Apple's strategy for AI is characterized by its long-term vision, with significant advancements not expected until 2026/2027, reflecting a focus on integrated hardware and software.
Analyst Lee emphasizes that Apple's integrated approach positions it uniquely, as it leverages its hardware and software capabilities to develop low-cost, personalized AI services, ensuring a competitive edge.
Despite the delay in the rollout of Apple Intelligence features, the partnership with Taiwan Semiconductor is seen as a pivotal move for long-term technological and cost advantages over Android competitors.
While Android manufacturers are rapidly deploying AI features, Apple's more measured approach could result in a more seamless and integrated AI experience, aligning with their historical emphasis on quality.
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