Tim Cook Reveals Siri AI's Slow Rollout in China: Regulatory Approval, Features, and Revenue Miss

On his final earnings call as CEO on July 30, 2026, Tim Cook confirmed that Apple has begun rolling out initial Apple Intelligence features in China after receiving long-awaited regulatory clearance, but cautioned that a fully revamped Siri AI will take significantly longer to arrive in the market . The update came as Apple reported its strongest June quarter ever with $109.4 billion in revenue, yet saw its stock fall over 4% after hours due to a Greater China revenue miss and slower-than-expected services growth .

Regulatory Timeline and Approval

Apple's path to launching AI in China cleared its final hurdle in July 2026. Apple China completed its filing with the Cyberspace Administration of China (CAC) on July 8, 2026 . The CAC officially approved Apple Intelligence on July 15, 2026, adding it to the list of approved generative AI services alongside offerings from local companies like Huawei, OPPO, vivo, Xiaomi, Samsung, and Nubia . This ended a roughly two-year wait for regulatory clearance in China .

Limited Initial Features

The initial China rollout includes a subset of Apple Intelligence capabilities — writing suggestions, notification summaries, basic Siri queries, and the Clean Up photo-editing tool — powered by a roughly 3-billion-parameter on-device language model that runs directly on Apple Silicon chips . Cook described these as "first concrete steps" and emphasized that a fully reimagined, personalized Siri AI, which was unveiled at WWDC 2026 and is already in developer and public beta in other markets, will take "significantly longer" to reach Chinese users .

Alibaba and Baidu Partnerships

To comply with China's regulatory framework, Apple is partnering with both Alibaba and Baidu to deliver Apple Intelligence . An Alibaba spokesperson confirmed to CNBC that the company's Qwen AI model will power Apple Intelligence across iOS, iPadOS, macOS, and visionOS for users in China . Baidu is also serving as a technical partner .

Greater China Revenue Miss

Despite record overall results, Greater China revenue came in at $18.8 billion for the quarter, well below the $19.6 billion analysts had estimated according to Bloomberg data . The miss was one of two key disappointments in the quarter — alongside services revenue of $30.7 billion versus $31.4 billion projected — and contributed to Apple's stock falling over 4% after hours .

Competitive Pressures from Domestic Rivals

Cook acknowledged intense competition from Chinese domestic smartphone makers who have already integrated advanced AI features into their devices . Local rivals such as Huawei and Xiaomi have been launching AI-capable phones while Apple was still awaiting regulatory approval, eroding Apple's competitive positioning in the world's largest smartphone market . The CEO also flagged that memory supply constraints are a bottleneck for advancing AI capabilities in China and called for more memory suppliers to support the ramp .