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The shipment share of GenAI-capable smartphones is forecast to grow by 17 percentage points between 2025 and 2027. In 2027, GenAI smartphones were expected to account for 52 percent of total smartphone shipments.

AI is progressively being implemented in consumer tech

Recent times have been all about artificial intelligence (AI) and AI tools like ChatGPT. As a response, consumer electronics vendors are working on embedding their AI models in their devices, starting the era of AI consumer tech devices. In coming years, AI-capable devices are expected to take on the tech industry. For instance, around 43 percent of PCs shipped in 2025 were forecast to be AI PCs. In December 2025, ByteDance launched its first AI-native smartphone, nubia M153, with the Doubao AI assistant.

Smartphones: a flourishing and competitive market 

The addition of AI-capable smartphones will contribute to the growth of the global smartphone market, the revenue of which will increase in the near future, peaking at over 585 billion U.S. dollars by 2030. Similarly, the number of smartphone subscriptions will steadily rise in that period. The smartphone industry is quite competitive, with Apple and Samsung being the main leaders. In the last quarter of 2025, Apple was the leading vendor, holding a share of over 20 percent.