Dan Ives, a tech analyst at Wedbush, said familiar devices will be the foundation for what he calls the “consumer AI revolution.” Wedbush estimates that 20% of the world’s population will ultimately access AI through an Apple device over the coming years. There were more than 2.2 billion active Apple devices worldwide as of February.

“We expect developers over the next 6 to 12 months will build hundreds of generative AI driven apps that will be key ingredients in the recipe for success for Apple as its technology stack creates the core building blocks of the consumer AI tidal wave we see coming starting with iPhone 16,” Ives said in research note in September.