蘋果新款iPhone將搭Google Gemini AI

當地時間1月12日，蘋果公司宣布與Google達成一項多年期深度合作協議。根據協議，蘋果下一代基礎模型將直接建構於Google的Gemini模型及其雲端技術之上，這意味著長期堅持自主研發路線的蘋果，首次在生成式AI的核心層面引入外部關鍵技術。

蘋果在聲明中強調，儘管採用Google的核心技術，所有用戶請求仍將透過其「私密雲端計算」系統處理，以維持其一貫的隱私保護標準。據悉，此項合作涉及金額可能高達數十億美元。消息公布後，Google母公司Alphabet股價應聲上漲，市值首次突破4兆美元。

業內分析指出，蘋果此舉旨在快速補強其AI能力，同時建構「多模型供應商」結構以分散風險。不過，國行版用戶或面臨差異化安排。業內消息顯示，國行版Siri大概率不會接入Gemini AI，蘋果可能選擇與國內本土廠商合作，或啟用自研模型的定製版本。這一調整或與中國市場的政策環境及特殊需求相關，蘋果方面始終強調對用戶隱私與數據安全的高度重視。

該合作已引發業界對市場格局的擔憂。特斯拉執行長馬斯克公開表示，Google已手握Android、Chrome等核心產品，此次與蘋果聯手可能進一步加劇市場權力集中，其觀點也推動了關於科技巨頭競合關係的深度討論。

蘋果最新財報顯示，其第四財季在大中華區營收年減3.6%，成為全球主要市場中唯一出現萎縮的地區。分析認為，在國產手機廠商積極推出AI功能的背景下，蘋果AI服務的缺失已對其市場競爭力產生影響。此次與Google的合作能否幫助蘋果扭轉在AI領域的落後局面，仍是未知數。

Apple’s New iPhone to Feature Google’s Gemini AI, China Version May Have Different Siri Arrangement
On January 12, local time, Apple announced a multi-year deep cooperation agreement with Google. Under the agreement, Apple’s next-generation foundation model will be built directly on Google’s Gemini model and its cloud technology, marking the first time Apple, which has long adhered to a self-developed path, has introduced external key technology at the core level of generative AI.

Apple emphasized in its statement that despite adopting Google’s core technology, all user requests will be processed through its “Private Cloud Compute” system to maintain its privacy standards. It is reported that the cooperation may involve tens of billions of dollars. Following the announcement, Alphabet’s stock price rose, and its market value exceeded $4 trillion for the first time.

Industry analysts point out that Apple’s move aims to quickly strengthen its AI capabilities while building a “multi-model supplier” structure to diversify risks. However, users of the China version may face differentiated arrangements. Industry sources indicate that the China version of Siri will likely not access Gemini AI; Apple may choose to cooperate with local domestic manufacturers or launch a customized version of its self-developed model. This adjustment may be related to the policy environment and specific needs of the Chinese market, as Apple has always emphasized its high regard for user privacy and data security.

The cooperation has raised industry concerns about market concentration. Tesla CEO Elon Musk publicly stated that Google already holds core products like Android and Chrome, and joining forces with Apple may further intensify market power concentration. His views have sparked in-depth discussions about the competitive and cooperative relationships among tech giants.

Apple’s latest financial report shows that its revenue in Greater China decreased by 3.6% year-on-year in the fourth fiscal quarter, making it the only major global market to experience contraction. Analysts believe that with domestic phone manufacturers actively launching AI features, the absence of Apple’s AI services has impacted its market competitiveness. Whether this cooperation with Google can help Apple reverse its lagging position in the AI field remains to be seen.