Counterpoint Research predicts that smartphones with GenAI capabilities will account for 45% of global shipments by 2026, up from 36% in 2025. However, due to tight storage supply, global smartphone shipments are expected to decline by 13.9% year-on-year to 1.08 billion units in 2026, a historic low. It is anticipated that by 2027, the market share of GenAI smartphones will rise to 52%, potentially becoming a standard feature in the market.
