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Global On-Device AI Inference Chip Industry Summary

Core Content

The Global On-Device AI Inference Chip Industry Report by CIC provides an in-depth analysis of the market dynamics, growth trends, and key drivers for on-device AI inference chips. These chips are critical for enabling AI-driven analysis and decision-making directly on smart devices, reducing reliance on cloud resources and improving real-time performance.

Market Overview

1.1 Market Definition

On-device AI inference chips are integrated into end-user devices such as smartphones, smart vehicles, and smart home appliances. They form a closed-loop system for sensing, computing, and execution, processing physical data like texts, images, videos, and audios locally.

1.2 Market Size and Shipment

• Global Market Size (2024-2030E): Expected to grow across various segments with CAGRs of 54.9% (Robots), 34.2% (Visual on-device), 34.0% (Smart Vehicle), 17.9% (Personal Devices), and 10.0% (Smart Home).
• Global Shipments (2024-2030E): Projected to increase from 466.7 million units in 2024 to 2,145.6 million units in 2030.
• China Shipments (2024-2030E): Expected to reach 785.6 million units by 2030, with CAGRs of 59.9% (Robots), 34.9% (Personal Devices), 22.5% (Smart Vehicle), 55.3% (Smart Home), and 11.1% (Visual on-device).

Fast-growing Product Segment: Visual On-Device Inference Chip

2.1 Market Definition

Visual on-device AI inference chips are designed to process single-type visual input. They are categorized into low-end (≤1 TOPS) and mid-to-high-end (>1 TOPS) based on computing power. Applications include public safety cameras, dash cams, smart locks, and machine vision inspection equipment.

2.2 Market Size and Shipment

• Global Market Size (2024-2030E): Mid-to-high-end chips are expected to grow from RMB2.4 billion in 2024 to RMB5.0 billion in 2030, with a CAGR of 13.1%.
• Global Shipments (2024-2030E): Mid-to-high-end chips are expected to grow from 34.8 million units in 2024 to 99.9 million units in 2030, representing a share increase from 26.0% to 41.3%.
• China Shipments (2024-2030E): Expected to reach 105.4 million units by 2030, with increasing adoption across household, urban, and industrial applications.

2.3 Key Drivers and Trends

• Intelligent Transformation: Modern environments require real-time, precise, and intelligent processing. This has driven demand for chips that support facial recognition, behavior analysis, and anomaly detection.
• Rising Data Processing Demand: Devices are increasingly requiring high-resolution and multimodal perception, which necessitates heterogeneous chip architectures integrating NPUs, ISPs, and DSPs.
• Policy Support: In China, policies such as the "Internet of Everything" in Mobile Internet of Things, the New Infrastructure Construction Plan, and the 14th Five-Year Plan for Intelligent Manufacturing are promoting the development and large-scale deployment of on-device AI inference chips.

Key Insights

• Market Segmentation: The market is segmented by use case (Personal Devices, Visual On-Device, Smart Vehicles, Smart Home, Robots, and Other), with Robots and Smart Home showing the highest growth rates in China.
• Performance Trends: The market is shifting towards mid-to-high-end chips, driven by demand for higher performance and more complex AI tasks.
• Application Scenarios: Visual on-device chips are widely used in Industrial, Urban, Household, and Other scenarios, with Household showing the fastest growth in China.

About CIC

CIC is a professional consulting firm that provides tailored end-to-end support across the investment and financing lifecycle. It has a strong track record in guiding IPOs and offers in-depth market intelligence across various sectors, including artificial intelligence, big data, and high technology.

Methodology and Disclaimer

CIC uses a rigorous, multi-method research framework combining primary and secondary sources. The report is for informational purposes only and should not be construed as investment advice. CIC disclaims all liabilities arising from reliance on the information contained in the report.

Contact Information

For more information about the report or CIC services, please visit the official website or contact marketing@cninsights.com.