On June 9, Tianfeng International Apple supply chain analyst Ming-Chi Kuo released his forward-looking views on Apple WWDC2025, which will be held from June 9 to 13 through a social platform, pointing out that Apple's AI strategy will become the most eye-catching focus of the conference.
Kuo Mingchi particularly emphasized that the most important thing about WWDC this year is how Apple clearly explains its AI deployment strategy, rather than upgrading traditional interfaces or system functions: "Apple's AI strategy is the focus, and other things such as interface design changes and operating system functions are secondary." He pointed out that Apple launched a wealth of AI services at WWDC last year, which made the market optimistic, but this year, due to the lack of substantial implementation functions, expectations have gradually cooled down.
Kuo Mingchi believes that the implementation of AI on Apple terminal devices may focus on several places: Apple Intelligence/Siri brand reconstruction, system-level AI integration, developer AI tools and privacy protection layout.
Overall, Guo Mingchi believes that the key to WWDC2025 is not "explosive new features", but whether Apple can digest the AI expectations that have not been fulfilled in the past year through a clear roadmap and implementation application, and lay a technical and conceptual foundation for the release of iPhone 17 in the second half of the year. The market will closely monitor how Apple uses AI to redefine its system and ecosystem and fulfill its promises that the hype has not been implemented.
