Apple(US:AAPL) 智通财经网·2026-02-12 01:40Core Viewpoint - Apple's long-planned AI upgrade for Siri has encountered obstacles during recent testing, potentially delaying the release of anticipated new AI features, which may now be rolled out across multiple future versions of iOS instead of being included in the upcoming iOS 26.4 update [1][5][6]. Group 1: AI Upgrade Challenges - The AI upgrade for Siri, initially set to be included in iOS 26.4, is now likely to be split into multiple releases, with some features possibly delayed until iOS 26.5 (expected in May) and iOS 27 (expected in September) [1][5]. - Recent testing has revealed software issues that have contributed to the latest round of delays, with Siri struggling to accurately process user queries and taking too long to respond [5][8]. Group 2: Partnership with Google - Apple has partnered with Google to utilize the Gemini AI model as the technical foundation for the upgraded Siri, marking a significant shift towards AI integration in Apple's products [2][3]. - This collaboration has been beneficial for both companies, with Apple's agreement contributing to Alphabet's market valuation reaching $4 trillion [3]. Group 3: Future AI Features - The upgraded Siri is expected to allow users to control both Apple and third-party applications through voice commands, with a target launch date initially set for early 2025 but now pushed to 2026 [5][6]. - New features under development include enhanced capabilities for retrieving personal data and executing complex commands in a single voice instruction [7][9]. Group 4: AI Integration and User Experience - The integration of AI models into consumer electronics aims to create a more personalized AI assistant experience, similar to the concept of a "personal AI companion" depicted in the film "HER" [4]. - Apple's future AI plans include a complete overhaul of Siri, transforming it into a more advanced chatbot-like interface supported by Google's AI technology [10][11]. Group 5: Privacy Considerations - Apple's commitment to user privacy is influencing the development timeline of personalized AI features, with a focus on keeping user data secure and private [12].