苹果不吹 AI，反而成功了？

Core Viewpoint - The recent Apple event highlighted significant advancements in hardware and software for products like iPhone 17, but there was a noticeable lack of emphasis on AI, contrasting sharply with previous events where AI was a focal point [1][4][5]. Product Updates - Apple introduced the iPhone 17, iPhone 17 Pro, and Pro Max, showcasing improvements in GPU performance, battery life, and thermal management, with the standard model now featuring a 120Hz refresh rate [1][5]. - The event was shorter than usual, lasting only 1 hour and 15 minutes, and the term "Apple Intelligence" was mentioned only 11 times, primarily in passing [2][4]. AI Focus - Unlike the previous iPhone 16 launch, where AI was heavily promoted, this event saw Apple focusing more on hardware capabilities and the background role of AI rather than presenting it as a consumer-facing feature [5][6]. - The new devices utilize upgraded neural engines and local large language models to enhance gaming experiences and support real-time translation, but these features were not highlighted as prominently as competitors like Google and Samsung [5][6]. Market Position and Competition - Analysts express concern over Apple's lagging position in the AI race, with significant personnel turnover in its AI research department, including departures to competitors like Meta and OpenAI [9][12]. - Despite a strong financial performance, with a 10% year-over-year revenue increase in Q3, investor worries about Apple's AI capabilities continue to pressure its stock price [9]. Industry Trends - Chinese smartphone manufacturers have made significant strides in AI model applications, with many launching their own AI models and integrating them into their operating systems ahead of Apple [11][12]. - Apple's gradual approach to AI development, starting from 2022 and only launching the Apple Intelligence system in 2024, contrasts with the rapid advancements seen in the industry [12][13].