外媒据多方消息证实，苹果不仅未放缓AI研发节奏，反而在2025年完成关键组织调整，为2026年初随iOS 26.4发布的"Apple Intelligence"重大升级奠定基础。 来源：环球网 【环球网科技综合报道】12月24日消息，据appleinsider报道称，尽管过去一年多次传出高管离职与项目延误的消息，苹果公司的人工智能（AI）团队实际上 规模远超外界预期，并正通过内部重组强化其长期战略。 据介绍，此前担任人工智能与机器学习高级副总裁的约翰·詹南德雷亚（John Giannandrea）将于近期退休，其离任曾被部分媒体解读为苹果AI战略受挫的信 号。然而内部人士指出，詹南德雷亚主导的"设备端优先"理念仍为核心方向，其职责交接与团队拆分实为计划中的结构性优化，而非战略转向。 2025年，苹果对AI部门实施系统性重组：原归属詹南德雷亚麾下的机器人技术划归硬件工程主管；Siri开发转由视觉与交互体验团队负责；而核心基础模型 （Foundation Model）研发则交由新任人工智能副总裁阿玛尔·苏布拉马尼亚（Amar Subramanya）领导，直接向软件工程高级副总裁克雷格·费德里吉（Craig Fed ...

图片来源：Apple 官网 算算日子，自苹果宣布入局 AI 以来，已经过去了一年多的时间。 截至目前，外界对 Apple Intelligence 的评价普遍不乐观。 除了在功能上缺乏亮点之外，核心场景下的综合体验也十分普通。 尤其是在 WWDC24 上占据大量篇幅的新版 Siri，至今也未能上线。 外界普遍认为，该功能多半将在 iOS 26.4 中推出。 近期，苹果 CEO 库克在最新的财报会议上，正面回应了这一问题。 据 CNBC 报道，记者在向库克提问时，涉及到了 AI 相关的一些进展询问。 库克表示，新版 Sir 将有望在明年推出。 图片来源：cnbc 届时，新版 Siri 在全面升级后，将为用户带来完全不同的新体验。 虽然听上去，库克的这番言论似乎水分满满，且并未公布更多细节。 但经历过新版 Siri 这一路的「跳票」后，苹果已经很久未公布该功能的上线计划了。 当然，2026 年显然并非是严谨的上线日期。 但结合苹果这次罕见的正面回应来看，至少意味着其开发团队已经解决了新版 Siri 一些关键问题。 如果一切顺利的话，新版 Siri 在 iOS 26.4 中上线的可能性还是很大的。 至少对于国行用户 ...

Core Viewpoint - Apple is set to launch its iPhone 17 lineup next week, alongside a significant software update rumored to enhance Siri with AI capabilities in iOS 26.4, expected to arrive as early as March 2026 [1]. Group 1: Siri Upgrade and AI Integration - Apple is developing a new Siri feature called World Knowledge Answers, which is an AI-driven search tool that will provide detailed responses using web data, images, video, and local information [2]. - The new Siri upgrade will initially be exclusive to the Siri app, with plans to extend the AI search tool to Safari and Spotlight in the future [4]. - The integration of AI-driven search into Siri positions Apple to compete with rapidly growing rivals like OpenAI and Perplexity, indicating its intent to catch up in the generative AI sector [5]. Group 2: Collaboration with Google - Apple may collaborate with Google to test a custom version of the Gemini model to enhance parts of the new search tool, while Apple's own models will manage personal data and device context [2]. - A recent court ruling upheld a lucrative $20 billion arrangement between Apple and Google, allowing Google to remain the default search engine in Safari, providing Apple with financial flexibility to explore new web query handling methods [5].

Group 1 - J.P. Morgan has lowered Apple's stock price target from $240 to $230, reflecting a cooling trend in revenue and profit expectations for the next 18 months [1] - The report indicates that early purchases to avoid U.S. tariff risks have weakened consumer upgrade desires, and the iPhone 17 series is expected to perform poorly due to limited hardware upgrades and insufficient innovation [1][3] - The forecast predicts that the production of the iPhone 17 series in 2025 will be approximately 9% lower than that of the iPhone 16 series in 2024, indicating a shift in sentiment regarding hardware growth expectations [3] Group 2 - The growth of Apple's services business is also anticipated to slow down, although further details were not provided [3] - Apple is taking a cautious approach to AI innovations, with a significant upgrade to Siri expected to launch in early 2026, marking a major shift in Apple's AI strategy [3] - Rumors suggest that a foldable iPhone may be introduced around the same timeframe, with production potentially starting in the second half of 2025 and a launch by the end of 2026, although some reports indicate a possible delay until 2027 [3]

Core Insights - The company has set an internal target to upgrade Siri, aiming for a release in Spring 2026 [1] - The new Siri features are expected to be included in the iOS 26.4 software [1] - The company has not publicly announced specific timelines for the upgrade [1]

市场消息：苹果(AAPL.O)计划将拖延已久的人工智能Siri升级安排在2026年春季。公司希望在iOS 26.4 软件中囊括新的Siri功能。 ...