Analyst Ming-Chi Kuo claims Apple can't make a ChatGPT app by 2024, but that is in conflict with other recent rumors about generative AI.
Steve Jobs Theater at Apple Park
Ming-Chi Kuo has used Apple's forthcoming earnings call to examine where he thinks the company is going over the next couple of years. While he does see AI featuring in its future, he disagrees with other reports claiming Apple is aiming for a 2024 app launch.
"The progress of Apple's generative AI is significantly behind its competitors, so I don't expect Apple to talk too much about AI on the earnings call," writes Kuo in his full report. "At present, there is no sign that Apple will integrate AI edge computing and hardware products in 2024, so it is difficult to benefit the stock prices of Apple and its supply chain."
That's in direct contrast to Bloomberg's Mark Gurman, who claims that unspecified sources say a major Apple AI launch is aimed at some point in 2024.
Gurman has also previously reported that Apple is currently accelerating its hiring of engineers to work on generative AI. Apple has also hosted in-house in-house AI team-building event at Apple Park.