[유효상 칼럼] 왜 애플은 선두 경쟁에서 밀려났을까

ȿ ܰ濵

۳ ũνƮ(MS) ðѾ 1 ݳ ְ ū ϶ϸ , MS ̾ 3 ߶ߴ. 7 21 ðѾ 4 2000 ޷, MS 3 8000 ޷, 3 1500 ޷ ϰ ִ. ݳ⿡ 18.4% ϶ ݸ, ƴ 25.3%, MS 18.4% ϸ ũ .

ĶϾ Ƽ뿡 ġ 翡 '谳ȸ(WWDC)' ̷ ų Ҵ Һڵ '¦ ǥ' . ü ݵü ̾߱⵵, ̳ Ʈ Ȱ濡 ޵ . ̷ ȴٴ ̾. ٸ ũ ΰ óٴ ǵ ƴ. ׷ ⿡ ó ¥ ؼ Աϴ ̴. ϴ ó AI ̳ ȭ ƴ϶ Ʈ ο å ÿ ϴ 'Made in USA' ̴.

ֱٿ Ⱓ '߱ (: Apple in China)' '߱ Ű, ߱ Ű' ٷ ִ. å ̳Ÿӽ ڿ Ʈ Ʊ ߱ ƴϾٸ ٰ ܾѴ. Ļ ȴ ȸ , 븸 Ž(Foxcon) ߱ ̰ ߱ ̶ ̴. ó ܼ OEM ߱, ִ Ǹ鼭 ־ٴ ̴. ߱ ϰ ϰ Ǿ ⸦ ߴٰ ߴ. ׷ ̿ ޱ ̾ Ϲ MBA " ÿ ٸ " ߴ.

ᱹ Ը ߱ ڻ °踦 Ű, Ը ڿ Բ ϴ Ⱑ ƴ. ÿ ִ ڷ , ȭ ߱ Ʈ źŲ Ŀٶ ߴ. ߱ ְ Ʈ Ѵٴ ǻ Ұϰ Ǿ.

̷ Ȳ ̡ ؿ ϸ , Ʈ ̱ ϶ йϸ鼭 ȸ 糭 ̴. ߱ 귮 ̰ų, ε Ϻ ϰų, ƿ ̱ ؾ Ѵ. ׷  ϵ 纸 Ȳ ̰ ȴ. ߱ ̰ Ǹ ÿ ݰ Ŀ ۿ , ᱹ ִ ߱ ް ϰ ̴. ߱ ̰ ε Ʈ ϸ Ⱓ ǰ ȭȴ. ׷ ߱ ǰ ΰǴ ޵ϰ ̱ ǸŰ ްϰ ȴ. ׷ٰ ̱ ϰ Ǹ, ΰǺ, Ǽ , 꼺 ϸ ߱ ϰ ξ ִ. Ұ ó.

ٳ 2025 1б ۷ι Ʈ Ұ 0.2% ϸ ް ȭǰ ִ. ħü ⵵ , Ư ߰ ο 鼭 ü ֱⰡ 1~2⿡ 3-4 þ мǰ ִ. 5 åڿ ̺갡 AI շ ' ' ܳ AI ⸦ ϱ ߴٴ ҽĿ, δ '10 ڿ ʿ ִ' Ⱘ ۽ο ִٰ ˷.

Ʈ ⿡ ó , ״ ΰ ׷̵ ũ ￡ ó ⿡  ƴٴ 縦 ´. AI ߽ ؾ , ȥ AI Ȯϱ Ʊ M&A ؾ Ѵٴ ̴. AI ȭӸ ƴ϶, ȭϷ ִٴ ñ׳ 忡 ؼ AI μؾ ʿ䰡 ִٴ ̴. ֱ ÷Ƽ AI M&A ˷, õ ׾Ƹ ־ ֵ Ҹ ǰ ִٴ 򰡴. CEO ü 嵵 ִ. ݳ ݱ 180 ϰ ִ.

Ⱓ 'µ̽ AI' ؿԴ. ڻ ͸ óϴ ̹ ȣ , AI ô뿡 򰡹޴´. ̳ MS Ŭ ǽð ȭ 񽺸 , ̽ ɿ ؾ ϱ ũ ӵ ó ۿ .

й, ġ , AI , ۷ι ޸ û ⿡ ִ. ְ ߰, ڵ ʰ ̷ ۿ Ȳ̴. ſ ɷ ̰ܳ, ݳ ְ ذ ʾ δ. ƮƮε '־ ' ° ִٰ ߴ.

AI ϴ ǰ ߿ ġ ִ. ǰ źϱ ƴٴ . ǥ ۳ ' ī'. Ʈġ ü ÷̳ ī޶ ޸ ÿġ, ƿ ϴ (AR) Ʈ Ȱ Ʈ ƴ. ׷ , AI AI 񼭿 ⸦ ϸ ռ . ̷ ƶ ' ' д . 밨 忡 1⵵ óϰ 簨 .

̷ ߿ 󰡻 ø ִ ˻ ᰡ ̱ Ҽ ⿡ ó ִ. ű⿡ ηκ Ұ ,  ϰ Ǵ ࿡ ɷȴ. ۽ ƴ ̳ ٸ ۿ ְ ̴. ޷ ư ̴.

9 17 ø ÿ iOS 26 AI ݰ õ , 'AI Ĺ ' . ó ô븦 ǥϴ ũ AI ϴ ӿ Ҿ ̴. ׷ Ӵϱ ̸. Ⱑ ذǸ ְ ٽ ö ̴.

ְ , 丮 ñ.