Edge AI & On-Device NPUs

Accelerators that run inside phones, laptops, cars, cameras. Doesn’t consume data-center capex, but is a parallel TAM.

Players

Players: Qualcomm QCOM, Apple Neural Engine AAPL, MediaTek 2454.TW, Samsung Exynos 005930.KS, Intel (Lunar Lake NPU) INTC, AMD (XDNA) AMD, Hailo Private, Ambarella AMBA, Mobileye (EyeQ) MBLY, Sima.ai Private