The AI revolution: Will smartphone makers ride the ‘supercycle’ wave?

  • Smartphone makers are hoping that advancements in artificial intelligence will drive a new “supercycle” of growth for the industry.
  • The last supercycle occurred between 2010-2015 when smartphone sales grew rapidly thanks to new popular apps and faster internet access.
  • Major companies like Samsung, Google, and Apple are adding more powerful on-device AI capabilities to their latest phones.
  • These new AI features allow for live translation, image recognition, and advanced camera editing tools.
  • However, analysts are skeptical that AI alone will trigger a new supercycle as consumers are holding onto their phones longer.
  • For a supercycle to occur, AI would need to deliver truly intelligent and useful capabilities for consumers on a daily basis.
Scroll to Top