瑞聲科技與歌爾股份為AI iPhone的領先受益者 / AAC and Goertek are AI iPhones’ leading beneficiaries
2 min readDec 7, 2023
- 生成式AI (AIGC) 在2023年爆紅，因此不難預測iPhone 16將會推出相關創新功能，但關鍵在於是否有相關證據以支持此預測。
- Apple在3Q23改組Siri團隊，目標在於整合AIGC功能/LLM。在手機上，語音輸入將是AI/AIGC/LLM關鍵介面，故強化Siri軟硬體功能與規格為推廣AIGC關鍵。
- 我的最新調查顯示，所有iPhone 16機型均將顯著升級麥克風規格。除了更好的防水規格外，更好的訊噪比 (Signal-to-noise ratio；SNR) 為關鍵規格升級，以藉此強化Siri的使用體驗。這可能是Apple預計將整合更多AI/AIGC功能的Siri作為iPhone 16主要賣點的證明之一。
- 瑞聲科技與歌爾股份為iPhone 16的麥克風供應商 (預計供應比重差異不大)。受益於規格升級，每隻iPhone 16的麥克風單價將較iPhone 15至少高約100–150%。預期瑞聲科技與歌爾股份的營收與利潤將顯著受益於此麥克風升級。又因瑞聲科技的營收規模較小，故相對更為受益。
- 因AI裝置為2024年消費電子關鍵趨勢，故預期未來Apple其他產品與高階Android手機未來也有可能升級麥克風，為瑞聲科技與歌爾股份的潛在成長動能來源。
- With artificial intelligence-generated content (AIGC) gaining significant popularity in 2023, it is not difficult to predict that the iPhone 16 will offer relevant innovative features, but the critical question is whether there is relevant evidence to support this prediction.
- Apple reorganized its Siri team in 3Q23 to integrate AIGC/LLM. Voice input will be the key interface for AI/AIGC/LLM on mobile smartphones, so strengthening Siri’s hardware and software features and specifications is the key to promoting AIGC.
- My latest survey indicates that all iPhone 16 models will feature a significant upgrade in microphone specifications. In addition to better water resistance, the key specification upgrade is a better signal-to-noise ratio (SNR) to improve the Siri experience significantly. It could indicate that Apple expects to integrate more AI/AIGC capabilities into Siri as a key selling point of the iPhone 16.
- AAC and Goertek are the microphone suppliers for the iPhone 16 (with a similar shipment allocation). Benefiting from the specification upgrade, the ASP of microphones for each iPhone 16 will be at least 100–150% higher than that of the iPhone 15. As a result, AAC’s and Goertek’s revenues and earnings are expected to benefit significantly from this upgrade. Given AAC’s smaller revenue scale, the company is expected to benefit relatively more.
- As AI devices emerge as a critical trend in consumer electronics in 2024, other Apple products and high-end Android phones will likely upgrade their microphones, potentially serving as a source of growth momentum for AAC and Goertek.
