In addition to this, Pu expects Apple to announce on-device AI features at the WWDC in June, including audio recording summarization, photo and video editing, and live translation. The iPhone 16 lineup will feature a range of AI features, while the iPhone 17 models, expected in 2025, will be more focused on AI.
Key takeaways:
- Apple has begun constructing its own AI servers using the M2 Ultra chip, with Foxconn currently assembling these servers.
- Apple plans to assemble AI servers powered by the M4 chip in late 2025, aligning with previous reports of Apple working on processors for its own AI servers made with TSMC's 3nm process.
- Apple's move to build its own AI server aligns with its strategy to vertically integrate its supply chain and enhance the performance of its data centers and future AI tools that rely on the cloud.
- Analyst Jeff Pu expects Apple to announce on-device AI features at WWDC in June, such as audio recording summarization, photo and video editing, and live translation.