Counterpoint: Smartphone Chip Shipments Incorporating AI Acceleration to Surge by 74% This Year
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Author:小编   

According to the most recent report from Counterpoint Research, the market for smartphones equipped with generative artificial intelligence (GenAI) is witnessing explosive expansion. Projections indicate that by 2025, one - third of smartphones shipped globally will be GenAI - enabled, with the number of annual shipments surpassing 400 million units. This represents a substantial rise from the one - fifth penetration rate seen in 2024.

This growth spurt is mainly due to breakthroughs in chipset technology and the refinement of lightweight large language models (LLMs). These advancements have facilitated the swift integration of GenAI features, originally found in high - end models, into the mid - range market.

Apple and Samsung are anticipated to dominate the early stages of this market. They plan to achieve this through seamless ecosystem integration and in - depth hardware - software optimization. On the other hand, Chinese brands like Xiaomi, OPPO, Vivo, and Honor are expected to spearhead the adoption of GenAI in the mid - range market starting from 2026. This will further accelerate the overall growth in smartphone shipments.

North America, Western Europe, and China are set to emerge as the key initial markets. Notably, North America could potentially achieve an 82% penetration rate for GenAI phones by 2028.

In the chipset arena, Qualcomm is projected to secure nearly 80% of the market share. Its main competitors will be MediaTek, Samsung Exynos, and Google Tensor G3.

From a technological standpoint, chips fabricated with processes below 7nm and those capable of on - device computing for models with tens of billions of parameters have become crucial drivers. They are transforming smartphones from mere passive tools into intelligent creative devices.