隐私、垄断，有关苹果“混血Siri”的五大关键问题

腾讯科技01-13

库克和皮查伊组CP，图片由AI生成文丨苏扬编辑丨徐青阳“听不懂人话”的Siri，将要迎来彻底大换血，给它注入“最强灵魂”的是老对手谷歌。1月13日凌晨，苹果和谷歌突然联手官宣：下一代Siri和苹果智能（Apple Intelligence）的核心，将建立在谷歌旗舰模型Gemini之上。消息一出，科技圈瞬间炸锅。有人欢呼Siri有救了，有人担忧AI权力过度集中，马斯克更是直接开炮，指责双方有垄断之嫌...

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交易细节：白标合作苹果与谷歌在Gemini上的合作，不是简单的API接入，而是一次“白标（White-Labeled）式“灵魂嫁接”。简单讲，苹果拿到了一个1.2万亿参数深度定制版的谷歌Gemini模型。回过头来看，谷歌近期对 Gemini API 进行升级，将内联文件大小上限提升至100MB，并新增了从Google Cloud Storage存储桶和HTTP/签名URL直接读取文件的能力。这些改进显著增强了模型在大文件和复杂场景下的处理能力，都可以理解为是在为与Siri合体做铺垫。最关键是，基于定制Gemini模型能力的Siri，不会出现任何谷歌的痕迹。未来和Siri对话时，它不会自称Gemini，界面也不会出现谷歌的Logo，更不需要绑定谷歌账号。对外，它依然是纯正的苹果味Siri。双方签署的协议是非独家的，苹果仍然保留了OpenAI的ChatGPT作为“备胎”，用于处理一些极端复杂的查询。但毫无疑问，Gemini成了默认的“主脑”。02 数据隐私红线苹果用户最关心的隐私问题，成了这笔交易的最大红线。苹果的态度非常坚决：用户数据绝对不能离开苹果的生态。那具体怎么操作呢？靠一套复杂的“混合处理模式”（Hybrid System，与Apple Intelligence原有架构一致）：设备端（iPhone/Mac）：处理简单任务，比如“今天天气怎么样”、“定个7点的闹钟”。这些任务继续用苹果自研的小模型，在A系列或M系列芯片的神经引擎上跑，零延迟、低功耗，数据完全不出设备。云端复杂任务（苹果私有云，简称PCC）：当用户需要Siri“总结我刚看的50页PDF”、“帮我规划一个包含机票酒店和餐厅的巴黎之旅”，这些复杂任务才会动用1.2万亿参数的“Gemini大脑”，这个大脑部署在苹果自家的“私有云计算”服务器上。目前，OV等国产厂商目前也在规划类似方案，利用多个模型协同，在云端为用户提供图像处理等重度AI任务相关服务。据了解，未来通过Siri发起的AI任务，用户的查询会先经过一个“隐私缓冲层”，像过滤器一样把个人身份信息（名字、位置、账户关联等）剥离掉，再用“匿名化”的数据，在苹果私有云上处理，处理完即刻丢弃。谷歌既拿不到原始用户数据，也不能用这些数据来训练自己的Gemini模型。苹果在声明里反复强调，这一切都是为了维护其“行业领先的隐私标准”。03 为何是谷歌？苹果向来以垂直整合、自研核心技术为傲，A系列芯片、iOS系统都是例子。这次把AI“大脑”的基础交给外人，尤其是老对手谷歌，这步棋背后充满了“不得已”的精明。首先，苹果自有模型研发“压力山大”。知名苹果分析师郭明𫓹早在2025年11月份接受《MM Podcast》播客采访时，就预言了这场合作。他当时表示：“对苹果来说，在短期内推出一个百分百让人满意的Siri确实很难。”他指出，苹果在2025年WWDC上可能的“翻车”（AI功能演示或发布未达预期），但他相信苹果不会连续两次翻车。2026年，苹果必须推出一个让用户觉得好用的Siri。在这个关键节点上，自研模型尚未成熟，风险太大，因此引入外部技术成为最稳妥的选择。其次，谷歌Gemini在多模态能力（同时理解文本、图像、视频等）上表现出了优异的能力。郭明𫓹也说：“Gemini最近的表现的确是非常的好。对于急需在Siri上体现AI能力的苹果来说，这是一个现成的、强大的解决方案。”再者，战略上制衡OpenAI。业内分析普遍认为，OpenAI正在从一家纯粹的AI技术公司，转型为推出消费级AI硬件（比如AI耳机/眼镜）的产品公司，这直接成了苹果的潜在竞争对手。科技记者、知名博主罗伯特·斯考伯在社交媒体上评论：“苹果意识到OpenAI即将推出的消费级AI设备将与iPhone展开竞争。苹果帮助一个新竞争对手是毫无道理的。” 选择与谷歌深度合作，既能获得顶级技术，又能避免过度扶持一个未来的硬件对手，可谓一举两得。对谷歌来说，将会在短期内获得巨大的正反馈。郭明𫓹评论称，Gemini找到了一个超大规模落地载体，毕竟苹果全球超20亿台活跃设备。就算合作是短期的，也能带来巨大的经济收益和生态影响力。04 巨头抱团与垄断两大科技巨头抱团，立刻引发了关于市场垄断的担忧。反应最快的是特斯拉和xAI的CEO埃隆·马斯克，他在苹果和谷歌官宣后几小时内就在X平台上开火：“考虑到谷歌已经拥有Android和Chrome，这似乎是谷歌权力的一种不合理集中。”马斯克的担忧并非空穴来风。谷歌已经在移动操作系统（Android）、网络浏览器（Chrome）和搜索领域占据绝对主导。谷歌广告业务2025年第三季度营收742亿美元，第四季度有望接近或超过800亿美元。目前谷歌市值已超过4万亿美元，跻身全球最有价值公司行列。如今，其AI模型又可能通过苹果设备触及全球最主流的消费群体，这种在多个技术层叠加的控制力，可能会引发监管机构和竞争对手的不安。与此同时，苹果掌控着iOS生态系统，市场研究机构Counterpoint 1月12日发布的最新数据显示，苹果在2025年全年全球智能手机市场份额达到20%，首次超越三星，成为全球出货量第一的智能手机品牌。App Store是iOS应用的唯一分发渠道，2025年周活用户超过8.5亿，因此苹果对哪些AI应用能够触达iPhone和iPad用户拥有关键影响力。谷歌与苹果的合作，将使AI模型开发集中在更少公司手中，筑起了极高的行业壁垒。尽管苹果仍与OpenAI维持ChatGPT的集成，但选择谷歌Gemini作为“苹果智能”的基础，意味着后者能更深度地融入苹果核心AI架构。相比之下，Anthropic的Claude与企业合作更多，但缺乏消费者平台集成；xAI的Grok局限于X、特斯拉组建的生态。小型AI公司在与苹果这样的平台进行深度整合时，面临巨大的规模和技术门槛。05 苹果“亲儿子”在路上“混血”Siri方案何时落地？据了解，增强版的Siri功能计划在2026年晚些时候推出，很可能随着春季的iOS 26.4更新一同到来。新Siri承诺会具备“应用意图”（能操作各类App）、“个人上下文知识”（了解你的偏好）、“屏幕感知”（看懂你屏幕上的内容）等炫酷技能。但这是否意味着苹果放弃了自研AI的野心？绝对没有。分析师普遍认为，这只是一次战略性的短期合作。郭明𫓹表示：“长期来看，Apple一定会研发自己的AI模型。” 他的观点很明确：“如果未来产品的核心设计和理念都围绕AI，而你却没有自己的AI模型，那等于你将自己的命脉掌握在别人手里。”苹果已经在自研AI上投入了巨资，包括数十亿美元购买GPU、组建团队。通过当前与Gemini的合作，苹果既能快速推出有竞争力的产品，又能在后台默默收集真实的用户交互数据，用来训练和打磨自己的“亲儿子”模型。有报道称，苹果自己的万亿参数级别模型正在开发中，目标是在2027年左右推出。另一方面，苹果也在加速自研ASIC芯片Baltra的推进，预计2028年交付，目前由博通负责高速互联，SerDes IP以及后端布线，2026年上半年进入流片阶段。所以，眼前的合作，更像是苹果在AI长跑中，为了不掉队而借来的一双“顶级跑鞋”，但最终目标，一定是造出一双属于自己的、更合脚的鞋。特约编译金鹿对本文亦有贡献","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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