Apple leads the way, AI smartphones are on the rise! Android camp hoards high-end chips
Earlier this week, the increase in iPhone 16 orders triggered a chain reaction in the Android camp. Major SoC suppliers such as Qualcomm and MediaTek have been stockpiling chips to empower AI functions
With Apple's increased investment in AI technology, Android system manufacturers are feeling the pressure, triggering a race to stockpile chips and empower AI capabilities.
On July 12th, according to media reports, Apple's strong confidence in AI technology has prompted competitors to take active actions. Earlier this week, the increase in iPhone 16 orders triggered a chain reaction in the Android camp.
Apple has increased orders for the iPhone 16 by over 10%, with shipments expected to exceed 90 million units by the end of this year. Bloomberg reported that part of the reason for the order increase is the market's anticipation of Apple's intelligent features.
Jay Liu and Jack Wu wrote in an article for Digitimes, "Apple's increased orders have intensified the competition in the 2024 flagship smartphone market... especially in the Android camp, where they hope to regain market share lost to Apple in recent years by riding the AI wave. Therefore, they are preparing to heavily promote AI flagship models. In addition to actively stockpiling chips, major brands are also focusing on introducing and innovating AI features to make their smartphones more attractive, which has become a top priority."
Months before the official launch of Apple Intelligence, there was a widespread belief that Apple was "lagging behind" in the field of artificial intelligence. Signs indicate that some Android system manufacturers are even further "behind," waiting to see how Apple will develop AI.
The above report explains that as all major flagship phones are expected to transition to 3nm manufacturing processes like the iPhone, major SoC suppliers such as Qualcomm and MediaTek have been stockpiling chips to provide stronger computing power and lower battery consumption for AI capabilities, becoming a key component supporting AI functions.
Media analysis suggests that every move by Apple will attract the attention of competitors. Although there were voices claiming that Apple was lagging behind in the field of AI, it now appears that many companies are waiting for Apple to lead the way. In a sense, they are waiting for Apple to legitimize AI technology for the mass market and user-friendly technology, with Apple's intelligent features expected to achieve this goal