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July 15 news: Alibaba Qianwen will be integrated into Apple AI.
Don’t underestimate it—the important thing isn’t Apple, and it isn’t AI either; what matters is the iPhone user base in China, and the room for imagination about the future.
1️⃣ At present, only iPhone 15 Pro/Pro Max and above can use it (starting from A17 Pro, with an 8GB RAM threshold). Based on replacement cycles, the current domestic inventory that meets the hardware requirements is roughly in the range of 60 million–90 million units.
2️⃣ Last year, Apple shipped 45 million units—what about next year?
$BABA