视觉AI SoC市场前景（附行业现状分析、政策分析、发展环境）

Core Insights - The report highlights the growth and diversification of the visual AI SoC market, particularly in security applications, which is evolving into a more intelligent era with broader industry applications [1][4][23]. Market Overview - The global shipment of visual AI SoCs is projected to reach 365 million units by 2025, with security AI SoCs accounting for 212 million units (58.08%), automotive AI SoCs for 94 million units (25.83%), robotics AI SoCs for 15 million units (4.03%), and mobile imaging device AI SoCs for 22 million units (6.06%) [1][4][26]. - By 2026, the global shipment is expected to grow to 491 million units, with security AI SoCs at 266 million units (54.12%), automotive AI SoCs at 129 million units (26.34%), robotics AI SoCs at 27 million units (5.39%), and mobile imaging device AI SoCs at 39 million units (7.86%) [1][4][26]. Industry Definition and Applications - Visual AI SoCs are specifically optimized for visual-related AI tasks, integrating NPU to efficiently handle image and video AI computations. They are suitable for real-time, low-latency inference and are widely used in various edge devices, including cameras, video storage and analysis devices, robots, consumer drones, action cameras, AI glasses, and smart vehicles [3][25][29]. Industry Chain - The upstream of the visual AI SoC industry chain includes IP core supply, EDA tools, wafer manufacturing, and semiconductor materials and equipment such as photolithography machines and etching machines. The midstream involves the production of visual AI SoC chips and system integration, while the downstream applications span smart security, service robots, mobile imaging devices, smart cars, medical applications, and industrial control [8][31][32]. Competitive Landscape - The global visual AI SoC market is characterized by high concentration, with the top five companies holding a market share of 70.3%, the top three at 54.8%, and the top company at 26.7%. Key domestic players include companies like StarChip Technology, Amlogic, and Huawei HiSilicon [5][27]. Market Trends - The advancement of technologies such as 5G, large model computing, AI, and big data is driving the deep development and application of visual AI SoCs across various fields. Supported by national policies, domestic companies are increasing their R&D efforts, leading to improvements in domestic SoC chip technology and localization [5][27].