Apple(US:AAPL) AI前线·2025-12-02 04:28Core Viewpoint - Apple is undergoing significant leadership changes in its AI division, with the departure of John Giannandrea and the appointment of Amar Subramanya as the new head of AI, amid ongoing challenges with Siri's development and performance [2][3][5]. Group 1: Leadership Changes - John Giannandrea has officially stepped down as the Senior Vice President of Machine Learning and AI Strategy, marking a major structural adjustment within Apple's AI organization [5][11]. - Amar Subramanya, a former Microsoft executive, has been appointed as the new AI Vice President, reporting directly to Craig Federighi, indicating a shift in how AI responsibilities are integrated within Apple's core operations [11][12]. - Giannandrea's departure is seen as a response to the perceived lack of progress in Apple's AI initiatives, particularly with Siri, which has faced delays and criticism for not keeping pace with competitors [6][10]. Group 2: Siri Development Challenges - The delay in the major upgrade of Siri, now referred to as "Siri V2," is expected to push the release to spring 2026, significantly trailing behind competitors in the generative AI space [13]. - Internal issues with Siri's architecture have been described as a "disaster," with attempts to integrate generative AI into an outdated system leading to instability and multiple failures [13][14]. - The ongoing challenges have resulted in a tarnished reputation for Apple regarding reliability, prompting a strategic reassessment of its AI capabilities [13]. Group 3: Industry Context and Competition - Apple's AI team has been criticized for lagging behind Silicon Valley peers, with experts noting that the company entered the generative AI field significantly later than competitors like OpenAI [6][7]. - Other tech companies, including General Motors, Meta, and Intel, have also seen departures of their AI leaders, reflecting a broader trend of instability in the AI sector [8]. - As Apple restructures its AI division, competitors are rapidly advancing their AI products, with Google and Amazon making significant strides in the market [14].