Smartphone Apps Processor Market Share Model Q4 2025: RAM-flation poised to slow mobile AP growth

Q4 2025 smartphone AP units and revenue fell 2% YoY, with market performance increasingly tied to flagship devices and generative AI adoption.

The global smartphone applications processor (AP) market declined 2 percent year-on-year in unit growth during Q4 2025 with corresponding revenue decrease of 2 percent year-on-year. Smartphone market will increasing be defined by the success of flagship devices and adoption of generative AI and the latest silicon (with on-board AI accelerators) that power it. This report tracks stand-alone and integrated smartphone applications processor unit shipments, revenue market share and ASPs for 18 chip vendors from Q1 2008 to Q3 2026.