AAPL+BABA - a potential game changer

$Apple(AAPL)$ ’s decision to enter into a partnership with $Alibaba(BABA)$ to use the latter’s AI model Qwen for its iPhones in China is a potential game changer for the US company in its key market.

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Apple will finally be able to begin offering its AI features and functionalities to Chinese consumers, giving it a new driver for sales, which have stalled in China in recent months.

Alibaba is a best-fit partner for Apple given the former’s leading position in e-commerce, cloud computing, and digital payments industries. Its Qwen AI model has been found to match the performance of DeepSeek and ChatGPT, and Alibaba has been lowering the price of using its model for developers by up to 97% to encourage its use.

Following Apple’s launch of AI features, it should see an improvement in China sales in 2025 amidst intensifying competition from the likes of Huawei and $XIAOMI-W(01810)$ .

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Alibaba is a best-fit partner for Apple given the former’s leading position in e-commerce, cloud computing, and digital payments industries. Its Qwen AI model has been found to match the performance of DeepSeek and ChatGPT, and Alibaba has been lowering the price of using its model for developers by up to 97% to encourage its use. 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