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shanghaishanghai
0

引言

近日,苹果公司在中国市场的iPhone销量再次传出噩耗,继上月销量同比下降33%之后,业界对于苹果的创新能力和市场表现产生了担忧。库克访华的行动似乎并未带来预期的效果,而苹果在AI领域的布局也成为外界关注的焦点。

销量下滑,库克访华未果

根据中国信息通信研究院数据,苹果今年2月iPhone出货量约为240万台,同比减少33%;1月出货量约为550万台,同比减少39%。多位业内人士认为,库克频繁访华与苹果在中国市场表现疲软相关。尽管库克在上海静安寺广场苹果店的开业活动以及中国发展高层论坛上强调中国市场的重要性,但销量下滑的现实不容乐观。

创新乏力,AI成突破口

在手机市场创新乏力的大环境下,生成式AI技术的发展被行业认为是提升智能手机体验、推动新一轮换机潮的机会点。苹果公司也正积极布局,宣布WWDC 2024 开发者大会将于6月10日-14日线上举行,或将在iOS 18中加入生成式AI技术。与此同时,苹果也与谷歌、OpenAI等多家大模型厂商讨论合作,将相关技术集成到iPhone中。

百度合作传闻,AI布局待证实

在国内市场,有报道称百度将为苹果今年发布的iPhone16、Mac系统和iOS18提供AI功能。尽管接近苹果公司的知情人士对该消息予以否认,但可以看出苹果在AI领域的布局正在逐步推进。苹果公司宣布WWDC 2024 开发者大会将展示最新软件和技术,其中生成式AI技术的加入备受期待。

加码中国市场,库克强调重要性

在销量疲软之际,苹果正扩大对华投资,库克也开启了过去一年时间里第三次访华之旅。苹果宣布扩大在中国的应用研究实验室,提升上海研究中心的能力,并透露Apple Vision Pro头显产品将在年内于中国市场上市。库克强调,对于苹果的供应链来说,中国是至关重要的地方。

总结

苹果iPhone销量下滑,库克访华未果,创新乏力成为外界关注的焦点。在AI技术的推动下,苹果有望在市场中找到新的突破。然而,苹果在中国市场的表现仍需时间观察,其在AI领域的布局也需要进一步证实。


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