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Apple Plots Product Blitz as Huawei Details ADS 4 Rollout, BAIC Tie‑Up and Henan AI Plan

Coordinated timelines signal acceleration across consumer tech.

Overview

  • Bloomberg’s Mark Gurman reports Apple plans roughly 10 additional products with about half due by year‑end, including M5‑based upgrades for iPad Pro, Vision Pro and Mac laptops plus AirTag 2 and refreshed Apple TV and HomePod mini.
  • Huawei says HarmonyOS-equipped models will receive Qiankun ADS 4 assisted‑driving upgrades in mid‑to‑late September through a staged push, with the Ultra tier targeting highway L3 capability.
  • BAIC and Huawei elevated their cooperation into a ‘strategic community’ for the 享界 brand, committing ¥20 billion over three years and standing up dedicated R&D, dual high‑end supply chains, dual quality inspection and an exclusive sales network.
  • Henan province issued a 2025–2027 action plan to speed AI industrialization, calling for high‑end chip R&D, AI smartphones and PCs, large‑model integrated machines, and expanded compute and network infrastructure with a 2027 industry target of over ¥160 billion.
  • Meizu launched the Meizu 22 with Snapdragon 8s Gen4 from ¥2,999 and reported sell‑through within minutes, as its CMO said flagship chips would have raised prices significantly or delayed release by months.