X @郭明錤 (Ming-Chi Kuo)

AI Strategy & Expectations - Apple's AI strategy will be the primary focus at WWDC 2025, overshadowing UI changes and OS improvements [1] - The market anticipates no significant breakthroughs in Apple's AI technology, but Apple can meet expectations by clearly explaining on-device AI functionality and development timelines [2] - Last year's AI announcements generated optimism, but a year of limited AI rollouts may dampen enthusiasm [3] On-Device AI Implementation - Apple's on-device AI implementation will likely concentrate on rebranding Apple Intelligence/Siri, integrating AI at the OS level, providing AI tools for third-party developers, strengthening privacy protections, and forming partnerships with leading AI service providers [2] Competitive Advantage - Apple's existing strengths in its ecosystem, chip development, and product design ensure effective AI service delivery, but do not guarantee differentiation or a sustainable competitive advantage in AI [4]