May 4, 2025
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Artificial intelligence-supported iPhone 16 causes a chain reaction in the industry

  • December 7, 2023
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In the ever-evolving world of consumer electronics, Ming-Chi Kuo, a well-known Apple analyst, recently published some interesting information about Apple’s upcoming flagship device, the iPhone 16. Kuo predicts

In the ever-evolving world of consumer electronics, Ming-Chi Kuo, a well-known Apple analyst, recently published some interesting information about Apple’s upcoming flagship device, the iPhone 16. Kuo predicts that artificial intelligence-generated content (AIGC) will play a significant role, providing a significant improvement in the specifications of microphones and underscoring Apple’s commitment to being at the forefront of technological innovation.

Siri focus change:

One of the notable developments that paved the way for the iPhone 16’s artificial intelligence capabilities was the strategic reorganization of Apple’s Siri team in the third quarter of 2023. This step involves the integration of AIGC (Artificial Intelligence Generated Content) and LLM (Major). Language Model) into Siri functionality. The restructuring, which is expected to make voice input the central interface for AI, AIGC and LLM on mobile devices, aims to strengthen Siri’s hardware and software capabilities.

Microphone Upgrade: Key Item:

Ming-Chi Kuo’s survey points to a major upgrade for all iPhone 16 models: improved microphone performance. Besides the usual improvements like better water resistance, the focus of this update is signal-to-noise ratio (SNR). This update aims to significantly improve Siri and hints that Apple plans to integrate more AI and AIGC features into Siri as a prominent feature of the iPhone 16.

Suppliers and financial results:

Two major players, AAC and Goertek, were identified as iPhone 16 microphone suppliers with similar supply distribution. The specification update is expected to lead to a significant increase in the average selling price (ASP) of microphones for each iPhone 16. Kuo predicts a 100-150% increase, indicating a significant increase in revenues and profits for both AAC and Goertek.

In particular, smaller revenue scale AAC is expected to benefit relatively significantly from this update to the microphone specification. With AI devices becoming a critical trend in consumer electronics in 2024, Kuo predicts that this advancement could potentially trigger a domino effect and encourage other Apple products and high-end Android phones to upgrade their microphone technologies. This could be a source of growth for AAC and Goertek.

The future of artificial intelligence in consumer electronics:

As AI devices continue to shape the world of consumer electronics, the iPhone 16’s anticipated AI capabilities and improved microphone technology underscore Apple’s commitment to delivering cutting-edge features. For vendors like AAC and Goertek, the ripple effect underscores the interconnected nature of advances in hardware specifications and the broader trajectory of AI in the tech industry.

In summary, Ming-Chi Kuo’s predictions offer a glimpse of a future where artificial intelligence is seamlessly integrated into our daily interactions through devices like the iPhone 16, paving the way for a new era in consumer electronics innovation.

Source: Port Altele

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