Apple's AI Siri will be held back by aging devices, Morgan Stanley says
Morgan Stanley analysts report that Apple's new AI features will be inaccessible to a vast majority of existing iPhone users due to hardware limitations. The advanced Siri capabilities require specific chip architectures and 12GB of unified memory, which older models lack.
Why it matters
This highlights the hardware-software bottleneck in the AI race, suggesting that Apple's strategy to drive device upgrades through AI may face significant friction.
Attendees watch a presentation during Apple s annual Worldwide Developers Conference in Cupertino, California, U.S., June 8, 2026. REUTERS/Carlos Barria FILE PHOTO: View of an Apple logo at an Apple store in Paris, France, April 23, 2025. REUTERS/Abdul Saboor/File Photo 09 Jun 2026 08:27PM (Updated: 10 Jun 2026 03:06AM) Bookmark Bookmark Share WhatsApp Telegram Facebook Twitter Email LinkedIn Set CNA as your preferred source on Google Add CNA as a trusted source to help Google better understand and surface our content in search results. Read a summary of this article on FAST. Get bite-sized news via a new cards interface. Give it a try. Click here to return to FAST Tap here to return to FAST FAST June 9 : Apple's newly introduced AI Siri will have limited use across much of the company's install base because older iPhones lack the capabilities to run advanced AI features, Morgan Stanley said in a research note on Tuesday.
The article presents financial analysis and technical specifications from a third-party firm without taking a stance on Apple's strategy.
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