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Counterpoint: shipments of smartphone chips with AI acceleration to grow 74% this year

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Peter 01 October 2025

Apple Qualcomm MediaTek Mobile hardware

Counterpoint Research has published its findings and predictions for the shipments of GenAI-capable smartphone chipsets. Generative AI or GenAI, is a catch-all term for text, image, audio and video models and these chipsets have hardware acceleration for them instead of having to offload the task to the cloud.

GenAI-capable chipsets will make up 35% of all smartphone chipsets that will be shipped this year, predicts Counterpoint. That would be a 74% year-on-year increase from 2024.

Interestingly, Apple is the leader with an expected 46% share, followed by Qualcomm with 35% and MediaTek with 12%.

Counterpoint: shipments of smartphone chips with AI acceleration to grow 74% this year

Almost all (88%) of premium chipsets to be shipped this year support GenAI, a growth of 53% YoY driven by the arrival of new flagships from the major vendors: Apple A19 (Pro), Snapdragon 8 Elite Gen 5 and Dimensity 9500.

However, this isn’t a feature that is exclusive to flagships. The mid-range smartphone segment ($300-$499) is seeing rapid growth – 3x increase compared to last year – and will make up 38% of the total number of GenAI-capable phones this year.

These are based on chips from the Snapdragon 7 and 6 series and the Dimensity 8000 series. Qualcomm leads the segment with a 57% share.

Via

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Reader comments

b
  • bob
  • nEw
  • 02 Oct 2025

because fake al is the current fixation it's no suprise that npu included socs will be on the rise. they all think it's a selling point so they all want something to run the junk.

  • Reply
F
  • FatShady
  • CLq
  • 01 Oct 2025

google is hiding where you can disable their assistant, searching for a tutorial is becoming a must nowadays.

  • Reply
M
  • Moon
  • p6E
  • 01 Oct 2025

What is the point of AI hype without any real benefit to most people from AI, apart from sweet marketing slogans and attempts by a few sick actors to convince humanity that it is stupid and needs AI? In a decade, those same sick actors will be assuri...

  • Reply
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Total reader comments: 12

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