1、 Memory At The Edge:Powering GenAIs Next Frontier June 2025 Copyright Counterpoint Research.All rights reserved.ContentsContents Executive Summary.3 Part 1:Future Smartphones Evolution From Communication Hub to Intelligent Agent.4 Market Outlook:Rapid Proliferation Underway.4 Agentic AI:The Core of

2、the Transformation.6 Contextual Awareness:The Engine of Personalization.7 Part 2:The On-Device Imperative and the Hardware Challenge.8 The Case for Edge Intelligence:Why On-Device Matters.8 Escalating Hardware Requirements:A System-Wide Upgrade.9 Part 3:The Memory-Powered Future of Edge AI.11 Unlock

3、ing Performance:The Role of Memory.11 Powering Tomorrows GenAI Smartphones:Next-Generation Memory Solutions.12 Quantization and Small Language Models.14 Conclusion Industry Action and a Call for Collaboration.16 Momentum Builds:Industry Actions and Investments Across the Ecosystem.16 Message to the

4、Industry:Align,Accelerate,Collaborate.16 Executive SummaryExecutive Summary The smartphone is undergoing its most profound transformation yet,evolving from a communication hub into an intelligent,context-aware,and increasingly autonomous agent.Driven by the rapid advancement of generative AI(GenAI),

5、particularly agentic AI capabilities,these devices are shifting from responding to commands to proactively understanding intent and acting on the users behalf.Counterpoint Research defines a GenAI smartphone as one“leveraging large-scale,pre-trained generative AI models to create original content or

6、 perform contextually-aware tasks,”signifying a fundamental change in mobile computing.Market adoption is accelerating dramatically.Counterpoint projects GenAI-capable smartphones will grow from approximately 20%of shipments in 2024 to 45%by 2027,surpassing a billion units in the installed base.This