Apple Inc. AAPL is set to release iOS 26 on Sept. 15, delivering the most dramatic redesign of iOS in over a decade alongside a host of new AI-driven features.Liquid Glass: Apple's Biggest Redesign Since iOS 7The centerpiece of iOS 26 is the new "Liquid Glass" interface, Apple's first major design overhaul since iOS 7.The design focuses on translucency, depth and real-time reflections that adapt to content and surroundings. From the Lock Screen to Control Center and app icons, almost every interface element ...

Core Points - Apple has released the first Public Beta versions of iOS 26, iPadOS 26, watchOS 26, and macOS Tahoe, allowing users to register for the Apple Beta Software Program to experience new features early [1] - Users are advised against upgrading their primary devices to the Public Beta due to potential bugs and compatibility issues [1] Group 1: Supported Devices - iOS 26 supports iPhone 11 series (2019) and later models [2] - iPadOS 26 is compatible with the first-generation 11-inch iPad Pro (October 2018) and all subsequent iPad models [4] - watchOS 26 is available for Apple Watch Series 6 (2020) and later models [8] - macOS Tahoe has a complex compatibility situation due to differences among Intel models; users should refer to Apple's compatibility list [10] - visionOS 26 does not offer a Public Beta version this time [13] Group 2: Backup and Upgrade Process - Before upgrading, users should back up important data, especially data not stored in iCloud, such as WeChat chat history [14] - Users can back up data using Finder on Mac or the Apple Devices app on Windows, with recommendations for wired connections for stability [14][15][16] - To upgrade, users must register for the Apple Beta Software Program and then select the Public Beta option in the device settings [20][23] - For watchOS 26, the upgrade process involves using the Watch app on the paired iPhone [26] Group 3: Downgrade Process - Users wishing to downgrade from the beta version can download the iOS/iPadOS 18 or macOS Sequoia firmware package and enter recovery mode [31] - The recovery process involves using Finder or the Apple Devices app to restore the device to the latest stable version [34] - Downgrading Apple Watch requires assistance from an Apple Store, as it cannot be done independently [36]

Core Insights - The transition from Intel to ARM for Mac has been smooth and beneficial for Apple, marking a significant shift in the company's strategy and product performance [6][10][24] - macOS Tahoe will be the last version supporting Intel processors, with Apple committing to three years of security updates for older Macs [2][4] - The introduction of Apple Silicon, starting with the M1 chip, has proven to be a successful decision, enhancing performance and efficiency compared to Intel processors [8][10][15] Group 1: Transition to ARM - The transition from Intel to ARM has been smoother than the previous shift from PowerPC to Intel, providing substantial returns for Apple [6] - The M1 chip's architecture, which integrates GPU, CPU, and memory, has led to significant performance improvements over Intel-based Macs [8][10] - Rosetta 2 has facilitated the transition by allowing x86 applications to run on ARM, ensuring a seamless user experience [10][12] Group 2: Industry Impact - Apple Silicon's success has influenced the semiconductor industry, prompting competitors like Qualcomm and AMD to adopt similar high-integration designs [16][19][22] - The introduction of Apple Silicon has not threatened Windows' dominance but has showcased a new technological direction that benefits consumers [16][22] - The shift to ARM has spurred growth in niche markets such as mini PCs and handheld devices, demonstrating the broader impact of Apple's strategy [22] Group 3: Future Considerations - Apple faces challenges in maintaining performance leadership as competitors catch up in energy efficiency and processing power [22][24] - The transition to ARM is nearly complete, with most applications now optimized for Apple Silicon, signaling a definitive end to Intel Macs [24][26] - The company is now focused on developing multiple M-series chips to meet the growing demands of AI and other advanced applications [22]

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]

Design Upgrades - Introduction of "Liquid Glass" technology across all platforms [1][2] - Unified software version number for all platforms, with version 26 set for fall release [2] - Redesigned CarPlay interface and significant changes to camera UI, retaining only photo and video buttons [2] - AI reconstruction of iOS 26 lock screen, allowing time to automatically adjust size based on wallpaper [2] - Automatic hiding of the "small bar" feature maintained since iPhone X [2] Functionality Enhancements - Launch of Foundation Models framework, providing underlying AI technology access to all developers [1] - Personalized Siri features to be introduced within the next year, not included in initial testing versions of iOS 26, iPadOS 26, or macOS 26 [1] - Introduction of macOS Tahoe, incorporating numerous iOS features and an updated MacOS Spotlight [2] - Visual Intelligence feature enabling users to search and interact with content displayed in iPhone applications [2] - Introduction of Workout Buddy, a pioneering fitness feature in watchOS 26 [2] - Improvements in iPadOS 26 multitasking, integrating macOS-style bottom menu [2] - VisionOS support for PlayStation VR controllers [2] - Real-time translation feature to be integrated into Messages, FaceTime, and Phone [2]

Mac OS Tahoe. Mac OS Tahoe is all about giving you beautiful and powerful tools for the unique ways you use Mac. It includes many of the features you heard about in iOS like backgrounds and screening tools and messages, more options in image playground and live translation.Starting with a stunning new design, it elevates the iconic elements of Mac OS, making them at once fresh and timelessly Mac. From the moment you unlock, the desktop is instantly familiar. Widgets, the dock, and app icons have been refine ...

金十数据6月10日讯，苹果公司在周一的WWDC 2025上正式推出了macOS Tahoe，采用完整的新设计， 个性化选项得到增强。macOS Tahoe借鉴了液态玻璃的美学，拥有半透明的菜单栏，侧边栏分层，小部 件重新设计。 苹果推出macOS Tahoe ...

苹果(AAPL.O)：推出包含众多iOS功能的macOS Tahoe。 ...

Core Viewpoint - Apple reaffirms that personalized Siri features will be launched within the next year, but these features will not be included in the initial beta versions of iOS 26, iPadOS 26, or macOS 26 [1] Group 1 - The upcoming macOS Tahoe will include numerous iOS features [1] - The integration of the phone application into Mac aims to enhance the calling experience [1]

Group 1 - Apple announced the release of macOS Tahoe [1] - The new operating system features a fully transparent menu [1] - Mac devices will offer "live activities" functionality [1] Group 2 - The user experience across various apps has significantly improved [3]