The explosive growth of the artificial intelligence industry is putting pressure on the consumer electronics supply chain, with Apple being significantly affected. Memory chip prices have surged, with DRAM potentially tripling by the end of the year compared to last year, and NAND flash prices increasing by more than three times. This cost pressure will be reflected in the entry-level iPhone 18 released this fall.
Apple's AI team has recently experienced talent loss, with several key researchers leaving, including Yinfei Yang who joined an AI startup, and Haoxuan You who joined Meta's Super Intelligence Research Department. This has raised concerns in the industry about the stability of Apple's AI R&D.
Apple CEO Cook emphasized that despite the cooperation with Google in the AI field, Apple's privacy protection rules remain unchanged. Apple Intelligence adheres to the 'Edge+Private Cloud' architecture, ensuring user data security.
Apple clarifies it has not transferred control of Siri or Apple Intelligence to Google, with clear boundaries in their partnership. Apple pays about $1 billion annually for Google's Gemini model license, used only for underlying technical support, not directly for users.....
The latest MacBook Pro is powered by the M4 chip family and Apple Intelligence.
The new generation iMac features the M4 chip and Apple Intelligence.
Powerful new iPad mini, designed for Apple Intelligence.
The next-generation personal intelligence system, providing secure and private intelligent services.
Openai
$2.8
Input tokens/M
$11.2
Output tokens/M
1k
Context Length
-
Anthropic
$105
$525
200
$7
$35
$21
Alibaba
$2
$20
$4
$16
$1
$10
256
$15.8
$12.7
64
$3.9
$15.2
Bytedance
$0.8
128
$0.15
$1.5
Baidu
32
Xai
$1.4
$10.5
$54
$163
$8.75
$70
400
$1.75
$14
mlx-community
GLM-4.5-Air-mxfp4 is an MLX format conversion version of the GLM-4.5-Air model from the Institute of Intelligence, specifically optimized for Apple Silicon devices and supports efficient local inference.
An MCP service that provides market intelligence analysis for the Apple App Store and Google Play Store, supporting multi-dimensional data such as app details, search, developer information, and user reviews.
An MCP service that provides market intelligence analysis for the Apple and Google app stores
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