AI has entered all areas of our lives, and although slowly, the tool we use and always carry in our pockets as an inseparable companion is working again. The hope is that it will attack it and contribute its grain of sand to common or new tasks, but that has a price. And that’s it an analyst for Omdia made a forecast very interesting for the near future: AI in mobile phones will increase the demand for storage capacity to 500 GB or more.
So far, at the moment, the most advanced AI phone from Google, the Pixel 8 Pro. Although functions are evolving and others are being added gradually, the truth is that the Tensor G3 which includes only some functions with it NPU, some online. But that will change in 2024 and above all, for the next year, which and at the same time, trigger the required hardware resources.
Mobile phones are entering a new era with AI and more storage capacity is needed
He is none other than the principal investigator of the company Omg, Yeon Seung-hoon which gave the notice with its latest report, in which it mentions the following:
“Next year, with the integration of Artificial Intelligence functions in smartphones, there will be growth opportunities for storage. To drive AI operations, including learning and inference, more of 15% of the total savings should be used in smartphones.
It is considered that the capacities depend on the smartphone models and range from 128 GB to 1 TB with NAND Flash, with the lowest capacity being the most preferred, cutting at least 15% of said capacity
Added to the weight of Apps and the weight of the OS, which is out of control, it leaves us with a truly worrying panorama.
At least 500 GB of storage or more by 2025
The AI push provided by Google in the sector will be endorsed by Samsung on January 17 and by Apple at the end of 2024. This means that the same services will work as before, that is, between the SoC and the cloud , but in 2025 the panorama will be very different.
In that year it is expected that SoCs have more power in their NPU and it will introduce very heavy algorithms in the terminals to guarantee better privacy for all users. In the cloud we do not know where our data is and how it is treated, therefore, both Apple, Google, as well as Samsung and definitely Huawei have chosen the cloud. Local generative AI therefore the required storage capacity increases.
The first data confirms that the minimum size to deal with it is 512 GB, 1 TB ideal, so we will start to see very powerful AI mobile phones with a storage capacity of 2 TB and even 4 TB. All you have to do is look at Samsung, which will be presented in January UFS 4.0 optimized for AI with the objective described above. Therefore, we may scale a new generation of NAND Flash on that date, or the price of smartphones with local AI will rise significantly, further dividing the market if possible.