Published Date: October 2024
PDF: 8 Pages

Overview

The emergence of generative AI (GenAI) is transforming the smartphone industry, shifting focus from hardware advancements to delivering intelligent, adaptive, and personalized experiences. While hardware innovation has slowed, the industry is now centered on hyper-personalization powered by GenAI.

Here are some key takeaways:

  • GenAI enables hyper-personalization: GenAI smartphones will power more personalized experiences, reaching over 50% of global shipments by 2028.
  • Premium brands lead adoption: Samsung and Apple dominate early GenAI smartphone growth with hyper-personalization at the core.
  • Rising semiconductor demand: GenAI-driven hyper-personalization will push semiconductor costs to 45% of smartphone BoM by 2030.

Table of Contents

  • Rise of Generative AI in Smartphones
  • Transforming Smartphones with Hyper-Personalization
  • GenAI Changing the Smartphone Semiconductor Landscape

LEAD AUTHORS

Tarun Pathak
Research Director
Counterpoint Research

Karn Chauhan
Senior Analyst
Counterpoint Research

Parv Sharma
Senior Analyst
Counterpoint Research