Competitive Pressure on Apple

Xiao Huang: DOORM, what competitive pressures does Apple face in the current AI wave?

DOORM: Apple faces multiple competitive pressures in the current AI wave. First, there is direct competition from other smartphone manufacturers and chip makers like Qualcomm, who may adopt more aggressive strategies to capture Apple’s share of the high-end smartphone market. Second, there is the threat from third-party AI platforms like OpenAI, which may develop killer applications tailored for smart devices, quickly attracting users. If Apple cannot support these applications in time, it may be surpassed by more open and flexible platforms.