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海通证券:Apple Intelligence深度整合ChatGPT 高级语音视觉功能发布

HAITONG SEC: Apple Intelligence deeply integrates ChatGPT and releases advanced voice and visual features.

Zhitong Finance ·  Dec 16 16:41

With the release of advanced voice and visual features, the breadth and depth of ChatGPT's application areas have further expanded, and the speed of AI applications landing in various fields may continue to accelerate in the future.

According to the Zh Tong Finance APP, HAITONG SEC released a Research Report stating that Apple Intelligence deeply integrates ChatGPT, representing the AI large model's ability to embed itself in the core position of the world's largest consumer Hardware ecosystem. This also signifies the infinite possibilities for the large model's future landing in the C-end. With the release of advanced voice and visual features, the breadth and depth of ChatGPT's application areas have further expanded, and the speed of AI applications landing in various fields may continue to accelerate in the future.

The main points of Haitong Securities are as follows:

Apple Intelligence deeply integrates with ChatGPT.

On December 11 (fifth day of the live broadcast), according to Tencent Technology's official account, OpenAI announced the deep integration of Apple Intelligence with ChatGPT, mainly involving three aspects. First is the collaboration with Siri, when Siri determines that a certain task may require ChatGPT's assistance, it can hand over the task to ChatGPT for processing; second is the enhancement of writing tools, users can now use ChatGPT to write documents from scratch, and also refine and summarize documents; third is the camera control feature of the iPhone 16, which can provide a deeper understanding of the subject being photographed through visual intelligence.

ChatGPT brings visual intelligence capabilities to the iPhone.

On the iPhone, users need to first activate Apple Intelligence and Siri, and then enable the new ChatGPT extension. Users can choose to log in to their ChatGPT account, and the system also provides an option to confirm ChatGPT requests, ensuring that users have complete control over data sharing. ChatGPT has also brought visual intelligence capabilities to Apple devices. The OpenAI team demonstrated this technology with an impromptu "Christmas Sweater Contest"; by long-pressing the camera control button on the iPhone, ChatGPT can analyze the content in the picture in real time. In the demonstration, the system could not only identify the characteristics of each person's sweater but also humorously score and rank these holiday outfits.

ChatGPT brings a seamless experience on Mac.

On the Mac, users just need to enable Apple intelligence to use the ChatGPT extension in macOS 15.2 Sequoia. Users can awaken Siri or writing tools in almost any application. By double-clicking the command key, the Siri prompt box can be summoned, and when Siri determines that a task is too complex, the system will ask if assistance from ChatGPT is needed. During the live broadcast, the OpenAI team demonstrated handling a 49-page document, allowing users to choose to share the entire PDF file or just screenshots, with ChatGPT capable of understanding the document content and answering related questions. All conversations can be saved and continued in the ChatGPT desktop application, and this seamless experience is the core value of this integration.

The advanced voice visual feature is launched, enabling real-time video conversations with AI.

On December 12 (the sixth day of the live broadcast), according to Tencent Technology's official WeChat, OpenAI launched the advanced voice visual feature. ChatGPT can now interact with users through both visual and auditory channels, providing a real-time visual interaction experience, as relaxed as chatting with a real person via video. This technology allows ChatGPT to process visual information while engaging in voice conversation, such as recognizing images through video input devices. Furthermore, it offers a more natural and real-time conversational experience while being able to detect non-verbal details, such as speaking speed, and respond with emotion. Additionally, during the Christmas season, OpenAI will specially introduce the voice feature of Santa Claus, allowing users to experience Santa Claus's voice by just using the voice mode of ChatGPT.

ChatGPT has made significant progress in multiple fields, with the 'screen sharing' feature launched simultaneously.

In the live demonstration, ChatGPT showcased significant improvements in video, voice, and text memory. It can even recall names of people appearing in the camera based solely on voice descriptions. The advanced voice feature, with its native multimodal interaction, makes conversations more natural and fluid. In addition, it supports video calls and screen sharing, allowing users to show applications to ChatGPT for troubleshooting assistance. Through the 'screen sharing' functionality, users can show any application on their phone to ChatGPT. Whether it is opening a message or anything else, users can seek response suggestions from ChatGPT. Impressively, ChatGPT can even identify exactly which application the user is currently using.

Suggested attention: Wondershare Technology Group (300624.SZ), ArcSoft Corporation (688088.SH), XGD INC. (300130.SZ), Hangzhou Arcvideo Technology Co., Ltd. (688039.SH), Hithink RoyalFlush Information Network (300033.SZ), Shanghai Newtouch Software (688590.SH), Beijing Kingsoft Office Software, Inc (688111.SH), Fujian Foxit Software Development Joint Stock (688095.SH), Shanghai Weaver Network (603039.SH), Beijing Seeyon Internet Software Corp. (688369.SH), 360 Security Technology Inc. (601360.SH), HeHe Information (688615.SH), SenseTime-W (00020), Iflytek Co.,ltd. (002230.SZ), Maifus (02556), Hand Enterprise Solutions (300170.SZ), Dingjie Intelligence (300378.SZ), Guangzhou Sie Consulting (300687.SZ), CHINASOFT INT'L (00354), Hangzhou Hikvision Digital Technology (002415.SZ), Zhejiang Dahua Technology (002236.SZ).

Risk reminder: The development of AI technology may fall short of expectations, and the application of AI may not materialize as anticipated.

The translation is provided by third-party software.


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