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iOS和Android双向奔赴,苹果也要在App里加广告
AppleApple(US:AAPL) 3 6 Ke·2025-11-12 11:51

Core Insights - The article discusses the declining uniqueness of iOS as a selling point for iPhones, with users increasingly citing fewer ads on iOS as a reason for their preference [1][4] - Apple is reportedly planning to introduce advertisements in its Apple Maps application, potentially starting in 2026, to enhance visibility for businesses that pay for advertising [4][6] - Apple's hardware profit margins are significantly higher than those of Android manufacturers, allowing it to maintain a restrained advertising approach on iOS until now [6][8] Group 1: iOS Advertising Landscape - iOS has historically had fewer ads compared to Android, but this does not mean the absolute value of iOS ads is low [4] - Apple has primarily relied on Apple Search Ads for advertising within iOS, with little systematic ad display until now [6] - The introduction of ads in Apple Maps may signal a shift in Apple's strategy as it seeks to catch up in the AI sector [6][8] Group 2: AI Talent and Competition - Apple's AI team is facing significant talent loss, with key members leaving for competitors like Meta and OpenAI, highlighting a crisis in its AI development efforts [8] - The competition for AI talent has intensified, with companies like Meta offering substantial salaries, making it difficult for Apple to retain top talent [8][10] - The rising costs of AI research and development resources are pushing companies, including Apple, to explore new revenue streams such as advertising [8][10] Group 3: Advertising Potential in Maps - The combination of maps and advertising presents lucrative opportunities, as evidenced by Google's successful implementation of Google My Business [10][12] - Apple could monetize its Maps application by highlighting paid advertisers in search results and suggesting paid locations during navigation [12] - Users are likely to accept this form of advertising, as similar models have been prevalent in online search engines for years [12]