Apple's AI Delay, No Foldables: Chinese Brands Eye iPhone Users

• Chinese brands aim to attract iPhone users by leveraging Apple's AI delays and their own advanced foldable phones.
• Brands like Honor, Huawei, and Xiaomi are promoting switching from iOS to Android, capitalizing on Apple's need for local AI partners in China.
• Apple's AI launch in China is delayed, reportedly due to the need for local partners like Alibaba, creating an opportunity for competitors.
• Chinese brands are also ahead in the foldable phone market, a segment Apple is yet to enter, with its own foldable iPhone expected in 2026.
• Despite these challenges, Apple maintains strong premium market dominance in other regions, but its slow innovation pace could pose future risks.

Why It Matters: Apple's AI and foldable delays create opportunities for rival brands.