Artificial Intelligence for Edge Devices

Edge-Based AI Chipsets and Accelerators for Mobile Phones, Smart Speakers, HMDs, Automotive, PCs/Tablets, Drones, Security Cameras, Robots, Edge Servers, and Machine Vision: Global Market Analysis and Forecasts

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Pages: 60
Tables, Charts,
     & Figures:
146
Publication Date: 2Q 2020
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AI chipsets appeared on the horizon in 2016 after the industry began to grasp the vast computing needs of neural network (NN) processing. Early artificial intelligence (AI) chipsets, led by general-purpose graphics processing units, focused on the enterprise market and training workloads. They provided high compute capacity and the ability to run state-of-the-art networks at the time. However, the need for AI on edge devices was realized soon after and the race to design edge-optimized chipsets began. Edge inference has emerged as a key workload in 2019–20, and many companies have introduced their chipsets.

Several different factors are driving AI processing to the edge device. Privacy, security, cost, latency, and bandwidth are all being considered when evaluating data center versus edge processing needs. Applications like autonomous driving and navigation have sub-millisecond latency requirements that make edge processing mandatory. Other applications such as speech recognition on smart speakers generate privacy concerns. Keeping AI processing on the edge device circumvents privacy concerns while avoiding the bandwidth, latency, and cost concerns of cloud computing. Omdia forecasts that global AI edge chipset revenue will grow from $7.7bn in 2019 to $51.9bn by 2025.

This Omdia report provides a quantitative and qualitative assessment of the opportunity for AI edge processing across several consumer and enterprise device markets. The device categories include automotive, consumer and enterprise robots, drones, head-mounted displays (HMDs), mobile phones, PCs/tablets, security cameras, smart speakers, machine vision, and edge servers. Global revenue and shipment forecasts, segmented by chipset architecture, power consumption, compute capacity, training versus inference, and application attach rate for each device category, extend through 2025.

Key Questions Addressed:

  • Why is AI processing moving to the edge?
  • How will AI processing hardware vary among different device types?
  • How has the AI edge chipset market evolved since 2018?
  • What are the most popular AI edge applications?
  • What is the role of SoC accelerators at the edge and how will they compare to ASICs, CPUs, GPUs, and FPGAs?
  • What are the expected attach rates for AI edge processing through 2025?
  • Which chipset architectures are popular with different edge devices?
  • Which hardware companies will benefit from AI processing moving to the edge?
  • What are the key companies in the AI edge chipset market?

Who Needs This Report?

  • AI technology companies
  • Semiconductor and chipset vendors
  • Edge computing software vendors
  • Electronic design automation companies
  • Automotive companies
  • Drone and robot manufacturers
  • Machine vision companies
  • PC and server manufacturer companies
  • Investor community

Table of Contents

Executive Summary
Introduction
Key findings
Market forecasts

Market Issues
Market ecosystem
Market drivers
– Privacy
– Application-specific latency requirements
– Network bandwidth
– Data security
– Industry regulations
– Cost
Market barriers
– Availability of power on edge devices
– Increasing complexity and variety of AI models
– Neural network optimization tools on edge devices
– Model lifecycle management
Key markets and applications
– Automotive
– Consumer and enterprise robots
– Drones
– Head-mounted displays
– Smart speakers
– Mobile phones
– PCs/tablets
– Security cameras
– Machine vision
– Edge servers
– Others

Technology Issues
Wide range of edge devices
AI edge hardware: Key devices
Edge chipsets
– Power and performance
– Emerging architectures
AI edge chipset architectures
– Central processing units
– Graphics processing units
– Field-programmable gate arrays
– Application-specific integrated circuits
– System-on-chip accelerators
– Architecture comparison
Edge training
Edge inference and model optimization

Key Industry Players
Alibaba
Apple
Arm
Baidu
CEVA
Cognex
DJI
Google
Horizon Robotics
Intel
MediaTek
Mobileye (an Intel company)
Movidius (an Intel company)
Mythic
NVIDIA
Qualcomm
Tesla
Xilinx
Other industry players 

Market Forecasts
Forecast methodology
– Two different models
AI edge chipset forecasts by device category
AI edge chipset forecasts by chipset type
AI edge device forecasts by application
Additional breakdowns
– AI edge chipset forecasts by power consumption
– AI edge chipset forecasts by compute capacity
– AI edge chipset forecasts for training vs. inference
Conclusions

 

List of Charts, Figures, and Tables

Figures
  • AI edge chipset revenue, world markets: 2019–25
  • AI edge device attach rates, world markets: 2019–25
  • Market ecosystem for edge chipset companies
  • Large spread of edge devices in terms of power and performance needs
  • AI edge chipset revenue by device category, world markets: 2019–25
  • AI edge chipset shipments by device category, world markets: 2019–25
  • AI edge chipset year-over-year revenue growth rates, world markets: 2019–25
  • AI edge chipset revenue by chipset type, world markets: 2019–25
  • AI edge chipset shipments by chipset type, world markets: 2019–25
  • AI edge revenue by power consumption, world markets: 2019–25
  • AI edge revenue by compute capacity, world markets: 2019–25
  • AI edge revenue for inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for automotive by chipset type, world markets: 2019–25
  • AI edge chipset shipments for automotive by chipset type, world markets: 2019–25
  • AI edge chipset revenue for automotive by power consumption, world markets: 2019–25
  • AI edge chipset revenue for automotive by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for automotive, inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for consumer and enterprise robots by chipset type, world markets: 2019–25
  • AI edge chipset shipments for consumer and enterprise robots by chipset type, world markets: 2019–25
  • AI edge chipset revenue for consumer and enterprise robots by power consumption, world markets: 2019–25
  • AI edge chipset revenue for consumer and enterprise robots by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for consumer and enterprise robots, inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for drones by chipset type, world markets: 2019–25
  • AI edge chipset shipments for drones by chipset type, world markets: 2019–25
  • AI edge chipset revenue for drones by power consumption, world markets: 2019–25
  • AI edge chipset revenue for drones by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for drones, inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for HMDs by chipset type, world markets: 2019–25
  • AI edge chipset shipments for HMDs by chipset type, world markets: 2019–25
  • AI edge chipset revenue for HMDs by power consumption, world markets: 2019–25
  • AI edge chipset revenue for HMDs by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for HMDs, inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for smart speakers by chipset type, world markets: 2019–25
  • AI edge chipset shipments for smart speakers by chipset type, world markets: 2019–25
  • AI edge chipset revenue for smart speakers by power consumption, world markets: 2019–25
  • AI edge chipset revenue for smart speakers by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for smart speakers, inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for mobile phones by chipset type, world markets: 2019–25
  • AI edge chipset shipments for mobile phones by chipset type, world markets: 2019–25
  • AI edge chipset revenue for mobile phones by power consumption, world markets: 2019–25
  • AI edge chipset revenue for mobile phones by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for mobile phones, inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for PCs/tablets by chipset type, world markets: 2019–25
  • AI edge chipset shipments for PCs/tablets by chipset type, world markets: 2019–25
  • AI edge chipset revenue for PCs/tablets by power consumption, world markets: 2019–25
  • AI edge chipset revenue for PCs/tablets by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for PCs/tablets, inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for security cameras by chipset type, world markets: 2019–25
  • AI edge chipset shipments for security cameras by chipset type, world markets: 2019–25
  • AI edge chipset revenue for security cameras by power consumption, world markets: 2019–25
  • AI edge chipset revenue for security cameras by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for security cameras, inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for machine vision by chipset type, world markets: 2019–25
  • AI edge chipset shipments for machine vision by chipset type, world markets: 2019–25
  • AI edge chipset revenue for machine vision by power consumption, world markets: 2019–25
  • AI edge chipset revenue for machine vision by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for machine vision, inference vs. training, world markets: 2019–25
  • AI edge chipset revenue for edge servers by chipset type, world markets: 2019–25
  • AI edge chipset shipments for edge servers by chipset type, world markets: 2019–25
  • AI edge chipset revenue for edge servers by power consumption, world markets: 2019–25
  • AI edge chipset revenue for edge servers by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for edge servers, inference vs. training, world markets: 2019–25
Tables
  • Power needs of chipsets in popular edge devices
  • Correlation between power and performance in AI chipsets
  • Emerging architectures in AI edge chipsets
  • Comparison of AI chipsets for edge applications
  • Other industry players
  • AI edge device attach rates by application, world markets: 2019–25
  • AI edge chipset revenue by chipset type, world markets: 2019–25
  • AI edge chipset shipments by chipset type, world markets: 2019–25
  • AI edge chipset revenue growth rates, world markets: 2019–25
  • AI edge chipset revenue by power consumption, world markets: 2019–25
  • AI edge chipset revenue by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for inference vs. training, world markets: 2019–25
  • AI edge chipset revenue by device category, world markets: 2019–25
  • AI edge chipset shipments by device category, world markets: 2019–25
  • AI edge device shipments by device category, world markets: 2019–25
  • AI edge device attach rates by device category, world markets: 2019–25
  • AI edge device attach rates by application, world markets: 2019–25
  • AI edge chipset ASPs by chipset type, mobile, HMD, drones, and machine vision (non-PC), world markets: 2019–25
  • AI edge chipset ASPs by chipset type, edge server, world markets: 2019–25
  • AI edge chipset ASPs by chipset type, PC/tablet, world markets: 2019–25
  • AI edge chipset ASPs by chipset type, cameras, world markets: 2019–25
  • AI edge chipset ASPs by chipset type, smart speakers, world markets: 2019–25
  • AI edge chipset ASPs by chipset type, automotive, world markets: 2019–25
  • AI edge chipset ASPs by chipset type, robots, world markets: 2019–25
  • AI edge chipset revenue for automotive by chipset type, world markets: 2019–25
  • AI edge chipset shipments for automotive by chipset type, world markets: 2019–25
  • AI edge chipset revenue for automotive by power consumption, world markets: 2019–25
  • AI edge chipset revenue for automotive by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for automotive, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for automotive by application, world markets: 2019–25
  • AI edge chipset revenue for consumer and enterprise robots by chipset type, world markets: 2019–25
  • AI edge chipset shipments for consumer and enterprise robots by chipset type, world markets: 2019–25
  • AI edge chipset revenue for consumer and enterprise robots by power consumption, world markets: 2019–25
  • AI edge chipset revenue for consumer and enterprise robots by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for consumer and enterprise robots, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for consumer and enterprise robots by application, world markets: 2019–25
  • AI edge chipset revenue for drones by chipset type, world markets: 2019–25
  • AI edge chipset shipments for drones by chipset type, world markets: 2019–25
  • AI edge chipset revenue for drones by power consumption, world markets: 2019–25
  • AI edge chipset revenue for drones by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for drones, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for drones by application, world markets: 2019–25
  • AI edge chipset revenue for smart speakers by chipset type, world markets: 2019–25
  • AI edge chipset shipments for smart speakers by chipset type, world markets: 2019–25
  • AI edge chipset revenue for smart speakers by power consumption, world markets: 2019–25
  • AI edge chipset revenue for smart speakers by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for smart speakers, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for smart speakers by application, world markets: 2019–25
  • AI edge chipset revenue for HMDs by chipset type, world markets: 2019–25
  • AI edge chipset shipments for HMDs by chipset type, world markets: 2019–25
  • AI edge chipset revenue for HMDs by power consumption, world markets: 2019–25
  • AI edge chipset revenue for HMDs by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for HMDs, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for HMDs by application, world markets: 2019–25
  • AI edge chipset revenue for mobile phones by chipset type, world markets: 2019–25
  • AI edge chipset shipments for mobile phones by chipset type, world markets: 2019–25
  • AI edge chipset revenue for mobile phones by power consumption, world markets: 2019–25
  • AI edge chipset revenue for mobile phones by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for mobile phones, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for mobile phones by application, world markets: 2019–25
  • AI edge chipset revenue for PCs/tablets by chipset type, world markets: 2019–25
  • AI edge chipset shipments for PCs/tablets by chipset type, world markets: 2019–25
  • AI edge chipset revenue for PCs/tablets by power consumption, world markets: 2019–25
  • AI edge chipset revenue for PCs/tablets by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for PCs/tablets, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for PCs/tablets by application, world markets: 2019–25
  • AI edge chipset revenue for security cameras by chipset type, world markets: 2019–25
  • AI edge chipset shipments for security cameras by chipset type, world markets: 2019–25
  • AI edge chipset revenue for security cameras by power consumption, world markets: 2019–25
  • AI edge chipset revenue for security cameras by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for security cameras, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for security cameras by application, world markets: 2019–25
  • AI edge chipset revenue for machine vision by chipset type, world markets: 2019–25
  • AI edge chipset shipments for machine vision by chipset type, world markets: 2019–25
  • AI edge chipset revenue for machine vision by power consumption, world markets: 2019–25
  • AI edge chipset revenue for machine vision by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for machine vision, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for machine vision by application, world markets: 2019–25
  • AI edge chipset revenue for edge servers by chipset type, world markets: 2019–25
  • AI edge chipset shipments for edge servers by chipset type, world markets: 2019–25
  • AI edge chipset revenue for edge servers by power consumption, world markets: 2019–25
  • AI edge chipset revenue for edge servers by compute capacity, world markets: 2019–25
  • AI edge chipset revenue for edge servers, inference vs. training, world markets: 2019–25
  • AI edge device attach rates for edge servers by application, world markets: 2019–25