The renewed optimism about smartphone gross sales comes scorching on the heels of the primary handsets with generative AI capabilities launched by main manufacturers. These will notch a jawdropping 344% enhance in shipments this 12 months, in line with IDC, and can have a minimum of 18% market share of their preliminary 12 months of existence.
Whereas AI telephones are nonetheless costly, the shipments progress is pushed primarily by Android gross sales in China and rising markets which might be on the rise. The truth is, the Android telephone shipments will develop by greater than 7% this 12 months, which is 9 occasions the Apple iPhone’s gross sales enhance forecast.
Nonetheless, there’s a potential upside to the iOS forecast with so much relying on how properly the demonstrated GenAI use instances play out within the upcoming iPhone 16 launch and the way quickly Apple can set up native AI partnerships in China. IDC expects the iOS trajectory to enhance in 2025 with 4% year-over-year progress because of Apple Intelligence, which is already creating lots of pleasure and is anticipated to realize momentum subsequent 12 months and encourage sooner upgrades.
Nabila Popal, senior analysis director with IDC’s Worldwide Quarterly Cell Cellphone Tracker, August ’24
Android telephone makers promote extra for much less. | Picture credit score – IDC
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