WWDC25：苹果为何选择生态一致性，而非AI突破

Core Insights - Apple's platform and device ecosystem remain a core strategic focus, with a significant emphasis on vertical integration and user engagement across devices [1][2][3] - The recent WWDC25 showcased a comprehensive software design innovation, marking a shift to year-named operating systems, while highlighting Apple's unique position in personal computing [1][2] - Apple's AI strategy is characterized by a cautious approach, prioritizing reliability and user trust over aggressive market competition, which may risk missing key opportunities in the rapidly evolving AI landscape [2][3] Group 1: Ecosystem and Market Position - Apple is the only major vendor with significant market shares across smartphones, tablets, and computers, collectively accounting for over 90% of global internet access and nearly half of daily user screen time [1] - The user interconnectivity rate across different Apple devices is industry-leading, with nearly half of iPhone users also owning an iPad and one-third owning a Mac, enhancing revenue streams and ecosystem stickiness [1][2] Group 2: AI Strategy and Challenges - Apple's AI features, primarily based on machine learning, are seen as gradual innovations rather than groundbreaking advancements, raising concerns about maintaining market relevance in defining the next generation of computing experiences [1][2] - The delayed launch of enhanced Siri due to quality issues reflects execution challenges within Apple's AI strategy, which may hinder its competitive edge in the AI domain [1][2] Group 3: Consumer Behavior and Market Dynamics - Despite a strong interest in AI features among consumers, actual purchasing decisions are still heavily influenced by brand loyalty, ecosystem integration, and device replacement cycles, indicating a gap between consumer interest and behavior [3][4] - In China, AI functionality is a significant consideration for consumers, ranking third in purchase decisions, while in the U.S., it ranks ninth, highlighting regional disparities in AI adoption and consumer expectations [3][4] Group 4: Developer Engagement and Ecosystem Growth - Apple's decision to open access to its device-side AI models signifies a shift towards a platform empowerment strategy, aiming to foster innovation through its extensive developer ecosystem [4][5] - With 34 million registered developers and 1.8 million apps on the App Store, Apple is building a robust AI ecosystem, responding to the growing demand for integrated AI functionalities [4][5]