Apple is planning to introduce an upgraded microphone to all iPhone 16 fashions, based on a brand new report from TF Worldwide Securities analyst Ming-Chi Kuo.
The analyst expects Apple to combine extra AI and synthetic intelligence-generated content material (AIGC) into Siri subsequent 12 months. The upgraded microphone will provide higher water resistance, however extra importantly, a greater signal-to-noise ratio (SNR) to enhance the Siri expertise.
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 will probably be at the very least 100–150% greater than that of the iPhone 15. In consequence, AAC’s and Goertek’s revenues and earnings are anticipated to learn considerably from this improve. Given AAC’s smaller income scale, the corporate is predicted to learn comparatively extra.
Kou believes that different high-end Android telephones will even improve their microphones as AI gadgets emerge as a essential development in client electronics.
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