Fordel StudiosiPhone drops from 1st to 3rd place in China, as Apple struggles to launch AI features
What Happened
The iPhone has lost its crown as the best-selling phone in China, dropping to 3rd place in the latest market intelligence data. One factor is the company’s struggle to launch Apple Intelligence features in the country after being unable to get permission to use its own generative AI model there …
Fordel's Take
it's obvious. apple's entire AI strategy is bottlenecked by local political permission, not just technical capability. they can't deploy their genai features because they can't get approval for the underlying models in that jurisdiction. it's a classic case of global tech trying to enforce local political boundaries.
What To Do
ai adoption hinges more on regulatory alignment than on superior chip design.
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