Overview: AI smartphones are growing at a rapid pace and are likely to reach 960 million units by 2030, representing a 70% penetration rate. The AI ecosystem is still in its infancy, and the players have strategic choices like open vs proprietary models, on-device vs cloud balance, and more. These choices will determine the differentiation and the future direction of the industry. The report explores the strategies of key ecosystem players (Samsung, Apple, Perplexity, OpenAI, Arm, Qualcomm, etc.) and how the smartphones will evolve over next decade to an agentic AI era.
Table of Contents:
- Executive Summary
- Definition of AI Smartphones
- Ecosystem Overview
- Industry Challenges
- Strategic Imperatives
- AI Smartphone Market Forecast
- Shipment Forecast
- Semi Content Forecast
- Strategy of Ecosystem Players
- OEM: Apple, Samsung, Chinese OEMs
- AI Players: OpenAI, Perplexity, Meta, Google
- Chipset: Qualcomm, Arm, MediaTek
- Evolution of AI Smartphones
- Near Term
- Long Term
Number of Pages: 45
Published Date: June 2025
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Author
Harshit Rastogi
Harshit Rastogi is an Analyst based out of Gurgaon, India. He closely tracks global handset market ecosystem and wearables. He has over 4 years of experience analysing trends and deriving strategic insights for key stakeholders.
Karn Chauhan
Karn is a Senior Analyst at Counterpoint Research, based in Gurgaon. He currently handles Global Devices and Ecosystems, Virtual Reality and Augmented Reality research. Karn has over 8 years of experience in the mobile device ecosystem space. He has a degree in Electronics and Communication.
Archie Zhang
Archie Zhang is a Beijing-based research analyst specializing in the smartphone market.
Formerly an award-winning Financial Times journalist covering China’s tech sector, Archie brings a unique blend of industry insight and storytelling expertise to market analysis.
Mohit Agrawal
Mohit is responsible for tracking Digital Transformation and Internet of Things (IoT) at Counterpoint Research. He has over two decades of rich industry experience having worked with large tech companies like Accenture, Airtel, Nokia, and Microsoft in the past. Before joining Counterpoint, Mohit was the co-founder & CEO of a start-up in the competitive and market intelligence space utilizing big data and AI. He is a keen follower of the developments in devices and key internet technologies like IoT, Blockchain, AI, etc.
Mohit is an engineer, MBA and a certified project management professional. He is based out of The Hague in Netherlands.
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