Last week, Alibaba confirmed an alliance with Apple to integrate AI solutions into the iPhones sold in China. This agreement could boost sales of smartphone In the Chinese market, where it has registered an year -on -year drop of 11%, according to the most recent gain report of the US firm.
Joseph Tsai, president of Alibaba, said: “Apple has negotiated with several companies in China and finally decided to partner with us. They want to use our artificial intelligence on their devices. We are extremely honored to collaborate with a company of this magnitude. ”
So far, financial details have not been revealed on these agreements. However, Gurman suggests that These agreements do not imply direct payments. Regarding the alliance with Openai, the analyst stressed that “the company considers that carrying the brand and technology of the Startup To hundreds of millions of devices have a value comparable or superior to financial compensation. ” He explains that the profits come from a income distribution model.
The chatgpt version that is offered free of charge to iPhone, Ipad and Mac owners is the most basic. The intention is to encourage these users to pay a membership to access the most advanced functions of the Bot conversational. Apple would be receiving a part of each subscription that could be similar to the commission that charges from the App Store for purchases In -app.
This model would be replicating with other great AI developers, which, according to analysts, represents a beneficial strategy for Apple. The costs of the cloud servers, necessary to execute these systems, would be covered by the suppliers of Chatbots. In contrast, Apple uses a hybrid approach in which most of the AI processes are executed directly on the device, reducing the dependence on cloud computing.
If the alleged agreement between Apple and Google to integrate Gemini in Apple Intelligence follows these guidelines, it would mark a significant change in the commercial relationship between both companies. Currently, Google Search is the predetermined search engine on Apple devices. According to Morgan Stanley analysts, Google pays about 20,000 million dollars annually for this agreement, which represents approximately 36% of advertising income generated by Safari searches.
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