Sou Hu Cai Jing·2026-01-19 09:04Core Viewpoint - Apple is set to integrate Google's Gemini large model as the underlying technology for the new version of Siri and other smart features, potentially requiring Apple to pay Google up to $1 billion annually, totaling as much as $5 billion [2][4]. Group 1: Partnership Details - The collaboration indicates that future interactions between iPhone users and Siri will likely be powered by Google's AI engine [2]. - Apple assures that Google will not access iPhone user privacy data despite the integration of Gemini into its "Apple Intelligence" [2][4]. Group 2: Market Reactions - Elon Musk expressed dissatisfaction on social media, warning that Google's involvement in Apple's core AI system could lead to "unreasonable power concentration" [4]. - Concerns about data security and market monopoly have been raised due to Google's dual role as a leading search engine provider and now a participant in Apple's AI ecosystem [4]. Group 3: Strategic Implications - Apple recognizes its lag in large model development, with its self-developed trillion-parameter model expected to mature by 2027, necessitating reliable external technical support in the interim [6]. - The partnership with Google is viewed as a pragmatic short-term strategy rather than a complete abandonment of in-house development [6]. Group 4: Long-term Considerations - The integration of Gemini is anticipated to enhance Siri's performance and provide a competitive edge for upcoming devices like the iPhone 17 [6]. - If Gemini becomes an industry standard and Apple fails to establish its own AI ecosystem, it risks losing its position as a platform leader and becoming a technology follower [9].