The rapid rise of AI-enabled smartphones is becoming a major driver for the semiconductor industry, with over half of new smartphones expected to feature generative AI capabilities by 2028. Companies like Nvidia and Qualcomm are diversifying beyond traditional markets, focusing on edge computing and mobile AI to sustain growth. This pivot is fueled by advancements in chipset technologies, enabling efficient AI processing on devices and opening up opportunities in emerging markets. While the data center market remains a cornerstone of growth, the expansion into mobile and edge solutions redefines the semiconductor industry’s future trajectory.
My Take
The push toward AI-powered smartphones underscores the importance of edge AI innovation for semiconductor players. Balancing investments between data center advancements and mobile AI solutions is key to capturing value in this rapidly evolving market. Today, edge computing and mobile AI markets account for approximately 4-5% of the semiconductor market. However, this share is likely to grow to 30-35% by 2030, driven by the exponential growth in on-device AI processing and decentralized computing technologies.
Data for these projections is sourced from market analyses by Grand View Research, Fortune Business Insights, and MarketsandMarkets.
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Link to article:
https://www.perplexity.ai/page/ai-phones-sustain-chip-market-n2AZ5eQ1Q7e2u5Y6totzkg
Credit: Perplexity
This post was enhanced with AI assistance, thoroughly reviewed, edited, and reflects my own thoughts.