Rumor mill: Apple has remained on the sidelines as far as AI-driven options achieve weight within the premium telephone market, with different tech giants unveiling at the very least some type of GenAI providers. Whereas the Cupertino large plans to cautiously embrace AI, it dangers falling behind all through 2024 with no main design adjustments on its upcoming telephones, probably resulting in a decline in iPhone shipments.
Sources have told analyst Ming-Chi Kuo that Apple has lowered its 2024 iPhone cargo projections, predicting a notable decline in comparison with final 12 months. The corporate may see the most important drop of all the main telephone gamers, at the very least partially as a consequence of an absence of AI performance.
iPhone 15 shipments are anticipated to be down 10 % within the first half of 2024 in comparison with the iPhone 14 throughout the identical interval final 12 months. The upcoming iPhone 16 might even see a fair steeper decline of 15 % within the latter half of the 12 months in comparison with the iPhone 15 within the second half of 2023.
Conversely, Samsung has adjusted its cargo forecasts for the Galaxy S24 sequence upward by 5-10 % for this 12 months, betting on generative AI options as a key differentiator. The most recent units from Samsung and Google incorporate quite a lot of AI-based capabilities to enhance searches, textual content technology, translation, and picture manipulation.
Nonetheless, Apple might not launch an iPhone with comparable options till at the very least 2025. The iPhone 16 is slated to introduce minimal design adjustments in comparison with the just lately leaked Google Pixel 9, however 2024 may mark the corporate’s preliminary foray into generative AI.
Apple is adopting a cautious technique with AI to sidestep the problems of hallucinations and ethics encountered by giant language fashions utilized by Microsoft, Google, OpenAI, and others. Current reviews have steered that Apple will unveil an upgraded version of Siri with iOS 18. Based mostly on the corporate’s proprietary LLM, it’s anticipated to debut at WWDC in June earlier than a public launch in September.
The forthcoming iOS replace may very well be among the many most transformative within the iPhone’s historical past, but Siri is likely to be the only real characteristic to profit from AI enhancements. Whereas Apple is exploring using an LLM for different purposes like Pages, Keynote, and software program growth, substantial developments in these areas are unlikely to materialize till after 2024.