“In the next five years, we’ll probably all have AI smartphones,” Amon said in an interview with Bloomberg TV on Tuesday. He explained that this challenge will continue as new use cases emerge, similar to what happened with the transition to smartphones.
According to a recent IDC forecast, in 2024 alone, Gen AI smartphones are expected to reach 234.2 million units, an increase of 363.6% year-over-year. IDC predicts that 912 million GenAI smartphones will be shipped by 2028, with a compound annual growth rate (CAGR) of 78.4% from 2024 to 2028.
“The rapid integration of GenAI into smartphones is unprecedented in mobile history, with market penetration expected to exceed 60% in the first three years,” said Nabila Popal, senior research director at IDC.
Although sales of GenAI smartphones may initially be focused on high-end models, the future is promising. As more phones are able to run GenAI directly, we can expect more personalized and proactive AI assistants. This change, driven by consumer interest and industry growth, will make the next decade the most exciting for smartphones.
San Diego-based Qualcomm, a leading player in the Android processor market, this week unveiled a new chip that enables smartphones to handle laptop-level functionality and AI applications.
The latest Snapdragon processors follow a similar pitch Qualcomm made to the PC market earlier this year, promising 45% faster speeds and lower energy consumption than previous models.
“We’ve gone from phones to cars to PCs and now to industry,” he said. “We did everything organically. We feel we have a very competitive roadmap.”
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