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.

Insight

Google’s new Pixel 11 puts Gemini at center of AI phone battle with Apple

Counterpoint Research said AI currently ranks around sixth or seventh among consumers’ reasons for upgrading a smartphone, but has climbed one to two spots in its latest surveys as Gemini and Apple Intelligence have become more capable.