Overview
- Government registries announced on July 15 that seven mobile-side generative‑AI services have been filed, including Apple 智能, Huawei 小艺, OPPO AndesGPT, vivo 蓝心, Xiaomi 澎湃 AI, Samsung Galaxy AI and Nubia 豆包.
- Filing is a formal 'admission ticket' under China’s interim rules, but vendors still must finish engineering work such as on-device model adaptation, cloud/edge tradeoffs and feature pruning before public releases.
- Apple’s China edition will use Alibaba’s Qianwen as its AI backend, while Xiaomi confirmed its self‑developed MiMo matrix cleared filing and reports say Mianbi’s MiniCPM models will appear on Samsung handsets.
- The filings arrive as industry data show chip output surged to about 279.8 billion integrated circuits in H1, yet rising DRAM and NAND prices are creating cost pressure that will affect handset supply and margins.
- Corporate moves underline the commercial push: DeepSeek is preparing for an IPO, Huawei told suppliers to raise 2026 shipment targets toward ~60 million phones, and Qijing completed a ¥1 billion strategic capital increase.