Generative AI Phone Industry Whitepaper

Top

Generative AI Phone Industry Whitepaper

Jointly released by Counterpoint Research and MediaTek along with other partners, including 01.AI, Alibaba Cloud Tongyi Qianwen, Baichuan-AI, Huya, Kugou, OPPO, Soul, Tencent AI Lab, Tencent Hunyuan and vivo (in alphabetical order).

PDF | 33 pages
Published date: May 7, 2024

Overview
Table of Contents

The integration of generative AI technology is undoubtedly the main theme of the current and future development of the smartphone industry. It will open a new chapter in the evolution of smartphone intelligence and inject new momentum into the continued prosperity of the mobile internet ecosystem. In this context, Counterpoint and MediaTek, together with industry partners, have released the Generative AI Phone Industry Whitepaper which proposes the concept of generative AI phones and defines the necessary features of such devices.

• On-device or hybrid processing of foundational models: This enables the smartphone to perform complex generative AI tasks without relying solely on cloud-based servers.

• Multimodal capabilities: This allows the device to process text, images, voice and other forms of input to generate a variety of outputs, with use cases such as translations, image generation and video generation.

• A user experience that is fluid and seamless: This enables the device to provide natural interactions and intuitive responses to the user's inputs and requests.

• Hardware specifications that are capable of supporting the above capabilities: These include but are not limited to a processor built on the latest process node designed to undertake AI workload leveraging integrated or standalone neural network processing units (such as APU/NPU/TPU), large memory capacity with high bandwidth, stable and high-speed connectivity options, and hardware-level and software-level security solutions.

Counterpoint’s Definition of Generative AI Phone

The whitepaper also delves into the ecosystem of generative AI phones, discussing the AI strategies of various stakeholders, including chip vendors, smartphone OEMs, large AI model providers, and application developers, as well as the technology landscape of both hardware and software for generative AI phones. It also presents Counterpoint's predictions on the development of generative AI phones. Counterpoint expects the installed base of generative AI phones to exceed 1 billion by 2027 as generative AI technology achieves widespread adoption. This rapid increase is the result of powerful mobile computing platforms, a rich array of AI models of varying sizes, a complete set of supporting tools, and the active exploration and ever-increasing applications of AI by various industry stakeholders.

Generative AI Phone Installed Base Forecast (In Million Units)

• Preface
• Chapter 1: The Onset of New Generative AI Phone Era
- ◦ The History of Handset Smartization
- ◦ Counterpoint’s Definition of Generative AI Phones
- ◦ Device+Cloud Hybrid To be Mainstream in Deploying Generative AI
- ◦ Multi-modal Capacity Key to Realize Vision of AI Agents
- ◦ The Advantages of On-device Large AI Models
• Chapter Two: Generative AI Phone Ecosystem
- ◦ Current Status of LLM and Forecast
  - ◘ AI Yi Model Series
  - ◘ Tongyi Qianwen by Alibaba Cloud
  - ◘ Baichuan AI
  - ◘ Tecent Hunyuan
- ◦ Large AI Model Size Projected to Grow in Next Two Years
- ◦ App-based UI and AI Agent UI Coexist for Years
- ◦ Generative AI Strategies of Chip Vendors
- ◦ Generative AI Strategies of Smartphone OEMs
  - ◘ OPPO’s Generative AI Strategy
  - ◘ vivo’s Generative AI Strategy
- ◦ Generative AI Strategies of Developers
  - ◘ Huya
  - ◘ Kugou
  - ◘ Soul
  - ◘ Tencent AI Lab
• Chapter Three: Hardware and Software Technology Landscape of Generative AI Phones
- ◦ Hardware Requirements for Deploying Large AI Models
- ◦ Demand for Software Ecosystem
- ◦ Current Smartphone SoC Platforms Support AI on Device
• Chapter Four: Generative AI Phone Forecast

KEY HIGHLIGHTS

Infographic: Mobile Market Monitor
(Q1 and Q2 2023)
Global Smartphone Shipments Market Data
(Q3 2021 – Q2 2023)
China Smartphone Shipments Market Data
(Q1 2022 – Q2 2023)
US Smartphone Shipments Market Data
(Q1 2022 – Q2 2023)
India Smartphone Shipments Market Data
(Q1 2022 – Q2 2023)

CONTRIBUTORS

John Doe

Designer

John Doe

Designer

John Doe

Designer

John Doe

Designer

John Doe

Designer

John Doe

Designer

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited

Registration

In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.

Top