Apple Intelligence’s AI features will debut in the United States later this month. We will have to wait until next year to be able to benefit from Apple Intelligence in France. However, the upcoming arrival of Apple Intelligence does not mean that performance will be impressive from the start, on the contrary, updates will be needed to improve the AI further and further. An analyst has looked into the subject and believes that it will take a long time before Apple can achieve excellence with Apple Intelligence.
A promising start, but a long wait to obtain a truly efficient Apple Intelligence
US users will be the first to test Apple Intelligence’s capabilities, with six major features planned by the end of the month. Even if this arouses a certain enthusiasm, some analysts temper the ambient optimism. According to Edison Lee, an analyst at Jefferies, the impact of AI features on iPhone 16 sales may not be as significant, in part because the full arrival of Apple Intelligence will take time and the AI features may not be as significant. may not work as well as we imagine.
In his latest report, Edison Lee explains that the true performance of Apple Intelligence will not be fully exploited until 2026 or 2027. He specifies that while Apple’s AI will undoubtedly bring daily improvements for users and enrich the overall product experience (iPhone, iPad and Mac), it will still be two to three years before Apple’s artificial intelligence reaches its full maturity. This contradicts the predictions of some analysts after WWDC, who hoped that AI would immediately boost iPhone 16 sales. Lee, for his part, believes that this impact will be felt later.
For 2025, iPhone sales growth will likely be driven by the new, thinner, sleeker design of the iPhone 17 Air rather than innovations from Apple Intelligence. Although AI will occupy an increasingly important place in the Apple ecosystem, it is the design of the hardware that could attract consumers in the first place.
Personalized, low-cost AI integration
One of Apple’s key advantages, according to Lee, is its unique integration between hardware and software, which allows the company to offer personalized AI services more cost-effectively than its Android competitors. This collaboration gives Apple a clear advantage over its competitors, especially thanks to its partnership with TSMC, a leader in chip manufacturing.
The partnership between Apple and TSMC plays a crucial role in controlling costs while delivering industry-leading performance, enabling Apple to deliver advanced features while maintaining comfortable margins.
