Written by Mounis Hawass Saturday, December 16, 2023 06:00 AM Company is preparing Apple To significantly upgrade the microphones in the upcoming iPhone 16 lineup, according to renowned analyst Ming-Chi Kuo, the move is seen as a major step in the company’s push towards integrating artificial intelligence and artificial intelligence-generated content (AIGC) into its flagship mobile device.
According to Kuo, Apple recently reorganized Apple’s Siri team, which specifically focused on integrating AIGC and large language models (LLMs), and given that voice input will serve as an important interface to AI features on mobile devices, enhancing hardware and software capabilities. In Siri it becomes crucial.
Kuo also suggested that all iPhone 16 models will feature significantly improved microphone specifications. The main improvement is a higher signal-to-noise ratio (SNR), resulting in a noticeably better Siri experience. This indicates Apple’s intention to incorporate more AI/AIGC capabilities. in Siri, which could make it a major selling point for the iPhone 16.
Microphone suppliers of upgrade
AAC and Goertek, suppliers of microphones for the iPhone 16, are expected to see a significant increase in revenue and profits due to this upgrade, and Kuo said that the upgraded microphones will have an average selling price (ASP) that is at least 100-150% higher than those of the iPhone. 15 With a similar freight allocation, AAC, given its smaller revenue size, is expected to benefit more from this increase.
As AI devices continue to gain traction in the consumer electronics market, Kuo expects that other Apple products and high-end Android phones will likely follow suit and upgrade their microphones, and this trend is expected to be a major source of growth for both AAC and Goertek.
It’s still early days for iPhone 16 leaks and rumours, but Kuo has a solid track record. As AI gains more popularity, it would not be surprising if Kuo’s predictions on this matter are accurate.
