Research Reports

Overview

Summary
In recent years, the global consumer market has experienced sluggish demand due to inflation and the overall economic uncertainty caused by the pandemic, marking the end of the high-growth trend for smartphones. Nevertheless, emerging markets have shown increasing demand for entry-level Android smartphones, which led to stabilizing global smartphone shipments in 2H23. Currently, MediaTek and Qualcomm are advancing AI chip development and introducing generative AI features into smartphones. These technological breakthroughs not only enhance smartphone performance but also gradually integrate AI applications into people's daily lives. As a result, the smartphone market is expected to recover in 2024 by moving away from the shadow of negative growth.

Table of Contents
1. AI-Empowered Phones to Become New Highlight amidst Decelerating Sales of Smartphones
  (1) Smartphones Gradually Stagnating in Sales
  (2) Demand for Smartphones Revitalized after Two Years of Sluggishness
  (3) Smartphones Incorporated with Generative AI

2. Rapid Development of AI Technology
  (1) AI Chips to Maintain High Growths throughout Next Several Years
  (2) Evolution of LLMs to Advance Improvement of Chip Performance
  (3) Image Generation and Smart Summary as Essential Features

3. Development of Major Smartphone SoC Suppliers
  (1) MediaTek
  (2) Qualcomm

4. TRI’s View
  (1) Specifications, Memory Capacity, and Battery Performance of AI Phones to Become Key Focal
  Points
  (2) Changes of Apple’s Market Share Affect Expansion Opportunities of Android Market Indirectly
  (3) AI Applications to Gradually Become Mainstream among PCs and Smartphones

＜Total Pages：9＞