OpenAI: Apple's Integration of ChatGPT User Conversion Below Expectations

After integrating ChatGPT into Apple Intelligence, OpenAI's new weekly active users and paid subscription conversion rates have both fallen short of expectations. By the summer of 2025, OpenAI internally believes that the performance of this collaboration will be significantly below expectations. Documents indicate that ChatGPT is disabled by default in Apple Intelligence, requiring users to enable it actively, which may limit actual usage rates. OpenAI hopes to leverage the iPhone user base to expand ChatGPT's coverage and drive paid conversions, but the documents do not disclose specific user and subscription data. Additionally, Apple has chosen Google Gemini as the model foundation for the new version of Siri AI this year. The related information comes from litigation documents, reflecting OpenAI's position in the lawsuit, rather than publicly disclosed operational data from both parties.

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