Apple Intelligence is the personal intelligence system for iPhone, iPad, and Mac that combines the power of generative models with personal context to deliver intelligence that’s incredibly useful and relevant.
Apple Intelligence is deeply integrated into iOS 18, iPadOS 18, and macOS Sequoia. It harnesses the power of Apple silicon to understand and create language and images, take action across apps, and draw from personal context to simplify and accelerate everyday tasks.
And, with Private Cloud Compute, Apple sets a new standard for privacy in AI, with the ability to flex and scale computational capacity between on-device processing and larger, server-based models that run on dedicated Apple silicon servers.
Ryan Vlastelica and Carmen Reinicke for Bloomberg News:
There’s growing consensus among analysts that an iPhone with AI features, unveiled in June, will spur consumers to upgrade their phones after holding onto older models for years, giving Apple a long-awaited rebound in growth. At least five firms have raised their ratings since the event, with Loop Capital the latest to turn bullish in the face of a valuation that has risen to elevated levels.
Apple “is playing it brilliantly” with AI after seeming like it was behind the curve last year, said Igor Tishin, an analyst at Harding Loevner LP who rates Apple a buy. “I don’t know how much monetization there will be in the near term, but beyond the first step, I think AI can help Apple develop tremendous value in years two and three.”
Loop analyst Ananda Baruah agrees, expecting AI to drive a material increase in demand for iPhones. “Apple has an opportunity the next few years to solidify itself as consumer’s Gen AI ‘base camp’ of choice, just as it did for social media 15 years ago with iPhone,” he wrote in a note.
According to Bloomberg Intelligence, more than 40% of Apple’s 800 million-plus smartphone users have iPhone 12 or older devices, while another 27% are using an iPhone 13. Fewer than 10% of current users have phones that can be upgraded to the AI software.
Support MacDailyNews at no extra cost to you by using this link to shop at Amazon.
MacDailyNews Take: The quicker Apple can roll out the full Apple Intelligence feature set shown at WWDC in June, the better!
Please help support MacDailyNews. Click or tap here to support our independent tech blog. Thank you!
Support MacDailyNews at no extra cost to you by using this link to shop at Amazon.
I hope these bulls are right. I suspect it’s just pump-and-dump talk, but we’ll see eventually. I doubt most consumers have plenty of money to buy iPhones, but that’s just my narrow viewpoint. I think there are already analysts doubting the supercycle, so I’m sticking to just a slight boost in iPhone sales.
My family alone needs 5 more iPhone-16 in September. Think about it.
I’m sticking with the super cycle. There will also be a 5 times zoom coming in the iPhone 16 Pro and not only the Max version. For a lot of people it’s time to upgrade.
Even if the supercycle eventuates, I’m not sure it’ll mean much long-term. AI will become just another feature consumers expect.
At least it gives the next iPhone a selling point. Pretty much all the last one had was USB-C.
The difference is that no other company (with the possible exception of Google) has people locked in to their ecosystem. Consumers can expect all they want but Microsoft, Facebook or Amazon don’t have people’s calendars, photos, contacts, messages, music, their entire digital life, wrapped up in one location that AI can be used to harness in an effective way.