Overview

5G and Gen AI convergence are reshaping the mobile adoption. For the past few quarters, global smartphone market growth has been primarily driven by premiumization and 5G upgrades. 5G smartphone is expected to reach 73% in 2025. 5G with Gen AI will lead to a behavioral shift in how people interact with mobile platforms. One in three smartphones sold globally in 2025 was GenAI-capable, up from just 20% in 2024. The premium segment (>$600 wholesale price) led volumes, with GenAI capability becoming a standard feature in new premium launches. With continuous advancements in hardware and software, including next-gen chipsets and highly optimized LLMs, we forecast that by 2029, 60% of total smartphone shipments will be GenAI-capable. 
India can play a key role in driving this evolution as India provides huge scale for entire value chain due to huge consume base. With almost one billion mobile users, India can be perfect testbed for complex AI models and use cases.

Table of Contents

• 5G & Generative AI: The Next Wave of Mobile Adoption
• Top GenAI Use Cases : Multimodal Information Retrieval to Intelligent Camera
• Evolution of AI Smartphones
• Gen AI capable smartphones forecast
• India : Huge Scale Market For Entire Value Chain
• India: The Catalyst for Global AI and 5G Adoption

Number of Pages: 12

Published Date: December 19, 2025