating market disappointment, particularly regarding AI capabilities [2][5] - The introduction of the A17 Pro chip and iOS 26 was noted, but the overall AI integration remains lacking compared to competitors [5][6] Product Launch Highlights - The iPhone 17 family includes a new lightweight model, the iPhone 17 Air, and adjustments to entry-level pricing [1] - New products announced include AirPods 3 and Apple Watch Series 11, along with health-related features [1] - AI-related features were limited to the A17 Pro chip and iOS 26, with AirPods 3 incorporating real-time translation [1] AI Integration and User Experience - Apple's AI capabilities are criticized for being subpar, with users preferring third-party applications for advanced AI functionalities [3][4] - The AI features in Apple's productivity applications like Pages and Keynote are seen as inferior compared to Microsoft Office's Copilot and Google's Workspace offerings [4] - There is a growing concern that if competitors continue to enhance their AI integration, Apple may lose its user base [4][6] Competitive Landscape - Competitors like Google and Android manufacturers are rapidly advancing in AI capabilities, potentially surpassing Apple's offerings [4][5] - The market is entering a more advanced stage of AI development, while Apple is perceived to be lagging behind [5] - There is a call for Apple to take more aggressive actions to catch up in the AI space, given its resources and user base [5]