Forbes·2025-09-15 23:57Core Insights - Apple has launched new iPhones, including the iPhone 17 and iPhone Air, focusing on design rather than AI capabilities, contrasting with competitors who emphasize AI features [2][3] - Apple's AI initiatives, particularly the Apple Intelligence, have not met expectations set during the 2024 Worldwide Developer Conference, with many promised features delayed or unfulfilled [3] - Competitors like Google and Samsung are advancing rapidly in AI integration, with Google's Gemini AI leading the market and Samsung targeting 400 million Galaxy AI users by the end of 2025 [4][5] Company Analysis - Apple's recent product launch has been perceived as a return to traditional design values, while competitors are pushing AI capabilities to the forefront [2][7] - The demand for advanced AI tools among iPhone users is evident, as Google's Gemini AI app became the top app in the iPhone App Store, indicating a gap in Apple's offerings [9][11] - If Apple does not enhance its AI capabilities, it risks losing market relevance to competitors like Google, which is actively defining the future of AI in mobile technology [11] Industry Trends - The smartphone industry is shifting from an app-centric model to an AI-centric model, with companies like Google and Samsung leading this transition [4][5] - AI features are becoming essential for consumer engagement, as demonstrated by the rapid adoption of AI tools across various smartphone brands [6][7] - The competitive landscape is increasingly defined by AI capabilities, with Apple currently lagging behind its rivals in this critical area [7][11]