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Guo Mingd «“¹ : Ruisheng Technology and Goer shares will become the leading beneficiaries of Apple iPhone 16 mobile phones, because voice input is generative AI"

via:IT之家     time:2023/12/7 16:03:48     readed:129

IT home December 7 news, Tianfeng International analyst Guo Ming𫠓¹ This afternoon in the Medium platform for the next generation of Apple iPhone

Guo Ming𠫓¹ believes that due to the explosive popularity of generative AI this year, it is not difficult to predict that the iPhone 16 will introduce (AI-related) innovative features, but the key is whether there is relevant evidence to support this

He said that Apple reorganized the Siri team in the third quarter of this year, and its goal is to integrate generative AI or large language models related fields. On mobile phones, because voice input will be the "key interface" of generative AI, strengthening Siri's hardware and software functions and specifications has become the key to promoting generative AI.

Citing his latest research results, Guo claims that all iPhone 16 models will have significantly upgraded microphone specifications: in terms of water resistance, signal-to-noise ratio will be upgraded, among which the signal-to-noise ratio will be a key upgrade to enhance the use of Siri Kuo said this could be a testament to Apple's expected integration of more AI features as a major selling point for the iPhone 16

According to its prediction, the microphone supplier for the iPhone16 will be Rui Sound Technology and Goer shares, and it is expected that the proportion of supply between the two sides is not very different. At the same time, thanks to the upgraded specifications, the microphone price per iPhone 16 will be at least about 100-150% higher than that of iPhone 15.

In addition, since AI devices are the key trend of consumer electronics in 2024, Guo Ming𫠓¹ expects that other Apple products and high-end Android phones may also upgrade the microphone in the future, which will be the potential growth momentum of Ruisheng Technology and Goer shares

According to the IT House previously reported that the informant Tech_Reve had posted on the X platform that Apple is using the Large Language Model (LLM) to completely transform Siri into the "ultimate virtual assistant" and is ready to develop it into the "most powerful" killer artificial intelligence application.

Tech_Reve also claimed that Apple and Samsung, the idea is to focus on the device side of the operation, while working with the cloud to achieve relevant AI services, because AI in the local operation response time is faster, does not require a network connection, and more privacy.

Foreign media The Information, Haitong International Securities analyst Jeff Pu, Bloomberg Mark Gurman and others also believe that Apple will launch a Siri assistant based on a large language model in WWDC24 as soon as possible.

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