Apple(US:AAPL) Huan Qiu Wang Zi Xun·2025-12-24 08:15Group 1 - The core viewpoint is that despite rumors of executive departures and project delays, Apple's AI team is larger than expected and is strengthening its long-term strategy through internal restructuring [1][4]. - Apple is not slowing down its AI development pace; instead, it is set to complete key organizational adjustments by 2025, laying the groundwork for a major upgrade of "Apple Intelligence" with the release of iOS 26.4 in early 2026 [4]. - The departure of John Giannandrea, the former Senior Vice President of AI and Machine Learning, is seen as a planned structural optimization rather than a strategic setback, with his "device-first" philosophy remaining a core direction [4]. Group 2 - In 2025, Apple will implement a systematic reorganization of its AI department, redistributing responsibilities among teams, including transferring robotics technology to hardware engineering and Siri development to the visual and interaction experience team [4]. - Amar Subramanya, the new Vice President of AI, will lead the core foundation model development, reporting directly to Craig Federighi, the Senior Vice President of Software Engineering, positioning AI as an "enhanced software capability" rather than an independent product line [4]. - The AI team is rapidly expanding, with nearly 200 employees listed as authors on approximately 96 pages of public AI research papers, indicating a team size that may reach several hundred, contrasting sharply with external perceptions of team disintegration [5].