Apple lags severely in synthetic intelligence-generated content material (AIGC), particularly concerning Siri integration. With the competitors choosing up steam on this class, it’s not troublesome to imagine that the expertise big will deliver some enhancements to the iPhone 16 lineup, with one analyst predicting that each one 4 fashions will ship with upgraded microphones, as it’ll assist in voice and speech integration for triggering Siri and different AI-related duties.
iPhone 16 microphone upgrades to profit Apple’s suppliers too, as the common promoting worth (ASP) of those parts is up 150 p.c larger than those on the iPhone 15
Apple has reportedly reorganized its Siri crew within the third quarter of this yr to combine AIGC and Massive Language Fashions (LLMs) to future units, in response to analyst Ming-Chi Kuo. Since voice and speech enter are essential in enabling superior AI-related performance on iPhones with out utilizing any bodily fingers to hold the identical operate, future iPhone fashions must have upgraded microphones.
For the iPhone 16, Kuo states that Apple’s 2024 flagship lineup will sport this variation but in addition mentions that it’ll price the expertise big considerably extra. Luckily, on the flip facet, it’ll profit the corporate’s suppliers. The common promoting worth (ASP) of the iPhone 16’s upgraded microphones is between 100-150 p.c larger than the iPhone 15’s, with provide chain companions AAC and Goertek reportedly benefiting tremendously by means of its enterprise alliance with Apple.
“AAC and Goertek are the microphone suppliers for the iPhone 16 (with the same cargo allocation). Benefiting from the specification improve, the ASP of microphones for every iPhone 16 shall be no less than 100–150% larger than that of the iPhone 15. Because of this, AAC’s and Goertek’s revenues and earnings are anticipated to profit considerably from this improve. Given AAC’s smaller income scale, the corporate is predicted to profit comparatively extra.”
It’s seemingly that the iPhone 16 SoC, which might be named the A18 for the bottom variations and A18 Professional for the premium variations, might help on-device LLMs, just like what the Snapdragon 8 Gen 3 helps at the moment. Apple has additionally beforehand been rumored to be engaged on its ChatGPT-like chatbot, internally known as Apple GPT, so we might see a preview of this expertise at subsequent yr’s WWDC keynote. In brief, we anticipate the Cupertino big to get immensely severe about AIGC within the coming months, because it doesn’t want to fall again on this race as a result of its rivals will definitely not be taking a backseat.
Information Supply: Ming-Chi Kuo