--- title: "WeChat AI Joins Forces with \"Huawei, Xiaomi, OPPO, vivo, and Honor\" for a Major Move! Disrupting the E-commerce App Ecosystem, Is Apple in Trouble?" type: "News" locale: "en" url: "https://longbridge.com/en/news/289293158.md" description: "Jefferies stated that WeChat, together with five major Android manufacturers including Huawei and Xiaomi, has completed integration with the A2A protocol, quietly igniting a battle for control over the \"user intent\" entry point. Smartphone manufacturers are evolving from hardware sellers to \"demand distributors,\" enjoying the potential for e-commerce revenue sharing. Apple is currently excluded due to conflicting strategic routes, hinting at the risk of iPhone falling behind in China. The industry logic is being restructured from \"entry point—application—transaction\" to \"intent—agent—transaction,\" with the next 12 to 24 months serving as the true pressure test window" datetime: "2026-06-10T08:14:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289293158.md) - [en](https://longbridge.com/en/news/289293158.md) - [zh-HK](https://longbridge.com/zh-HK/news/289293158.md) --- # WeChat AI Joins Forces with "Huawei, Xiaomi, OPPO, vivo, and Honor" for a Major Move! Disrupting the E-commerce App Ecosystem, Is Apple in Trouble? WeChat has completed A2A protocol integration with five Chinese smartphone manufacturers: Huawei, Honor, Xiaomi, OPPO, and vivo. A transaction chain centered on AI is taking shape. The core of this mechanism is not a functional upgrade, but a shift in the transaction entry point—moving forward from the App interface to the AI assistant within the phone's operating system. Apple is not included in this integration. According to Zhuifeng Trading Desk, Edison Lee, Jefferies' Hong Kong-based technology industry analyst, characterized this integration as a "milestone event" in a report on June 9. The logic is that smartphone manufacturers are transforming from hardware sellers into "distributors of user intent," **thereby gaining potential upside from e-commerce revenue sharing, while the replacement cycle may see a mild boost within 12 to 24 months.** For e-commerce Apps, the pressure is more direct—failure to integrate with AI agents could result in disappearance from the AI's default call list, leading to a quiet loss of traffic. Apple's risks are equally clear. WeChat did not include the iPhone in the A2A cooperation this time, possibly due to Apple's existing partnership with Alibaba regarding Apple Intelligence, and because A2A relies on public clouds to complete transactions, which conflicts with Apple's technical route that emphasizes on-device privacy. If this local ecosystem continues to expand, the iPhone faces the risk of lagging behind local brands in the Chinese market. ## Smartphone Manufacturers Gain "Intent Distribution Rights" The operation of the A2A chain involves three steps: the phone's AI assistant receives the user's voice command, converts it into text, and sends it to WeChat; the WeChat agent interacts with agents within WeChat Mini Programs; and the transaction is finally completed in the cloud. The key change lies in how user intent is expressed. Previously, users had to specify "which App to open and which merchant to choose"; after A2A, users only need to express generalized needs such as purchasing, ordering, or booking, and the AI has the opportunity to select specific service providers on behalf of the user. This reshapes the market position of smartphone manufacturers. In the past, e-commerce transaction entry points were mainly controlled by Apps, platforms, and traffic channels. **If the phone's AI assistant becomes the primary receiver of user demand, smartphone manufacturers will be able to influence the final flow of transactions, becoming the "gatekeepers" for consumers choosing which e-commerce service to use, thereby gaining negotiating leverage for e-commerce revenue sharing.** ## On-Device Computing Threshold Is Not High, Replacement Cycle Boost Is Mild A2A does not require deploying full AI transaction capabilities on the device side. The device side only needs to handle voice reception, command understanding, and message conversion, with transactions mainly processed in the cloud. Therefore, the additional requirements for processors and memory are lower than those for pure on-device AI solutions. **This characteristic lowers the barrier to entry for smartphone manufacturers, but it does not mean all models can connect immediately.** The first model explicitly supporting this function is the Honor 500 Pro, scheduled for release in November 2025. It features the Qualcomm Snapdragon 8 Elite (SM8750) and 12GB of DRAM, with a retail price range of 3,599 to 4,799 yuan. This configuration is high-end but not flagship-level, so initial coverage will likely be limited to specific models from each brand. There is a time lag in boosting the replacement cycle. Edison Lee's research provides an observation window of 12 to 24 months, reasoning that more Mini Programs and ordinary Apps need time to develop their own AI agents. Furthermore, rising component costs will continue to constrain phone prices, making replacement growth more likely to be mild rather than explosive in the short term. ## Apps Face a New Dimension of Competition: Being Selected by Agents A2A fundamentally changes the rules of competition between Apps. Traditional competition revolved around user downloads, opens, retention, and orders; henceforth, Apps must also strive to be recognized, called, and recommended by AI. **If an e-commerce App does not build its own AI agent, it may not enter the AI's callable list when users issue generalized requests. Traffic loss will occur quietly through "absence" rather than relying on users actively uninstalling the App.** WeChat is not the only possible platform—Alibaba is listed as a potential alternative entry point, and App vendors' agents can also interact directly with any smartphone manufacturer's agent. However, WeChat has pioneered this chain, establishing a first-mover advantage for the Mini Program ecosystem. **Industry relationships will be restructured from "entry point—application—transaction" to "intent—agent—transaction."** ## Apple's Issue Is Strategic Constraint, Not Lack of Technology Tencent's WeChat did not include the iPhone in the A2A cooperation this time. The report cites two possible reasons: first, Apple has reached an agreement with Alibaba on the deployment of Apple Intelligence in China; second, A2A transactions primarily use public clouds as the execution environment, which potentially conflicts with Apple's technical route emphasizing on-device processing and privacy protection. This does not mean Apple is necessarily unable to access this ecosystem, but rather that its path constraints are greater. Local Chinese smartphone manufacturers can more flexibly link AI assistants, WeChat, Mini Programs, and cloud transactions; if Apple insists on stricter privacy and on-device requirements, both the speed of integration and the completeness of functions may be limited. Edison Lee's research also points out the risk: iPhone will only face substantial market share pressure when the A2A ecosystem truly expands and more Mini Programs and Apps complete their agent development. If the ecosystem progresses slowly, or if users still prefer to choose merchants independently and open Apps directly for transactions, the structural advantages of local brands will be difficult to realize in the short term. The true pressure test window lies in the next 12 to 24 months. ### Related Stocks - [00700.HK](https://longbridge.com/en/quote/00700.HK.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [TCEHY.US](https://longbridge.com/en/quote/TCEHY.US.md) - [01810.HK](https://longbridge.com/en/quote/01810.HK.md) - [TCTZF.US](https://longbridge.com/en/quote/TCTZF.US.md) - [XIACY.US](https://longbridge.com/en/quote/XIACY.US.md) - [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md) - [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [HUAWEI.NA](https://longbridge.com/en/quote/HUAWEI.NA.md) - [AAPW.US](https://longbridge.com/en/quote/AAPW.US.md) - [APLY.US](https://longbridge.com/en/quote/APLY.US.md) - [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md) - [JEF.US](https://longbridge.com/en/quote/JEF.US.md) - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [BABA.US](https://longbridge.com/en/quote/BABA.US.md) - [80700.HK](https://longbridge.com/en/quote/80700.HK.md) - [HTCD.SG](https://longbridge.com/en/quote/HTCD.SG.md) - [81810.HK](https://longbridge.com/en/quote/81810.HK.md) - [HXXD.SG](https://longbridge.com/en/quote/HXXD.SG.md) - [89988.HK](https://longbridge.com/en/quote/89988.HK.md) - [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md) ## Related News & Research - [Apple announces watchOS 27, now with Siri AI](https://longbridge.com/en/news/289095797.md) - [Apple’s Image Playground doesn’t suck anymore](https://longbridge.com/en/news/289092002.md) - [Apple Says Siri AI Will Not Be Available Initially In EU On iOS And iPad OS](https://longbridge.com/en/news/289090776.md) - [Apple says it’s fixed the awful search function for emails, photos](https://longbridge.com/en/news/289088606.md) - [Apple Says It Is Enabling Siri To Be Much More Conversational](https://longbridge.com/en/news/289091219.md)