iPhone 16 uses Baidu AI, Huaqiangbei becomes the big winner

Author | Zhou Weipeng

Editor | Tang Andy

After all the domestic thousand-yuan phones were given the title of "AI mobile phone", Apple finally decided to give up.

First, Bloomberg broke the news that Apple is negotiating with Google and plans to add the Gemini model to iOS to provide certain AI functions for the iPhone 16.

Then, the Wall Street Journal reported that Apple is negotiating with Baidu to run Baidu’s Wenxinyiyan on the national iPhone 16.

Cooperating with Baidu is actually Apple’s best choice at the moment.

To put it simply, there are three sentences: AI mobile phones are very important, Apple’s own AI is not good, and Google AI cannot be used in China.

AI mobile phones are important

2024 is the first year of the explosion of AI mobile phones.

At the beginning of the year, OPPO CEO Chen Mingyong issued an internal letter stating that in the next five years, the impact of AI on the mobile phone industry will be comparable to that of when smartphones replaced feature phones.

Cook came to China a few days ago and when talking about AI, he also said: If Apple cannot launch generative AI services that are better than market expectations this year, Nvidia's market value is likely to surpass Apple.

When a new business grows, the impact on the original business is fatal.

In 2010, Nokia was extremely prosperous, with a peak market value of US$250 billion. However, it shrank by more than 90% two years later, with its market share falling directly from 50% to less than 4%, and it was on the verge of bankruptcy.

The situation has changed. Back then, Apple was the challenger, but now it is the one being challenged.

Embarrassingly, Apple’s performance in AI is not much better than the car-making business it killed off not long ago.

Apple’s own AI is not good

Among the top five mobile phone manufacturers in the world, Apple is the only company that has not implemented AI technology.

In 2023, Huawei released the Pangu model, vivo launched the Blue Heart model, and OPPO brought the Andes model.

Even Samsung has launched a self-developed Gaussian large model, and this year launched its first AI phone-Galaxy S24.

But in March this year, Apple published a paper announcing the MM1 polymorphic large language model it developed.

It is divided into three parameter scales, the largest of which has 30 billion parameters, which is not too large compared with mainstream competing products on the market.

Google’s PaLM large model has 540 billion parameters, and OpenAI’s GPT-4 has 1.7 trillion parameters.

A few days ago, Cook said in an interview: "Apple's generative AI will be announced later this year."

Everyone’s food has been finished, but yours hasn’t been cooked yet...

Let’s think back to the 2011 iPhone 4S, which already had Siri. , people can’t help but sigh that Guozi gets up early to go to the evening market.

Apple, which has missed the opportunity, can only look for "AI pioneers" to cooperate in order to stabilize iPhone sales.

Google AI is not available in China

Abroad, Apple found Google and planned to integrate the Gemini model into the iPhone.

Bloomberg mentioned that once the negotiations are successful, this will be the first cooperation between Apple and Google since the search agreement two decades ago.

But Gemini is not available in China, so Apple can only find another partner. Just like the map that comes with the Bank of China’s iPhone, data is provided by third-party companies such as AutoNavi.

According to reports, Apple has also negotiated with Alibaba and another large domestic model company, and finally determined that Baidu will provide this service, and it is expected to adopt an API interface for billing.

About every thousand uses, Apple pays Baidu a certain amount of money.

It should be noted that the iPhone 16 series will be upgraded with a new neural network engine, which means that some of the AI ​​functions of iOS 18 will be exclusive to the iPhone 16 series.

Baidu AI performance

After iOS 18 integrates generative AI functions, Siri, Apple Music, health, input method Applications and many other functions will become more intelligent.

For specific performance, we can refer to Samsung Galaxy S24.

Its overseas version uses Google Gemini, and the National Bank uses domestic AI such as Baidu Wenxinyiyan. It has realized functions including instant search, AI photo editing, real-time two-way translation, global summary and other functions.

Interestingly, according to feedback from some users, the AI ​​of the National Bank Samsung S24 seems to be more powerful and can directly predict users’ thoughts and point to purchase links.

For the same picture, the National Bank gave the link to the JD mobile phone case, while the Hong Kong version gave the corresponding video link.

Left: Bank of China Right: Hong Kong version

Huaqiangbei became the big winner

After the news of Apple’s cooperation with Baidu came out, Baidu became the biggest winner. Hong Kong stock prices rose by 2.55% today.

But judging from the above information, parallel import merchants in Huaqiangbei will become the hidden winners.

The Hong Kong version of iPhone, which has been dormant for several years, may be revitalized due to the blessing of Google Gemini.

According to past practice, iOS 18 will be released at the WWDC conference in June, with the beta version launched simultaneously, and the official version waiting to be unveiled with the iPhone 16 series in September.

Whether there is really a big difference in the AI ​​capabilities between the Chinese version and the Hong Kong version, we should wait until September to make a conclusion.

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