Overview: The smartphone industry is entering a new phase of AI-driven competition, where on-device intelligence is becoming a core differentiator across flagship and premium-mid smartphone segments. As generative AI and agentic AI capabilities move from the cloud to the edge, smartphone SoC vendors are rapidly evolving their AI strategies through more powerful NPUs, optimized memory architectures, energy-efficient computing, and tighter hardware-software integration.

This report provides a comprehensive analysis of the evolving smartphone SoC AI landscape, covering:

• Key generative AI and agentic AI trends,
• AI feature evolution across smartphones,
• NPU, memory, storage, and power optimization strategies,
• Competitive positioning of major SoC vendors including Apple, Qualcomm, MediaTek, Samsung, Google and HiSilicon.

In addition, the report assesses competitive dynamics, strategic roadmaps, and future opportunities as AI increasingly becomes central to smartphone user experience, ecosystem lock-in, and silicon value creation.

Table of Contents:

• Key Takeaways
• Gen AI Trend
• Agentic AI Trend
• AI Feature Analysis (NPU, Memory & Storage, Power)
• SoC Vendor Profiles (Apple, Qualcomm, MediaTek, Samsung, Google, Hisilicon)
• Competitive Analysis
• Strategic Outlook

Number of Pages: 72

Published Date: May 2026