통신 및 컴퓨팅용 AI 칩셋(2025-2030년)

Overview:

The global technology landscape is currently undergoing a seismic shift, driven by the rapid evolution and deployment of AI chipsets. We are moving beyond the theoretical potential of artificial intelligence into a reality where the embedded system ecosystem is fundamentally transformed.

This report details how a staggering magnitude of global chipsets are now shipping with AI equipment, creating a near-future where approximately half of all electronics will possess some form of embedded intelligence. This transition represents more than a mere hardware upgrade; it is a critical restructuring of how devices process information, creating a new paradigm for essential business functions ranging from identity management and cybersecurity to complex authentication protocols.

Mind Commerce sees the proliferation of AI silicon as fostering a virtuous cycle of innovation that will define the next decade of technological development. As detailed in this analysis, the market is witnessing a robust positive feedback loop where the demand for AI capabilities drives the advancement of supporting components, including on-chip memory, sensors, and wireless communication interfaces like NFC and Bluetooth, which in turn enables even more sophisticated AI data processing.

Leading vendors are aggressively leveraging these advancements to revolutionize wireless networks, including 5G and LPWAN, as well as cloud and edge computing architectures. By embedding cognitive capabilities directly onto the silicon, we are seeing the rise of distributed intelligence, where devices no longer just collect data but actively learn from their environments to uncover hidden patterns and predict actionable insights in real-time.

For enterprise and industrial stakeholders, this report illustrates how AI chipsets have become the backbone of automated decision-making and robotic process automation. The analysis explores how these processors are optimizing data-intensive operations, specifically within business edge equipment where real-time analytics and "store versus process" decisions are critical. The impact extends equally to the consumer realm, where these chipsets are silently enhancing user experiences through improved product performance in areas such as cloud-based gaming and smart device interaction.

Whether for decision support systems or system optimization, the integration of multi-processor AI chipsets is proving to be a boon for the Information and Communications Technology (ICT) sector, driving improvements in product safety, efficiency, and overall computing performance.

Acquiring this Mind Commerce report provides a strategic advantage by offering a comprehensive evaluation of the leading market players, their technology strategies, and their solution plans for the coming years. It offers a deep dive into how AI chipsets are underpinning emerging and disintermediating technologies, including blockchain systems and edge server platforms.

Beyond the technology, the report provides rigorous quantitative data, offering forecasts for hardware, embedded software, and professional services across every major industry vertical. With regional and country-specific forecasts extending from 2025 to 2030, along with exclusive recommendations for ecosystem stakeholders, this document serves as an essential roadmap for navigating the complex and lucrative future of the AI chipset marketplace.

Companies in Report:

• Achronix Semiconductor Corporation
• Adapteva Inc.
• Advanced Micro Devices (AMD)
• AIBrain Inc.
• AIMotive
• AISPEECH
• AIStorm Inc.
• Alchip Technologies
• Alibaba Group
• Alphabet (Google)
• Amazon Inc.
• ANAFLASH
• Analog Devices Inc.
• AnotherBrain
• Apache Tvm (Apache Software Foundation)
• Apple Inc.
• Applied Materials Inc.
• Areanna AI
• ARM Limited (Softbank Group)
• ARTERIS Inc.
• Artosyn
• Baidu Inc.
• BITMAIN Technologies
• Black Sesame Technologies
• Blaize
• Brainchip
• Broadcom Inc.
• Cadence Design Systems
• Cambricon Technologies
• Canaan Inc.
• Cerebras Systems
• CEVA Inc.
• ChipIntelli
• Dell Technologies
• Enflame Tech
• Esperanto Technologies
• ETA Compute
• Faraday Technology Corporation
• Flex Logix Technologies
• Fujitsu Inc.
• General Vision Inc.
• Global Unichip Corp
• GrAI Matter Labs
• Graphcore
• GreenWaves Technologies
• Groq Inc.
• Gyrfalcon Technology
• HAILO
• Hewlett Packard Enterprise
• Horizon Robotics
• Huawei Technology
• IBM Corporation
• Imagination Technologies
• Inbenta Holding
• Infineon Technologies AG (Cypress Semiconductor)
• INNOGRIT
• IntelliFusion
• Intel Corporation
• KALRAY
• KNERON
• KONIKU
• KRTKL Inc.
• LG Corporation
• Lightelligence
• Lightmatter
• Marvell Technology
• Matrix AI
• MediaTek Inc.
• MEGVII
• Meta (Facebook)
• Microchip Technology Inc.
• Micron Technology
• Microsoft Corporation
• MIPS (Wave Computing)
• Mythic
• Nationalchip Science & Technology
• NEC Corporation
• NeuroBlade Ltd.
• NextVPU
• Nokia Corporation
• Novumind
• Numenta Inc.
• Nvidia Corporation
• NXP Semiconductors
• OctoML
• Onnc (Skymizer Taiwan)
• Optalysys Ltd.
• Pezy Computing
• Preferred Networks
• Qualcomm Incorporated
• Rain Neuromorphics
• Renesas Electronics Corporation
• Rockchip Electronics
• ROHM Co. Ltd.
• Rokid Inc.
• SambaNova Systems
• Samsung Electronics
• SEMTECH
• SenseTime
• SiFive Inc.
• SK Hynix Inc.
• SK Telecom
• STMicroelectronics
• Synopsys Inc.
• SynSense (Aictx)
• SYNTIANT CORP
• Tachyum
• Taiwan Semiconductor Manufacturing Company Limited (TSMC)
• Tenstorrent
• TensorFlow
• Tesla (DeepScale)
• Texas Instruments
• Thinkforce
• Toshiba Corporation
• Tsing Micro
• Unisoc Technologies
• Unisound
• Vathys
• VeriSilicon
• Western Digital
• YITU Tech
• ZTE Corporation

Table of Contents

1.0 Executive Summary

• 1.1 Research Overview
• 1.2 Research Objectives
• 1.3 Select Findings

2.0 Introduction

• 2.1 AI Chipsets
  • 2.1.1 Chipset Components
  • 2.1.2 General Purpose Applications
• 2.2 AI Systems
• 2.3 Market Dynamics Analysis
• 2.4 AI Investments
• 2.5 Competitive Market

3.0 AI Chipsets Technology and Application Analysis

• 3.1 Chipsets Technology and Products
• 3.2 AI Technology
  • 3.2.1 Machine Learning
  • 3.2.2 Machine Learning APIs
  • 3.2.3 Deep Machine Learning
  • 3.2.4 Natural Language Processing
  • 3.2.5 Computer Vision
  • 3.2.6 Voice Recognition
  • 3.2.7 Context Awareness Computing
  • 3.2.8 Neural Networks
  • 3.2.9 Facial Recognition
• 3.3 Deployment Platform
• 3.4 IoT Sector
• 3.5 Applications in Industry Verticals
• 3.6 Regional Markets
• 3.7 Value Chain
• 3.8 5G Network and Edge Computing
• 3.9 Cloud Computing and Data Analytics
• 3.10 Industry 4.0 and Factory Automation
• 3.11 Autonomous Networks
• 3.12 Blockchain Networks
• 3.13 Quantum Computing
• 3.14 Machine Intelligence
• 3.15 Nanoscale Technology
• 3.16 Mobile Network Operators

4.0 AI Chipset Company Analysis

• 4.1 Alphabet (Google)
• 4.2 Microsoft Corporation
• 4.3 Meta (Facebook)
• 4.4 Apple Inc.
• 4.5 IBM Corporation
• 4.6 Alibaba Group
• 4.7 Huawei Technology
• 4.8 Baidu Inc.
• 4.9 Tesla (DeepScale)
• 4.10 Hewlett Packard Enterprise
• 4.11 Fujitsu Inc.
• 4.12 Dell Technologies
• 4.13 Western Digital
• 4.14 Nokia Corporation
• 4.15 LG Corporation
• 4.16 Thinkforce
• 4.17 Canaan Inc.
• 4.18 Rokid Inc.
• 4.19 Cambricon Technologies
• 4.20 Horizon Robotics
• 4.21 BITMAIN Technologies
• 4.22 IntelliFusion
• 4.23 YITU Tech
• 4.24 NextVPU
• 4.25 Artosyn
• 4.26 Tsing Micro
• 4.27 Black Sesame Technologies
• 4.28 Enflame Tech
• 4.29 ChipIntelli
• 4.30 Unisound
• 4.31 AISPEECH
• 4.32 TensorFlow
• 4.33 Intel Corporation
• 4.34 Onnc (Skymizer Taiwan)
• 4.35 Apache Tvm (Apache Software Foundation)
• 4.36 OctoML
• 4.37 Nvidia Corporation
• 4.38 Tiramisu Compiler
• 4.39 Tensor Algebra Compiler
• 4.40 MLPErf
• 4.41 AI-Benchmark
• 4.42 Matrix AI
• 4.43 AIIA
• 4.44 DAWNBench
• 4.45 EEMBC MLMark Benchmark
• 4.46 ARM Limited (Softbank Group)
• 4.47 Synopsys Inc.
• 4.48 Imagination Technologies
• 4.49 CEVA Inc.
• 4.50 Cadence Design Systems
• 4.51 SiFive Inc.
• 4.52 ARTERIS Inc.
• 4.53 VeriSilicon
• 4.54 Broadcom Inc.
• 4.55 Global Unichip Corp
• 4.56 Alchip Technologies
• 4.57 Faraday Technology Corporation
• 4.58 Marvell Technology
• 4.59 Cerebras Systems
• 4.60 MIPS (Wave Computing)
• 4.61 Graphcore
• 4.62 SambaNova Systems
• 4.63 HAILO
• 4.64 Blaize
• 4.65 KALRAY
• 4.66 Groq Inc.
• 4.67 Tachyum
• 4.68 Esperanto Technologies
• 4.69 Pezy Computing
• 4.70 ETA Compute
• 4.71 GreenWaves Technologies
• 4.72 Preferred Networks
• 4.73 INNOGRIT
• 4.74 KNERON
• 4.75 AIStorm Inc.
• 4.76 NeuroBlade Ltd.
• 4.77 Novumind
• 4.78 Tenstorrent
• 4.79 AIMotive
• 4.80 Achronix Semiconductor Corporation
• 4.81 Flex Logix Technologies
• 4.82 Mythic
• 4.83 Areanna AI
• 4.84 ANAFLASH
• 4.85 Gyrfalcon Technology
• 4.86 SYNTIANT CORP
• 4.87 Lightelligence
• 4.88 Lightmatter
• 4.89 Optalysys Ltd.
• 4.90 Brainchip
• 4.91 SynSense (Aictx)
• 4.92 Rain Neuromorphics
• 4.93 GrAI Matter Labs
• 4.94 Samsung Electronics
• 4.95 Qualcomm Incorporated
• 4.96 Advanced Micro Devices
• 4.97 MediaTek Inc.
• 4.98 Unisoc Technologies
• 4.99 Rockchip Electronics
• 4.100 Nationalchip Science & Technology
• 4.101 NXP Semiconductors
• 4.102 Texas Instruments
• 4.103 Renesas Electronics Corporation
• 4.104 Toshiba Corporation
• 4.105 STMicroelectronics
• 4.106 Amazon Inc.
• 4.107 SK Telecom
• 4.108 Inbenta Holding
• 4.109 Microchip Technology Inc.
• 4.110 Micron Technology
• 4.111 AIBrain Inc.
• 4.112 General Vision Inc.
• 4.113 Analog Devices Inc.
• 4.114 Infineon Technologies AG (Cypress Semiconductor)
• 4.115 ROHM Co. Ltd.
• 4.116 SEMTECH
• 4.117 ZTE Corporation
• 4.118 NEC Corporation
• 4.119 Adapteva Inc.
• 4.120 Applied Materials Inc.
• 4.121 KONIKU
• 4.122 Numenta Inc.
• 4.123 SenseTime
• 4.124 KRTKL Inc.
• 4.125 SK Hynix Inc.
• 4.126 Taiwan Semiconductor Manufacturing Company Limited (TSMC)
• 4.127 AnotherBrain
• 4.128 Vathys
• 4.129 MEGVII

5.0 Watch Areas for the AI Chipset Market

• 5.1 OpenAI's Trillion Dollar Bet on Personal AI
• 5.2 Matching AI Supply and Anticipated Growth with Power Needs
• 5.3 Nvidia's Evolving AI Chipset Strategy

6.0 AI Chipset Market Analysis and Forecasts 2025 - 2030

• 6.1 Global AI Chipsets Market 2025 - 2030
  • 6.1.1 Total Global Market Size 2025 - 2030
  • 6.1.2 Market by Segment 2025 - 2030
    • 6.1.2.1 Market by Hardware 2025 - 2030
      • 6.1.2.1.1 Market by Product 2025 - 2030
      • 6.1.2.1.2 Product Market by Technology 2025 - 2030
      • 6.1.2.1.3 Market by Processor Type 2025 - 2030
    • 6.1.2.2 Software Market by AI Technology 2025 - 2030
      • 6.1.2.2.1 Software Market by AI Technology Type 2025 - 2030
      • 6.1.2.2.2 Software Market by ML Technology 2025 - 2030
    • 6.1.2.3 Market by Service 2025 - 2030
    • 6.1.2.4 Market by Professional Service 2025 - 2030
  • 6.1.3 Market by Deployment Platform 2025 - 2030
    • 6.1.3.1 Market by IoT Device 2025 - 2030
      • 6.1.3.1.1 Market by Wearable Device 2025 - 2030
      • 6.1.3.1.2 Market by Medical and Healthcare Device 2025 - 2030
      • 6.1.3.1.3 Market by Smart Appliances 2025 - 2030
      • 6.1.3.1.4 Market by Industrial Machine 2025 - 2030
      • 6.1.3.1.5 Market by Entertainment Device 2025 - 2030
      • 6.1.3.1.6 Market by Security Device 2025 - 2030
      • 6.1.3.1.7 Market by Network Device 2025 - 2030
      • 6.1.3.1.8 Market by Connected Vehicle Device 2025 - 2030
      • 6.1.3.1.9 Market by Smart Grid Device 2025 - 2030
      • 6.1.3.1.10 Market by Military Device 2025 - 2030
      • 6.1.3.1.11 Market by Energy Management Device 2025 - 2030
      • 6.1.3.1.12 Market by Agriculture Specific Device 2025 - 2030
    • 6.1.3.2 Market by Non-IoT Device 2025 - 2030
    • 6.1.3.3 Market by IoT "Things" 2025 - 2030
  • 6.1.4 Market by Application 2025 - 2030
  • 6.1.5 Market by Industry Vertical 2025 - 2030
    • 6.1.5.1 Market by Healthcare Application 2025 - 2030
    • 6.1.5.2 Market by Manufacturing Application 2025 - 2030
    • 6.1.5.3 Market by Consumer Electronics Application 2025 - 2030
    • 6.1.5.4 Market by Automotive and Transportation Application 2025 - 2030
    • 6.1.5.5 Market by Consumer Retail Application 2025 - 2030
    • 6.1.5.6 Market by Marketing Application 2025 - 2030
    • 6.1.5.7 Market by FinTech Application 2025 - 2030
    • 6.1.5.8 Market by Building and Construction Application 2025 - 2030
    • 6.1.5.9 Market by Agriculture Application 2025 - 2030
    • 6.1.5.10 Market by Security and Surveillance Application 2025 - 2030
    • 6.1.5.11 Market by Government and Military Application 2025 - 2030
    • 6.1.5.12 Market by Human Resource Application 2025 - 2030
    • 6.1.5.13 Market by Legal Application 2025 - 2030
    • 6.1.5.14 Market by Telecommunications and IT Application 2025 - 2030
    • 6.1.5.15 Market by Oil, Gas and Mining Applications 2025 - 2030
    • 6.1.5.16 Market by Logistics Applications 2025 - 2030
    • 6.1.5.17 Market by Education Applications 2025 - 2030
  • 6.1.6 Market by AI in Consumer, Enterprise, Industrial and Government 2025 - 2030
  • 6.1.7 Market in 5G Networks 2025 - 2030
    • 6.1.7.1 Overall AI in 5G Networks Market 2025 - 2030
    • 6.1.7.2 Market in 5G Network by Hardware, Software and Services 2025 - 2030
  • 6.1.8 Market in Edge Computing Networks 2025 - 2030
    • 6.1.8.1 Overall AI in Edge Computing 2025 - 2030
    • 6.1.8.2 Market in Edge Computing Network by Hardware, Software, and Services
  • 6.1.9 Market in Cloud Computing 2025 - 2030
    • 6.1.9.1 Overall AI in Cloud Computing 2025 - 2030
    • 6.1.9.2 Market in Cloud Computing by Hardware, Software, and Services
  • 6.1.10 Market in Quantum Computing 2025 - 2030
    • 6.1.10.1 Overall AI in Quantum Computing 2025 - 2030
    • 6.1.10.2 Market in Quantum Computing by Hardware, Software, and Services
    • 6.1.10.3 Market in Quantum Computing by Hardware
    • 6.1.10.4 Market in Quantum Computing by Software
  • 6.1.11 Market in Big Data Analytics 2025 - 2030
    • 6.1.11.1 Overall AI in Big Data 2025 - 2030
    • 6.1.11.2 Market in Big Data Analytics by Hardware, Software, and Services
  • 6.1.12 Market in IoT 2025 - 2030
    • 6.1.12.1 AI Chipset Market in IoT by Hardware, Software, and Services 2025 - 2030
    • 6.1.12.2 Market in IoT by Deployment Platform 2025 - 2030
    • 6.1.12.3 Market in IoT by Consumer, Enterprise, Industrial, and Government 2025 - 2030
  • 6.1.13 Market in Blockchain Networks 2025 - 2030
    • 6.1.13.1 Market in Blockchain by Hardware, Software, and Services 2025 - 2030
    • 6.1.13.2 Market in Blockchain Solution 2025 - 2030
• 6.2 Regional AI Chipsets Market 2025 - 2030
  • 6.2.1 Market by Region 2025 - 2030
    • 6.2.1.1 North America Market 2025 - 2030
    • 6.2.1.2 Europe Market 2025 - 2030
    • 6.2.1.3 Asia Pacific Market 2025 - 2030
    • 6.2.1.4 Middle East and Africa Market 2025 - 2030
    • 6.2.1.5 Latin America Market 2025 - 2030
• 6.3 AI Chipsets Deployment Forecast 2025 - 2030
  • 6.3.1 Total Global Deployment 2025 - 2030
  • 6.3.2 Deployment by Segment 2025 - 2030
    • 6.3.2.1 Deployment by Product 2025 - 2030
    • 6.3.2.2 Deployment by Technology 2025 - 2030
    • 6.3.2.3 Deployment by Processor Type 2025 - 2030
  • 6.3.3 Deployment by Platform 2025 - 2030
    • 6.3.3.1 Deployment by IoT Device 2025 - 2030
      • 6.3.3.1.1 Deployment by Wearable Device 2025 - 2030
      • 6.3.3.1.2 Deployment by Healthcare Device 2025 - 2030
      • 6.3.3.1.3 Deployment by Smart Appliances 2025 - 2030
      • 6.3.3.1.4 Deployment by Industrial Machines 2025 - 2030
      • 6.3.3.1.5 Deployment by Entertainment Device 2025 - 2030
      • 6.3.3.1.6 Deployment by Security Device 2025 - 2030
      • 6.3.3.1.7 Deployment by Network Device 2025 - 2030
      • 6.3.3.1.8 Deployment by Connected Vehicle Device 2025 - 2030
      • 6.3.3.1.9 Deployment by Smart Grid Device 2025 - 2030
      • 6.3.3.1.10 Deployment by Military Device 2025 - 2030
      • 6.3.3.1.11 Deployment by Energy Management Device 2025 - 2030
      • 6.3.3.1.12 Deployment by Agriculture Specific Device 2025 - 2030
    • 6.3.3.2 Deployment by Non-IoT Device 2025 - 2030
    • 6.3.3.3 Deployment by IoT "Things" 2025 - 2030
  • 6.3.4 Deployment by AI Technology 2025 - 2030
    • 6.3.4.1 Deployment by AI Technology Type 2025 - 2030
    • 6.3.4.2 Deployment by Machine Learning Technology 2025 - 2030
  • 6.3.5 Deployment by Application 2025 - 2030
  • 6.3.6 Deployment by Industry Vertical 2025 - 2030
  • 6.3.7 Deployment by Price Range 2025 - 2030
  • 6.3.8 Deployment by Region 2025 - 2030
    • 6.3.8.1 North America Deployment by Country 2025 - 2030
    • 6.3.8.2 Europe Deployment by Country 2025 - 2030
    • 6.3.8.3 Asia Pacific Deployment by Country 2025 - 2030
    • 6.3.8.4 Middle East and Africa Deployment by Country 2025 - 2030
    • 6.3.8.5 Latin America Deployment by Country 2025 - 2030

7.0 Conclusions and Recommendations

• 7.1 Advertisers and Media Companies
• 7.2 Artificial Intelligence Providers
• 7.3 Automotive Companies
• 7.4 Broadband Infrastructure Providers
• 7.5 Communication Service Providers
• 7.6 Computing Companies
• 7.7 Data Analytics Providers
• 7.8 Immersive Technology (AR, VR, and MR) Providers
• 7.9 Networking Equipment Providers
• 7.10 Networking Security Providers
• 7.11 Semiconductor Companies
• 7.12 IoT Suppliers and Service Providers
• 7.13 Software Providers
• 7.14 Smart City System Integrators
• 7.15 Automation System Providers
• 7.16 Social Media Companies
• 7.17 Workplace Solution Providers
• 7.18 Large Businesses, SMBs, and Governments
• 7.19 Future Market Direction
• 7.20 Recommendations for Investors