Haitong analyst Jeff Pu tells clients that the 3nm A18 Pro SoC will allow on-device AI for the iPhone 16 Pro series.
Haitong International Tech Research analyst Jeff Pu wrote a note to Haitong’s clients that was obtained by 9to5Google. In that note, Pu said that Apple is making changes to the A18 Pro application processor (AP) compared with its predecessor, the A17 Pro AP. Besides being made using TSMC’s second-generation 3nm node (N3E), the A18 Pro will include some changes designed to allow Apple to offer on-device AI for the iPhone 16 Pro and iPhone 16 Pro Max.
Pu writes in his note, «According to our supply chain checks, we are seeing growing demand for Apple’s A18, while its A17 Pro volume has stabilized since Feb. We note Apple’s A18 Pro, the 6-GPU version, will feature a larger die area (compared to A17 Pro), which could be a trend for edge AI computing.
