C端是近两年的增长主力。AI原生产品收入从2024年的2180万美元增至2025年的5310万美元，增幅143.4%。驱动力来自用户参与度提升和付费率改善，以及海螺AI等产品的持续推广。相比2023年，这部分收入已经从“补充项”变为主体。
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macOS Tahoe transforms the MacBook Pro experience with powerful capabilities that turbocharge productivity.6 Major updates to Spotlight make it easier to find relevant apps and files and immediately take action right from the search bar. Apple Intelligence is even more capable while protecting users’ privacy at every step.7 Shortcuts get even more powerful with intelligent actions and the ability to tap directly in to Apple Intelligence models. Integrated into Messages, FaceTime, and the Phone app, Live Translation helps users easily communicate across languages, translating text and audio.7 Additionally, developers can bring Apple Intelligence capabilities into their applications or tap in to the Foundation Models framework for specialized on-device intelligence tasks. Continuity features include the Phone app on Mac, which lets users relay cellular calls from their nearby iPhone, and with Live Activities from iPhone, they can stay on top of things happening in real time.6 macOS Tahoe also features a beautiful new design with Liquid Glass, and users can personalize their Mac in even more ways with an updated Control Center, in addition to new color options for folders, app icons, and widgets.
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