On September 10, two major smartphone manufacturers, Apple and Huawei, held new product launch events simultaneously. Apple’s iPhone 16 is powered by the A18 series Bionic chip, which is said to make it the first truly native AI smartphone.

Meanwhile, Huawei’s Mate XT, the world’s first triple-foldable phone, redefines the future standard for foldable devices.

• iPhone 16 Hit the Market, Backed by a Powerful Chip

On September 9, Apple held its product launch event, introducing the iPhone 16 series, including the iPhone 16, iPhone 16 Plus, iPhone 16 Pro, and iPhone 16 Pro Max. All models in the new series are equipped with the new 3nm A18 series processor, with the standard iPhone 16 featuring A18 chip, and the flagship iPhone 16 Pro and Pro Max powered by A18 Pro chip.

Compared to A16 Bionic chip used in the iPhone 15, iPhone 16’s processor makes a leap forward by two generations, offering a gaming experience on par with console-level performance.

The A18 and A18 Pro chips in the iPhone 16 series use the world’s first second-generation 3nm process and the latest Armv9 instruction set architecture. They have a built-in 16-core neural engine, with smaller transistors that increase speed and efficiency.

The memory subsystem has been uniformly upgraded, increasing total system memory bandwidth by 17%.

The A18 chip in the standard iPhone 16 features a 6-core CPU (2 performance cores + 4 efficiency cores), which is 30% faster than the A16 Bionic in the iPhone 15 and 60% faster than the A14 chip in the iPhone 12.

Its GPU is more efficient, consuming 35% less power for the same performance. A18 chip adopts Apple’s latest desktop-class GPU architecture, with a 5-core GPU that supports key functions like Apple Intelligence, photography, and graphically intensive games. It’s 40% faster than the A16’s GPU and twice as fast as the A14’s GPU.

The A18 Pro chip, debuting in the iPhone 16 Pro series, delivers up to 15% faster performance and 20% less power consumption compared to the A17 Pro when running the same workloads.

Additionally, Apple Intelligence’s running speed improves by 15%. Fitted with brand new 6-core GPU, A18 Pro optimizes graphics performance, features a GPU speed of up to 20% at the fastest and supports hardware ray tracing.

A18 Pro also supports faster USB 3 and ProRes video recording, along with a new video encoder and image signal processor, which double data throughput, boosting encoding speed and video processing efficiency.

Apple emphasized that the iPhone 16 series will introduce new generative AI features centered around Apple Intelligence for the first time. Apple Intelligence is set to launch in beta this fall as part of the iOS 18 update on all iPhone 16 models, as well as the iPhone 15 Pro and iPhone 15 Pro Max, with Siri and the device language initially set to U.S. English. Some functions and additional languages will be rolled out next year.

TrendForce previously noted that Apple Intelligence is a major highlight of the iPhone 16 series this year. While the LLM parameters on Apple’s devices are not as extensive as those on Android phones, Apple is expected to achieve superior system integration thanks to its closed ecosystem, self-developed processors, and strong control over app development.

The company is also focusing on improving Siri’s accuracy and has partnered with ChatGPT to boost AI performance. TrendForce points out that Apple Intelligence will gradually roll out more features and support for additional languages.

However, its functionality in China remains unclear, and the lack of significant AI-centric applications could potentially impact sales of the iPhone 16 series this year. 

From a production perspective, TrendForce’s research on September 6 pointed out that the excitement around Apple Intelligence has been building since WWDC24, and with a relatively low base in 2023, Apple’s four new models are expected to have a combined production volume of 86.7 million units in the second half of 2024, marking an 8% year-on-year increase.

Looking at total production for 2024, Apple is currently close to Samsung, the market leader, and could potentially surpass Samsung by the end of the year to become the top smartphone manufacturer by market share for the first time.

• Huawei’s World-First Triple-Fold Design Sets a New Standard

At the Huawei Extraordinary Brand Event and HarmonyOS Product Launch, Huawei officially unveiled the world’s first mass-produced triple-fold smartphone, the Mate XT. Prior to Huawei, companies like Samsung, TCL, and even Africa’s smartphone leader Transsion had already showcased triple-fold “concept phones.”

According to official reports, Huawei Mate XT measures 156.7mm in length. When unfolded, its width is 73.5mm in single-screen mode, 143mm in dual-screen mode, and 219mm in triple-screen mode.

When folded, the device is just 12.8mm thick and weighs approximately 298g. Mate XT boasts the world’s largest foldable screen at 10.2 inches, with a high resolution of 2200 x 2480. With a thickness of just 3.6mm, the Mate XT offers a user experience rivaling that of a small tablet, while still being compact enough to fit in a pocket when folded.

TrendForce reports that shipments of foldable phones are expected to reach 17.8 million units in 2024, making up only 1.5% of the smartphone market. Despite high repair rates and costs, market penetration is projected to climb to 4.8% by 2028.  

Samsung, which held a dominant 60% market share in foldable phones between 2023 and 2024, is facing more intensive competition from multiple smartphone brands, pushing its market share down to 50%, and Huawei has become its fiercest competitor.

The launch of Huawei’s 4G foldable Pocket S in 2023 performed exceptionally well in the market, driving Huawei to break into double digits for the first time in foldable phone market share, reaching 12%.

In 2023, Huawei also introduced upgraded 5G foldable phones, including the Mate X5 and Pocket 2. With the recent release of the Mate XT, Huawei’s foldable phone market share is expected to approach 30% by the end of this year.

Read more

• [News] Huawei’s Tri-Fold Phone Revealed Hours after Apple, with Pre-Orders Reportedly Exceeding 4 Million
• [News] Fuelled by AI Features, Apple’s iPhone 16 Shipments Reportedly to Increase by 10%

(Photo credit: Apple)

Less than 12 hours after Apple’s fall product launch, Huawei held its own event on the other side of the Pacific. As expected, they unveiled the world’s first tri-fold phone, the Mate XT. Its release date is also set to coincide with Apple’s, launching on September 20. As per a report from CNBC, after the launch event, the number of Mate XT pre-orders has already exceeded 4 million.

According to a report from Economic Daily News citing Richard Yu, Chairman of Huawei Consumer Business Group, the biggest breakthrough in Huawei’s tri-fold phone is its solution to screen and hinge technology, which enables both inward and outward folding simultaneously. This design enhances the screen’s resistance impact.

The phone’s thickness is only 0.36 cm, and the battery, at 0.19 cm, is considered the thinnest in the world. Meanwhile, the new model is said to support multiple AI applications, and offers satellite communication.

Huawei revealed that the price of the Mate XT ranges from CNY 19,999 to CNY 23,999, aligning with market expectations. Sources cited by Economic Daily News are optimistic about the potential of Huawei’s tri-fold phone, and Taiwanese company Fositek will benefit as the exclusive supplier of hinges, one of the most critical bearing components, for the Mate XT.

Yu emphasized that the production cost of this tri-fold device is extremely high, though it may decrease as manufacturing yield rates improve. He highlighted three key breakthroughs with this new phone: the tri-fold design, cutting-edge technology, and its alignment with future trends.

The timing of Huawei’s product launch coincided with Apple’s fall event, and the announcement of the tri-fold device drew attention once again as its release date, like Apple’s iPhone 16 series, is set for September 20. Huawei also chose the specific time of 10:08 AM to start sales.

Richard Yu introduced the Mate XT as the world’s first mass-produced tri-fold smartphone, featuring a 10.2-inch screen. The product took the R&D team five years to develop and is described as bringing sci-fi into reality.

Reportedly, it supports multiple uses, allowing users to switch between single, double, and triple fold for large-screen viewing. Along with the phone, Huawei also launched a foldable touch keyboard, embodying the concept of putting both a computer and a keyboard in your pocket.

Read more

• [News] Apple Officially Debuts iPhone 16 with AI Features, but Yet to Announce an AI partner in China
• [News] Huawei Expected to Unveil Mate70 and Foldable Device Following Apple’s iPhone 16 Release

(Photo credit: Huawei)

Apple’s 2024 fall event officially took place earlier, highlighting the launch of the new iPhone 16 series, along with other products like the Apple Watch Series 10 and AirPods 4. According to CEO Tim Cook, the next generation of iPhone has been designed for Apple Intelligence, marking the beginning of an exciting new era.

Apple and global tech companies are in a race to integrate AI into their products, with smartphones anticipated to be one of the key competitive arenas.

Apple’s AI software, Apple Intelligence, is set to enhance Siri and improve functionalities like object recognition and identification through the phone’s camera, per sources cited in a report from Reuters.

A test version of Apple Intelligence will launch next month for U.S. English users, with other localized English versions set to follow in December. Additional language versions, including Chinese, French, Japanese, and Spanish, are anticipated for next year. It is worth noting that Apple has not yet announced an AI partner in China for the iPhone 16 series.

Apple stated that improvements, including enhancements to Siri, will be phased in over time but did not provide a timeline for moving beyond the test phase.

Notably, Apple’s event occurred just hours before Huawei’s launch of a tri-fold phone, highlighting the competitive challenge Apple faces.

In contrast, Huawei’s website revealed on Monday that it had already received over 3 million pre-orders for its Z-shaped tri-fold phone before its official release.

This underscores Huawei’s ability to withstand U.S. sanctions and bolsters its competitive position against Apple in China, where consumers are enthusiastic about AI features and willing to pay a premium for them, according to a Reuters report.

• iPhone16

The iPhone 16 features a 6.1-inch display, while the iPhone 16 Plus has a 6.7-inch screen. Both models are equipped with the A18 chip built on TSMC’s advanced 3nm process, which reportedly offers a 30% boost in CPU performance compared to the A16 chip used in iPhone 15. Additionally, they come with increased battery capacity and enhanced cooling capabilities.

Moreover, the latest iPhone chips are based on the newest Arm architecture, which includes specialized features aimed at accelerating AI applications.

Notably, Apple has introduced an “Action Button” on the iPhone 16 and iPhone 16 Plus, which supports various functions like camera, flashlight, Focus mode, translation, magnifier, and voice memos.

The higher-end iPhone 16 Pro and 16 Pro Max are crafted from titanium and come with enhanced AI features, including suggestions for optimizing photo shoots and advanced audio-editing tools designed for professional video production.

Still, a previous report from Bloomberg has also addressed concerns over the slow rollout with its AI platform, which may put iPhone 16 “Supercycle” in doubt.

• New Apple Watches and Airpods

Apple also unveiled new Watches and AirPods with health-focused capabilities, as well as hardware-design improvements.

Apple highlighted the Watch’s ability to discover longer-term health conditions such as sleep apnea as well as detecting and responding to emergencies such as a fall.

For the new AirPods, there are two versions: a standard model and a version with active noise cancellation. As part of the AirPods update, Apple’s introduced hearing-aid features are under review by U.S. regulators.

Read more

• [News] iPhone 16 “Supercycle” in Doubt? Concerns Rise Over Slow Rollout with its AI Platform
• [News] Fuelled by AI Features, Apple’s iPhone 16 Shipments Reportedly to Increase by 10%

(Photo credit: Apple)

Apple is set to unveil the highly anticipated iPhone 16 on September 9, with many expecting that the AI platform “Apple Intelligence” will spark a supercycle in iPhone 16 sales. However, Bloomberg suggests that the slow rollout of Apple Intelligence may make such a supercycle unlikely.

The report notes that while Apple Intelligence will be a major highlight of the iPhone 16 launch, a more refined version might not be available for some time. The initial release is expected to lack several features, including ChatGPT. Additionally, Apple Intelligence will not be launched in the EU (including Italy, France, Spain, Sweden, Germany) or China.

Even if Apple successfully convinces consumers to adopt its AI platform, reportedly, Apple Intelligence will not be available with the iPhone 16 at launch. It is expected to roll out with the iOS 18.1 update in October.

Furthermore, ChatGPT integration is scheduled for later this year, and significant new features for Siri will not be available until next year, as Apple has also decided to delay the release of its latest image generation features to the iOS 18.2 update in December, rather than in iOS 18.1.

With many features expected to be introduced gradually, the AI platform may not be sufficient to drive a large-scale upgrade cycle this year. For these reasons, the report believes that the iPhone 17, slated for next fall, is more likely to generate a supercycle.

According to Apple’s official website, Apple Intelligence will only support devices with the built-in M1 or newer processors (such as iPad Air, iPad Pro, and Mac), as well as the 2023 iPhone 15 Pro Max and iPhone 15 Pro, but not the entry-level iPhone 15.

For the first quarter this year, TrendForce reported that Apple faced a decline in sales in the Chinese market, resulting in a drop in annual production to 47.9 million units.

This decline prompted several adjustments within the component supply chain, although production plans for processor chips remained unchanged. TrendForce posits that the second quarter falls within a product iteration gap for Apple, and production is expected to decrease by approximately 10%.

Read more

• [News] Reducing Reliance on China, Apple to Produce High-End iPhones in India for the First Time
• [News] Fuelled by AI Features, Apple’s iPhone 16 Shipments Reportedly to Increase by 10%

(Photo credit: Apple)

As Samsung plans to unveil its next-gen flagship smartphone, Galaxy S25 series, in early 2025, more details regarding the product have surfaced. Months ahead of the launch, Samsung is said to abandon the dual-processor strategy and equip the entire series with Qualcomm’s new Snapdragon 8 Gen 4 processor. The latest rumor, however, may be related to the yield issue in its 1b DRAM intended to be used in the Galaxy S25 series.

According to a report by Korean media outlet ZDNet, the tech giant might be facing difficulties in its cutting-edge mobile DRAM, the 1b DRAM (5^th-generation 10nm-class DRAM). Last month, Samsung Electronics’ Mobile eXperience (MX) Division reportedly raised concerns with the Device Solutions (DS) Division about delays in the delivery of 1b-based LPDDR (low-power DRAM) samples.

Samsung has been developing 1b DRAM for a period of time, as the company is said to begin mass production of the 16Gb 1b DDR5 DRAM in May last year, ZDNet notes. Afterwards, Samsung started to develop the 32Gb 1b DRAM in September, targeting the high-performance computing (HPC) market, the report states.

Meanwhile, it has been working on developing 1b LPDDR products for mobile devices, primarily targeting the Galaxy S25 series.

However, recent issues seem to have disrupted these plans, the report suggests. It notes that while the DS Division was expected to deliver 1b LPDDR samples in various capacities, including 12Gb and 16Gb, to the MX Division by last month, they were unable to provide the necessary quantities due to yield problems.

Industry experts cited by the report indicate that semiconductors generally require a yield rate above 80% to support stable and cost-effective mass production and supply. While the exact yield rate of Samsung’s mobile 1b DRAM hasn’t been revealed, it is likely to fall well below the target, which prompts Samsung’s MX Division to reevaluate the schedule and the DRAM adoption plan, the report suggests.

According to a previous report by TheElec, though concerns have been raised regarding its 1b DRAM manufacturing, being ambitious on its HBM development, Samsung targets to tape out HBM4 by the end of this year, while it intends to adopt the 10nm 6th-generation (1c) DRAM to manufacture the memory chip.

Read more

• [News] Samsung Rumored to Abandon Exynos 2500, Equipping Entire S25 Series with Snapdragon

(Photo credit: Samsung)