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Bloomberg Intelligence
Apple's China Struggles and iPad AI Innovation
The chapter explores Apple's challenges in the competitive phone market in China, particularly against local brand Huawei, and discusses whether these issues are cyclical or structural. It also analyzes the recent iPad announcement, focusing on the AI aspects of the pro model and potential implications for future devices. The discussion further extends to a possible Apple-Google partnership for AI advancements and the evolution of usage patterns from computers to phones.
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