MeiG(SZ:002881) Sou Hu Cai Jing·2025-07-23 01:50Group 1 - The core viewpoint is that edge AI modules will become the cornerstone of edge AI development, integrating NPU and advanced computing units for local AI inference in various scenarios [1] - The global edge AI market is projected to grow from 321.9 billion yuan in 2025 to 1,223 billion yuan in 2029, with a compound annual growth rate (CAGR) of 39.6% [4] - China's edge AI market is expected to rise from 80.2 billion yuan in 2025 to 307.7 billion yuan in 2029, with a CAGR of 39.9% [7] Group 2 - The automotive industry is increasingly demanding high-speed, low-latency, and local AI inference capabilities in vehicle-mounted modules, with high-performance modules gradually replacing traditional communication modules [10] - The domestic smart connected vehicle market is projected to reach 136.5 billion yuan in 2024 and 301.2 billion yuan by 2029, with a CAGR of 17% [12] - The wireless communication module market for smart connected vehicles is expected to grow from 2.3 billion yuan in 2020 to 5 billion yuan in 2024, and reach 15.9 billion yuan by 2029, with a CAGR of 26% from 2024 to 2029 [15]