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cailianshe news learned that according to reports, multiple people familiar with the matter revealed that apple is betting that its first iphone equipped with artificial intelligence will be popular and has asked suppliers to prepare parts for about 88 million to 90 million smartphones, exceeding last year's initial order of about 80 million new iphones.

1. core software and hardware manufacturers are accelerating the arrival of the ai ​​localization stage

ai mobile phones are currently in the ai ​​functionalization stage, and core software and hardware manufacturers are accelerating the arrival of the ai ​​localization stage. on the computing power side of ai mobile phones, apple, qualcomm, and mediatek have released socs with stronger computing performance; on the brand manufacturer side, mainstream manufacturers are actively deploying lightweight large models, trying to deeply integrate with the system to make ai unconscious, and explore ai application scenarios, which have shown great value prospects in personal intelligent assistants and improving office capabilities.

industrial bank research believes that the development of ai mobile phones is a dynamic process, which can be divided into three stages: large-model app, device ai functionalization and ai localization. in 2024, ai mobile phones have gradually reduced their dependence on large-model apps and entered the ai ​​functionalization stage, becoming the first year of ai mobile phones. from the perspective of the basic hardware of ai mobile phones, in order to meet the experience requirements of large-model operation, the demand quantity or value of components such as soc, memory, and heat dissipation will increase. shanxi securities pointed out that the ai ​​process of apple mobile phones has accelerated, which has accelerated the replacement of mobile phones, and the apple industry chain is expected to usher in a new round of cycles.

2. related listed companies: tongxingda, siquan new materials, green precision

tongxingdathe products are widely used in the fields of lcd displays and optical cameras, and are indispensable core components for ai mobile phones, ai glasses and aipcs.

siquan new materialswith many years of deep involvement in the heat dissipation industry, the terminal brands we serve include major north american customers, xiaomi, vivo, samsung, google, abb, flextronics, byd, foxconn, csot, shenzhen tianma, wingtech communications, huaqin communications, and longcheer electronics, etc.

green precisionit mainly provides precision structural parts for mobile phones and smart glasses to overseas internationally renowned brand manufacturers, which are used in foldable screen mobile phones and smart glasses terminal products.