Gemini版Siri内测曝光，iOS 27首发，画了三年的AI大饼终于来了？

雷科技01-29

2026 年 1 月，苹果与谷歌确认达成合作，Gemini 将成为 Apple Intelligence 体系的重要技术支撑之一，并用于包括新版个性化 Siri 在内的多项系统级 AI 功能。这并不是一次简单的 API 接入，而是涉及模型能力、云端计算以及系统层级整合的深度合作。对外界来说，这个消息的冲击力，甚至超过了很多具体功能本身：过去三年里，苹果在 AI 领域画过的饼太多，但真正落地的成果...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129143831a4636f72&s=b><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2026 年 1 月，苹果与谷歌确认达成合作，Gemini 将成为 Apple Intelligence 体系的重要技术支撑之一，并用于包括新版个性化 Siri 在内的多项系统级 AI 功能。这并不是一次简单的 API 接入，而是涉及模型能力、云端计算以及系统层级整合的深度合作。对外界来说，这个消息的冲击力，甚至超过了很多具体功能本身：过去三年里，苹果在 AI 领域画过的饼太多，但真正落地的成果太...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129143831a4636f72&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1196500208.SGD","symbol_name":"NORDEA STABLE RETURN \"HB\" (SGDHDG) 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here?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOG":0.9,"GOOP":0.6,"MACW.SI":0.6,"AAPL":1.96,"GOU":0.6,"USJW.SI":0.6,"GGLL":0.6,"GOOGL":1.91,"GGLS":0.6,"GOOW":0.6,"GOOX":0.6,"GOOY":0.6},"content_text":"2026 年 1 月，苹果与谷歌确认达成合作，Gemini 将成为 Apple Intelligence 体系的重要技术支撑之一，并用于包括新版个性化 Siri 在内的多项系统级 AI 功能。这并不是一次简单的 API 接入，而是涉及模型能力、云端计算以及系统层级整合的深度合作。对外界来说，这个消息的冲击力，甚至超过了很多具体功能本身：过去三年里，苹果在 AI 领域画过的饼太多，但真正落地的成果太少。WWDC 上展示过的“更懂上下文的 Siri”“能跨应用执行复杂操作的 Siri”更是一次次延期，直到 2026 年，这些能力依然没有完整交付。图片来源：Apple而这一次，苹果没有继续强调“完全自研”，而是选择直接引入 Gemini 作为核心能力来源。更有消息称，这个全新的 Siri 不久后就会在 iOS 27 的测试版中亮相。考虑到 Siri 和 Apple Intelligence 的画饼历史，雷科技对更智能的 Siri 始终持怀疑态度。而这次苹果与谷歌的合作，至少说明了一件事——苹果已经不再坚持“凡事都要自己来”了。Siri 也曾是先进技术的代表不过话又说回来，尽管国内用户对 Siri 评价非常一般，但作为手机智能助手里的“老资历”，Siri 的诞生其实一点都不保守：2011 年，Siri 随 iPhone 4S 正式发布，是业内第一批被大规模推向消费级市场的语音助手。要知道在当时，语音交互还停留在指令式输入的阶段，Siri 已经开始尝试提供语言理解、上下文关联和服务整合。至少在那个阶段，Siri 的出现是具备明显前瞻性的。但问题在于，作为苹果的技术产品，Siri 的发展路径从一开始就被框在了一个保守的技术边界内。苹果很早就为 Siri 定下了几个不容妥协的前提：优先保护隐私、尽可能在端侧完成计算、系统行为高度可控。在传统功能型语音助手时代，这套逻辑是成立的。因为当时的 Siri，本质上只是一个“语音入口”，负责把用户指令转译成系统操作；但当 AI 进入大模型时代，更复杂的 AI 指令带来了更大的算力缺口，Siri 也开始变得力不从心起来。与 AI 时代脱节不是“一日之寒”在雷科技看来，这种顶层路线的不合时宜，才是 Siri 在 AI 时代体验“遥遥落后”的根本原因。首先，Siri 的模型规模与能力注定了它不可能好用。在大模型时代，聪明本身就是一种资源密集型能力。更强的理解力、更自然的对话、更复杂的任务拆解，本质上都依赖大规模模型和持续的云端算力支持。图片来源：Apple而苹果在这件事上，一直保持克制：一方面，苹果希望把 AI 能力尽量压到端侧，减少数据外流；另一方面，苹果在自建云端算力上的节奏，也明显慢于谷歌、微软这样的云服务原生厂商。这导致 Siri 背后的模型规模长期受限，能力提升缓慢，而用户对 AI 的期待，却在 ChatGPT、Gemini 等产品的推动下迅速被拉高。其次，是组织和人才的问题。过去几年里，苹果 AI 团队的人员流动并不小。从公开信息来看，不少原本参与核心模型研发的工程师和管理层，陆续被 OpenAI、谷歌、Meta 等公司吸纳。这种流失并不罕见，但在一个高度依赖长期积累的领域，会直接影响研发节奏。更不用说苹果内部的保密文化对 AI 人才的限制了。在 AI 时代，任何一个技术突破都能在短时间内形成论文、成为研究人员的光鲜履历和跳槽时的底气。但在苹果的保密文化下，除了极少数头部负责人有在公众面前露面的机会，大多数研究员都无法将技术与自己挂钩。在这样的文化背景下，苹果 AI 团队成员接连出走已成必然。而苹果与 Google、Meta、OpenAI 等巨头之间的能力差距，也逐渐消耗了外界对 Apple Intelligence 的耐心。能满足苹果条件的 AI 模型并不多当然了，苹果也尝试过自救，比如讲 Apple Intelligence 接入 ChatGPT。但在雷科技看来，对苹果来说，与谷歌合作确实是一个更合适当前局面的选择。首先，OpenAI 的模型能力很大程度上依赖微软 Azure 的算力。如果苹果选择深度绑定 OpenAI，实际上等于在核心 AI 能力上间接受制于微软，这显然不符合苹果一贯强调的独立性。而谷歌不仅拥有 Gemini 这样的自研模型体系，同时也具备成熟的全球云基础设施，以及长期服务 Android 与 Pixel 设备的经验。在“如何把大模型稳定地嵌入移动系统”这件事上，谷歌是少数有实战经验的公司之一。图片来源：Google其次，是多模态能力的契合度。Siri 的下一步显然不是“更会聊天”，而是要理解屏幕、理解应用状态、理解用户正在做什么。这种高度依赖多模态理解的能力，恰好是 Gemini 的强项之一。从这个角度看，Gemini 并不是来“替代 Siri”，而是成为 Siri 背后的理解层和推理层。当然了，既然是双方合作，那谷歌的合作态度也非常重要。根据已披露的信息，Siri 背后的 Gemini 并非直接运行在谷歌公有云上，而是被部署在苹果自建的私有云计算体系中。这意味着苹果依然可以控制数据路径，维持其隐私叙事。而像 Gemini 这样同时满足“模型能力”“云算力”“隐私控制”这三点的合作方，确实不多。Gemini 能让苹果回到 AI 一线吗？从能力上看，Gemini 的引入，确实有机会补上 Siri 在理解力和执行力上的短板。更复杂的指令拆解、更自然的上下文延续、更稳定的跨应用操作，都是现阶段 Siri 明显欠缺的能力。但这能否把 Siri 重新带回 AI 助手的第一梯队，雷科技认为 Gemini 的“药效”还没有这么强。我们知道，AI 能力并不只取决于模型本身，“感知权限”同样重要。如果苹果想让 Siri 重回一线，必然需要在系统层级，真正放权给 Siri。过去 Siri 的很多问题，并不是“不聪明”，而是“不能做”：权限受限、接口不开放、应用不配合，都会直接限制 AI 助手的实际价值。而对国内用户来说，苹果与谷歌的合作也让 Apple Intelligence 国内落地的情况变得更复杂：Gemini 的引入，必然能为 Siri 带来质变的提升；但海外模型国内落地的合规性依旧是一道无法绕过的门槛。在这个时间点切换模型，很可能会让 Apple Intelligence 的入华工作清零。幸运的是，这种不确定性也为国内 AI 厂商创造了机会。图片来源：豆包如果苹果证明了一件事——系统级 AI 助手，必须依托顶级模型能力，那么安卓阵营的硬件厂商，也势必会加快与头部模型厂商的深度合作。无论是字节、阿里，还是其他大模型团队，都会迎来新的谈判空间。说到底，Siri 和 Gemini 的合作，其实也是苹果在 AI 时代的一次路线修正。苹果用直白的技术代差，证明了“有些事情自己真不一定能做”。说到底，iOS 27 能否真正补上那块画了三年的 AI 大饼，这个问题没人说得准。但至少在 2026 年，苹果终于站到了正确的道路上了。","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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