Over 1 Billion Generative AI (GenAI) Smartphones to be Shipped Cumulatively During CY2024-2027

  • The smartphone industry is set for a revolutionary change with the introduction of Generative AI-based devices. 
  • The share of GenAI smartphones will be 4% of the market in 2023 and is likely to double next year.
  • By 2027, we expect the GenAI smartphone share to reach 40% and surpass half a billion in shipments.
  • Samsung will capture half of this market next year followed by key Chinese OEMs like Xiaomi, vivo, HONOR and OPPO.
  • Qualcomm and Samsung are immediate leaders as current product offerings and capabilities position them as first movers.
  • Qualcomm is likely to capture over 80% of the GenAI smartphone market for the next two years. MediaTek is likely to catch up with its Dimensity 9300-based devices.

Seoul, Beijing, Boston, Hong Kong, London, New Delhi, Taipei, Tokyo – December 20, 2023

The coming year will be pivotal for Generative AI (GenAI) smartphones with preliminary data projecting their shipments to reach over 100 million units in 2024, according to an upcoming report, “GenAI Smartphone Shipments and Insights”, from Counterpoint Research’s Smartphone 360 Service. By 2027, we expect GenAI smartphone shipments to reach 522 million units, growing at a CAGR of 83%.

Counterpoint Research defines GenAI smartphones as a subset of AI smartphones that uses Generative AI to create original content, rather than just providing pre-programmed responses or performing predefined tasks. These devices will run size-optimized AI models natively and come with certain hardware specifications. Our short-term GenAI landscape sees OEM roadmaps touching on four main areas – info provisioning, image building, live translation, and personal assistant applications.

Samsung and Qualcomm are immediate leaders as current product offerings and capabilities position them as first movers.

Similar to what it did with foldables, Samsung is likely to capture almost 50% share for the next two years, followed by key Chinese OEMs like Xiaomi, vivo, HONOR and OPPO. Samsung earlier highlighted the use case of its Galaxy AI on smartphones. This is one example of how OEMs are geared to differentiate their upcoming smartphones and GenAI will play a key role in that differentiation.

Qualcomm is likely to capture over 80% of the GenAI smartphone market for the next two years. MediaTek is likely to catch up with its Dimensity 9300-based devices.

Research Director Tarun Pathak said, “The share of GenAI smartphones in the overall smartphone market will be in single digits through next year. But those numbers will not accurately reflect the amount of excitement and marketing hyperbole we are expecting to see.”

Pathak added, “We are working to a standard definition developed with our clients and partners, reflecting inputs from across these key players. Next year is about learning and we expect GenAI smartphones to hit an inflection point in 2026 as the devices permeate through the broader price segments.”

Global GenAI Smartphone Share and Forecast, 2023-2027

Global GenAI Smartphone Share and Forecast, 2023-2027

Source: Counterpoint Research Smartphone 360 Service, GenAI Smartphone Shipments and Insights Report

VP & Research Director Peter Richardson said, “AI has been a feature of smartphones for the last few years. We now expect to see the emergence of smartphones optimized to run GenAI models in addition to the normal use of AI in smartphones. The likely use cases will include creating more personalized content, smarter digital assistants with unique personalities and conversation styles, content recommendations, and more. However, this will also require addressing issues like running into memory constraints and will likely lead to a hybrid approach in some cases. Nonetheless, one thing is for certain – we are entering an era where smartphone users no longer need to align to their devices; it will be the other way around with GenAI smartphones.”


Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Follow Counterpoint Research


Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited


In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.