All research in AI Edge & Consumer Electronics — 1 reports.
On-device AI has moved from "feature enhancement" to "the right to define the device" — the real profit pool sits in the OS entry point, the default assistant, the chip platform, the developer API, and the multi-device account system. Microsoft Copilot+ PC, Apple Intelligence, Google Gemini, Amazon Alexa+, and the Meta-EssilorLuxottica smart glasses form five primary fronts, yet only a few have produced evidence that consumers will actually pay.