Counterpoint: Hardware competition becoming less relevant as AI skills

The smartphone industry is undergoing a significant shift, with hardware competition becoming less relevant as AI skills take center stage. According to Counterpoint Research, generative AI smartphones will make up 19% of global shipments in 2024, and by 2028, that number is expected to skyrocket to 54% with 730 million units shipped.


Leaders in the GenAI Smartphone Market

Samsung and Apple are poised to dominate the GenAI smartphone market in 2024, accounting for over 75% of global shipments. Their strong brand presence and high-end market dominance will drive consumer interest, particularly in regions with higher disposable income.

We're already seeing AI-powered features in smartphones, including:
  • Enhanced Imaging Capabilities
  • Translation Capabilities
  • Improved App Experiences
  • Content Recommendations
  • Personalized Content Creation
Qualcomm is playing a crucial role in driving GenAI smartphone experiences and shipments, enabling OEMs to deliver next-generation devices. Other players, like Microsoft, Intel, and AMD, will also contribute to the growth of AI laptop PCs, with 3 out of 4 laptop PCs sold in 2027 expected to be AI-enabled.

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