消息方面，据报道，知情人士透露，苹果公司正在研发一款对话能力更强的Siri数字助理，旨在赶超OpenAI的ChatGPT及其他语音服务。这款尚未对外公布细节的Siri新版本采用更先进的大型语言模型(LLM)来实现双向对话。① How is the new version of “Siri” different from the past? ② What effect will the introduction of AI functions have on consumer electronics sales?
Financial Services Association, November 22 (Editor: Hu Jiarong) Most Hong Kong consumer electronics stocks strengthened, spurred by favorable news from Apple's AI. As of press release, Ruisheng Technology (02018.HK), Shunyu Optical Technology (02382.HK), and Qiutai Technology (01478.HK) have risen 9.92%, 8.08%, and 6.78% respectively.
Note: Performance of consumer electronics stocks
In terms of news, according to reports, people familiar with the matter revealed that Apple is developing a Siri digital assistant with stronger conversation skills to catch up with OpenAI's ChatGPT and other voice services. This new version of Siri, whose details have yet to be revealed, uses a more advanced Large Language Model (LLM) to enable two-way conversations.
They said the system can also handle more complex requests more quickly. This new voice assistant will eventually be added to Apple Intelligence, and developers call it “LLM Siri.” Apple is currently planning to release a new version of Siri to consumers as early as spring 2026.
What role will the introduction of AI functions play in consumer electronics sales?
Wanlian Securities recently pointed out that with the gradual consolidation of the end-side hardware foundation, machine and software vendors are actively promoting the improvement of the application ecosystem, AI is expected to accelerate the implementation of end-side products, such as mobile phones, PCs, etc., thereby speeding up the switching cycle and boosting industrial chain demand. Specific suggestions focus on the forward-looking layout of the AIPC and AI mobile phone manufacturers, as well as leading domestic component manufacturers entering the global supply chain.
Nomura Orient International Securities also gave a similar view. The smartphone AI upgrade may boost sales: the Android camp's performance in the third quarter was weak due to the high base brought about by last year's stock replenishment effect. New product launches this year were concentrated in the fourth quarter, and compared to last year's AI systematic upgrades brought a better experience or stimulated sales performance in the fourth quarter.
The brokerage firm also pointed out that market feedback on the high-end model of the Apple iPhone 16 series is superior to that of the low-end model, the Apple Intelligence function is gradually being opened, and it is expected that a new AI-compatible SE entry-level model will be released in '25, which is optimistic about the iPhone's medium- to long-term switching needs.
