AI持续延期，苹果国行版还要等多久？

Core Viewpoint - Apple is facing challenges in integrating AI features into its products, particularly in the Chinese market, which may impact its competitive position and sales performance [5][6][8]. Group 1: Product Features and Launches - The newly announced AirPods Pro 3 will feature real-time translation capabilities, but this requires the use of Apple Intelligence, with the Chinese version expected to launch by the end of the year [3][5]. - The Apple Watch 11 will also include a new hypertension detection feature, while the iPhone 17 series continues to see hardware updates in areas such as display, chip, battery life, and camera [5][6]. Group 2: AI Integration and Market Strategy - Apple Intelligence, the AI assistant brand, is set to be a core selling point for the iPhone 17, with partnerships established with Alibaba and Baidu for localization and compliance [6][7]. - The launch of AI features in the Chinese market has been delayed due to localization and technical challenges, with expectations for rollout alongside iOS 26.1 or 26.2 [7][8]. Group 3: Competitive Landscape and Market Performance - Apple's AI strategy has been criticized for lagging behind competitors, both in China and internationally, with significant talent loss to companies like Meta and OpenAI impacting project timelines [8]. - The sales performance in Greater China has declined by 11% year-over-year, attributed partly to inventory changes, and the absence of Apple Intelligence in the market may be affecting overall performance [8][9].