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Custom Smartphone Shipments Forecast By AI and Gen AI capability December 2023 Update

Overview:

Gen AI has emerged as a key talking point in the smartphone segment lately and Counterpoint research expects GenAI smartphones to hit an inflection point in 2025 as the devices permeate the broader price segments.

Counterpoint research defines a Generative AI smartphone as a mobile device that leverages large-scale, pre-trained generative AI models for creating original content or performing contextually-aware tasks. In order to be considered a Generative AI smartphone, a device must meet the following criteria:

  • On-device or hybrid processing of foundational models, which enables the smartphone to perform complex generative AI tasks without relying solely on cloud-based servers.
  • Multimodal capabilities, allowing the device to process text, images, voice, and other forms of input to generate a variety of outputs, such as translations, image generation, and task completion.
  • A user experience that is fluid and seamless, enabling 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, include but are not limited to a processor built on the latest process node designed to undertake AI workloads, including for example, Tensor Processing Units (TPU) or Neural Processing Units (NPU), LPDDR5X RAM, UFS 3.1 storage, stable and high-speed connectivity options.

Note that the specific hardware specifications will likely evolve over time as technology advances, but at present, a device should have hardware capabilities that are comparable to or exceed the performance of current flagship smartphones in order to effectively run generative AI models.

In this report we estimate the overall market size of Gen AI smartphones and their penetration by key OEMs. We also discuss the underlying assumptions and role of key SoC players as well.

Table of Contents

Exhibit 1.0: Global Smartphone Shipments Forecast by Overall and Gen AI Smartphones (Mn Units)
Exhibit 1.1: Global Smartphone Shipments Forecast by key OEMs (Mn Units)
Exhibit 2.0: Global Gen AI* Smartphone Shipments and Share Forecast by key OEMs (Mn Units)
Exhibit 2.1: Gen AI* Smartphone Share Contribution of Overall Global Smartphone Market by OEMs
Exhibit 3.0: Gen AI* Smartphone SoC Shipments and Share

Published Date: April 2024

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