Sou Hu Cai Jing·2026-01-13 00:34Group 1 - Apple and Google announced a multi-year partnership where the next-generation Apple foundational model will be built on Google's Gemini model and cloud technology, enhancing the AI capabilities of Siri and Apple Intelligence [3][4]. - Apple plans to pay approximately $1 billion annually for the use of Gemini technology, which is expected to significantly improve its AI functionalities while maintaining user data privacy [3][5]. - The collaboration is seen as a strategic move for Apple to gain time in the competitive landscape of large models, with Google benefiting from deeper integration into billions of Apple devices [4][5]. Group 2 - Counterpoint Research reported a 2% growth in global smartphone shipments in 2025, with Apple regaining the top position in market share at 20%, driven by strong sales of the iPhone 17 series [33][34]. - The report highlighted that the growth was primarily fueled by recovering demand in emerging markets and an improved economic environment [33]. Group 3 - The storage market has entered a "super bull market," with prices expected to rise by 50% this year due to increased demand from AI servers, significantly impacting the cost structure for smartphone and server manufacturers [85][86]. - Counterpoint's forecast indicates that storage prices surged by 40%-50% in Q4 of last year and are projected to continue rising in Q1 and Q2 of this year [86][88]. Group 4 - Bill Gates expressed optimism about the role of AI in driving key innovations over the next decade, particularly in climate, healthcare, and education, while also emphasizing the need for governance and regulation [94][95]. - Elon Musk suggested that advancements in AI, energy, and robotics will lead to a future where financial savings for retirement may become irrelevant, envisioning a world of abundant resources [97][98].