Apple is reportedly exploring various product integrations, including incorporating AI into Apple Music, Xcode, Pages, and Keynote, alongside an internal feature known as 'Ask for Apple Care.'
The company is developing its own large language model (LLM) called Ajax while engaging in discussions with potential partners like Google, OpenAI, and Baidu to leverage external LLMs.
Bernstein analysts identified three primary avenues for Apple to monetize AI, including boosting hardware sales with AI-enabled features in the iPhone 16, capitalizing on AI-driven search enhancements through advertising, and charging a take rate from AI apps.
On-device AI is likely to have the most immediate impact on Apple's financials, but its impact may be more ephemeral, compared to revenue from AI search and Apps.
[
add
]
[
|
|
...
]