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Apple AAPL next-generation infotainment system CarPlay Ultra is now available with new Aston Martin models in the U.S. and Canada. The latest system will be available for existing vehicles with a software update. CarPlay Ultra is also expected to be available with new models from Hyundai, Kia, and Genesis.
According to Fortune Business Insights, the global infotainment industry is expected to see a CAGR of 7.2% between 2025 and 2032 to hit $58.18 billion by 2032. CarPlay, along with Android Auto, has been the most popular choice of automakers. The latest CarPlay Ultra offers information for all of the driver’s screens, including maps and media, along with information that comes from the car, such as advanced driver assistance systems and tire pressure.
Apple is continuously upgrading features of its service offerings that revolve around the iPhone. The company recently introduced an update to Apple Maps that helps users search and discover top-ranked restaurants, hotels, golf courses and more, with the addition of rankings and insights from expert sources.
Nevertheless, Apple has been suffering from sluggish demand for the iPhone, particularly in China, due to stiff competition from Huawei and Xiaomi, as well as the lack of Apple Intelligence. China sales decreased 2.3% year over year in the second quarter of fiscal 2025. iPhone sales increased 1.9% year over year to $46.84 billion in the second quarter of fiscal 2025, and Apple saw better iPhone 16 sales in regions where Apple Intelligence was available.
Apple shares have dropped 16.6% year to date (YTD), underperforming the broader Zacks Computer & Technology as well as its closest peers, including Dell Technologies DELL, HP HPQ and Alphabet GOOGL. YTD, shares of Dell Technologies, HP and Alphabet dropped 0.8%, 10.8% and 12%, respectively.
Apple Stock’s YTD Performance
Image Source: Zacks Investment Research
Apple Intelligence Expansion to Boost Apple’s Sales Growth
Apple expanded availability of Apple Intelligence with iOS 18.4, iPadOS 18.4, and macOS Sequoia 15.4 updates in new languages, including French, German, Italian, Portuguese (Brazil), Spanish, Japanese, Korean, and Chinese (simplified) — as well as localized English for Singapore and India — and are accessible in nearly all regions around the world. Apple launched the first set of Apple Intelligence features in U.S. English for iPhone, iPad and Mac, and introduced more features while expanding to more countries in December 2024.
The availability of Apple Intelligence boosts the capabilities of Mac with features like Writing Tools and Notification Summaries that help users stay focused and be more productive. For iPad, Apple Intelligence offers features like the Clean Up Tool in Photos to remove distractions and the Image Wand in the Notes app to elevate simple sketches into polished illustrations. Apple’s vision OS 2.4 unlocks the first set of Apple Intelligence features for Vision Pro users.