Although Apple embarked on the development of its own large-scale AI models relatively late, it is anticipated that by 2026, the company will generate over $1 billion in revenue from AI-related ventures, capitalizing on its extensive and robust device ecosystem. Apple does not necessarily need to depend on the most advanced AI models; instead, it can secure substantial profits through the commission system of its App Store. Notably, ChatGPT has emerged as the largest contributor to commission revenue from Apple’s generative AI applications. As of 2025, generative AI apps have already remitted nearly $900 million in fees to Apple, fees that are accounted for within its services business segment. This revenue stream is not only expanding at a rapid pace but also boasts higher profit margins compared to hardware sales. Apple has embraced a “lightweight” approach, emphasizing on-device AI capabilities and fully leveraging its distribution channel strengths. This strategy underscores the notion that in the AI industry chain, “controlling the entry point” offers greater certainty than “controlling the algorithm.” This financial outlook has infused Apple's services business with fresh impetus and has prompted the external market to reevaluate Apple’s distinctive competitive edge in the AI arena.