3 6 Ke·2026-01-12 23:56Core Viewpoint - Apple and Google have announced a long-term partnership to develop the next generation of Apple Intelligence based on Google's Gemini model and cloud technology, marking a significant shift in Apple's AI strategy [1][3]. Group 1: Partnership Details - The collaboration will lead to a complete overhaul of Siri, which will now be powered by the Gemini model, while maintaining Apple's privacy standards through device-side or private cloud computing [3][18]. - Following the announcement, both Apple and Google's stock prices rose, with Alphabet's market capitalization surpassing $4 trillion, indicating positive market sentiment towards this partnership [3][24]. - The partnership is seen as a strategic move for Apple to address its shortcomings in large model technology, as it has been reported that Apple plans to pay approximately $1 billion annually for Google's AI technology [6][11]. Group 2: Competitive Landscape - The collaboration has raised concerns from competitors, particularly Elon Musk, who criticized the concentration of power in the hands of Google, which already dominates the Android and Chrome markets [4]. - Analysts suggest that Google's Gemini will become the default AI layer for Apple devices, relegating OpenAI to a secondary role in Apple's AI ecosystem [5][19]. Group 3: Technical Aspects - Google's Gemini model boasts 1.2 trillion parameters, significantly surpassing Apple's existing model with 150 billion parameters, which impacts the capabilities of Siri in terms of reasoning, knowledge breadth, and task complexity [8][10]. - The integration of Gemini is expected to enhance Siri's functionalities, including summarization and task planning, while Apple retains control over user data through its private cloud infrastructure [18][19]. Group 4: Strategic Implications - The partnership allows Apple to leverage Google's advanced AI capabilities while addressing its internal challenges, such as talent retention and resource limitations in AI development [10][23]. - Apple's modular design for the new Siri is conducive to integrating third-party AI models, providing flexibility in adapting to different market needs, including potential collaborations with local firms for the Chinese market [21][23]. Group 5: Market Impact - This collaboration is anticipated to improve Apple's product delivery timelines, allowing the company to meet consumer expectations more effectively in the rapidly evolving AI landscape [19][23]. - For Google, this partnership represents a significant victory, embedding its AI technology into billions of active Apple devices, reinforcing its position in the AI market [24].