Dolphin Research
2025.06.10 03:20

The WWDC2025 conference for $Apple(AAPL.US) in the early hours of today was relatively disappointing. The overall innovation was focused on UI interfaces, with little innovation in AI, continuing Apple's incremental "small-scale" innovation.

1) Operating system innovations: The naming convention was unified to 26, no longer using version iteration naming but instead using the year for naming. The Liquid Glass design language was introduced, updating iOS 26, iPadOS 26, watchOS 26, tvOS 26, visionOS 26, and macOS Tahoe 26. Specific changes can be seen in Dolphin Research's charts. Note that some features will not be available in regions like mainland China.

["The 'Liquid Glass' design language originates from visionOS. This design language can refract light, change its luster based on content and context, and intelligently adapt to dark and light modes."]

2) AI innovations: Below expectations, significantly lacking. The changes in AI this time were only in visual intelligence, real-time translation, etc., while the highly anticipated Siri upgrade was absent and not announced during the conference.

This year's Apple WWDC focused on practical innovations, with no highlights in AI innovation. The expected upgraded Siri voice assistant and new Mac hardware were not announced, falling short of expectations overall.

Apple, which earns billions annually, remains relatively stable in operations, but AI innovation could further boost performance and valuation. If the company's AI innovations fail to impress, it will directly impact market expectations for growth.

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