Apple Strategically Develops AI Store, OpenAI Might Become a Secondary Choice

Title: Apple Expands AI Strategy: Potential Launch of an AI App Store

Recent media reports indicate that Apple is significantly expanding its footprint in the artificial intelligence sector, moving beyond its initial collaboration with OpenAI. The company is currently in discussions with various AI firms, aiming to integrate AI services into its Apple Intelligence platform and potentially create an AI app store akin to the App Store for large-scale models.

Analysts suggest that if Apple successfully launches this AI app store, it could enhance its competitiveness in the AI industry while potentially generating billions of dollars in revenue for partner AI companies. However, detailed aspects of this business model are still under negotiation, and the financial benefits for collaborators have yet to be fully defined.

Gene Munster, managing partner at Deepwater Asset Management, estimates that approximately 10% to 20% of Apple users might opt for paid subscriptions to premium AI services, presenting a significant market opportunity for AI providers. Nonetheless, AI companies must carefully reassess the costs and risks associated with partnering with Apple. Aligning with Apple Intelligence will require compliance with the company's stringent privacy and security standards, which could demand substantial resources.

Furthermore, implementing the hardware and infrastructure necessary for AI services requires considerable upfront investment. Currently, only the iPhone 15 Pro and newer, as well as MacBook and iPad models equipped with M-series chips, can support Apple Intelligence. This limitation could restrict the initial user base and distribution channels.

Overall, this initiative represents a significant advancement for Apple in the AI realm, and its future developments will be worth monitoring.