{"id":38761,"date":"2026-05-14T12:20:23","date_gmt":"2026-05-14T12:20:23","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/38761\/"},"modified":"2026-05-14T12:20:23","modified_gmt":"2026-05-14T12:20:23","slug":"analysts-say-agentic-ai-will-power-one-third-of-smartphones-within-two-years-qualcomm-nasdaqqcom","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/38761\/","title":{"rendered":"Analysts Say Agentic AI Will Power One-Third Of Smartphones Within Two Years – Qualcomm (NASDAQ:QCOM)"},"content":{"rendered":"

Counterpoint Research said the smartphone industry is rapidly shifting toward Agentic AI<\/a>, with chipmakers and device makers racing to build smarter, context-aware AI experiences directly into smartphones.<\/p>\n

Qualcomm And MediaTek Intensify AI Smartphone Competition<\/p>\n

Counterpoint Research noted<\/a> on Thursday that Agentic AI-capable smartphone chip shipments reached 4% penetration by the end of 2025, with adoption largely limited to premium Android devices.<\/p>\n

At the same time, its AI software ecosystem and developer collaborations accelerated adoption in flagship devices.<\/p>\n

At the same time, Mandal said MediaTek became the first chipmaker to commercialize Agentic AI capabilities through its Dimensity 9400 series, ahead of Qualcomm\u2019s Snapdragon 8 Elite Gen 5 launch.<\/p>\n

He added that MediaTek is aggressively expanding into premium smartphones and pushing advanced AI features into broader price categories, increasing competitive pressure on Qualcomm.<\/p>\n

Counterpoint also projected Agentic AI smartphone chip shipments to grow at a 281% compound annual growth rate between 2025 and 2027, with penetration expected to rise to 32% by 2027.<\/p>\n

Apple, Samsung And Google Pursue Different AI Strategies<\/p>\n

Counterpoint said Apple Inc. (NASDAQ:<\/a>AAPL<\/a>) continues focusing on on-device AI processing through its custom silicon, Neural Engine, unified memory architecture, and tightly integrated ecosystem.<\/p>\n

Researchers said Apple\u2019s eventual entry into dedicated Agentic AI smartphones could significantly reshape the market.<\/p>\n

The firm added that Samsung is strengthening its position through investments in memory-focused AI technologies and partnerships with Advanced Micro Devices, Inc. (NASDAQ:<\/a>AMD<\/a>) and Perplexity tied to the Galaxy S26 lineup.<\/p>\n

Meanwhile, Counterpoint said Alphabet Inc. (NASDAQ:<\/a>GOOGL<\/a>) Google is pursuing a hybrid edge-to-cloud AI strategy.<\/p>\n

Analysts Expect AI Features To Expand Beyond Premium Phones<\/p>\n

Research Vice President Peter Richardson said one in three smartphones sold in 2027 could support Agentic AI capabilities, driven by both premium devices above $600 and mid-high-tier phones priced between $250 and $600.<\/p>\n

Richardson added that OpenAI could also enter the smartphone market with AI-centric devices focused more on AI agents than traditional app-based experiences.<\/p>\n

However, supply-chain scale, memory availability, pricing, and user experience will determine commercial success.<\/p>\n

Senior Analyst Shivani Parashar said more than 80% of premium smartphones could support Agentic AI by 2027, but the larger opportunity lies in expanding these capabilities into mid-tier devices.<\/p>\n

She said MediaTek currently holds an early advantage in that transition through its Agentic AI-ready Dimensity 8400, 8450, and 8500 chipsets.<\/p>\n

Image via Shutterstock<\/p>\n","protected":false},"excerpt":{"rendered":"Counterpoint Research said the smartphone industry is rapidly shifting toward Agentic AI, with chipmakers and device makers racing…\n","protected":false},"author":2,"featured_media":38762,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[179,7493,8811,7910,5893,5896,5894,5892,5891,11323,8225,7778,18469,23967,8815,7914],"class_list":["post-38761","post","type-post","status-publish","format-standard","has-post-thumbnail","category-agentic-ai","tag-agentic-ai","tag-agentic-artificial-intelligence","tag-category-analyst-color","tag-category-analyst-ratings","tag-category-news","tag-category-tech","tag-category-top-stories","tag-cms-wordpress","tag-pageisbzpro-bz","tag-symbol-aapl","tag-symbol-amd","tag-symbol-googl","tag-symbol-qcom","tag-symbol-ssnlf","tag-symbol-tsm","tag-tag-expert-ideas"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/38761","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=38761"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/38761\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/38762"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=38761"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=38761"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=38761"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}