2 1 Shi Ji Jing Ji Bao Dao·2026-01-15 09:08Core Viewpoint - Apple and Google have entered a multi-year deep cooperation agreement, marking a significant shift in the tech landscape, particularly in AI integration for the next generation of iPhones [2][4]. Group 1: Partnership Details - Apple will pay Google approximately $1 billion annually for technology licensing related to the integration of Google's Gemini AI into future iPhones [2]. - The collaboration is expected to lead to a major upgrade of Siri, although the Chinese version may not utilize Gemini and could rely on local partnerships or special models [2]. Group 2: Strategic Implications - This partnership raises questions about whether Apple is abandoning its long-standing self-developed AI strategy, especially given delays in the new Siri and talent loss from its AI team [2]. - The collaboration also serves as a strategic move to balance power against OpenAI, which has previously integrated ChatGPT into Apple's systems and has been competing for talent in Apple's core areas [2]. Group 3: Privacy Considerations - Apple maintains its commitment to user privacy, ensuring that all AI computations are either performed on-device or through private cloud computing, preventing Google from accessing raw user data [3]. - This approach reinforces Apple's industry-leading privacy standards while collaborating with Google [3].