Qualcomm CEO Cristiano Amon says artificial intelligence is set to change the way people use smartphones, even if the devices themselves are not going away.

Speaking to CNBC’s Arjun Kharpal on “The Tech Download,” Amon said phones will increasingly be operated by AI agents that can carry out tasks on behalf of users, from managing apps to interacting with services across the internet. He described agents as a major shift for the mobile industry, comparing their emergence to the rise of apps in the smartphone era.

Amon also said new categories of personal AI devices are beginning to take shape, including smart glasses, pins, pendants and other wearables. He said glasses are a natural fit for AI because they sit close to a user’s eyes, ears and mouth, allowing models to process what people see and hear in real time.

The Qualcomm chief also discussed what the shift means for the semiconductor industry, including the need for more powerful and efficient chips in phones, PCs, glasses, cars and other connected devices. He said AI is forcing a rethink of chip architecture as devices increasingly rely on a mix of CPUs, GPUs and neural processing units to run models across both the device and the cloud.

Amon also pointed to memory shortages and wider supply-chain constraints as key challenges for the industry, while arguing that the rise of AI devices could bring new players into consumer electronics.

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