Speaker: Some users are already using these features, which I’d describe as “nice-to-have” rather than essential. They help consolidate messages and notifications, which is convenient. For now, this will expand only to additional English-speaking regions like the UK, Canada, and Australia. Europe’s rollout timing remains uncertain, and for China, Apple might need a partnership with Baidu. To turn this into a super cycle, some geopolitical elements need to align. I believe Apple has the influence to make that happen.

Although the features are currently “nice-to-have,” I believe they’ll become essential as more functionality and developer support are integrated, likely starting in the first quarter of next year. Right now, the “fruit” is seen in the services segment, though regulatory issues could impact that. For example, the App Store faces potential regulatory pressure.