Alibaba and Apple Join Forces to Bring AI Features to iPhones in China
10 Sources
[1]
Alibaba wins prized role powering AI on Apple's iPhone in China
Apple's iPhones will use Alibaba Group's AI technology, the Chinese firm's chairman said, affirming reports that the e-commerce pioneer had scored a coveted role in helping power the iPhone in the world's top mobile arena. A local partner could help revive iPhone sales in China, which have
[2]
Apple Focuses On Alibaba, Baidu Partnership In Race To Bring AI Features To China by Mid-2025 - Alibaba Gr Hldgs (NYSE:BABA)
U.S.-listed Chinese stocks continue to gain steam after the country introduced DeepSeek and Alibaba Group Holding's BABA affordable AI models. Alibaba Chair Joseph Tsai confirmed to Bloomberg that Apple Inc AAPL iPhones will use Alibaba's AI technology. Reportedly, Apple submitted AI features that
[3]
Alibaba's big comeback: Can the Apple alliance reshape AI in China?: By Prakash Bhudia
After years of regulatory setbacks and economic hurdles, Alibaba is revving for a comeback, and its partnership with Apple could be the turning point. As they prepare to roll out AI features designed for the Chinese market, will this collaboration reshape the AI landscape in China? Once heralded
[4]
Alibaba Shares Surge After Progress in Apple Partnership
Alibaba's shares surged as the e-commerce giant made progress in its partnership with Apple to roll out artificial-intelligence features in China. Apple recently submitted Apple Intelligence features for China, developed with Alibaba, for approval by the country's cyberspace regulator, a person
[5]
Alibaba Becomes China's New AI Darling With $87 Billion Rally
(Bloomberg) -- The frenzy over Chinese artificial intelligence is turning Alibaba Group Holding Ltd. into an investor favorite again, injecting new life into an e-commerce giant that had nearly sunk into obscurity following a years-long regulatory crackdown. Alibaba's Hong Kong-listed shares have
[6]
Alibaba becomes China's new AI darling with $87 billion rally
Alibaba's Hong Kong-listed shares have jumped 46% since reaching a 2025 low on January 13, adding nearly $87 billion to its market value and outpacing the Hang Seng Tech Index's 25% gain. The rally is driven by optimism over Alibaba's AI services and platform development, following the release of
[7]
Alibaba Reportedly Revitalized by China's AI Fever | PYMNTS.com
Interest in artificial intelligence (AI) has reportedly led to a turnaround for China's Alibaba. As Bloomberg News reported Wednesday (Feb. 12), the eCommerce conglomerate had virtually slunk into obscurity after a long regulatory crackdown in China. But in recent weeks, the report said, its stock
[8]
Alibaba's Stock Surges After Investors Buy Into iPhone AI Hopes
The stock climbed its most since October after the tech outlet, citing one unidentified source, said Apple and Alibaba have submitted AI features for approval to China's cyberspace regulator. Shares of Baidu Inc., considered a candidate to provide AI services, were largely unchanged in Hong Kong.
[9]
Alibaba drives Hong Kong shares higher, China stocks steady
Hong Kong shares rose 1.4% on Wednesday, led by a 6.7% surge in Alibaba shares amid AI-driven revaluation opportunities. Apple's partnership with Alibaba to enhance AI features for iPhones in China boosted the tech sector. However, Baidu fell 3.5% on lagging AI model development. Tech stocks
[10]
Alibaba Becomes China's New AI Darling With $87 Billion Rally
The frenzy over Chinese artificial intelligence is turning Alibaba Group Holding Ltd. into an investor favorite again, injecting new life into an e-commerce giant that had nearly sunk into obscurity following a years-long regulatory crackdown. Alibaba's Hong Kong-listed shares have surged 46%
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Alibaba has secured a partnership with Apple to provide AI technology for iPhones in China, marking a significant development in the Chinese AI market and potentially reviving Apple's position in the country.
Alibaba Secures Key Partnership with Apple
Alibaba Group has won a coveted role in powering AI features on Apple's iPhones in China, as confirmed by Alibaba Chairman Joseph Tsai
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. This partnership marks a significant development in the Chinese AI market and could potentially revive Apple's position in its second-largest market after the United States2
.Strategic Importance for Both Companies
For Apple, this collaboration addresses the challenge of providing its full suite of AI features in China due to regulations requiring partnerships with locally accredited companies
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. The move is seen as crucial for Apple to regain lost ground in China, where it has faced declining revenues for six consecutive quarters3
.For Alibaba, securing Apple's endorsement represents a major win in the highly competitive domestic AI market. The partnership comes at a pivotal moment for Chinese AI and for Alibaba in particular, which has seen its market value increase by more than $80 billion in 2025
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.AI Features and Development
Apple is working to bring its AI features, known as Apple Intelligence, to China by mid-2025
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. These features include an improved Siri voice assistant and various text-generation and photo-editing capabilities4
. The company has submitted AI features co-developed with Alibaba for approval by China's cyberspace regulator, a process that could take months4
.Competitive Landscape and Market Implications
The partnership between Alibaba and Apple could reshape the AI landscape in China. Other major players in the Chinese AI market include Baidu, Tencent, and ByteDance, all of which are developing their own AI innovations
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. Baidu, for instance, recently announced that it was making its flagship AI chatbot free1
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Regulatory Challenges and Data Leverage
The Chinese regulatory environment remains stringent, particularly concerning AI technologies. Companies must navigate a complex approval process before deploying new AI features
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. However, Alibaba's established footprint in China may provide Apple an advantage in securing the necessary approvals more swiftly5
.Alibaba's vast consumer data from its e-commerce platforms presents an unparalleled opportunity for both personalized consumer experiences and cutting-edge AI applications
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. This data could be leveraged by Apple to offer personalized generative AI features to Chinese consumers5
.Market Response and Future Outlook
The news of this partnership has had a significant impact on Alibaba's stock performance. Shares surged 6.7% following the announcement, putting the stock on track for its biggest daily gain since September
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. Since hitting a 2025 low on January 13, Alibaba's Hong Kong-listed shares have surged 46%, expanding its market value by nearly $87 billion6
.As both companies prepare to roll out AI features designed for the Chinese market, the implications for the AI landscape in China could be profound. The success of this alliance may not only rejuvenate Alibaba's market position but could also redefine how AI is integrated into consumer products in the world's largest smartphone market
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.References
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