AI is Moving From the Digital World to the Physical World
Artificial Intelligence is entering a new phase of evolution. As AI moves beyond the cloud and becomes increasingly embedded in smartphones, intelligent devices, robots and vehicles, the next wave of growth will be driven by how AI is brought closer to users and into the physical world.
From smartphones evolving into personal AI hubs and a new generation of intelligent devices to humanoid robots and AI-powered vehicles, AI is expanding from Personal AI to Physical AI, creating new opportunities across the technology ecosystem and reshaping how products are designed, developed and commercialized.
Join Counterpoint Research analysts to explore how AI is evolving, where the next growth opportunities are emerging, and what these changes mean for OEMs, technology companies and component suppliers.
Why Attend
In this executive seminar, Counterpoint Research analysts will share their perspectives on the next phase of AI evolution and the opportunities emerging across devices, robotics, automotive and the underlying technology ecosystem.
Participants will gain insights into:
How smartphones are evolving from collections of AI features into agent-based Personal AI hubs, creating market opportunities through 2030.
Which emerging device categories could drive the next wave of Personal AI beyond smartphones.
How advances in AI models and embodied intelligence are accelerating the commercialization of humanoid robotics.
How autonomous driving and intelligent vehicles are becoming a new platform for AI.
How the shift from Personal AI to Physical AI is creating new opportunities across the hardware and semiconductor ecosystem.
Which technologies and market segments are best positioned to capture the next wave of AI-driven growth.
Agenda
Session
Topic
Speaker
Key Focus
Session 1
AI Smartphone – From Smart Device to Personal AI Hub
The AI smartphone is entering a new phase of evolution. As AI moves from a collection of features into agent-based systems, software is becoming a key differentiator as smartphone hardware becomes increasingly similar across brands. This session explores how the smartphone is being reinvented as a personal AI hub and orchestrator, including the trends and challenges shaping the market and the opportunity for generative AI and agentic smartphones through 2030.
Session 2
Personal AI Beyond the Smartphone: The Next Wave of Intelligent Devices
As AI moves beyond the smartphone, intelligence is spreading across a growing range of wearable devices. This session explores the trends and market opportunities across smart glasses,hearables, watches, rings and smart clothing, as well as the emerging AI devices and categories with the potential to scale.
Session 3
Physical AI: Humanoid Model Development and Commercial Deployment
The AI industry is shifting from pure digital generation toward engagement with the physical world, with deep integration between large-model technologies and physical systems emerging as a key evolutionary trend. This session examines the development of embodied AI foundation models, the role of World Models in improving robot intelligence, and how leading players are moving from pilot projects toward industrial-scale deployment.
Session 4
AI-Powered Automotive: The Car as the
Next AI Platform
The automotive industry is undergoing a structural transformation as AI increasingly becomes embedded in driving and cockpit systems. This session explores global automotive trends, the commercialization timeline of L3 autonomous driving, the evolution of intelligent cockpit and driving technologies, and how automotive AI is converging with developments across the broader Physical AI ecosystem.
Panel
From AI Applications to Hardware Opportunity: Who Will Win the Next AI Cycle?
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Author
Team Counterpoint
Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.
