Chan Ye Xin Xi Wang·2025-10-14 00:38Core Insights - AI SoC is optimized for AI tasks, providing efficient parallel computing capabilities, particularly suitable for machine learning and deep learning applications [1][5] - The global AI SoC shipment volume is projected to grow from 949 million units in 2020 to 1.565 billion units in 2024, achieving a compound annual growth rate (CAGR) of 13.3% [1][11] - The demand for edge AI SoC is driven by advancements in large language models and multimodal models, leading to a surge in edge-side inference requirements [1][11] AI SoC Industry Overview - AI SoC integrates specialized functional modules for AI computation on top of traditional SoC, distinguishing itself with AI accelerators like NPUs [1][5] - The AI SoC industry consists of upstream software suppliers, IP providers, raw material suppliers, and equipment suppliers, with a focus on design, manufacturing, and testing in the midstream [1][5][6] Market Trends - The visual AI SoC segment is growing, with shipments expected to reach 246 million units in 2024, a year-on-year increase of 52.9%, accounting for 15.7% of total AI SoC shipments [1][13] - In China, the AI SoC market is projected to reach approximately 280 million units by 2024, supported by government policies promoting AI integration across various sectors [1][14] Future Projections - AI SoC shipment volumes are expected to continue growing, with projections indicating over 4.5 billion units by 2030 due to increasing demands for high-performance computing and AI inference capabilities [1][16] - The product categories within the AI SoC market are anticipated to diversify, focusing on AI processing capabilities and addressing varying requirements across different devices [1][16]