3G·

Apple loses the connection

Apple's major developer conference in June 2024 was a big bang for the buck when it came to artificial intelligence. Thanks to Apple Intelligence, the bundle of AI functions that the company is integrating into its operating system, the iPhone should be able to do everything in the future. The voice assistant Siri, which now looks rather pale in comparison to ChatGPT, was also due for an upgrade. Investors rewarded this, and Apple was once again the most valuable company in the world for some time.

Apple's big developer conference in June 2025 was much more modest. Instead of talking about AI, the company preferred to talk about the visual refresh of its software. Little remains of the grandiose announcements of the previous year. Functions such as AI-generated summaries of news stories were met with derision online.

The new Siri has been postponed indefinitely, the quality wasn't good enough - and Apple's software boss, who usually only talks in superlatives about the next "best iPhone ever", suddenly has to publicly ponder the reasons for the difficulties.

Investors punish Apple as a result. The tech company's shares, which have been so successful for years, have fallen by more than 27 percent since the beginning of the year. And the pressure is growing from all sides. The AI top dog Open AI is working on its own hardware products. Competition authorities in Washington and Brussels are making business more difficult. The proceedings against Google could also reduce Apple's sales if the search engine company is soon no longer allowed to pay billions to be the standard on the iPhone. The days when everything the developers in Cupertino touched turned to gold are over for the time being. The prospects for Apple shares are correspondingly bleak.

https://www.faz.net/aktuell/wirtschaft/apple-verliert-den-anschluss-110533900.html

www.faz.netApple verliert den Anschluss

9 Commenti

Chris@Multibagger

In the past, $AAPL was a great investment case. Today, they only live from their design disciples, who are prepared to buy outdated technology at horrendous prices. But even that will diminish. If $AAPL now massively increases its prices again due to the tariffs, sales will collapse. There has been no innovation for a long time. They are being overtaken left and right, just like $TSLA. They, too, live more from the fantasy that robotaxis and robots will be all the rage. In my opinion, the cars are just an expensive marketing product rather than a technical innovation. $TSLA at least still has imagination outside its core business, but where is it at $AAPL?

•

Tenbagger2024@Tenbagger2024

@Multibagger
I see more and more reports that smartphones are being replaced by smart glasses.
But Apple isn't getting much done in the smart glasses sector either.
Alphabet, Meta and Qualcomm are stronger here.
I think if Qualcomm were to produce its own smartphone, some of them could pack their bags.
But for Qualcomm it is of course much more efficient to continue supplying manufacturers with the best quality.

••

Homer@Simpson

If the FAZ writes about it, then you can get back in with Apple 😊👍

Also, as far as the topic of AI is concerned, it's very exciting, most people will only use their smartphone for chatting, making phone calls, taking photos and scrolling on Insta TikTok in the future too

•

Tenbagger2024@Tenbagger2024

@Simpson
My dear,
Let's see where the journey takes us.
It remains exciting.
I'll be watching from the sidelines.

•

Ayecaramba@Ayecaramba256

Talking about 28% is bullshit. Dollar rate counts

•

PikaPika0105@PikaPika0105

Apple will be successful as long as everyone remains chained to their ecosystem. I'm one of those people. I have numerous Apple products and it would be stupid to buy a Samsung phone, even though they are often more innovative. In the end, I would have to buy everything new.
However, this dominance only exists because nothing major has happened since the smartphone. If this mysterious new hardware from OpenAI turns out to be revolutionary, then everyone will switch to them, like they did from Nokia to Apple back then. I think it's only a matter of time before that happens, which is why Apple shares are an absolute no-go for me.

•

Tenbagger2024@Tenbagger2024

@PikaPika0105
As I have already written.
The smartphone will have a hard time surviving at all. Better alternatives such as smart glasses, holograms and chips that are implanted in the skin.
The cards are being reshuffled here.
Such inventions will also make i Pads superfluous.

••

PikaPika0105@PikaPika0105

@Tenbagger2024 The companies with the top market capitalization usually change every decade. In my opinion, it is almost impossible to stay at the top in the long term because technological progress is too dynamic for that. That's why I prefer to invest in smaller companies with greater potential. If they go into reverse at some point after 20 years, I'm already up so much that it doesn't matter, I'll just get out. But if you only ever invest in the biggest players, there's usually more room for downside than upside.

•

Pope Donkey XXI@DonkeyInvestor

Is doomed to extinction. From now on, I'll only buy pears at the supermarket 👍

•