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エッジデバイス向け人工知能 (AI) の世界市場分析・予測:エッジベースのAIチップセットおよびアクセラレーター

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

発行 Omdia | Tractica 商品コード 938659
出版日 ページ情報 英文 60 Pages; 146 Tables, Charts & Figures
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エッジデバイス向け人工知能 (AI) の世界市場分析・予測:エッジベースのAIチップセットおよびアクセラレーター 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
出版日: 2020年05月22日 ページ情報: 英文 60 Pages; 146 Tables, Charts & Figures
概要

世界のAIエッジチップセットの売上高は、2019年の77億米ドルから、2025年には519億米ドルに成長すると予測されています。

当レポートでは、世界のエッジデバイス向け人工知能 (AI) 市場を調査し、市場および技術の概要、市場成長推進因子および課題の分析、ハードウェア・ソフトウェア・サービス収益の推移と予測、および主要参入企業のプロファイルなどを提供しています。

第1章 エグゼクティブサマリー

第2章 市場課題

  • 市場エコシステム
  • 市場成長促進因子
    • プライバシー
    • アプリケーション固有のレイテンシー要件
    • ネットワーク帯域幅
    • データセキュリティ
    • 業界規制
    • コスト
  • 市場障壁
    • エッジデバイスでの電力
    • 複雑化・多様化するAIモデル
    • エッジデバイスにおけるニューラルネットワーク最適化ツール
    • モデルライフサイクル管理
  • 主な市場・用途
    • 自動車
    • 消費者・企業向けロボット
    • ドローン
    • ヘッドマウントディスプレイ
    • スマートスピーカー
    • 携帯電話
    • PC/タブレット
    • セキュリティカメラ
    • マシンビジョン
    • エッジサーバー
    • その他

第3章 技術課題

  • 多様なエッジデバイス
  • AIハードウェア:主要デバイス
  • エッジチップセット
    • パワーと性能
    • 新興アーキテクチャ
  • AIエッジチップセットのアーキテクチャ
    • CPU
    • GPU
    • FPGA
    • ASIC
    • SoCアクセラレーター
    • アーキテクチャの比較
  • エッジトレーニング
  • エッジインターフェースとモデルの最適化

第4章 主要企業

  • 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
  • その他

第5章 市場予測

  • 予測手法
  • AIエッジチップセット予測:デバイス分類別
  • AIエッジチップセット予測:チップセットタイプ別
  • AIエッジデバイス予測:アプリケーション別
  • 追加の内訳
  • 結論・提言
図表

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

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
目次

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