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As anticipation builds for Apple's Worldwide Developers Conference (WWDC) next week, concerns about Apple lagging behind in artificial intelligence (AI) have become a hot topic. However, renowned analyst Gene Munster remains unconcerned, forecasting that Apple has ample time to rectify its AI challenges, thanks principally to its hardware advantages.

Gene Munster and his colleague Brian Baker from Deepwater Asset Management suggest that Apple retains a two-year window to transition into an AI-first landscape. They identify key factors that solidify Apple's user base, providing the company with a valuable cushion.

Firstly, over half of Apple consumers own more than one Apple device, with Munster estimating an average of 1.7 devices per customer. This interconnected ecosystem allows Apple products to function seamlessly together, facilitating easy management of multiple devices. Additionally, each customer reportedly engages with an average of 1.5 Apple services such as Music, TV, Cloud Storage, and News. This synergy fosters remarkable customer loyalty.

Secondly, Munster points out that the competition in AI-driven devices is not as advanced as perceived. Although there are various smartphones and devices offering AI functionalities, none have yet introduced features enticing enough to lure Apple users away. Furthermore, an AI-centric device is yet to be realized. Current use cases are still in the developmental stage, and the technology itself is not yet mature.

The spotlight is also on the innovative partnership between Jony Ive and Sam Altman, which is expected to produce an AI-first device slated to be unveiled next year and likely to hit the market in 2026. This prospective launch is anticipated to mark a significant milestone for Apple's next major device.

While the AI landscape is evolving rapidly, Munster’s analysis appears to hold water. Many Apple users possess a range of devices like iPhones, iPads, Apple Watches, AirPods, and Macs. No matter how advanced other AI-enabled hardware becomes, the stronghold of Apple’s loyal customers is unlikely to waver. Moreover, the lack of groundbreaking AI features in competing devices further diminishes the probability of a significant shift away from Apple.

Even as Apple works on enhancing its own AI capabilities, strategic alliances with industry leaders such as OpenAI enable the company to deliver competent AI experiences in the interim.

Do you believe Apple's AI struggles are a critical issue? Whether you agree or disagree with Munster's viewpoint, your thoughts are welcome in the comments section.