Apple May Retain iPhone Sales Yet Lose a Crucial AI Supremacy Battle
Yahoo Finance ·
Apple could continue shipping millions of iPhones while surrendering control over the primary consumer touchpoint to advanced AI agents like Meta Platforms' Muse, according to Bank of America analyst Wamsi Mohan. Muse, which can complete online transactions, fill forms, and contact merchants, achieved 2.5 million downloads and topped the App Store within its debut weeks. Commerce giants such as Shopify, Expedia, and PayPal have partnered with Muse, whereas Amazon has blocked the service. Mohan noted that Apple's revamped Siri AI currently lacks comparable agentic capabilities and might lag behind agile competitors that iterate faster than Apple's annual software cycle. Despite these concerns regarding discovery and referral economics, BofA maintains a Buy rating and a $370 price target on Apple, citing its strong hardware, software, and services integration for edge AI monetization.
AI 시장 분석
Apple (AAPL) will maintain iPhone sales, but AI agents like Meta Platforms' Muse are preempting consumer behavior, threatening its core revenue streams. With 2.5 million App Store downloads in its first week, Muse integrates with Shopify and PayPal to drive search and transactions. Investors should note the risk of Apple's Siri AI falling behind in the agent capabilities race.
상승 영향
- AI — AI agents like Meta's Muse recorded 2.5 million downloads in their first week, driving consumer search and transactions, and the AI agent ecosystem is expanding rapidly.
하락 영향
- Big Tech — Even if Apple maintains iPhone hardware sales, the spread of Meta's AI agents poses a high risk of losing core revenue streams and platform control, such as App Store search, recommendations, and transactions.
DYAX 전담 분석
Meta Platforms' AI agent Muse recorded 2.5 million downloads in its first week alone, emerging as a consumer touchpoint that bypasses Apple's App Store and search ecosystem. Even if Apple maintains hardware sales, the risk of losing dominance in the platform's search and recommendation economics is growing.
If the development speed of Siri AI's agent capabilities lags behind competitors, service and commission revenues could take a hit. Conversely, if Apple successfully defends its position by integrating hardware and on-device AI, a rebound toward a target price of $370 is possible. Going forward, App Store payment shares and competitor AI adoption metrics must be closely monitored.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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