Apple is facing an unprecedented set of technical and regulatory challenges as some of its prominent officials are set to take the stage at the company’s annual software developer conference on Monday.
On the technical side, many long awaited Artificial intelligence features Apple The same conference was promised a year ago, there was a delay by next year, even as its rivals Alphabet Google and Microsoft Wu developers with a Bevvy of new AI features. Those incomplete promises included Siri, significant improvements for its digital assistant.
On the regulator front, the courts in the US and Europe are ready to pull attractive walls around Apple Some former supporters of the company as an app store also questioned whether its fees are appropriate.
Those challenges are coming on one head at the same time. iPhoneApple shares are more than 40 percent since the beginning of the year, sharp falls compared Google And lagged behind in AI-driven profit Microsoft share.
Apple has launched some AI features promised last year, including a set of writing equipment and image-generation tools, but it still depends on the partners like Puffy Manufacturer Openi For some of those abilities. Bloomberg has reported that Apple may open an in-house AI model for developers this year.
But analysts do not believe that APPLE has yet to say a “multi -modal” model – that is, capable of understanding imagery, audio and language at the same time – which can give strength to a pair of smart glasses, a category that has become a runway hit Meta platformGoogle said that last month it would jump back into this category with partners.
Such glasses, which is much lighter and cheaper than Apple Vision Pro The headset can be useful, because they will understand what the user is looking at and can help answer questions about it.
While Apple has focused on its $ 3,500 (about 2.99 lakh rupees) vision Pro headset, Google and Meta have confiscated their AI Software skills in their APLHOL’s own stronghold against their APTHER for their AI software on smart glasses on smart glasses. Meta Ray-Bains all sell for less than $ 400 (about Rs 34,280).
Analysts say Apple needs to respond to that challenge, but is unlikely to do so.
“I am not trying to change my phone – this is a supplement that gives me more world references, because it is a camera and it sees what I see, and I can speak it in natural language,” said Ben Bajreen, CEO of Technology Consultancy Creative Strategies. “Apple is not deployed to do so.”
To ensure this, Apple’s rival is not decisively forward in smart glasses. Ansel Sag, leading analyst with Moore Insights and Strategy, said that Meta’s ray-bans still lack some facilities and Google has not yet launched it. “Gemini” Model in a mass-market pair of glasses yet.
“Meta has undisputed leadership, but Google is holding fast and perhaps the best-friendly AI for the job,” said Sag. “Vision Pro is very good, but it is a showroom product that developers can use.”
But Bob O’Donnell, CEO of Technology Research, said that it is clear that smart glasses will receive wide approval. O’Donnell also said that it is not certain that Apple is in a particular loss if it is a partner with a company like Google, Openai or even a small firm like Perplexity for Core AI technology.
So far, O’Donnell said, “There is no strong evidence yet that consumers are taking major hardware-money decisions on AI facilities.”
“There is an argument that it is fine that (apple) is back, because most people do not care, except for the edge of bleeding,” O’Donnell said.
© Thomson Reuters 2025
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