Investors in the fruit chain are finally reaching the climax of the "Apple AI narrative"! The long-awaited Siri AI may be unveiled in June.

Some media reports quoting informed sources revealed that Apple Inc., the leading consumer electronics company with popular product lines such as the iPhone and iPad, may introduce an independent Siri application and a function called "Ask Siri" in the upcoming iOS 27 operating system. These updates are part of a thorough reconstruction of the Siri voice assistant using cutting-edge artificial intelligence technology, and Apple plans to unveil the first version of the highly anticipated Siri AI voice assistant at the global developer conference in June this year. The upcoming Siri AI voice assistant feature set is likely just a part of Apple Inc.'s larger plan for Siri AI, rather than a one-time complete delivery of the so-called Siri AI omniscient voice assistant. The Siri AI voice assistant set to debut at WWDC in June is more like "Apple Inc. technology roadmap + key AI features landing," rather than the final version of a fully functional Siri AI voice assistant. From an engineering and product development perspective, a phased release is actually the most realistic choice for Apple Inc. because the new version of Siri AI voice assistant involves not just model capabilities, but also personal context, App Intents, system search alternatives, in-app proxy execution, cross-device consistency, and privacy and permission framework reconstruction. Apple Inc. plans to launch an independent Siri App, a unified Siri question and answer entry to replace Spotlight, an "Ask Siri" system-level menu, as well as previously postponed Personal Context and screen awareness in June. These elements are essentially a group of related but not necessarily synchronized modules. For a highly system-coupled platform like Apple Inc., separating these capabilities in iOS 27, macOS 27, and subsequent small updates aligns with its quality control, reduces system-level risks, and gradually enhances user experience. Therefore, Apple Inc.'s latest plan to release the independent Siri App, Ask Siri button, and new interface in June will mark the beginning of Apple Inc.'s AI comeback, rather than the end. Joining forces with Alphabet Inc. Class C for AI innovation! The highly anticipated Siri AI voice assistant is set to debut. According to media reports citing informed sources, Apple Inc. has promised to gradually release a new Siri AI voice assistant in 2026, which may have an updated appearance and provide a seamless experience similar to other generative AI chatbots like Siasun Robot & Automation. The initial version of this voice assistant is set to debut in June, when Apple Inc. will hold its annual developer conference (WWDC) and announce major updates to its various operating systems. Apple Inc. confirmed on Monday that the event, known as WWDC, will take place from June 8 to June 12. Informed sources reveal that Apple Inc. is testing an independent Siri application, as well as an "Ask Siri" feature that can run at the system level, both of which will be core components of the iOS 27 and macOS 27 operating systems, set to be officially unveiled at WWDC on June 8. The new version of Siri, internally codenamed "Campo" at Apple Inc., will offer a conversational experience similar to Siasun Robot & Automation, supporting both voice and text interactions, and allowing tasks to be completed directly within applications. This marks a significant shift in Apple Inc.'s AI strategy. This revamp comes as Apple Inc.'s exclusive AI features - Apple Intelligence - have faced setbacks in development. The new features for Siri unveiled at WWDC in 2024 were never officially implemented, and plans scheduled for spring 2025 were repeatedly delayed. The launch of the new version of Siri is seen as a key response from Apple Inc. to the continuous updates and pressure from competitors like ChatGPT and Google Gemini. Informed sources indicate that this new version of Siri, codenamed Campo, will be able to access certain specific data from users' Apple Inc. devices, such as messages and emails, to help them complete tasks. The application will also be able to perform some AI-driven tasks within apps, retrieve news, and search the internet. The latest feature tests and the new version of Siri set to debut at WWDC in June are just a small part of Apple Inc.'s long and arduous journey in artificial intelligence. In June 2024, the consumer electronics leader showcased several capabilities that allowed the AI assistant to efficiently and intuitively fulfill user requests by leveraging personal data and screen content. In terms of Siri AI technology foundation, one of the world's leading AI models, Alphabet Inc. Class C's exclusive Gemini AI, will provide technical support. Earlier in January, American tech giant Alphabet's subsidiary, Alphabet Inc. Class C (Google), confirmed that it had reached a multi-year agreement with Apple Inc., the manufacturer of the popular iPhone and iPad, to provide the core AI model support for the iPhone brand's on-device AI technology, including the Siri AI voice assistant embedded with new AI features. This AI collaboration is seen as a major positive for both companies, as Siri finally undergoes a transformative shift based on AI. At that time, Alphabet Inc. Class C's parent company Alphabet reached a market value of over 4 trillion dollars for the first time with the push from the multi-year agreement with Apple Inc., making it the second largest company globally, next to NVIDIA Corporation with a market value of 4.5 trillion dollars. From a strict engineering perspective of "foundational on-device large models," Apple Inc.'s AI functionalities with support from Alphabet Inc. Class C Gemini AI seem more like an upgrade or external enhancement to Siri/Apple Intelligence's "intelligence layer." According to a joint statement from Alphabet Inc. Class C and Apple Inc., Apple's next-generation Apple Foundation Models will be "based on Gemini's exclusive AI large models and cloud computing technology," and will be used for various new exclusive AI features from Apple Inc., including a "more personalized Siri AI voice assistant," but the current Apple Intelligence AI features will remain available to Apple Inc. users. Integrating large AI models with consumer electronics devices such as PCs and smartphones to create models with increasingly powerful on-device inference capabilities and the ability to call upon vast cloud AI resources to adapt to users' deeper personal needs, has become a central component of the "AI planning blueprint" for many global consumer electronics technology companies. In the envisioned Siri updates by Apple enthusiasts, with the support of cloud and on-device AI models, the positioning of Apple Inc.'s Siri may no longer be a rudimentary formalized voice assistant. By combining cloud AI computing resources with on-device generative AI functions, Apple Inc.'s iPhone models are poised to achieve a more personalized "private AI assistant" that caters to individual user needs, resembling a "universal AI companion" like in the movie "HER." Apple Inc. has stated that the updated Siri voice assistant will be able to use user personal information to answer questions and perform actions across various applications. The "Apple Inc. AI narrative" is finally reaching its climax. A recent report by senior analysts at Morgan Stanley, led by Samik Chatterjee, suggests that the upcoming personalized Siri AI voice assistant could help this veteran tech giant achieve a more robust growth trajectory. In a recent investor report, these analysts wrote, "In our view, the launch of the personalized Siri AI voice assistant will enable this intelligent service to maintain a conversation context on AI Companions, and this will largely determine Apple Inc.'s success in realizing its AI Companions strategy, which includes close integration with its multimodal inputs across voice, text, and image, and comprehensive integration capabilities with applications." Taking into account the latest information from informed sources and the latest media reports, the core of this round of updates for Apple Inc.'s Siri voice assistant is not just about becoming "smarter and more intelligent," but rather shifting from a traditional voice assistant to a system-level AI intelligence entry. This also signifies that the long-term focus of institutional and individual investors on Apple Inc.'s "Apple Inc. AI narrative" centered around the "Apple global industry chain" is finally reaching its climax. The new version of Siri is described by informed sources as having a Siasun Robot & Automation-style interface, supporting both voice and text interactions. The new form being tested includes an independent Siri App, an "Ask Siri" button, deeper system-level embedding, and deeper access to users' device data such as messages, emails, notes, etc., enabling task completion within applications, online searches, and generating richer responses. In essence, Apple Inc. plans to upgrade not just a simple touch button, but the entire interaction layer, search layer, personal context layer, and task execution layer. The independent Siri App, Ask Siri button, and even the potential replacement of Spotlight with a unified search/answer interface, are all transforming Siri from a "passive voice function" to a "front-end entry that actively engages in search, questioning, content understanding, and task execution." The new Siri version is no longer just answering generic questions, it is now about reading personal context, understanding the user's current device status, history of conversations, and in-app content. More crucially, Apple Inc. aims to establish an agent-based workflow system with Siri AI, where Siri can truly enter apps to complete more complex reasoning workloads. However, in terms of execution pace, even though the June launch is highly anticipated, it is likely just one part or "the first phase" of Apple Inc.'s Siri AI masterplan. For Apple Inc., a phased release is the most realistic choice, as it relates to significant AI capabilities that are transformative and rapidly iterated. By splitting these capabilities into iOS 27, macOS 27, and subsequent small updates, Apple Inc. can control quality, mitigate system-level risks, and gradually refine user experience. From an industry chain perspective, Apple Inc. is finally transitioning from being an "AI exhibitor" to an "AI agent-oriented operating system innovator," focusing on integrating the strongest system integration, privacy control capabilities, and terminal access advantages with one of the world's leading AI models, Gemini, to create powerful general AI capabilities. If from June this year until early 2027, Apple Inc. can stabilize the deployment of a series of transformative AI features based on Siri AI super voice assistant like personalized context, cross-app execution, multimodal interaction, etc., the long-standing volatility in Apple Inc.'s stock price and the "Apple global industry chain" will see a series of catalysts based on on-device AI transformation coming to fruition.