Apple’s AI struggles won’t actually matter for years, says analyst
Published on: 2025-06-10 02:07:01
Ahead of WWDC next week, one of the biggest talking points around Apple has been the company’s AI struggles. But one notable analyst, in his preview of what’s to come, doesn’t seem worried at all.
Apple still has two years to fix AI problems, mainly due to hardware advantages
Much has been said about Apple being behind in AI, and facing real threats from other tech players. But influential analyst Gene Munster isn’t worried.
In his preview of what to expect at WWDC, Munster says Apple still has plenty of time to get AI right—about two more years, actually.
Two specific reasons are given, and they relate to Apple’s hardware advantages.
Gene Munster and Brian Baker at Deepwater Asset Management:
Apple has more time than many realize, around two years, to navigate to an AI-first world given two factors that lock in their user base: First, the biggest reason is more than half of Apple’s customers have more than one Apple device. I estimate the average Apple customer has 1.7 devices.
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