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大行評級|大摩:市傳蘋果與阿里合作開發AI功能 或於4月與iOS18.4一同發佈
格隆匯 02-12 13:54
摩根士丹利發表報吿表示,市傳蘋果已與阿里巴巴合作,為中國iPhone用户帶來Apple Intelligence功能,若然得到證實,該行將此視為蘋果在中國競爭地位的關鍵催化劑。IDC數據顯示,蘋果在將AI功能引入中國消費者方面落後於大多數國內智能手機OEM,導致2024年iPhone出貨量年減6%,而同期中國整體智能手機市場則較去年同期增長6%。另外,大摩相信是阿里是中國最大的電子商務公司,因此應該擁有大量數據,蘋果可以利用這些數據為中國消費者提供個人化的GenAI功能,蘋果與阿里建立初始的AI合作伙伴關係,並隨着時間的推移下,料最終擴展到其他中國本土雲端運算公司。除了獲得監管部門的批准,蘋果還需要推出支援當地中文的Apple Intelligence,首個版本將於今年4月與iOS18.4一同發佈。就市場關注蘋果在中國的故事是否正在發生轉折,該行認為現在作出判斷屬為時過早,但該行確實知道的是,第一是蘋果客户忠誠度和轉換率很高,並在華為重返智能手機市場後於2023年惡化後回到了歷史平均水平;第二是最近的國家設備補貼正在幫助iPhone出貨量在1月份獲得增長勢頭。
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