Investment Rating - The report maintains an "Accumulate" rating for the computer industry [4]. Core Insights - The mobile interaction paradigm is transitioning from GUI to Agentic interaction, allowing users to express their intentions in natural language, which the mobile agent then executes [1][12]. - Two main technical routes for mobile agents are identified: API paradigm and GUI paradigm, each with distinct advantages and challenges [1][2][24]. - The rise of mobile agents signifies a reshuffling of mobile internet traffic among mobile manufacturers, large model manufacturers, and application developers, leading to complex interactions among these parties [3][26]. Summary by Sections Mobile Agent and Interaction Paradigm - The shift from GUI to Agentic interaction is driven by the increasing complexity of applications and the need for more efficient user interactions [1][12]. - Users can now communicate their needs through natural language, with mobile agents handling the execution of tasks across different applications [1][12]. API Paradigm Analysis - The API paradigm involves creating standardized semantic interfaces that require app developers to adapt and expose functionalities for agent use [16][18]. - Apple's App Intents framework exemplifies this approach, emphasizing privacy and structured integration [16][17]. GUI Paradigm Analysis - The GUI paradigm operates without developer cooperation, using visual models to simulate user actions on the screen [2][19]. - Recent advancements in multi-modal models, such as Google's Gemini 3 Pro, have significantly improved the ability to understand and interact with UI elements [19][21]. Comparison of API and GUI Agents - GUI agents offer higher generality, allowing them to operate across various applications without developer adaptation, while API agents excel in reliability, performance, and privacy [2][24]. - API agents can complete complex tasks in a single call, whereas GUI agents may require multiple steps, leading to higher computational costs and potential delays [24]. Evolution of Business Models - The emergence of mobile agents is reshaping the competitive landscape, with mobile manufacturers seeking to leverage traffic entry points and large model manufacturers aiming to create comprehensive applications [3][27][28]. - Application developers face a dual challenge of collaborating with mobile and model manufacturers while protecting their own interests [31]. Recommendations for Attention - Key players in the GUI agent space include ByteDance, Google, Alibaba, and ZTE, while Tencent, Alibaba, and Google are notable in the API agent domain [7][33].

Core Insights - The release of iOS 26 has sparked divided opinions among users, with some praising its visual enhancements while others criticize bugs and battery life issues [1] - Apple has recently pushed out the iOS 26.1 developer beta, focusing on optimizing liquid effects and UI details, but the underlying developments may be more significant [1][3] Group 1: MCP and App Intents - Apple is laying the groundwork for integrating Model Context Protocol (MCP) support into App Intents, allowing AI models like ChatGPT to interact directly with applications on Mac, iPhone, and iPad [3][4] - MCP, proposed by Anthropic, aims to standardize the connection between AI models and external tools, simplifying integration and enabling secure, bidirectional communication [4][6] - MCP has already been adopted by various platforms, establishing itself as a universal interface for AI applications, and is not limited to AI use cases [6][8] Group 2: System Integration and User Experience - App Intents, introduced in 2022, allows applications to abstract their functionalities into semantic actions, enabling system-level calls without relying solely on AI [8][9] - The integration of MCP into App Intents means that Siri can trigger local actions while also leveraging external AI for broader knowledge when necessary [9][11] - This system-level integration allows for seamless user experiences, where commands can be executed without manual app switching, enhancing overall efficiency [11][12] Group 3: Apple's Strategic Shift - Apple is increasingly adopting an open approach, moving away from a strictly self-developed model to embrace external AI models, reflecting a broader industry trend [13][15] - The integration of multiple AI models, such as Google Gemini and Anthropic Claude, into Apple's ecosystem indicates a shift towards a platform-based strategy, similar to its past experiences with the App Store [15][17] - By establishing standards and rules for third-party innovations, Apple positions itself as a channel and rule-maker, leveraging its extensive user base while ensuring compliance with its security and interface standards [18][19]

Core Insights - Apple CEO Tim Cook emphasized the company's commitment to seizing opportunities in the AI revolution, highlighting that Apple has never been the first to enter emerging technologies [1] - Reports indicate that Apple is set to launch a new version of Siri, which will allow users to control most iPhone applications through a personalized Siri based on Apple Intelligence [3][6] Group 1: Siri's New Features - The upcoming Siri will feature advanced cross-application voice control capabilities, enabling users to perform tasks like posting comments on social media or booking rides without touching the screen [3] - Unlike the existing "Shortcuts" feature, which requires preset commands, the new personalized Siri will allow users to interact using natural language, significantly enhancing user experience [6][8] - The introduction of the App Intents framework in iOS 16 will facilitate this functionality by modularizing applications into intents, entities, and shortcuts, improving Siri's ability to understand and execute commands across different applications [8][9] Group 2: Competitive Advantage - Apple's approach to AI, particularly with the personalized Siri, positions it as a universal intelligent agent, capable of driving nearly all applications except for sensitive ones like health and banking [11] - The ability to unify voice interaction across various Apple devices, such as iPhone, Apple Watch, and Mac, presents a compelling opportunity for Apple to enhance its ecosystem [11][13] - The challenge of enabling Siri to operate across applications remains a significant hurdle, but Apple’s strategy of developing a comprehensive solution rather than a mediocre one is likely to be more acceptable to users [13]

Core Insights - Apple is exploring a new voice-based human-computer interaction system through Siri, aiming for a more seamless user experience beyond touch controls [2][4][6] Group 1: Siri and App Intents - Mark Gurman predicts that Apple may enable users to control iPhones entirely through voice commands by enhancing App Intents, with a potential rollout in 2026 [4][6] - The new architecture for Siri has faced delays due to internal restructuring, but the focus should be on enhancing App Intents to achieve Apple's ambitious goals [6][12] - App Intents, introduced in iOS 16, serves as a framework for developers to create shortcuts for app functionalities, allowing users to access features without opening the app [8][12] Group 2: Future Developments - The future AI Siri is expected to automate complex tasks by integrating with App Intents, allowing for voice commands to execute multiple app functions in sequence [18][20] - The anticipated capabilities of the new Siri could include executing commands like editing photos and scheduling events without manual input, potentially launching in Spring 2026 [18][20] - This voice-operated system could extend beyond iPhones to devices like Apple Watch, HomePod, and smart home controls, enhancing Apple's ecosystem [20][22]

Core Viewpoint - Apple is advancing its human-computer interaction capabilities beyond touch and is exploring voice-based interaction through an enhanced Siri and App Intents framework, with a potential rollout in 2026 [2][5][23]. Group 1: Touch and Gesture Interaction - The introduction of multi-touch screens by iPhone revolutionized smartphone interaction, making touch a primary mode of engagement with electronic devices [1]. - Apple is now looking to expand beyond touch, as evidenced by its Vision Pro device, which features gesture-based interaction [3]. Group 2: Voice Interaction Development - Recent reports indicate that Apple is working on a voice-based interaction system utilizing Siri, which may allow users to control their iPhones entirely through voice commands by 2026 [4][5]. - The new Siri architecture has faced delays, but the focus should be on enhancing the App Intents functionality to support more complex operations [7]. Group 3: App Intents Framework - App Intents, introduced in iOS 16, serves as a framework for developers to showcase app functionalities and is crucial for the new AI Siri to perform complex tasks [9][13]. - Currently, the usage of App Intents is limited, and Apple may need to expand its capabilities to allow more apps to be integrated into this system [21]. Group 4: Future Applications and Benefits - The anticipated AI Siri and App Intents combination could enable users to perform intricate tasks without manual input, such as editing and sharing photos or scheduling events [23]. - This voice-controlled system is expected to extend beyond iPhones to devices like Apple Watch, HomePod, and potential smart home products, enhancing Apple's ecosystem [25][26][27].