Apple
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
Devices and operating-system permissions make Apple a gatekeeper even when another company supplies the model. We expect some interaction to move into cross-platform agents, reducing relative interface dominance by 2030.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 65 | 70 | 75 |
| Interface | 100 | 100 | 95 |
| Alignment | 85 | 85 | 90 |
| Energy | 20 | 25 | 30 |
Our forecast
Across our 2026–2030 view, the Power Score holds at 83.8; the rank moves from #7 to #12.
Compute 65 → 75; Interface 100 → 95; Alignment 85 → 90; Energy 20 → 30.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Siri becomes the default agent for most device actions, preserving Apple’s maximum interface position.
Research behind the judgment
Apple’s July results describe the new Siri announced at WWDC26 and another record for its active installed device base.
- Q3 FY2026 results2026-07-30 · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.