Apple was one of the few silicon volleyball companies that increased its shares when a panic in China’s DeepSeek wiped about 1 ton of global technology and energy stocks on Monday.
Apple’s long -standing release of the produced artificial intelligence function for the past three months has been hit by delays and bugs, and hope for Wall Street is useful for them to provide immediate iPhone sales boosts. Masu.
However, some investors and analysts believe that DeepSeek’s low -cost AI break -through is proved to provide Apple’s strategy and provide opportunities for iPhone manufacturers to catch up with their rival Google.
DeepSeek’s model does not require a huge investment in cloud computing infrastructure, but a sophisticated AI system may be a small and efficient future for running on a smartphone. There is.
Unlike META, Microsoft, and Google, Apple has avoided billions of hundreds of billions to new capital spending to data centers just for AI. Instead, if the iPhone’s on -board assistant Siri cannot process queries, it provides Chatgpt. Apple states that it will be able to partner with Google and other large language model manufacturers in the future, focusing on its own AI efforts on the iPhone that can be executed locally.
“I believe (Apple) believes that this debate may appear as a relative winner,” Morgan Stanley analyst wrote a note on Tuesday. “In the world where consumer LLMs are commoded, distribution platforms have become an important asset, and Apple has the most valuable consumer technology distribution platform that exists today.”
Apple did not comment.
The iPhone manufacturer is preparing to release the latest quarterly results on Thursday, so we need some excellent AI news.
This week’s Apple Intelligence update has deleted one of the major features after the opposition from publishers and broadcasting stations over the automated news summary of the iPhone users, which indicates information about misleading or misleading. Apple said he plans to recover the AI summary of the news app after “improvement”.
The iPhone manufacturer’s mistakes threaten to impair the Supreme Tim Cook’s responsibilities of the Timecook, who is satisfied that the latest AI products are not delivered to consumers first, and are the best. I prefer to concentrate on something.
The upset rollout of Apple Intelligence has only expanded the gap between 3.5 TN companies and its large high -techrivals. Google’s Gemini model is integrated into Samsung’s smartphone, the top rival of Apple. Samsung announced the latest AI smartphone S25 earlier this month.
Analysts have warned that the launch of Apple Intelligence has not been able to increase the increase in the sales of iPhone so far, and other AI functions such as image generation and writing tools are also customers. I have a hard time exciting.
Apple’s shares rose 34 % to the announcement of the AI function in June and the $ 59 in the new history of $ 259 on December 26. It is optimistic that Apple, AI LateComer, can catch up using the faithful customer base of the iPhone. However, due to the weakening of his confidence, Apple’s shares have decreased by about 9 % since the peak of December in more broad concerns regarding the Trump administration’s tariff planning.
Jefferies analysts have lowered their predictions last week prior to Apple’s revenue report. This is expected to miss a quarterly growth guidance due to the continuation of competition pressure in China, “slow AI and commercialization.” Bank of American analysts have also reduced the sales estimate of the iPhone for the same reason.
They reflect a warning from Apple Suppry Chain Analyst Ming-Chi Kuo. Earlier this month, he warned Apple Intelligence had no evidence of improving the demand for the iPhone, and warned the “excessive optimism” ability to translate hardware sales.
Gene Munster, Managing Partner, DeepWater Asset Management, stated that Apple Intelligence has marked the world’s most valuable companies.
“I think their hands were forced to move faster than usual,” he said. He stated that after the success of Openai’s Chatgpt breakout, the largest high -tech group race was triggered using the rapidly developing AI sector.
The outline of the news was part of the initial set of the AI functions introduced in October, and in December, a long -awaited integration was held.
However, despite the promotion of Apple’s large -scale AI marketing, the shipment of the iPhone decreased by 4.1 % per year in December quarter, according to the estimation of market investigator IDC. Overall, the shipment of global smartphones increased 2.4 %, which said earlier this month.
Apple has adopted an approach that has been exposed to the release of AI and has not yet provided Apple Intelligence in language other than English and local variations, reducing the attractiveness of new iPhones in the world. We face the second largest market hurdle in China. In China, potential partnerships with their models and Baidu need to pass the regulatory authorities.
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However, the technique of developing AI introduced by Deepseek’s current Apple has given the Lost Ground more quickly. Emerging companies in China can train at cutting -edge AI systems with only a small part of Openai, Google, and human resources, and are much more efficient and more complex than large -scale US models. I was able to provide a response.
Deepseek has released a lot of details on the mechanism of the model and released it under the “open source” license, so Apple can also adapt it to launch AI functions in China.
“People are awakening to the reality that you (smartphones) can do a lot,” said Ben Barin, an analyst of creative strategies.
Nevertheless, Bajarin said that there was a longer path to consumer that Apple has a useful AI function. “This is just to set the foundation for continuing to build,” he said. “They still flesh this in real time.”
