Industry Checkpoint: consumer devices, Q3 2025

Devices

Industry Checkpoint: consumer devices, Q3 2025
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Developments and implications spanning AI, wearables and satellites

As the telecoms industry and wider digital ecosystem continue to evolve at an unprecedented speed, regularly assessing major developments and their implications is more important than ever. GSMA Intelligence's new Industry Checkpoint series helps navigate how the market is changing, identify the new trends that matter and understand the implications of these developments.

This edition of the Industry Checkpoint series focuses on consumer devices, highlighting how the market has changed in the last six months and its implications. The report considers four major developments: innovation expanding beyond smartphones to wearables and the smart home; smart glasses seeing a revival; chipmakers intensifying efforts with generative AI; and direct-to-device strategies increasingly becoming a regional play. 

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