Hua Fu Securities Research Reports point out that the integration of the Apple ecosystem with domestic large models is key to the realization of AI phones. Whether the Apple Intelligence program can be implemented in the Chinese market requires not only support for Chinese but also local partners to solve technical and regulatory challenges. To achieve rapid deployment, Apple needs to find suitable local AI large model service partners for its AI functions. Previously, Apple planned to use Baidu's Wenxin Yiyan large model as the Chinese version of Apple's AI solution, but there are still many challenges to overcome in achieving the AI operating system scheme and integrating the Apple ecosystem with large model capabilities. Apple's cooperation negotiations with Tencent and ByteDance may change or add partners, accelerating the implementation of Apple's AI in the domestic market.