모바일 인공지능(AI) 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the mobile artificial intelligence market size is projected to expand from USD 24.85 billion in 2025 and USD 30.48 billion in 2026 to USD 83.15 billion by 2031, registering a CAGR of 22.23% between 2026 to 2031.

This report is Segmented by Application (Smartphone, Camera, and More), 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, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Mobile Artificial Intelligence Market Trends and Insights

AI-Capable Processor Demand Surge

Vendors shipped more than 320 million AI-ready phones in 2025, and buyers now judge premium devices by NPU TOPS rather than CPU clock speeds. Snapdragon 8 Elite delivers 45 TOPS at 8 watts on a 3 nm node, a 60% efficiency jump over its predecessor. Apple's A18 Pro hits 35 TOPS with a 16-core neural engine, letting a 3-billion-parameter model stay local. MediaTek's Dimensity 9400 folds ray-tracing and diffusion-model hardware into a single SoC for mixed-reality tasks. Faster product cycles are tightening foundry and packaging supply, solidifying the position of firms that signed long-term capacity contracts during the 2023-2024 boom.

Generative-AI Smartphone Launches

Samsung's Galaxy S25 integrates Gemini Nano for call transcription without the cloud, eliminating 50-150 ms round-trip latency. Google's Pixel 9 introduced Magic Editor, performing diffusion-model inpainting locally in under three seconds. Xiaomi's 15 Pro leverages HyperOS 2.0 to orchestrate multi-app workflows offline. Devices now compete on inference latency and energy draw instead of megapixel count, repositioning software ecosystems as enduring competitive moats.

Premium Pricing of AI Chipsets

Snapdragon 8 Elite sells to OEMs for about USD 160, roughly 50% above a Snapdragon 7 Gen 3, adding USD 80-120 to retail prices in mid-tier handsets. Apple faces a similar gap between A18 Pro and A16, compressing margins in inflation-sensitive regions. CoWoS and I-Cube packaging tack on another USD 20-30 per die as demand outruns capacity. High entry prices confine cutting-edge AI to flagships until 2027, slowing mass adoption.

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 contributed 41.23% of the mobile artificial intelligence market size in 2025, confirming their role as the volume engine for silicon vendors. Growth is tapering, however, because mature markets are saturated and differentiation is shifting to software ecosystems that lock users in for longer upgrade cycles. Industrial robotics, by contrast, is forecast to climb at a 23.81% CAGR as labor shortages in logistics spur investment in mobile AI vision and path-planning modules.

The widening gap between smartphone volume and robotics velocity drives portfolio diversification. Chipmakers can leverage smartphone scale to amortize R&D while targeting high-margin robots that accept higher power envelopes. Qualcomm's robotics-ready RB5 and NVIDIA's 15-watt Jetson Orin Nano illustrate how suppliers repurpose mobile core IP for autonomous machines.

Hardware dominated with a 62.13% share in 2025, but software licensing is growing at a 22.41% CAGR, driven by SDK fees and model marketplaces that generate recurring revenue beyond silicon. Qualcomm's AI Hub monetizes over one hundred tuned models through per-device fees, and Apple's Core ML locks creators into the App Store's distribution economics.

As hardware margins compress under node and packaging costs, vendors seek annuity streams from developer ecosystems. This dynamic reshapes competition: firms that control both silicon and the OS can capture value twice, while pure-play chip designers must ally with platform owners or risk commoditization.

Complete Report Scope:

• By Application
  • Smartphone
  • Camera
  • Drone
  • Robotics
  • Automotive
  • Other Applications
• By Component
  • Hardware
  • Software
  • Services
• By Technology
  • CPU
  • GPU
  • NPU / AI Accelerator
  • DSP
• By Processing Type
  • On-Device / Edge
  • Cloud-Based
  • Hybrid
• By End-User Industry
  • Consumer Electronics
  • Automotive and Mobility
  • Industrial and Manufacturing
  • Healthcare and Life-Sciences
  • Defense and Aerospace
  • Other End-User Industries
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • India
    • Japan
    • South Korea
    • Australia and New Zealand
    • Rest of Asia-Pacific
  • Middle East
    • Saudi Arabia
    • United Arab Emirates
    • Turkey
    • Rest of Middle East
  • Africa
    • South Africa
    • Nigeria
    • Egypt
    • Rest of Africa

Geography Analysis

Asia-Pacific captured 37.16% of the mobile artificial intelligence market share in 2025 and will rise at a 24.12% CAGR as Chinese OEMs design in-house chipsets to sidestep export controls. State-backed funds exceeding USD 50 billion support 7 nm and 5 nm production lines at SMIC and Hua Hong, dialing down reliance on TSMC.

Japan's carriers are investing in 5G edge AI nodes for autonomous mobility pilots, while South Korea's vertically integrated Samsung funnels packaging breakthroughs directly into Galaxy devices. India's PLI subsidies attract Foxconn and Pegatron to localize AI-phone assembly, positioning the country as the world's low-cost production hub for mid-tier devices.

North America remains lucrative for ruggedized enterprise handhelds, but unit volumes trail Asia-Pacific. Europe's strict privacy laws drive on-device processing, yet slow new feature rollouts pending audits. The Middle East and Africa grow selectively via smart city budgets, while macroeconomic volatility suppresses South American upgrades.

1. Qualcomm Technologies Inc.
2. Apple Inc.
3. Samsung Electronics Co. Ltd.
4. MediaTek Inc.
5. Huawei Technologies Co. Ltd. (HiSilicon)
6. Alphabet Inc. (Google)
7. Nvidia Corporation
8. Intel Corporation
9. Microsoft Corporation
10. International Business Machines Corporation
11. Arm Ltd.
12. OPPO
13. Xiaomi Corporation
14. Vivo Mobile Communication Co. Ltd.
15. Honor Device Co. Ltd.
16. Baidu Inc.
17. Taiwan Semiconductor Manufacturing Company Limited (TSMC)
18. Synopsys Inc.
19. Cadence Design Systems Inc.
20. Graphcore Ltd.
21. Cerebras Systems Inc.

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 Memory Subsystem Breakthroughs for On-Device LLMs
  • 4.2.6 Proliferation of Open-Source TinyML Model Zoos
• 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 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Buyers
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 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
  • 5.2.2 Software
  • 5.2.3 Services
• 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 Other End-User Industries
• 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 of 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 Spain
    • 5.6.3.6 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 India
    • 5.6.4.3 Japan
    • 5.6.4.4 South Korea
    • 5.6.4.5 Australia and New Zealand
    • 5.6.4.6 Rest of Asia-Pacific
  • 5.6.5 Middle East
    • 5.6.5.1 Saudi Arabia
    • 5.6.5.2 United Arab Emirates
    • 5.6.5.3 Turkey
    • 5.6.5.4 Rest of Middle East
  • 5.6.6 Africa
    • 5.6.6.1 South Africa
    • 5.6.6.2 Nigeria
    • 5.6.6.3 Egypt
    • 5.6.6.4 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, Products and Services, Recent Developments)
  • 6.4.1 Qualcomm Technologies Inc.
  • 6.4.2 Apple Inc.
  • 6.4.3 Samsung Electronics Co. Ltd.
  • 6.4.4 MediaTek Inc.
  • 6.4.5 Huawei Technologies Co. Ltd. (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 International Business Machines Corporation
  • 6.4.11 Arm Ltd.
  • 6.4.12 OPPO
  • 6.4.13 Xiaomi Corporation
  • 6.4.14 Vivo Mobile Communication Co. Ltd.
  • 6.4.15 Honor Device Co. Ltd.
  • 6.4.16 Baidu Inc.
  • 6.4.17 Taiwan Semiconductor Manufacturing Company Limited (TSMC)
  • 6.4.18 Synopsys Inc.
  • 6.4.19 Cadence Design Systems Inc.
  • 6.4.20 Graphcore Ltd.
  • 6.4.21 Cerebras Systems Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment