Apple Bets Big on AI iPhone, Industry Chain Welcomes New Opportunities: Record-High 88-90 Million Unit Stockpile

Apple Bets Big on AI iPhone, Industry Chain Welcomes New Opportunities: Record-High 88-90 Million Unit StockpileAccording to Cailian Press, multiple sources revealed that Apple expects its first AI-powered iPhone to be a massive success and has requested suppliers to prepare parts for approximately 88 to 90 million smartphones, exceeding the initial orders for around 80 million new iPhones last year. This news has sparked widespread attention in the market, and is expected to accelerate the development of the AI phone industry chain, bringing a new wave of growth opportunities for relevant listed companies

Apple Bets Big on AI iPhone, Industry Chain Welcomes New Opportunities: Record-High 88-90 Million Unit Stockpile

According to Cailian Press, multiple sources revealed that Apple expects its first AI-powered iPhone to be a massive success and has requested suppliers to prepare parts for approximately 88 to 90 million smartphones, exceeding the initial orders for around 80 million new iPhones last year. This news has sparked widespread attention in the market, and is expected to accelerate the development of the AI phone industry chain, bringing a new wave of growth opportunities for relevant listed companies.

I. Core Hardware and Software Vendors Speed Up the Arrival of AI Localization Stage

With the continuous development of AI technology, AI phones are undergoing a rapid transition from the AI functional stage to the AI localization stage. On the computing power front, chip giants like Apple, Qualcomm, and MediaTek have all released high-performance SoCs, providing powerful computing capabilities for AI phones. At the same time, mainstream smartphone manufacturers are actively deploying lightweight large language models, aiming for deep integration with the system, achieving seamless AI experience, and continuously exploring AI application scenarios.

AI phones demonstrate significant value potential in areas such as private intelligent assistants and enhanced office capabilities. Xingye Research believes that the development of AI phones can be divided into three stages: large model APP-ization, device AI functionalization, and AI localization. In 2024, AI phones have gradually reduced their reliance on large model apps, entering the AI functional stage, becoming the landing year for AI phones.

II. AI Phone Base Hardware Demand Soars

To meet the experience requirements of running large models, AI phones will see a significant increase in demand for basic hardware such as SoCs, memory, and cooling. Shanxi Securities points out that the accelerated AI progress of Apple phones will speed up phone replacement cycles, and the Apple industry chain is expected to enter a new cycle.

III. Relevant Listed Companies Embrace Development Opportunities

1. Tongxingda: As a core component supplier in the LCD display and optical camera fields, Tongxingda's products are widely used in AI phones, AI glasses, and AIPC, and its business is expected to benefit from the rapid development of AI phones.

2. Siquan New Materials: Siquan New Materials, specializing in the thermal management industry for many years, has customers including major North American clients, Xiaomi, Vivo, Samsung, Google, and other well-known brands, and will directly benefit from the increased demand for cooling performance in AI phones.

3. Green Precision: Green Precision, mainly providing precision structural components for overseas internationally renowned brands, will apply its products to terminal products such as foldable screen phones and smart glasses, and is expected to break through in the AI phone and wearable device fields.

With the continuous breakthroughs in AI technology and the steady growth of market demand, the AI phone industry chain will enter a period of rapid development, bringing new development opportunities for related listed companies. In the future, more companies are expected to join the research and development and production of AI phones, jointly driving the vigorous development of the AI phone industry.