Apple Intelligence Approved in China

China's cyberspace regulator has officially registered Apple Intelligence for use on iPhones, clearing a major hurdle for Apple's AI rollout in mainland China. To comply with local regulations, Apple is partnering with domestic tech giants Alibaba and Baidu to integrate their Qwen and Baidu AI models, replacing the ChatGPT integration used in other regions. This regulatory milestone comes as Apple reports a 24.4% year-on-year increase in second-quarter China shipments.

Apple Intelligence China approval

• ▪Neither Apple nor the Cyberspace Administration of China has announced a specific launch date or which features will be available at launch for Apple Intelligence in China.
• ▪The Cyberspace Administration of China officially registered Apple's on-device generative AI service, Apple Intelligence, for use on iPhones in China on July 15, 2026.

Baidu AI model integration

• ▪Apple Intelligence in China will integrate capabilities from Baidu's AI models alongside Alibaba's models to comply with local regulations.
• ▪Apple is working with Baidu to develop Apple Intelligence features for Chinese iPhone users.

Alibaba Qwen model integration

• ▪Alibaba confirmed that its Qwen AI model will power Apple Intelligence experiences across iOS, iPadOS, macOS, and visionOS for users in China.
• ▪Chinese users will be able to access Alibaba's Qwen text and image understanding and generation features directly through Apple Intelligence without switching apps.

China AI registration requirements

• ▪China mandates that companies register large language models and generative AI services with regulators before making them available to the public.
• ▪Apple is partnering with local AI providers in China to comply with regulations, contrasting with other regions where advanced requests are handed to ChatGPT.

Apple China market performance

• ▪Apple reported a 24.4% year-on-year increase in iPhone shipments in China in Q2 2026, giving it an 18.1% market share — up from 13.9% — and making it the fastest-growing brand in a market that contracted 4.3% overall.
• ▪Apple reported $20.5 billion in Greater China revenue in fiscal Q2 2026 (ended March 28, 2026), a 28% year-on-year increase — the strongest regional growth in nearly four years.

ZTE Nubia-Doubao smartphone registration

• ▪ZTE's Nubia-Doubao smartphone model was registered with China's cyberspace regulator on July 15, 2026.
• ▪ZTE's smartphone brand Nubia works with ByteDance to produce the AI-focused Doubao smartphone.

3 sources