Industry Overview - The edge AI industry focuses on deploying AI capabilities directly on devices, reducing reliance on cloud services, enabling faster response times, better privacy protection, and lower network requirements [4] - Edge AI applications are widely used in devices such as PCs and smartphones, with significant potential to reshape device ecosystems and user experiences [4] - The industry is categorized into natural language processing, computer vision, intelligent voice, multimodal processing, and scientific computing based on model training directions [5] Industry Characteristics - The edge AI industry features diverse and innovative business models, including data-driven and platform-based approaches [6] - The competitive landscape is intense, with international tech giants and local innovative companies vying for market share [7] - The industry has vast growth potential in China, driven by digital transformation and increasing demand for AI applications across various sectors [8] Development History - The edge AI industry in China has evolved through three stages: the budding stage (2016-2017), the initiation stage (2018-2022), and the rapid development stage (2023-present) [9][10][11][12] - Key milestones include the launch of Huawei's Atlas intelligent computing platform in 2018 and the integration of AI capabilities into mobile operating systems by major tech companies in 2023 [11][12] Industry Chain Analysis - The upstream segment of the edge AI industry includes core technologies and hardware providers, such as algorithm frameworks, data, computing power, and AI chips [15] - The midstream segment focuses on system integration and platform services, with companies like Huawei and Alibaba Cloud leading the way [18] - The downstream segment involves industry solutions and product/software services, with applications in areas like humanoid robots and intelligent vehicle systems [20] Market Size and Growth Drivers - The edge AI market in China is projected to grow from RMB 500.044 billion in 2024 to RMB 1,907.13 billion in 2028, with a CAGR of 39.75% [22] - Growth is driven by increasing demand for smart security devices and the rapid development of the smart home industry [23][24] - The rise of AI smartphones and AI PCs is expected to further boost the edge AI market, with AI smartphone shipments in China projected to reach 150 million units by 2027 [25][26] Competitive Landscape - The edge AI industry in China is highly concentrated, with companies like Huawei Cloud, Alibaba Cloud, and SenseTime leading the first tier [19][21] - Second-tier companies include ThunderSoft, CloudWalk, and Hanwang Technology, while third-tier companies focus on specific niches [19][21] - Leading companies are expanding their market share by integrating AI capabilities into smartphones and exploring applications in intelligent driving [40][41][42] Key Players - ThunderSoft has developed a range of edge AI products, including intelligent vehicle solutions and AI-powered PC applications, showcasing its core capabilities in edge intelligence [49] - SenseTime leverages its "SenseNova" large model system to drive innovation in industries like finance and healthcare, supported by its high-performance computing infrastructure [51] - Huawei has integrated dedicated neural processing units (NPUs) into its high-end smartphones since 2017, enhancing AI computing capabilities and encouraging developer innovation [53]
端侧AI行业：引领边缘智能革命，激发数据潜能 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-07-23 12:00