Counterpoint: generative AI phone penetration will reach 45% in 2026, and 52% in 2027
Affected by the continuing memory supply crisis, global smartphone shipments in 2026 are expected to plummet 13.9% year-on-year to 1.08 billion units, hitting a record low. At the same time, the penetration rate of AI phones will continue to rise, expected to reach 52% in 2027, meaning generative AI technology is about to become a standard configuration for smartphones.
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