1. Recent news suggest that Apple next IPhone iterations will be pair with artificial intelligence (AI) capabilities.
2. For Apple China market, it is very likely that they will need to pair with a local partner to built in AI capabilities into Apple Product.
3. There is a lot of news / market chatter out there that suggest Apple may be partnering with Baidu (Ernie Bots) or Alibaba (Qwen) or others.
4. I think this is going to be critical and big mover advantage for Baidu, Alibaba and other AI developer in China.
5. While Apple have not disclose who they will be partnering with, I do think that Alibaba stand a very good chance compare to others.
6. My take on this is based on the following observations:
6a: Alibaba and Apple have history of partnership. Alipay becomes the first time a third-party payment system is accepted by Apple for purchase in Apple Mainland Stores. Alipay also integrates with Apple ID.
6b. Apple Map in China used Alibaba, Amap data
6c. Alibaba have strong and largest cloud infrastructure in China.
With previous history of partnership and the fact that Alibaba is among the most transparent and forward looking Chinese companies (relatively compare to its peers), I think Apple is likely to be partnering Alibaba for AI deployment in China that anyone else.
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- Thandava·07-16logicalLikeReport