Memory Solutions for Gen AI Part 19: Smartphone Memory Capacity Trend
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.
Table of Contents:
- GenAI Smartphone's Memory Density Trend in Nuanced Trajectory
- Definition of GenAI Smartphone
- A Rew Reason's of why
- On-Device AI and Physical AI to Drive the Growth
Number of Pages: 7
Published Date: October 2025
Category
Industry
Semiconductors
Service
Memory
Report Type
Report
Time Period
Other
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Author
Jeongku Choi
Jeongku Choi is a Research Analyst at Counterpoint Research based in Seoul, Korea. As an engineer in LG Electronics, she was responsible for commercializing the latest technologies for new products in mobile and automotive. Also analyzing and strategizing the latest Android technology was one of her roles. Her interests are mobile, mobility, AI, and emerging technologies.