모바일 인공지능(AI) : 시장 점유율 분석, 산업 동향, 통계, 성장 예측(2025-2030년)

The Mobile Artificial Intelligence Market size is estimated at USD 24.85 billion in 2025, and is expected to reach USD 81.22 billion by 2030, at a CAGR of 28.65% during the forecast period (2025-2030).

Heightened regulatory focus on data sovereignty, rapid neural-processing-unit (NPU) innovation, and enterprise demand for low-latency inference are the primary growth catalysts. Breakthrough chip designs such as Qualcomm's Snapdragon 8 Elite and ARM's Cortex-X925 are resetting performance baselines for smartphones, vehicles, and industrial devices. Vendor strategies now emphasize vertically integrated hardware-software stacks that shorten time-to-market and enable differentiated on-device AI features. Supply-chain constraints in advanced substrates and high-bandwidth memory continue to influence pricing and availability, yet committed capacity expansions in Asia Pacific signal relief after 2026.

Global Mobile Artificial Intelligence Market Trends and Insights

AI-Capable Processor Demand Surge

Unprecedented uptake of AI-centric chipsets is reshaping device architecture. ARM's 3 nm Cortex-X925 delivers 46% higher throughput than prior cores at 3.8 GHz while holding power ceilings suitable for premium phones. Manufacturers securing long-term foundry allocation, such as Qualcomm and NVIDIA, mitigate supply risk and lock in competitive cost structures. Samsung's Galaxy S25 showcases a 40% NPU boost, underscoring how performance marketing has shifted from general CPU metrics to sustained AI inference capability. Chip demand is also driving innovation in solid-state cooling that supports 25-watt dissipation in handheld form factors. The resulting performance headroom accelerates conversational interfaces, real-time vision, and on-device analytics that previously relied on cloud services.

Generative-AI Smartphone Launches

Generative AI is moving from flagship exclusivity toward mass-market availability. Canalys projects that 54% of global handset shipments will be AI-ready by 2028, a steep adoption curve that mirrors past LTE transitions. Apple's Neural Engine now performs on-device context modeling for messaging, while Samsung's Galaxy AI offers live translation and content drafting. Price sensitivity in India illustrates adoption friction: sub-USD 600 devices represent only 4-5% of 2024 shipments, limiting early AI penetration. To bridge the gap, MediaTek introduced Dimensity 9400 with an integrated NPU tuned for mid-range handsets. Enterprise fleets also drive volume, with OPPO pledging to embed generative-AI features in 50 million units via Google and Microsoft partnerships.

Premium Pricing of AI Chipsets

Entry-level AI smartphones still debut near USD 600, limiting penetration in high-volume growth economies. High-bandwidth-memory shortages persist because Micron and SK Hynix have capacity booked out through 2025, sustaining elevated bill-of-materials costs. Packaging bottlenecks around TSMC's CoWoS lines add further cost pressure for mobile device makers. Vendors respond by tiering feature sets: essential AI functions are delivered via software optimization on legacy silicon, while premium models add advanced NPU acceleration. New fabs coming online in Taiwan and Japan after 2026 may gradually reduce the price delta between AI and non-AI chipsets.

Other drivers and restraints analyzed in the detailed report include:

1. Edge-AI Chip Energy-Efficiency Gains
2. Consumer Privacy and Low-Latency Need
3. Thermal and Power-Budget Constraints

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Smartphones retained 56% of 2024 revenue, yet automotive applications are set to post a 29.40% CAGR through 2030 as conversational in-car assistants and autonomous functions transition from luxury options to mainstream features. The mobile artificial intelligence market size for automotive systems is projected to scale rapidly once Level-3 highway pilots become standard equipment in premium models. Partnerships like SoundHound-Tencent prove that multilingual voice control can be integrated with existing infotainment stacks. Camera apps continue adopting AI for night-mode and de-noise pipelines, while drones leverage edge inference for obstacle avoidance in GNSS-denied zones.

High growth in vehicles reflects structural changes in electronic control units, where AI now governs perception, intent prediction, and personalized user experience. Mercedes-Benz integrates large language models via CARIAD platforms that learn driver routines and proactively schedule servicing. Industrial robots and medical wearables represent additional high-value niches, underscoring how the mobile artificial intelligence market is broadening beyond consumer messaging to mission-critical domains.

Hardware held 64% of the 2024 spend thanks to NPUs, GPUs, and mm-wave sensors embedded across devices. Nevertheless, services revenue is forecast to climb 27.00% CAGR as enterprises outsource model training, fine-tuning, and lifecycle management. Managed offerings from Verizon and SK Telecom bundle cloud GPUs, edge nodes, and orchestration software, letting firms add AI features without upfront capex. Software libraries such as ARM's Kleidi accelerate N-dimensional tensor operations on generic CPUs, improving utilization of installed silicon.

Sensor evolution further blurs hardware-software boundaries by embedding micro-controllers that execute first-pass AI locally. The resulting data economy creates recurring revenue for analytics, updates, and compliance services, validating how platform models reshape the mobile artificial intelligence market.

The Mobile Artificial Intelligence Market Report is Segmented by Application (Smartphone, Camera, Drone, Robotics, Automotive, and Other Applications), Component (Hardware, Software, and Services), Technology (CPU, GPU, NPU/AI Accelerator, and DSP), Processing Type (On-device/Edge, Cloud-Based, and Hybrid), End-User Industry (Consumer Electronics, Automotive and Mobility, Industrial and Manufacturing, and More), and Geography.

Geography Analysis

North America held 35% revenue share in 2024 as enterprises rapidly deployed private 5G and edge nodes to host on-premises AI workloads. Large funding rounds, including OpenAI's USD 40 billion raise, reinforce the region's leadership in foundational-model research and commercial adoption. Government grants and defense contracts further stimulate demand for secure on-device solutions that meet stringent compliance standards.

Asia Pacific is the fastest-growing territory with a 24.80% CAGR through 2030, propelled by SoftBank's USD 960 million infrastructure plan and SK Group's USD 6.5 billion data-center build-out. Japan's Cristal Intelligence initiative and South Korea's GPU-as-a-Service offerings extend AI capabilities to mid-market enterprises without in-house expertise. India's smartphone expansion into rural districts and indigenous language model projects point to robust downstream demand.

Europe contributes steady expansion led by Germany, France, and the United Kingdom, each aligning automotive and industrial policy with strict privacy rules under the EU AI Act. The Middle East is channeling oil-windfall funds into AI hubs, while Africa leverages mobile-first usage patterns to pilot AI services in agriculture and fintech. Altogether, regional divergences center on infrastructure maturity, regulatory climate, and device affordability, factors that collectively shape deployment velocity in the mobile artificial intelligence market.

1. Qualcomm Technologies
2. Apple Inc.
3. Samsung Electronics
4. MediaTek Inc.
5. Huawei Technologies (HiSilicon)
6. Alphabet Inc. (Google)
7. Nvidia Corporation
8. Intel Corporation
9. Microsoft Corporation
10. IBM Corporation
11. ARM Ltd.
12. OPPO
13. Xiaomi Corp.
14. Vivo
15. Honor Device Co.
16. Baidu Inc.
17. TSMC
18. Synopsys
19. Cadence Design Systems
20. Graphcore
21. Cerebras Systems

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 AI-capable processor demand surge
  • 4.2.2 Generative-AI smartphone launches
  • 4.2.3 Edge-AI chip energy-efficiency gains
  • 4.2.4 Consumer privacy and low-latency need
  • 4.2.5 Mobile-optimised LLM frameworks
  • 4.2.6 5G-telco AI-feature bundles
• 4.3 Market Restraints
  • 4.3.1 Premium pricing of AI chipsets
  • 4.3.2 Thermal and power-budget constraints
  • 4.3.3 Regulatory scrutiny on on-device data
  • 4.3.4 Advanced substrate supply crunch
• 4.4 Value/Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Application
  • 5.1.1 Smartphone
  • 5.1.2 Camera
  • 5.1.3 Drone
  • 5.1.4 Robotics
  • 5.1.5 Automotive
  • 5.1.6 Other Applications
• 5.2 By Component
  • 5.2.1 Hardware (AI Chipsets, Sensors)
  • 5.2.2 Software (SDKs, Frameworks)
  • 5.2.3 Services (Integration, Maintenance)
• 5.3 By Technology
  • 5.3.1 CPU
  • 5.3.2 GPU
  • 5.3.3 NPU/AI Accelerator
  • 5.3.4 DSP
• 5.4 By Processing Type
  • 5.4.1 On-device/Edge
  • 5.4.2 Cloud-based
  • 5.4.3 Hybrid
• 5.5 By End-user Industry
  • 5.5.1 Consumer Electronics
  • 5.5.2 Automotive and Mobility
  • 5.5.3 Industrial and Manufacturing
  • 5.5.4 Healthcare and Life-Sciences
  • 5.5.5 Defense and Aerospace
  • 5.5.6 Others
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Italy
    • 5.6.3.5 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 South Korea
    • 5.6.4.4 India
    • 5.6.4.5 Rest of Asia-Pacific
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 Middle East
    • 5.6.5.1.1 Saudi Arabia
    • 5.6.5.1.2 United Arab Emirates
    • 5.6.5.1.3 Rest of Middle East
    • 5.6.5.2 Africa
    • 5.6.5.2.1 South Africa
    • 5.6.5.2.2 Nigeria
    • 5.6.5.2.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Qualcomm Technologies
  • 6.4.2 Apple Inc.
  • 6.4.3 Samsung Electronics
  • 6.4.4 MediaTek Inc.
  • 6.4.5 Huawei Technologies (HiSilicon)
  • 6.4.6 Alphabet Inc. (Google)
  • 6.4.7 Nvidia Corporation
  • 6.4.8 Intel Corporation
  • 6.4.9 Microsoft Corporation
  • 6.4.10 IBM Corporation
  • 6.4.11 ARM Ltd.
  • 6.4.12 OPPO
  • 6.4.13 Xiaomi Corp.
  • 6.4.14 Vivo
  • 6.4.15 Honor Device Co.
  • 6.4.16 Baidu Inc.
  • 6.4.17 TSMC
  • 6.4.18 Synopsys
  • 6.4.19 Cadence Design Systems
  • 6.4.20 Graphcore
  • 6.4.21 Cerebras Systems

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment