Market Position
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Will a New AI Siri Spark an iPhone Supercycle?
Apple is gearing up for a significant AI reset in 2026, aiming to revive its AI strategy with a more advanced Siri. This crucial comeback follows a delayed rollout and intense scrutiny on its innovation capabilities against competitors. The success of this initiative is paramount for market position and future growth, with a strong AI-powered Siri expected to drive hardware sales and reignite investor confidence. Apple aims to leverage AI to stimulate its ecosystem and potentially introduce new product categories.