> most people are going to want a new a phone.

This is going to be harder, or, at least, harder to replace your current phone with something objectively better. RAM and Flash shortages / high prices are likely going to last for years, wars are additionally jeopardizing production of electronic components, and the current crop of mobile devices is already insanely powerful. It's going to be pretty hard to sell most people an upgrade that feels meaningful when it's going to be like 30% more expensive.

Running AI locally could be a big selling point for an upgrade, but see the problems with RAM and general production capacity overload. I's not going to be a mass-market thing.

>Running AI locally could be a big selling point

Actually will push a lot of people away. I don't want any hardware that has special relationships with AI LLM's.