Although Apple's precise strategy remains opaque to external observers, the company is reportedly exploring various product integrations. These explorations include incorporating AI into Apple Music, Xcode, Pages, and Keynote, alongside an internal feature known as 'Ask for Apple Care.'
The investment management and research firm identified three primary avenues for Apple to monetize AI, although each comes with a 'cannibalization risk.' Firstly, by introducing AI-enabled features in the iPhone 16, Apple could potentially boost hardware sales, with even a 1% increase in refresh rates possibly leading to an 180 basis points rise in incremental revenues.
Secondly, the company could capitalize on AI-driven search enhancements through its advertising platform, 'assuming AI search is on net incremental to traditional search,' Bernstein noted.
[
add
]
[
|
|
...
]