Market research firm Counterpoint Research predicts that smartphones with generative AI capabilities will constitute 45% of global shipments by 2026, and exceed 52% by 2027, becoming the industry standard. This projection follows active development and deployment of AI models on smartphones by major manufacturers. Consequently, 18 related stocks have received ratings from five or more institutional investors, with Lens Technology, TPK Holding, and iFlytek being among the most frequently rated. AI
IMPACT This forecast indicates a significant shift towards AI integration in consumer electronics, potentially driving demand for more powerful on-device AI processing and influencing future smartphone design and features.
RANK_REASON Market research firm Counterpoint Research published a forecast on AI smartphone market penetration. [lever_c_demoted from research: ic=1 ai=0.7]
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