
Throughout in the present day’s Q3 2025 earnings name, Apple CEO Tim Cook dinner addressed rising hypothesis that developments in AI, and the brand new {hardware} kind components enabled by them, might ultimately sideline screen-based gadgets just like the iPhone.
Complementary, not substitutes
Requested whether or not Apple sees a future the place dependence on smartphones diminishes as a result of AI-driven shifts in how individuals work together with expertise, Cook dinner pushed again:
“When you concentrate on all of the issues an iPhone can do, from connecting individuals to bringing app and sport experiences to life, to taking pictures and movies, to serving to customers discover the world and conduct their monetary lives, and pay for issues, and a lot extra, you recognize… it’s tough to see a world the place iPhone will not be residing in it.”
Whereas the query didn’t immediately point out OpenAI’s new partnership with Jony Ive’s firm and the upcoming AI-centric io product, this was certainly on everybody’s thoughts because it was requested and answered.
It’s additionally price noting that not way back, Apple’s Eddy Cue floated the concept that “it’s possible you’ll not want” an iPhone in 2035. Nonetheless, the context was a lot completely different: to downplay Apple’s partnership with Google, hoping to persuade the court docket to go away it untouched within the ongoing antitrust case towards Google.
Curiously, Cook dinner additionally dropped a delicate trace at future Apple merchandise which will supply deeper AI integration, including:
“That doesn’t imply that we aren’t fascinated with different issues as effectively, however I feel that the gadgets are prone to be complementary gadgets, not substitution.”
Whereas it clearly shouldn’t come as a shock that Apple is trying past its present merchandise as automobiles for AI, it’s much less frequent to listen to Cook dinner formally acknowledge potential future product instructions.
One among these merchandise could possibly be the rumored screen-equipped HomePod, which reportedly had its launch delayed as a result of Apple’s struggles with the revamped Siri, and is now anticipated in spring 2026.
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