Current-generation chipsets, like the Snapdragon 8 Gen 3, have advanced on-device AI capabilities. However, there is still room for improvement, especially in terms of storage and RAM requirements for on-device AI. A research firm suggests that the lack of compelling content generated by on-device AI reduces the need for smartphone manufacturers, such as Samsung and Apple, to incorporate high RAM capacities in their upcoming devices, like the Galaxy S24 and iPhone 16.
One of the factors influencing this decision is the increasing prices of semiconductors. The production of smartphone chipsets involves cutting-edge processes, which contribute to the rising costs. The rumored cost of the Snapdragon 8 Gen 3 already exceeds that of its predecessor, and the upcoming Snapdragon 8 Gen 4 is expected to be Qualcomm’s most expensive SoC to date. Mizuho Securities predicts that phone makers will take a conservative approach due to these escalating costs, resulting in limited RAM configurations for the Galaxy S24 and iPhone 16.
Furthermore, the perceived lack of compelling content from on-device AI also plays a role in the decision to limit RAM counts. Reports suggest that the rumored Galaxy S24 series from Samsung may be capped at 12GB RAM, while Apple is anticipated to maintain an 8GB RAM capacity for its ‘Pro’ models of the iPhone 16.
In addition to RAM, substantial storage capacity is necessary to handle the demands of on-device AI. Approximately 15 percent or more of onboard memory is utilized for various operations. Apple is reportedly looking to enhance the microphone capabilities of the iPhone 16 to improve speech input for Siri and other artificial intelligence-generated content.
In conclusion, smartphone manufacturers face challenges related to storage, RAM, and the increasing prices of semiconductors when it comes to enhancing on-device AI capabilities. These challenges significantly impact their decision-making processes regarding the specifications of flagship devices, such as the Galaxy S24 and iPhone 16.
