Apple WWDC 2025 May Face Doldrums: "Apple Intelligence" Delay, Siri Struggles Stall AI Push; Shares Slide 18% in 2025

TradingKey - The WWDC 2025, which kicks off on June 9, Eastern Time, may become one of Apple’s (NASDAQ: AAPL) most disappointing developer conferences in recent years.

Recent reports indicate that the rollout of Apple’s core AI feature, "Apple Intelligence," has been delayed. While upgrading Siri to integrate advanced large language models (LLMs), Apple has encountered technical challenges.

Former employees have disclosed that Apple's existing architecture struggles to support multi-turn conversations and cross-application operations. During the Siri upgrade and integration process, a significant number of bugs have emerged—issues that competitors like OpenAI and Google, who are building generative AI voice assistants from the ground up, have not faced.

Apple's CEO Tim Cook has publicly acknowledged that Siri's technology does not yet meet the company's standards and that development progress is behind expectations. A former Apple executive revealed that a fragmented leadership team has resulted in a lack of cohesion in the AI strategy. Moreover, executives were initially reluctant to allocate sufficient budget for technological development, exacerbating the situation.

In contrast, Google showcased more powerful models at its developer conference last month. It introduced new AI search features and launched an AI subscription service along with a function for generating realistic videos from simple prompts.

This year’s WWDC seems to focus more on operating system updates rather than technological breakthroughs. Among the new designs and features in Apple's operating systems, the most notable change is that all systems will adopt a completely new interface, including CarPlay. Analysts at JPMorgan noted that investors expect Apple to deliver on last year's promised AI integration plan instead of relying on packaging existing features as marketing gimmicks.

Due to factors such as obstacles in AI development, Apple’s stock performance has been lackluster. Since 2025 began, Apple’s stock price has dropped by a total of 18%, ranking it last among tech giants.