Overview: In the evolving landscape of GenAI smartphones, memory capacity trends show a nuanced trajectory.

The industry anticipates that once on-device AI—so-called “Physical AI” that generates and processes intelligence without relying on network connectivity—becomes mainstream, both DRAM and NAND capacities will see a sharp increase.

However, for now, manufacturers appear more focused on expanding the overall market size of GenAI smartphones rather than accelerating on-device functionality. This suggests the current trend will likely persist in the near term.