2025年中国AI模组行业市场规模、进入壁垒及投资战略研究

Core Viewpoint - The report titled "2025-2031 China AI Module Industry Development Panorama Monitoring and Investment Direction Research Report" provides a comprehensive analysis of the AI module industry, highlighting its market dynamics, potential investment opportunities, and risks associated with the sector [1][21]. Group 1: Industry Overview - AI modules are integrated systems that deploy edge AI models, optimizing computing power and utilizing heterogeneous computing technologies, including GPU, NPU, and digital signal processors [1][6]. - The rapid development of IoT and AI has increased the demand for intelligent devices, leading to a shift towards cloud-edge collaboration, where AI modules can perform tasks like machine learning inference and image recognition directly on devices [1][10]. Group 2: Market Size and Growth - The Chinese wireless communication module market is projected to reach approximately 24.7 billion yuan in 2024 [1]. - The public AIoT market in China is estimated to be around 408 billion yuan in 2023, indicating significant growth potential for AI modules in various applications [10][11]. Group 3: Industry Chain Analysis - The AI module industry consists of three segments: upstream (raw material supply including AI accelerators and sensors), midstream (manufacturing processes such as design and testing), and downstream (applications in sectors like automotive electronics and smart homes) [2][8]. - AI modules serve as ideal enablers for edge AI, integrating communication and AI processing capabilities, which can be applied in smart home and retail scenarios [10][12]. Group 4: Competitive Landscape - The report analyzes the competitive landscape of the AI module industry, including key players and their operational status, providing insights into market concentration and competitive strategies [21][25]. - Shenzhen Guanghetong Wireless Co., Ltd. is highlighted as a leading company in the AI module sector, with a projected revenue of 8.189 billion yuan in 2024 [14][15]. Group 5: Future Outlook - The global AI module market is expected to reach approximately 600 million yuan in 2024, with a promising growth trajectory anticipated in the coming years [12][13]. - The report outlines future market predictions and strategic recommendations for companies operating in the AI module industry, emphasizing the importance of adapting to market trends and consumer demands [21][25].