Technical Setbacks in Apple AI Innovation
Apple is grappling with growing challenges on both technical and regulatory fronts as key executives prepare to address its annual software developer conference this Monday. A major concern is the delay of several artificial intelligence (AI) features that were promised a year ago. While rivals like Google and Microsoft have actively introduced new AI tools, Apple’s progress has lagged behind.
One major delay is the improvement of Siri, Apple’s digital assistant. Although the company has launched some AI tools—such as writing aids and image generators—many core features have been postponed until next year. Apple also continues to rely on external partners, including OpenAI, for essential AI capabilities.
Bloomberg recently reported that Apple may soon allow developers access to its own AI models. However, analysts say the company still lacks a “multi-modal” AI system—technology that can understand images, sounds and language simultaneously. Such systems are vital for devices like smart glasses, which are gaining traction through competitors like Meta.
Growing Competition in Smart Glasses
While Apple focuses on its high-end $3,500 Vision Pro headset, both Meta and Google are investing in lighter, more affordable smart glasses. These devices, which include integrated cameras and AI features, offer users real-time insights into their surroundings and cost under $400.
Technology analyst Ben Bajarin notes that Apple has not yet moved into this space effectively. He describes smart glasses as tools that provide additional context and interaction, complementing rather than replacing smartphones. Apple, he argues, is not yet ready to compete in this area.
Although Meta currently leads with its Ray-Ban smart glasses, its models still lack certain key functions. Google is also racing to bring its Gemini-powered glasses to a wider audience. Experts say Google’s AI may be better suited to smart glasses than either Meta’s or Apple’s offerings.
Regulatory and Market Pressures Mount
Alongside technical challenges, Apple is facing increasing legal scrutiny. Courts in the US and Europe are examining whether the App Store’s high fees are fair. Even some long-time supporters have started to question Apple’s practices.
Adding to the pressure, US President Donald Trump has proposed a 25% tariff on Apple’s top-selling product, the iPhone. Apple’s shares have dropped by over 40% this year—a sharper decline than those of Google and significantly behind Microsoft’s AI-driven gains.
Despite these hurdles, some analysts argue that Apple may not need to be at the forefront of AI development. Bob O’Donnell from TECHnalysis Research believes many consumers are not yet making purchasing decisions based solely on AI features. He suggests Apple could successfully collaborate with firms like Google or OpenAI for future AI integration.
with inputs from Reuters