Ming-Chi Kuo: Thoughts on Apple Intelligence

$Apple(AAPL.US)$ There's a lot to discuss about Apple Intelligence, and let's start with a quick overview. Apple Intelligence fully showcases Apple's strengths in ecosystem integration and interface design, mainly emphasizing convenience (through in-app & between-app integration) and enhancing existing applications. That's great for users, but it's just a nice-to-have for investors.

Investors expect to see original, must-have features. Other investor concerns include Apple Intelligence's inability to launch globally simultaneously and whether the key selling point of integrating ChatGPT can be used in the Chinese market.