Apple's Foldable iPhone Duo Launches in China With Zero AI; 20B-Param Model Lives in Flash
新智元 · wechat · 2026-10-24
Apple's first foldable iPhone Duo launched in China from ¥15,999, with shipping pushed to January—yet not a single Apple Intelligence feature is enabled and Siri remains the old version. The hardware is AI-ready though: 2nm A20 Pro, a dual 16-core NPU doubling AI compute, 50% more memory bandwidth. The largest on-device model, AFM3 Core Advanced, has 20B parameters; Apple keeps full weights in flash and uses "instruction-following pruning"—a small predictor loads only 1–4B active parameters per request, with shared experts resident and routed experts paged in. The cloud splits into two tiers: AFM3 Cloud on Apple-silicon servers, and the heaviest agentic/reasoning work on AFM3 Cloud Pro running Nvidia GPUs on Google Cloud; the foundation model is based on Gemini, pretrained on Google TPUs. China requires a separate stack with Alibaba and Baidu; basic features arrive with iOS 27.3 in December, Siri AI undated. Crease depth grows 3.5x after 3,000 folds; two screen repairs cost ¥15,996—just ¥3 less than a new phone. Counterpoint forecasts 6M units this year.
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