On September 10, Apple released the first AI iPhone in history.
In order to bring a better AI experience, the iPhone 16 series has made many software and hardware upgrades. One of the highlights is to improve the microphone system. Using 4 “studio grade” high signal-to-noise ratio microphones, it supports spatial audio capture during video recording.
According to supply chain sources, the iPhone 16 series is equipped with a high signal-to-noise ratio microphone, and the performance has been greatly upgraded compared to the previous iPhone 15 series. Through a scientific layout, it can efficiently capture sound from all directions, while effectively reducing background noise interference.
Increased microphone signal-to-noise ratio specifications will also significantly improve the Siri experience, understand user intentions more accurately, and provide more personalized and intelligent services. Guo Mingyi previously tweeted that he believes voice input will be a key interface for AI, so Apple's strengthening of Siri's software and hardware functions and specifications is the key to achieving Apple Intelligence.
According to Guo Mingyi, the main suppliers of microphones for the iPhone 16 series this time are domestic supply chain companies such as AAC (Ruisheng Technology).
Ruisheng Technology is one of the top three global MEMS microphone manufacturers, and its management also mentioned at the mid-term results meeting that strong demand for AI phones will drive rapid iteration of intelligent voice interaction technology. As the core device for voice recognition, MEMS microphones will also significantly benefit from upgraded specifications. The company's 64 dB to 70 dB products have entered mass production. As high-end flagship phones become a trend to be equipped with 3-4 or more high-performance microphones, the company's terminal applications are estimated to reach 50 million or more in 2025.
For smartphones, microphone performance is directly related to many aspects such as the quality of voice calls, the accuracy of voice recognition functions, and recording effects. Therefore, microphone upgrades are critical to improving the overall user experience.
According to SAR forecasts, the total sales volume of devices with integrated voice assistants will increase to 3 billion units per year by 2028, with a compound annual growth rate of 5%. As a result, market demand for high-performance microphones will continue to grow. Research by market research firm Yole Development predicts that MEMS microphones will become a segment of more than 1 billion US dollars, and the market is expected to reach 1.436 billion US dollars.