Friend: "Is it good to buy a Galaxy S24, I want to use Galaxy AI, there is a trade-in too, the price is good."
Hair: "You hurry up and buy it, Leela, I'm out of stock, wait a long time" (I can try it 555)
I love my friend very much, I see the money left. Use it to stimulate the economy, get an E-Receipt for tax deduction.
One of the younger siblings: "Brother, is the Galaxy S24 good, I want to use AI when I see it, so it looks very good."
Hair: "Didn't you just buy an iPhone 15 Pro Max?
Next year, I may be able to buy both the iPhone 16 Pro Max and the S25 Ultra at the same time.
She may not believe it, and my advice may not be correct.
I'm not an investment expert. Don't believe it too much.
But it's me. I think like this.
Look at Apple first
Recently, I see a lot of iPhone fans leaning towards Galaxy AI.
Let's keep our hearts strong. Kindaichi and Conan are helping to solve this mystery.
- In 2023, Apple ordered an AI server with a budget of more than 200,000 million baht. from NVIDIA (5% of the world's AI servers)
- Since 2017, Apple has bought more than 21 AI companies (some sources say 30).
- One of the companies that Apple has acquired is called Xnor.ai, which develops a state-of-the-art technology called Edge AI, or in simpler language, On-device AI.
- Apple Partners with Columbia University In October 2023, a multimodal LLM called Ferret was created, which is an on-device LLM that can run AI models on the device. No Cloud Required
- The test results also show that this Ferret surpasses OpenAI's GPT4 in computer vision work in terms of vision, analysis, and image recognition, and should make Apple jump to the forefront like others.
- Apple then began to release on-device AI research called HUGS, which creates 3D avatars into videos using devices like the iPhone and iPad, which is 100 times faster than traditional 3D avatar creations called NeuMan.
- LLM models with billions of key parameters are run on devices like iPhones and perform satisfactorily. This one is internally known as AppleGPT.
- According to an analysis from Bank of Anerika, iOS 18 will include a lot of AI features and allow developers to build AI apps for use on iPhones.
It is speculated that WWDC 2024 should feature the unveiling of Apple's AI and should be the protagonist of this event.
- When Edge AI is on the device, it means that there is no cost to use cloud-based AI like Samsung uses Google Gemini because it is designed to be used on that device.
- Eh, Edge AI, why do you buy so many AI servers? The easiest answer is to train an AI model to be very good at it, so that it can compete with the villagers and then continue processing it on a mobile phone.
- AppleGPT will be a big upgrade for Siri.
It is expected that Apple may have a 3-way revenue model:
1. It doesn't charge any extra users, but it's included in various iCloud packages.
2. If there are a lot of services, it may come out as Apple AI, apply for more monthly/yearly applications (MS Copilot, Google Duet AI).
3. Freemium is free to use for some services (Smarter Siri) and charges extra for some services separately.
Apps that will use AI features should use the same principle as OpenAI, which collects money based on actual usage through API keys.
Apple will get money from here in another way.
Stay tuned, Apple fans.
Look at Samsung's side.
- Samsung is also not ordinary. The LLM used is an on-device called Gauss that was developed by itself to run on Asian phones. Where is it common?
- Investing in various AI Cloud Servers, Samsung is competing with compatriot companies to make Hyperscale AI Cloud to compete with the American side as well.
- There are some services Samsung has to pay Google to use the Gemini Nano.
- Now that we are a Strategic Partner, we may get a lot of discount rates because we are the first and big ones who have loved each other for a long time, which should help Google expand its base in this area a lot.
- After the honey moon period that has been signed, such as 12 months, it should have to charge the user, otherwise Samsung will continue to bear this cost and collect more money, which should be Samsung's new revenue stream.
- 2023 is the first time that Apple's market share has surpassed Samsung's (last year, Samsung really seemed to be hit by Manhat).
Hit by the whole market on (iPhone), middle, and bottom (Chinese brands).
Operating profit fell by more than 90% due to supply chain failures.
Revenue fell 14.6%.
It is called Samsung's lowest fall in 15 years. - Even though he fell hard, he recovered quickly.
- The AI revenue model is likely to come in the form of complementary services similar to those of Apple and other companies.
Edge AI will be the hero of the AI world this year.
What will happen next is that many devices will have generative AI and machine learning.
World War III may not be a rocket launch, bombing each other.
But it could be an AI war between the Western and Eastern powers.
Rice cooker, TV, refrigerator AI Oven Must Come
But the most eye-catching battleground right now is the Samsung Galaxy AI and the iPhone.
Because for the first time, iPhone sales have surpassed Samsung.
References
