WWDC Preview: Siri to Be Completely Redesigned, Standalone App + Powered by Gemini, Apple's AI Moment Approaching
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Apple may completely remake Siri from the ground up.
Apple's annual Worldwide Developers Conference (WWDC) will open on June 8. This time, what the public is watching for isn't a specific new feature, but whether Apple can deliver on its AI promises made in 2024.
According to Apple's preview research released on June 3 by JPMorgan analyst Samik Chatterjee, the core highlight of this WWDC is the material overhaul of Siri, and for the first time, Apple's official WWDC agenda includes "AI advancements"—analysts interpret this as Apple's confidence in delivering these upgrades on schedule, unlike previous, more ambiguous release timelines.
As expected, the revamped Siri will appear as a standalone app, functionally targeting chatbots like ChatGPT and Gemini, and will support multi-turn conversations. The Dynamic Island is expected to have a permanent "search or ask" entry point, allowing users to summon Siri at any time. More critically, Siri may replace Spotlight to become iPhone's global search entry—that means every time users search for anything within the system, it will all go through Siri.
On the underlying architecture, there are also significant changes this time around. Previously, Apple’s AI stack involved its own model as the base, with ChatGPT as the only “add-on” option. The new framework may act more like an AI query dispatch platform—users can freely choose which model to send their queries to, just like choosing a default search engine in Safari. If realized, Gemini will go from a secondary role to the foundation.
Meanwhile, the fall product lineup is heating up: the foldable iPhone and touchscreen MacBook will make their debut, and substantial upgrades to AI features are boosting markets’ expectations for Apple’s product cycle in the second half of the year.
What exactly will Siri become this time?
As expected, the revamped Siri will appear as a standalone app, functionally targeting chatbots like ChatGPT and Gemini, and will support multi-turn conversations.
At the same time, the Dynamic Island is expected to have a permanent "search or ask" entry point, allowing users to summon Siri at any time. More critically, Siri may replace Spotlight to become iPhone's global search entry—that means every time users search for anything within the system, it will all go through Siri.
Analysts expect several specific upgrades to Siri’s capabilities:
- Multi-step cross-app commands: One command can trigger sequential operations across multiple apps, truly achieving “agent-style” task execution
- Screen awareness: Siri will be able to read what's currently displayed and answer questions by combining it with personal user data
- Visual intelligent camera mode: Use the camera to recognize real-world objects and trigger relevant actions
- AI photo editing: The editing capabilities of the photo album will be greatly upgraded
Gemini rises, ChatGPT’s position diluted
Over the past year, the Apple-OpenAI partnership was viewed as the backbone of Apple’s AI strategy. But judging from what’s expected at WWDC, this dynamic may be about to change.
Gemini is expected to become the foundational model beneath Siri, while ChatGPT will be downgraded to being just one of other third-party models—users can choose it, but it is no longer the sole default external route option.
The logic of this new architecture is: Apple becomes the platform, and whichever model is best will be used—Apple itself will not tie itself to any single company. For Google, this is an important penetration; for OpenAI, its exclusive advantage is disappearing; for Apple, this is a step toward making AI capability fundamental infrastructure.
Fall product lineup: foldables are the highlight, pricing remains a mystery
On hardware, the product lineup for the second half of this year is more interesting than before.
The foldable-screen iPhone is the biggest new device. This is Apple's first time adopting a foldable form, and the market holds high hopes for it to drive a new wave of device upgrades. At the same time, iOS 27 is expected to have special optimizations for foldables—dual-pane app layout, iPad-like multitasking mode, and a new sidebar design, all tailored for this new screen type.
The touchscreen MacBook is also worth attention. macOS 27 will introduce a touch-friendly interface and integrate the Dynamic Island on MacBook.
But one detail is worth noting: The standard model (base version) of iPhone 18 is not expected to be released until the first quarter of 2027. This fall will see the Pro and Pro Max versions, plus the foldable model. This staggered release rhythm will objectively encourage users to migrate to high-end models.
Pricing is the biggest uncertainty. Memory costs continue to be a pressure on costs, so Apple may increase iPhone 18 series prices by about $50 (around 360 RMB) to maintain profit margins. This is not a small figure, and the market is still watching to see if consumers will accept it.
Historical pattern: Apple stock usually outperforms the market in this window
Historically, Apple’s stock performance between WWDC and fall product releases has been quite stable.
In the past decade (2016-2025), most years Apple outperformed the S&P 500 index between early June and mid-September, with an average excess return of about 11%. So far this year, Apple's stock price has already outperformed the market since the beginning of the year.
The logic behind this pattern is: as product launches approach, expectations continue to build; this year, there are also more variables—innovation in foldable iPhone form factor, a substantial Siri overhaul, and the first touchscreen Mac—together giving markets more room for imagination.
Of course, there are also real risks. Whether AI features can be delivered on time, whether the foldable’s quality control and pricing will be accepted by consumers, and if the price hike will hurt shipments—all remain uncertain. Any operational slip-up could break the logic of this window period.
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