AI持续延期，苹果国行版还要等多久？

Core Viewpoint - Apple is facing challenges in integrating AI features into its products, particularly in the Chinese market, which may impact its competitive position and sales performance [2][4][5] Group 1: Product Features and Launches - The newly announced AirPods Pro 3 will feature real-time translation capabilities, but this requires the use of Apple Intelligence and will not be available in the Chinese market until the end of the year [2] - The Apple Watch 11 will also include a new blood pressure monitoring feature, alongside the iPhone 17 series, which is expected to be launched with AI functionalities [2][3] Group 2: AI Strategy and Market Position - Apple Intelligence, the company's AI assistant, is set to be launched in China by the end of 2025, with local partnerships aimed at ensuring compliance with regulations [3] - The integration of AI features has been slower for Apple compared to competitors, both in China and internationally, which may hinder its market performance [4] Group 3: Sales Performance and Market Challenges - In the latest fiscal report, Apple's revenue from the Greater China region declined by 11%, with inventory changes contributing significantly to this drop [5] - The iPhone 17 series has generated interest among Chinese consumers, but its appeal may be limited due to compromises in battery life and camera performance, alongside competition from local brands offering integrated AI features [5]