According to Kuming Securities analyst Guo Mingyao, Apple’s biggest challenge in terms of innovation comes from the software, not the hardware.
'In some cases, we have seen that Apple has been seriously lagging in software development. This is bad news for the company's innovation strategy. ' Guo Minghao pointed out in the research report.
Guo Mingxuan citing examples, Apple's advantage in augmented reality has been 'significantly reduced', and was quickly caught up by the Chinese smartphone maker OPPO. he thinks, It took only 6-9 months for the OPPO to catch up with the Apple ARKit platform. The reason for this inference was that the Augmented Reality version of "The King's Glory" will be released next month to support both iPhone and OPPO smartphones.
'The key is that OPPO is responsible for developing APIs, integrating hardware and software, and working with SenseTime's logic algorithms and Tencent's game software development team.' Guo Minghao said.
And he is referring to two companies in developing countries, where "Glory of the King" has more than 200 million players in China.
Guo Mingzhao added that ARKit has appeared on WWDC in 2017. There has been no heavyweight application on the iPhone and iPad so far..
On the whole, Apple has not been very good in software in the past year. In iOS 11, MacOS High Sierra has seen too many bugs, such as root privilege vulnerability and iMessage issues.
However, all this may be improved this year. In January of this year, several reports claimed that Apple is planning to focus on software platform quality. This year's iOS 12, macOS 10.14 will better fix bugs and improve performance and stability.
