Although Apple's precise strategy remains opaque, it is exploring integrating AI into various products like Apple Music, Xcode, and more, including developing its own large language model called Ajax.
Apple is engaging in partnerships with companies like Google, OpenAI, and Baidu for large language models, planning AI features in the iPhone 16 to rival competitors, with major AI unveilings expected at phone launches.
Bernstein identified potential monetization avenues for Apple's AI, from boosting hardware sales with AI features in iPhones to leveraging AI-driven search enhancements and charging a take rate from AI apps.
#apple #ai-expertise #on-device-technologies #partnerships #product-integrations #monetization-strategies
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