Global On-Device AI Inference Chip Indusrty

©2026CIC.Allrightsreserved.Thisdocumentcontainshighlyconfidentialinformationandissolelyfortheuseofourclient. Nopartofitmaybecirculated,quoted,copiedorotherwisereproducedwithoutthewrittenconsentofCIC. CICReports|GlobalOn-Device Inference ChipIndustry Report Ex ecutiveSummary Therapid expansion of smart devices deployment has led to anexponentialincrease in perception data.This surge has sharplyraisedthe demand for front-end processing and real-time localcomputation.Traditional cloud-based architectures,limited bylatencyand computing capacity,are increasingly falling short ofcurrentapplication needs.As a result,AI-powered devices mustadvanceinbothhigh-precisionperceptionandefficientcomputation. Inthis context,on-device AI inference chips have grown moreimportantthan ever.By integrating AI models with smart deviceperceptiontechnologies,thesechipsformareal-timeclosed-loopsystemofsensing,computing,andexecution.TheyenableAI-drivenanalysisanddecision-makingdirectlyonthedeviceusingphysicaldatasuchastexts,images,videos,andaudios,significantlyreducingrelianceoncloudresources. CICReports|GlobalOn-Device Inference ChipIndustry Report TableofContents 1.MarketOverview1.1MarketDefinition1.2MarketSizeandShipment 2.Fast-growing product segment:Visual On-deviceInferenceChip 2.1MarketDefinitionofVisualOn-deviceAIInferenceChip2.2MarketSizeandshipmentofVisualAIInferenceChip2.3KeyDriversandTrendsinVisualOn-deviceAIInferenceChip CICReports|GlobalOn-Device Inference ChipIndustry Report 1.Mark etOverview 1.1MarketDefinition On-deviceAIinferencechipsareuseddirectlyinend-userdevices,suchasconsumerelectronicslikesmartphones,smartvehicles,andsmarthomeappliances. Surgingperception data volumes have driven more demands foron-deviceAI inference chips.Byintegrating AImodels with smartdeviceperception technologies,these chips form a real-timeclosed-loopsystem of sensing,computing,and execution.TheyenableAI-drivenanalysisanddecision-makingdirectlyonthedeviceusingphysical data such as texts,images,videos,and audios,significantlyreducingrelianceoncloudresources. 1.2MarketSizeandShipment Theon-deviceAIinferencechipmarketisbroad.Globalon-deviceAIinferencechipmarketsizeonvarioussegmentsisexpectedtogrowfast,withCAGRsof54.9%,34.2%,34.0%,17.9%and10.0%forrobots,visualon-deviceproduct,smartvehicle,personaldevicesandsmarthome,respectively. CICReports|GlobalOn-Device Inference ChipIndustry Report From2024to2030,Globalon-deviceAIinferencechipshipmentsonrobots,smart home,personal devices,smart vehicle,and visualon-deviceproduct are projected to achieve shipment CAGRs of54.4%,48.9%,32.9%,19.7%and10.2%,whiletheircounterpartsinChinaareexpectedtogrowattheratesof59.9%,55.3%,34.9%,22.5%and11.1%,respectively. CICReports|GlobalOn-Device Inference ChipIndustry Report Notes: Personaldeviceincludesconsumerelectronicssuchassmartphone,wearabledeviceandXRwhichreferstohead-mountedandwearabledevicesdesignedforimmersive interactiveexperiences,encompassing applications in virtualreality(VR)andaugmentedreality(AR). Visualon-device product includes visual perception devices in differentscenarios,suchasindustrial,urban,householdandother. Smartvehiclereferstovehiclesequippedwithintelligentdrivingfunctions. Smarthome refers tohousehold applications suchas TV,speaker,and airconditioner. Robotsincludeindustrialrobot,vacuumcleaner,fooddeliveryrobotsandetc. Otherincludesindustrialtestingequipmentandintelligentindustrialcontrolsystem. Source:CICReports,interviewswithmarketparticipants,industrypublications,governmentstatistics,listedcompanies’publicfilings,news CICReports|GlobalOn-Device Inference ChipIndustry Report 2.1MarketDefinitionofVisualOn-deviceAIInferenceChipVisualon-deviceproductsaredesignedtoprocessonlyasingletypeofvisualinput.Theycommonlyincludepublicsafetycameras,dashcams,smartlocks,machinevisioninspectionequipments,etc.Visualon-deviceAIinferencechipsaretypicallycategorizedbyperformanceintolow-endandmid-to-high-endcategories.Whilelow-endchipstypicallyfeaturelessthan1TOPS(TeraOperationsPerSecond)in computing power,mid-to-high-end chips exceed thisthreshold. 2.2MarketSizeandShipmentofVisualAIInferenceChip Asdemand continues to rise for high resolution,intelligent,andlow-latencyprocessinginvisualapplications,themarketisrapidlyshiftingtowardmid-to-high-endchips.Thesechipsareemergingasthefastest-growingproductsegment. In2024,theglobalmarketsizeformid-to-high-endvisualon-deviceAIinferencechipsisexpectedtoincreasefromRMB2.4billionin2024toRMB5.0billionin2030,representingaCAGRof13.1%. CICReports|GlobalOn-Device Inference ChipIndustry Report Correspondingly,global shipments of mid-to-high-end chipsreached34.8millionunits,accountingforapproximately26.0%ofthetotal.By2030,thisnumberisexpectedtoriseto99.9millionunits,withtheshareexpandingto41.3%. Marketsegmentation by application scenario provides anothercriticaldimensionforcalculation. Theglobal shipment of visual on-device AI inference chips is expectedtogrowsignificantlyfrom133.7millionunitsin2