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BofA argues that we are fast entering the era of the “intelliphone”.
(IntelliPhones) aims to create a multi-year upgrade cycle, comparable to the step function enhancement of smartphones.
BofA predicts that AI phones will be adopted faster than smartphones and 5G (Exhibit 1).
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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