With the continuous development of AI technology and the expansion of application fields, Apple's AI layout will continue to deepen and improve, and the entire Apple industry chain will usher in sector opportunities.
Intelligent finance APP learned that Founder Securities released a research report stating that Apple fully embraces AI, frequently taking actions to deploy in the AI field, fully demonstrating Apple's emphasis on AI. Apple has an all-encompassing and in-depth AI layout, which pays attention to both technological R&D and product applications, as well as ecological construction and cooperative development. In the future, with the continuous development and expansion of the application fields of AI technology, Apple's AI layout will continue to deepen and improve, and the entire Apple industry chain will usher in sector opportunities.
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Founder Securities point of view is as follows:
Domestic mobile phone shipments in April increased significantly, consumer electronics demand rebounded, and Apple's promotion achieved significant results, and shipments increased sharply.
Data released by China Academy of Information and Communications Technology (CAICT) showed that in April 2024, domestic market mobile phone shipments reached 24.071 million units, a year-on-year increase of 28.8%, of which 5G mobile phone shipments reached 20.232 million units, a year-on-year increase of 52.2%, accounting for 84.1% of the same period mobile phone shipments. From January to April 2024, domestic mobile phone shipments reached 91.486 million units, a year-on-year increase of 12.3%, of which 5G mobile phone shipments reached 76.665 million units, a year-on-year increase of 18.3%, accounting for 83.8% of the same period mobile phone shipments. As for Tmall channels, Apple's first-hour turnover exceeded 1.5 billion yuan, and Apple's official flagship store on Tmall has launched a discounted promotion, and currently the iPhone 15 series has become the best-selling product.
Global PC shipments recover and AI PCs bring new increments.
IDC pointed out that after experiencing a two-year decline, the global PC market resumed growth in the first quarter of 2024, with shipments reaching 59.8 million units, an increase of 1.5% compared to the first quarter of 2023. IDC said that PC shipments in most parts of China began to recover, and also drove growth in the Americas, the Middle East, and Africa. Canalys also said that in the first quarter of 2024, the total shipments of desktop and notebook computers increased by 3.2% year-on-year to 57.2 million units.The notebook's shipments increased by 4.2% to 45.1 million units, while desktop shipments remained relatively stable, decreasing by only 0.4% to 12.1 million units, showing that the demand for PCs continues to rebound in various fields. Benefiting from the updates of Windows 11 and the development of AI PCs, the PC market will accelerate growth throughout the year.
Apple fully embraces AI and frequently takes actions to deploy in the AI field, fully demonstrating Apple's emphasis on AI. Apple has an all-encompassing and in-depth AI layout, which pays attention to both technological R&D and product applications, as well as ecological construction and cooperative development. The AI application ecology of Apple will also continue to improve in the future.
Apple has launched its first AI system, Apple Intelligence. Based on the super computing power of the A17 Pro and M-series chips, Apple Intelligence directly integrates the generated model into the core of iPhone, iPad, and Mac, and cooperates with OpenAI and other companies through Private Cloud Compute technology on the cloud-side to create AI terminal devices through the "end-side model + private cloud + external model" method. Its main applications include: 1) Siri With ChatGPT: integrating ChatGPT into Siri, enabling it to have stronger language understanding and personalized service capabilities; 2) Text processing: integrating AI writing function into multiple applications such as mail, note, etc.; 3) Image processing: through Image Playground, Genmoj, Image Wand, and other AI applications, it deeply understands user preferences and contexts and creates image content closely related to users' personal lives and interests; 4) Recording and transcription: Call recording function is supported, and audio can be transcribed and summarized with the help of AI.
Various Apple operating systems have been updated:
1) Mobile phones: Launching iOS 18, improving personalization; 2) Tablets: Launching iPadOS 18, optimizing handwriting fonts and strengthening mathematical note functions; 3) PCs: Launching macOS 15 Sequoia, adding screen mirroring function, and can be connected with iPhone; 4) Vision Pro: Launching visionOS 2, improving gesture interaction and space photo functions; 5) Wearable devices: Launching watchOS 11 of Apple Watch, improving AirPods performance and strengthening interaction.
Apple's AI layout is comprehensive and in-depth, and it pays attention to both technological R&D and product applications, as well as ecological construction and cooperative development. In the future, with the continuous development and expansion of the application fields of AI technology, Apple's AI layout will continue to deepen and improve, and the entire Apple industry chain will usher in sector opportunities.
Risk reminders: AI development is lower than expected, R&D progress is lower than expected, and overseas trade frictions will have an impact.