智通财经APP获悉，根据Counterpoint Research最新发布的报告，Apple来自AirPods的年营收预计将在2026年实现2.4%的同比增长，累计总营收将突破1000 亿美元。这一里程碑得益于产品线的持续扩展以及功能上的不断进化。 Apple近年来持续拓展AirPods产品矩阵。2024年推出了平价款不带主动降噪(ANC)AirPods 4，为该系列设定了全新入门价格。 这一战略性举措使Apple得以触达更广泛的价格敏感型用户群体，如新兴市场消费者和学生群体。新兴市场已成为iPhone销量增长的重要驱动力，而随着 iPhone渗透率的提升，AirPods的需求也随之同步增长。 来源：Counterpoint Research 单位：亿美元(USD) 在未来新品中，AirPods还将引入心率监测、体温感应等健康功能，进一步强化其"可穿戴健康设备"的市场定位。 与此同时，Apple Intelligence(苹果智能)也将融入AirPods使用体验，例如实时翻译、增强手势控制等创新场景。Apple正在将AirPods打造为一个更具多样 性的产品：不仅提升音频和通话体验，也在拓展其在内容创作与高阶 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . Counterpoint Research 是一家专注于科技行业的全球性研究公司，在全球主要的市场有着强大的影响 力。我们致力于为合作伙伴提供准确、及时的市场数据，帮助他们做出明智的决策。 根据 Counterpoint Research最新发布的《Apple 360追踪与预测》报告 ，Apple来自AirPods的年营收 预计将在2026年实现2.4%的同比增长，累计总营收将突破1000亿美元。这一里程碑得益于产品线的 持续扩展以及功能上的不断进化。 Apple近年来持续拓展AirPods产品矩阵。2024年推出了平价款不带主动降噪（ANC）AirPods 4，为 该系列设定了全新入门价格。 这一战略性举措使Apple得以触达更广泛的价格敏感型用户群体，如新兴市场消费者和学生群体。新 兴市场已成为iPhone销量增长的重要驱动力，而随着iPhone渗透率的提升，AirPods的需求也随之同 步增长。 此外，Apple在提升用户体验方面也不断创新，如主动降噪、与iOS的无缝整合、即刻配对与设备自 ...

AI Strategy & Development - Apple is considering using OpenAI or Anthropic to power Siri, acknowledging its in-house AI limitations [1][3] - The market anticipates an upgraded Siri enhanced by AI, but details and timing remain unclear after the developers conference [3][4] - Integrating OpenAI or Anthropic's expertise is viewed as a positive step for Apple's AI development [3][4] Market & Competitive Pressures - Tariffs and weak sales in China, due to competitive pressure and the lack of a robust AI smartphone, pose challenges for Apple [5] - China sales showed slight improvement in the March quarter compared to the December quarter [5] Potential Competition - OpenAI's $64 billion investment in Johnny Ive's company for AI device development is seen more as a defensive move than a direct threat to Apple [6][7] - The industry views OpenAI's hardware efforts as an attempt to diversify and reduce dependence on Apple and Google's ecosystems [7] Analyst Perspective - Tom Forte, a senior consumer internet analyst at Max Group, has a "hold" rating on Apple stock with a price target of $201 [1]

Core Insights - Apple is enhancing its Services offerings, achieving over 1 billion paid subscribers, more than double from four years ago [1] - Services revenue grew 11.6% year-over-year to $26.65 billion in the fiscal second quarter, driven by product upgrades and new features [10] - The introduction of Apple Intelligence into Services is expected to further boost revenue growth [1][3] Services Expansion - New features announced at the Worldwide Developers Conference include AutoMix and Lyrics Translation in Apple Music, and enhanced navigation in Apple Maps [2] - Apple Wallet now incorporates Apple Intelligence for improved order tracking and payment flexibility through Apple Pay [3] - An update to Apple Maps provides users with rankings and insights for restaurants, hotels, and more, contributing to user engagement [4] Competitive Landscape - Major competitors in the Services space include Netflix and Disney, both of which have strong subscriber bases and content strategies [5][6][7] - Netflix aims to double its revenues by 2030, leveraging a diverse content portfolio and high engagement levels [6] - Disney has a significant global audience with 157 million active users, benefiting from its ad-supported streaming content and strong domestic park revenues [7] Financial Performance - Apple shares have decreased by 19.5% year-to-date, underperforming the broader technology sector [8] - Services revenues are projected to grow at a compound annual growth rate (CAGR) of 15.6% from 2024 to 2027 [4][10] - The forward 12-month Price/Sales ratio for Apple is 7.25X, compared to the industry average of 6.75X, indicating a premium valuation [12] Earnings Estimates - The Zacks Consensus Estimate for fiscal Q3 2025 earnings is $1.41 per share, reflecting a 0.71% year-over-year growth [14] - The consensus for fiscal 2025 earnings is $7.11 per share, suggesting a 5.33% year-over-year growth [15]

M.G. Siegler is the author of Spyglass. He joins Big Technology to discuss Apple’s subdued WWDC and whether it signals deeper trouble with AI's capabilities. Tune in to hear us discuss Apple’s “UI over AI” approach, whether the company can pull off the Apple Intelligence vision at all, and if Liquid Glass is a redesign destined to fail. We also cover the vibes at the conference. Hit play for clear-eyed, no-nonsense analysis of the tech world’s biggest stories. --- Enjoying Big Technology Podcast? Please rat ...

转自：InFOQ 编译 | Tina 在今天 WWDC 2025 的发布现场，最令人瞩目的，并非哪项 AI 新特性，而是苹果 12 年来最大的一 次用户界面设计革新。 苹果宣布在其所有操作系统平台，iOS 26、iPadOS 26、macOS Tahoe 26、watchOS 26 和 tvOS 26，全面引入名为 Liquid Glass（液态玻璃） 的全新视觉风格。这项设计语言通过引入玻璃质感的 光泽与透明层级，试图在 UI 呈现上实现"通感"般的流动体验。而为了配合这一变化，苹果的版本号 也罕见地从 iOS 19 一跃跳至 iOS 26，象征着此次视觉范式的重大跃迁。 这次界面改版可能是"苹果历史上最具戏剧性的一次"，无疑也成为苹果移动端外观在多年沉寂之后最 大的一次转变。 1 全场最亮的不是 AI，是苹果 12 年首改的 UI 苹果今天在 WWDC 上宣布，iOS、iPadOS 和 macOS 等平台将采用一套全新的软件设计风格，也 就是苹果口中的"新一代设计语言" 。 这套设计语言以"液态玻璃"为核心主题，强化了苹果各大操作系 统之间的视觉一致性。 苹果人机界面设计副总裁 Alan Dye 表示：" ...

- Siri should be as good, if not better, than the competition. - Oh and I think, ultimately, it should be. That's certainly- - But it's not right now. - That's certainly our mission.- I'm here at Apple Park in Cupertino, and I just sat down with Apple executives Craig Federighi and Greg Joswiak. Here are a few bits of the interview where we talk about those Siri delays and the future of AI for the company. Stay tuned for the full interview soon.Last year, you announced a smarter AI-driven Siri. Where is she ...

Core Insights - Apple's WWDC 2025 showcased a "pragmatic" approach, focusing on "liquid glass" design and AI capabilities, but failed to deliver groundbreaking innovations or alleviate market concerns regarding its AI strategy [2][8] AI Strategy: From "Concept First" to "Core Open" - Compared to competitors like Google and Microsoft, Apple's AI strategy appears more restrained, focusing on device-side privacy features rather than advanced multi-modal interactions [3][4] - The core announcement was the opening of the Apple Intelligence foundational model framework, allowing developers to utilize Apple's large language model without internet connectivity [3][4] - Despite new AI features, significant upgrades to core applications like Siri have been postponed, raising doubts about Apple's execution capabilities [4][7] System Innovation: "Liquid Glass" Aesthetic Unifying the Ecosystem - The "liquid glass" design language was a major visual highlight, inspired by the Vision Pro headset, featuring semi-transparent effects and dynamic interface elements [5][6] - All operating system versions have been renamed to reflect the year, aiming to enhance ecosystem consistency [5] - The integration of Mac's Preview application into iOS/iPadOS and the consolidation of gaming applications indicate a strategic move to capture more market share [5][6] Market Reaction: Stock Price Decline and User Expectations Misalignment - Following the event, Apple's stock price fell by 1.44%, marking a three-month low, as analysts expressed concerns over the incremental nature of Apple's AI updates [4][7] - While some developers appreciated the foundational model's openness, consumers are still looking for significant improvements in core functionalities like Siri and image recognition [7] Pragmatic Approach: Can It Turn the Tide? - Apple's CEO emphasized that Apple Intelligence aims to assist users rather than replace them, reflecting a philosophy of integrating technology into specific scenarios [8] - However, the slow pace of AI feature updates poses a risk, as global AI smartphone penetration is projected to reach 28% by 2024, potentially leading users to third-party tools if significant upgrades are not made by 2026 [8] - WWDC 2025 represents a strategic recalibration for Apple in the AI landscape, attempting to solidify its market position through aesthetics and ecosystem barriers, but the gradual updates may not quell market anxieties [8]

点击蓝字，关注我们 在2025年全球开发者大会(WWDC)首日，苹果(AAPL.US)推出一系列与人工智能(AI)相关的功能更 新，并 发布了全新设计语言"Liquid Glass"，为其最新iOS 26操作系统带来最大幅度的界面革新 。但 由于市场对AI领域进展期待已久，而最受关注的Siri升级依然未见踪影， 投资者反应冷淡，苹果股价 在发布会期间一度下跌1.5%至200美元。 苹果软件工程高级副总裁Craig Federighi在会上表示， 公司正在"持续改进，使Siri变得更个性化"，但 同时也承认，"这项工作需要更多时间才能达到我们对质量的高标准"， 并承诺将在明年公布更多信 息。此前，Siri作为苹果AI战略的核心之一，已被广泛批评为功能滞后，难以与当今市场上的智能助 手竞争。 在视觉设计方面，苹果推出的"Liquid Glass"界面风格是iOS 26的一大亮点。用户界面副总裁Alan Dye 称其为"有史以来最大幅度的设计更新"。 除了界面革新，苹果还公布了多个AI驱动的新功能，包括 iMessage实时翻译、FaceTime自动字幕，以及电话实时对话翻译。 这些功能均在设备本地运行，避免 将私 ...

除了界面革新，苹果还公布了多个AI驱动的新功能，包括iMessage实时翻译、FaceTime自动字幕，以及 电话实时对话翻译。这些功能均在设备本地运行，避免将私人数据上传至云端，苹果强调其隐私优先原 则："你的个人对话，始终保密。" 在Apple Watch方面，新增的"健身伙伴(Workout Buddy)"功能同样采用AI技术，在锻炼过程中给予语音 激励，并提示用户完成个性化目标。 智通财经APP获悉，在2025年全球开发者大会(WWDC)首日，苹果(AAPL.US)推出一系列与人工智能 (AI)相关的功能更新，并发布了全新设计语言"Liquid Glass"，为其最新iOS 26操作系统带来最大幅度的 界面革新。但由于市场对AI领域进展期待已久，而最受关注的Siri升级依然未见踪影，投资者反应冷 淡，苹果股价在发布会期间一度下跌1.5%至200美元。 苹果自2022年ChatGPT发布以来，一直面临AI竞赛"起步慢半拍"的质疑。尽管其在图像、视频和音频处 理等领域早已深度应用AI，但未能及时将其整合为实用的智能助手。而在隐私与安全方面的高标准， 也拖慢了功能开发的节奏。 苹果软件工程高级副总裁Crai ...