Analysts say the tech big has quietly laid the groundwork for a developer-led AI ecosystem by opening entry to its foundational fashions, and by integrating instruments like OpenAI’s GPT-4.5 into Xcode, its proprietary app growth platform.
“It’s necessary to do not forget that Apple, in contrast to Google and Microsoft, is primarily a product firm. That is one key motive why it could not must be a foundational innovator in AI, and may as a substitute select to be a client of AI,” mentioned a companion at a prime enterprise capital agency, requesting anonymity.
“With its bulletins at WWDC, the refined messaging is alongside these traces, and crucially, it has achieved what it was wanted to by opening up its platforms for AI innovation by builders.”
Additionally learn: WWDC 2025: iOS 26 unveiled with Liquid Glass design, Apple Intelligence gets ChatGPT support and everything announced
Why this issues for India
The transfer may show important particularly for India, which now has the world’s second-largest developer base, with over 17 million coders, in keeping with GitHub. For these builders, Apple’s AI frameworks—now prolonged to all its main {hardware} together with iPhones, iPads, Macs, Apple Watch, Imaginative and prescient Professional and Apple TV—supply new methods to construct AI-powered apps immediately for the Apple ecosystem.
At WWDC 2025, Apple mentioned its App Retailer ecosystem facilitated $1.3 trillion in world developer earnings in 2024 alone. iOS, its hottest platform, presently runs on 1.4 billion gadgets globally—underscoring the size of alternative.
What Apple really introduced
Aside from opening entry to its personal AI fashions, Apple additionally built-in third-party massive language fashions, similar to OpenAI’s GPT-4.5, into Xcode. This enables builders to make use of generative AI instruments to put in writing and debug code quicker, and construct smarter apps inside Apple’s walled backyard.
Nevertheless, Apple’s keynote didn’t embody updates on certainly one of its extra bold options teased final yr—‘Private Context’, which goals to ship a hyper-personalized on-device AI expertise.
“Apple opening up entry to its AI fashions for builders is undoubtedly factor,” mentioned Tarun Pathak, companion and analysis director at Counterpoint India.Â
“However whereas there may be a variety of hype and exercise from tech corporations supplying AI, the demand facet, particularly amongst customers, is but to choose up.”
“There may be undoubtedly a point of delay in Apple’s AI improvements selecting tempo, however this delay is unlikely to have an effect on them massively as client sentiment doesn’t present rampant demand as but.”
Additionally learn: WWDC 2025: Apple unveils new ‘Apple Intelligence’ features bringing offline AI to iPhone, Mac and more
Some gaps stay
Apple unveiled a 3-billion-parameter on-device foundational AI mannequin that helps 15 languages, together with Indian English. Nevertheless, there was no replace on assist for Indian languages—a key hole, particularly given the scale of Apple’s addressable market in India.
Apple used its WWDC keynote to showcase new options with a privacy-first design. It highlighted third-party apps utilizing on-device AI—which works offline and doesn’t ship consumer knowledge to the cloud—in contrast to Google’s Android.
Nonetheless, some specialists felt the occasion lacked a extra seen show of AI muscle.
“The worldwide AI market is shifting shortly, and never highlighting its progress on this house is problematic for patrons, who see AI all over the place,” mentioned Ranjit Atwal, analysis director at consultancy agency Gartner.
“The Apple AI expertise ought to be far more related now. While persons are not shopping for due to AI, they may also suppose twice if AI options should not highlighted.”
View from the road
Apple’s inventory fell 2.9% through the WWDC announcement, earlier than recovering 0.7% to shut at $201.45 on Nasdaq. Nonetheless, the inventory is down 22.5% from its 52-week excessive.
Nonetheless, analysts say the corporate’s transfer to empower its huge developer ecosystem could show to be the appropriate wager within the quick time period—particularly as consumer-facing demand for AI stays tepid.
Additionally learn: Sundar Pichai to Mint: Pro-competitive AI, powered by deep research, is Google’s path forward
