Apple to Upgrade Microphone on iPhone 16 [Kuo]

Apple is planning to introduce an upgraded microphone to all iPhone 16 models, according to a new report from TF International Securities analyst Ming-Chi Kuo.

The analyst expects Apple to integrate more AI and artificial intelligence-generated content (AIGC) into Siri next year. The upgraded microphone will offer better water resistance, but more importantly, a better signal-to-noise ratio (SNR) to improve the Siri experience.

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.


Kou believes that other high-end Android phones will also upgrade their microphones as AI devices emerge as a critical trend in consumer electronics.

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