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July 15 news: Alibaba Qianwen will be integrated into Apple AI as an AI capability layer.
Don’t underestimate it—what matters is not Apple, not AI, but the iPhone’s user base in China and the room for future growth.
1️⃣ Currently, only iPhone 15 Pro/Pro Max or above can use it (starting with A17 Pro, with an 8GB RAM threshold). Estimated by replacement cycle, the existing stock in China that meets the hardware conditions is roughly in the range of 60 million–90 million units.
2️⃣ Last year, Apple shipped 45 million iPhones—what about next year?