--- title: "Apple's AI strategic dilemma may be resolved by leveraging the AI moat of the iPhone's intelligent assistant" type: "News" locale: "en" url: "https://longbridge.com/en/news/287662876.md" description: "Apple faces challenges in the field of artificial intelligence, but analysts believe the rise of agent AI could translate into its core advantage. Bank of America analyst Wamsi Mohan pointed out that Apple's ability to control the ecosystem will build a moat for agent AI, enhancing its market influence. He maintains a buy rating on Apple and raised the target price from $330 to $380, implying an upside of about 20%. Apple needs to enhance the AI capabilities of the iPhone and upgrade Siri to realize this advantage" datetime: "2026-05-26T16:50:31.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287662876.md) - [en](https://longbridge.com/en/news/287662876.md) - [zh-HK](https://longbridge.com/zh-HK/news/287662876.md) --- # Apple's AI strategic dilemma may be resolved by leveraging the AI moat of the iPhone's intelligent assistant Due to repeated delays in the upgrade of Siri and the lack of self-developed mainstream large models, the outside world generally believes that Apple is lagging in the field of artificial intelligence. However, the rise of **agent AI** may turn the company's current shortcomings into core advantages. Bank of America analyst Wamsi Mohan pointed out in an investor report released on Tuesday that Apple has comprehensive control over its ecosystem from chips to operating systems, thereby building a **moat for agent AI**, which may become a key reliance for its AI layout. Mohan wrote in the report: "In the era of agents, value will concentrate on platforms that can control **user intent, personal data, application access permissions, identity authentication, payment systems, and user trust**." He added: "Smartphones are currently the most widely used consumer terminals, and the above factors are highly integrated here. If AI assistants become a new entry point for search, applications, e-commerce, schedule management, payments, and various office processes, Apple will have significant influence over large model vendors, application developers, merchants, advertisers, and payment institutions." Mohan maintains a **buy** rating on Apple and raises the target price from $330 to $380, implying about a 20% upside compared to the current stock price. Agent AI is a digital assistant with semi-autonomous or fully autonomous capabilities, relying on large language models to complete various tasks for users, such as organizing computer files, retrieving specified email content, and collecting information from the internet. Currently, major data centers are scrambling to purchase graphics processors and central processors to support the operation of massive global agents, and this technology is also driving the chip sector higher. Mohan believes that Apple will reap substantial benefits from this, especially since the iPhone serves as a secure medium for user interaction with agents. He stated: "Even if Apple does not have the industry's top cutting-edge large models, it doesn't matter; as long as it holds a trusted interactive entry point, it can coordinate local models, Apple's self-developed cloud models, third-party external models, and various application operations." Mohan noted that to realize this advantage, Apple still needs to complete several tasks: enhance the AI capabilities on the iPhone with more powerful processors and upgrade Siri to an agent form. Apple is scheduled to hold its Worldwide Developers Conference on June 8, where it will launch a new version of Siri. In the future, the iPhone is expected to become the mainstream operating platform for agent AI, and currently, Apple already has a device leading in this field — the Mac computer. Thanks to its affordable entry price and compatibility with mainstream platforms like OpenClaw, the Apple Mac mini and Mac Studio desktops continue to sell out in global stores. In the latest quarterly earnings call, Apple CEO Tim Cook discussed the boost that AI has provided to Mac sales. Cook stated during the second-quarter earnings meeting: "Both the Mac mini and Mac Studio are excellent platforms for running AI and agent tools, and the market's recognition of this has exceeded our expectations, leading to higher-than-expected product demand. 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