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Morgan Stanley says Apple's AI Siri will have limited reach because older iPhones lack required capabilities

Morgan Stanley says Apple's AI Siri will have limited reach because older iPhones lack required capabilities

3 Key Points

  1. Morgan Stanley reported that more than 850 million iPhones cannot run basic Apple Intelligence queries, and more than 1.3 billion iPhones cannot use advanced Siri features.

  2. Advanced Siri features require 12 GB of unified memory due to the volume of on-device processing that Apple Intelligence requires, creating a bottleneck tied to chip architecture and memory constraints.

  3. The long-delayed Siri overhaul was the centrepiece of Apple's Worldwide Developers Conference, with Apple betting on the feature to keep pace with rivals including OpenAI's ChatGPT, Google's Gemini, and Anthropic's Claude.

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