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Guo Mingchi predicts Apple WWDC 2025: AI technology is unlikely to make major breakthroughs

2025-06-09 15:57:21 HKTtodayinfo

IT Home June 9th news, analyst Ming-Chi Kuo just released his 3 observation points of Apple's WWDC 2025.

The specific details are as follows:

1. Apple's AI Strategy is the focus, and other things such as interface design changes and operating system functions are secondary.

2. It is not expected that Apple will make a major breakthrough in AI technology. However, the market has low expectations for Apple's AI. As long as Apple can clearly explain how AI can be implemented and developed on terminal devices, it should be considered a passing grade.

3. Implementing AI on terminal devices may focus on several places, including: 1) the reinvention of Apple Intelligence / Siri brand, 2) the integration of AI in the operating system to improve the overall experience, 3) the tools for third-party developers to integrate AI and Apps, 4) the strengthening of privacy protection mechanisms (software and infrastructure), and 5) cooperation with more well-known AI service platforms.

Kuo Mingchi also said, "Last year, WWWDC gave its AI The outlook is optimistic, and after a year of worse than expected, this optimism should cool down this year. Many people always believe that Apple can finally gain a place under the AI ​​trend with its advantages in ecosystem, chip development and product design. This idea is correct, but this is a conclusion that can be drawn without in-depth research. The above-mentioned Apple's existing advantages can only ensure that Apple's hardware products will be a good AI service/software channel, but it does not mean that Apple can create differentiated or sustainable competitive advantages with AI."

The opening speech of Apple's WWDC 2025 Developer Conference will be held at 1 a.m. tomorrow, when IT Home will bring detailed reports.

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