**苹果新动向：AI装置对DRAM需求或低于2GB**
近日，备受关注的天风国际证券分析师郭明錤发布报告指出，在Apple的最新智能设备规划中，AI模型对DRAM的需求可能低于市场预期。据其分析，尽管即将上市的iPhone 15配备强大的A16芯片，其算力为TOPS衡量标准的超越许多竞品，但它似乎无法支持即将推出的Apple Intelligence装置端AI大模型。与之形成对比的是M系列芯片的机型，搭载M芯片的机型被认为具备支持该大模型的能力。
郭明錤认为，关键在于DRAM的大小而非纯粹的AI算力。报告指出，尽管A16的算力相较于M系列芯片的AI算力表现略高，但由于其DRAM容量为相对较低之约的一半，该报告分析出对于目前的Apple Intelligence装置端AI模型来说DRAM大小尤为重要。他认为对于运行模型而言所需的DRAM大约仅在两GB左右或更低。这一发现无疑为行业带来全新的视角，未来苹果在AI领域的发展路径可能将更加注重内存的优化而非单纯依赖计算能力的提升。目前市场对此反应不一，后续发展值得持续关注。
英语如下：
News Title: “Apple’s AI Device End’s Big Model’s Demand for DRAM Unveiled: Less than 2GB Still Crucial”
Keywords: Apple AI Device, DRAM Demand, Model Size
News Content: **Apple’s New Move: AI Device’s DRAM Demand May Be Lower Than 2GB**
Recently, Guo Mingchi, a well-known analyst at Tianfeng International Securities, released a report revealing that in Apple’s latest smart device plans, the demand for DRAM in AI models may be lower than market expectations. According to his analysis, despite the upcoming iPhone 15 equipped with a powerful A16 chip that outperforms many competitors in terms of TOPS measurement, it does not seem to support the upcoming Apple Intelligence device-side AI big model. In contrast, models equipped with M-series chips are considered capable of supporting this big model.
Guo Mingchi believes that the key lies in the size of DRAM rather than pure AI computing power. The report indicates that although the A16’s computing power is slightly higher than that of the M-series chips in terms of AI performance, its DRAM capacity is about half as low. The report analyzes that DRAM size is particularly important for the current Apple Intelligence device-side AI model. He believes that the DRAM required for running the model is only around 2GB or lower. This discovery undoubtedly brings a new perspective to the industry, and Apple’s future development path in AI may focus more on memory optimization rather than relying solely on computing power improvements. Market reactions to this are mixed, and its subsequent development is worth continued attention.
【来源】https://ai-bot.cn/go/?url=aHR0cHM6Ly93d3cuamllbWlhbi5jb20vYXJ0aWNsZS8xMTI3ODkxMC5odG1s
Views: 3