iPhone 16 will feature upgraded Siri and AI at WWDC.

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WWDC will bring many announcements, but all eyes are on AI news.

Ming-Chi Kuo believes that Apple will introduce major improvements to AI during its WWDC keynote that the iPhone 16 will require, and that major features may take some time to fully roll out.

Kuo, in an online Q&A post on Medium, strongly summarized Apple's WWDC AI strategy based on integrating helpful on-device AI into nearly every aspect of its operating systems and apps. However, he predicts that big gains like server-side LLM and the iPhone refresh cycle will only be realized during the year.

Kuo expressed confidence that Apple's strong efforts to integrate Apple Intelligence technologies into its apps and OS will reflect its “advantage” over competitors in user interface design. While Siri's improvements will be significant, its on-device LLM technology may be limited by the 8GB RAM limit in the next iPhone lineup.

Apple is expected to rely on both on-device and server-side LLMs to dramatically improve Siri's responses to user queries.

Thinking long term

With the release of iOS 18, users will see significant improvements. That said, Kuo doesn't believe the company has yet achieved progress that will exceed market expectations.

Kuo suspected that the new iPhone hardware and operating system coming in the fall of 2024 would trigger a supercycle of consumer switching. He expects the investments Apple has made in recent years to expand its machine learning and AI capabilities to pay off over time.

Kuo noted that his surveys suggest that iPhone shipments in the second half of 2024 may be slightly lower than the same period in 2023. With additional features coming in OS updates in 2024 and 2025, the sales picture for the new iPhone could improve, he suggested.

He added that cloud-based LLM models take more time to train. This could mean that the full rollout of Apple's server-side AI solution will be phased rather than fully implemented at launch.

Kuo said significant revenue and profit growth due to upcoming AI features may take longer to be fully realized. He predicted that the company would quickly achieve “equal” status with its AI competitors, but that WWDC would dispel perceptions that the company was trying to quickly “catch up” to its industry peers. .

In response to a question about collaboration with AI companies, Kuo downplayed the importance of using outside firms. He believes Apple will focus such deals primarily on “wrapper models” to interface with users and apps.

Apple recently reported reaching an agreement with OpenAI to expand some on-device AI services.

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