Overview 

The report examines how generative AI, heterogeneous computing and rising semiconductor complexity are reshaping smartphones, PCs, edge devices and cloud infrastructure. It connects changes in end-market demand with the evolution of CPUs, GPUs, NPUs, memory, process nodes and advanced packaging.

The report also considers what these developments mean for technology and semiconductor-IP providers, including the expansion of licensable compute opportunities beyond traditional graphics, the growing importance of software and customer enablement, and the strategic risks created by vertical integration and ecosystem concentration.

What the Full Report Will Cover

• Global smartphone market dynamics, including demand, OEM competition, premiumization and the effects of memory inflation across price segments.
• Mobile SoC and compute architecture trends, covering semiconductor content, GPU architectures, NPU performance, heterogeneous computing and process-node migration.
• AI smartphones and agentic interfaces, including on-device versus cloud execution, platform orchestration and emerging API-, GUI- and browser-based agent models.
• PC and Arm-platform developments, including AI-PC adoption, Windows on Arm and the effects of component costs on product positioning and demand.
• Cloud AI and enabling semiconductor infrastructure, spanning data-centre CPUs, GPUs, custom accelerators, memory and advanced packaging constraints.
• Strategic implications for technology-IP providers, including accessible growth markets, differentiation requirements, software enablement and the risks arising from vertical integration.

Who Should Read This

• Semiconductor and IP-company executives evaluating future opportunities across graphics, AI acceleration and heterogeneous compute.
• Corporate strategy and business-development teams assessing how changing device and platform architectures affect addressable markets and partnerships.
• Product and engineering leaders tracking CPU, GPU, NPU, memory, foundry and advanced-packaging roadmaps.
• Smartphone and PC ecosystem participants seeking to understand how AI, premiumization and component-cost pressures are reshaping device strategies.
• Automotive, industrial and edge-computing stakeholders evaluating the growing need for power-efficient, configurable and licensable compute technologies.
• Investors and technology decision-makers requiring an integrated view of end-market demand, semiconductor supply and emerging compute architectures.