Global smartphone shipments show modest growth, driven largely by premium device upgrades featuring dedicated neural processing units. OEMs are prioritizing hardware-level inference to reduce operational cloud costs while enhancing data privacy.
Monetization and Upgrade Drivers
By embedding local processing capabilities, hardware manufacturers aim to shorten the consumer replacement cycle from 38 months to under 30 months. Enterprise adoption of secure mobile hardware is emerging as a critical growth segment for top-tier vendors.