After being late for a long time, Apple finally announced its latest progress in the field of AI.
On June 10th local time, Apple held the 2024 Global Developers Conference, during which Apple released its first AI assistive system and announced a partnership with OpenAI. Subsequently, Musk made a mockery of Apple. He said that Apple is not smart enough to develop its own AI, but it has the ability to ensure that OpenAI will protect the security and privacy of users, which is obviously absurd.
However, after experiencing the surging wave of artificial intelligence last year, the delayed arrival of Apple's AI business has clearly dampened the market's enthusiasm. After the press conference, Apple's stock price fell by 2%.
Redefine "AI"
On June 10th local time, Apple held the 2024 Global Developers Conference. Before the press conference, it was expected that Apple would update the company's progress in artificial intelligence.
As expected, Apple announced at the press conference that the iOS 18 system will bring a personal intelligence system, Apple Intelligence, suitable for iPhone, iPad, and Mac. It will utilize generative models based on personal scenarios and provide practical and targeted intelligent functions in combination with user scenarios.
Interestingly, compared to the traditional definition of AI (Artificial Intelligence), the term Apple Intelligence is likely to be a consistent operation of Apple's redefinition.
From a functional perspective, the highlight of the AI assistance system released by Apple this time mainly lies in integrating existing Apple apps and achieving linkage between different apps.
Apple claims that its personal intelligence system, Apple Intelligence, leverages the powerful capabilities of generative models based on personal scenarios and provides practical and targeted intelligent functions in combination with user scenarios. It can perform multiple cross app operations and, combined with personal scenarios, simplify and accelerate daily task processes for users.
At this conference, Apple also announced the establishment of a partnership with OpenAI to integrate their ChatGPT.
Apple claims that Siri (voice assistant) and Writing Tools (writing tools) available across all Apple platforms integrate ChatGPT functionality, allowing users to directly utilize ChatGPT's expertise, including its ability to understand images and documents.
The ability to mobilize all app data for linkage undoubtedly increases user concerns about privacy breaches while providing convenience.
Apple stated that Apple Intelligence has always placed great emphasis on user privacy since its design. Apple uses private cloud computing, and Apple Intelligence will enable cloud computing mode on dedicated servers using Apple chips to ensure the privacy and security of user data.
However, this statement was later mocked by Musk, who stated that Apple was not smart enough to develop its own AI, but had the ability to ensure that OpenAI would protect user security and privacy, which was obviously absurd.
It is reported that the Apple Intelligence beta will be launched this autumn and currently only supports English.
Can AI Save the Mobile Phone Market
According to a research report by CITIC Securities, although Apple released the artificial intelligence assistant Siri in 2011, its performance is limited. This conference will be a turning point for Apple to officially enter the AI era from the mobile Internet.
The research report predicts that Apple's iOS 18 will take the lead in upgrading AI functionality in overseas markets, and the AI functionality of the Chinese version of iOS 18 is expected to be based on top domestic models.
In recent years, the global consumer electronics market has continued to be weak, even the once strong growing mobile phone market has shown signs of weakness.
It is widely believed in the industry that with the extension of replacement cycles, the competition in the mobile phone industry has intensified, and mobile phone products relying solely on hardware upgrades and parameter competition are no longer able to meet consumer usage needs.
It is not difficult to understand that at this moment, Apple's high-profile release of "redefined" AI assisted systems is intended.
In fact, smartphone manufacturers such as Samsung, Huawei, Xiaomi, OPPO, vivo, Honor, and Google have all launched AI phones. According to a survey conducted by Canalys in May 2024 among nearly 5000 consumers worldwide, 63% of consumers are interested in having AI functionality on smartphones, reflecting a generally high level of user satisfaction with current AI phones.
International Data Corporation (IDC) predicts that the shipment volume of AI smartphones in the price range below $1000 will reach 35 million units in 2024, a year-on-year increase of 250%. Generative AI will drive the transition from smartphones to AI phones, refreshing experiences in multiple scenarios such as entertainment and mobile office.
IDC China President Huo Jinjie believes that big model technology will drive smartphones into the AI era, and it is expected that the global shipment of new generation AI smartphones will reach 170 million units by 2024, accounting for 15% of the overall shipment of smartphones. The market share of AI smartphones in China is also expected to grow rapidly, reaching 150 million units by 2027, accounting for over 50%.
Renowned Apple product analyst Guo Minggui believes that after the Apple Global Developers Conference, Apple will no longer be seen as a laggard in the AI industry. But Guo Minggui stated that his investigation showed that the shipment volume of iPhone 16 in the second half of 2024 may be slightly lower than the same period of iPhone 15 in 2023.
转播
