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From Technologies to Markets
© 2021
From Technologies to Markets
From Technologies to Markets
Computing and AI
technologies for
mobile and
consumer
applications
Market and Technology
Report 2021
Sample
2
2
2
• Glossaries 2
• Definitions 3
• Table of contents 7
• Report objectives 10
• Scope of the report 11
• Report methodology 14
• About the authors 15
• Companies cited in this report 16
• What we got right, what we got wrong 17
• Who should be interested by this report 18
• Yole Group of Companies related reports 19
• Three pages summary 21
• Executive summary 25
• Context 71
o Consumer electronics overview – on the road to augmented human
o From Image Processing to Image Analysis
o From audio processing to audio computing
o Toward edge computing
o Artificial Intelligence and Beyond
• Market forecasts 102
o Market forecast scope
o Market forecast methodology
o SoC volume shipment forecast 2016 - 2026
o SoC ASP forecast 2016 - 2026
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
TABLE OF CONTENTS
Part 1/3
o Mobile and consumer SoC Revenue forecast 2016 – 2026
o AI penetration rate
o Mobile and consumer SoC with AI unit shipment forecast 2016 – 2026
o Estimation of Ai unit ASP forecast 2016 – 2026
o Mobile and consumer integrated AI unit revenue forecast 2016 – 2026
o Mobile and consumer computing and AI forecast summary
• Market trends 118
o Smartphone 121
• Mobile's history
• Mobile market forecast 2016 – 2026 in units
• Evolution of smartphones towards AI
• Why Artificial intelligence in smartphones?
• Augmented reality on smartphones
• Virtual personal assistant On smartphones
• Smartphone application processors
• What about audio hardware for AI in smartphone?
o Drones 132
• Introduction to the consumer drone system
• Consumer drone market forecast In units
• Artificial intelligence in drones
• The difficult requirements for autonomy
• Are drones still an interesting business?
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
TABLE OF CONTENTS
Part 2/3
o Smart Home 139
• Smart home definitions
• Where to find of artificial intelligence in a smart home?
• Smart assistant Trends
• Smart TV Trends
• Consumer Security camera Market
• Consumer Security camera Market drivers
• Emerging smart home market trends
o Wearables 157
• Wearable market trend – The 3 waves
• Smartwatches
• Smartwatches market forecast 2016 -2026 in units
• Smartwatch market trend
• Smartwatches main use cases
• True Wireless Stereo (TWS) Earbuds
• TWS earbuds trends
• Definition and TWS earbuds market forecast 2016 -2026 in units
• Treatments trend to improve sound quality
• AR & VR
• AR & VR definition
• AR - What does the consumer want?
• AR use cases for consumers
• AR Market trends
• Is AR overhyped? Will AR happen for the consumer?
• VR use cases
o Market Trends Conclusion 189
• Market shares and supply chain 191
o Companies offering an AI solution
o IP and design services companies for consumer market processors
o Designers' companies for consumer market processors
o Consumer AI noteworthy news of the Last three years
o Consumer processor ecosystem overview
o Smartphone 201
• Smartphones OEMs landscape
• Smartphone Market share
• Smartphone application processor makers landscape
• Why would an OEM want to create its own chip?
• OEMs, Who can make their own APU?
• Application processor Revenue
• Smartphone processor supply chain 2019-2021
• Main player focus
o Drones 220
• DJI is the leader of consumer Drone market
o Smart Home 223
• Smart speaker landscape
• Focus on top players strategy
• Smart speaker processor supply chain and landscape in 2020
• Smart TV landscape: OEM and processors designers
• Security cameras, OEM and processors designers
• Smart home player’s acquisition and investments
4
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
TABLE OF CONTENTS
Part 3/3
o Wearables 238
• Smartwatches players landscape
• Smartwatches processor supply chain 2021
• Smartwatches application processor makers landscape
• TWS earbuds players
• TWS processor supply chain 2021
• TWS Bluetooth processors landscape and strategy
• AR and VR wearable devices landscape
• AR and VR processors
• Wearables player’s acquisition and investments
• Conclusion
o Tech Giant Analysis 253
o Company profile 273
• Technology trends 278
o Why compute AI at the edge is a necessity?
o Smartphones 285
• AI-accelerator, the specialized unit
• Main players description
• High-end application processors – specificities
• Status of AI for imaging and audio in smartphones
o Drones 292
o Smart homes 294
• Smart speaker processor technology trend
• Smart speakers and security cameras processors analysis
• High-end processors for smart home – specificities
• Computing hardware for systems used in smart home
o Wearables 305
• Smartwatches, TWS earbuds and AR/VR headset processor
analysis
• TWS earbuds processors specificities
• Technical trend for TWS Bluetooth processors
• Technology trend conclusions
o Hardware technology trends conclusions 318
• Conclusion 221
• Appendix 325
o Technology software 325
o Processor definition 344
• How to use our data? 351
• About Yole Développement 352
5
5
5
REPORT SCOPE: FOCUS ON EDGE COMPUTING
Three layers
of computing :
upper, middle
and bottom
layer
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
Cloud computing
Datacenter
Supercomputer
Thousands of
nodes
Edge computing
Network or Fog
On-premise, gateway,
industrial PC
Millions of
nodes
Edge computing
End-point
Devices
Billions of
nodes
Upper layer
Service
Applications, platform, infrastructure, high performance
computing and storage
Middle layer
Temporary relevant information storage and
computation
Bottom layer
End-point terminals
Wireless access
point
Fog-Cloud
communication
links
Edge
communication
links
Intelligent edge
nodes
Cloud
gateway 1
Cloud
gateway N
Cloud
gateway 2
Edge
gateway 1
Edge
gateway K
Radio
tower
Scope
6
6
6
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
FOCUS ON CONSUMER APPLICATIONS
Imaging
Audio
Mobile
Drones
TWS
Earbuds
Smartwatches
Yours needs are
out of the report’
scope?
Contact us for a custom study:
Smart speakers
SmartTVs
AR glasses
VR glasses
Security
cameras
Consumer
drones
Smartphone
Wearables
Smart home
7
7
7
DEFINITIONS OF CHIPS
Microprocessor (MPU) – A general-
purpose discrete processor optimized
for raw scalar performance.A Central
Processing Unit (CPU) is a
microprocessor used in a computer.
Microprocessor
MPU
Microcontroller (MCU) – A highly
cost, power, and area optimized
processor for use in very resource
constrained systems.
Microcontroller
MCU
Application Processor
APU
Applications Processor
(AP) – A processor optimized
through integrated resources
for rich performance in mobile
and similar moderately
constrained systems.
Programmable Logic Device (PLD) – A class of digitally
configurable ICs including CPLD, FPGA and configurable SoC.
• A Field Programmable Gate Array (FPGA) is a configurable
processor with a very high gate and interconnect count, capable of
reconfiguration even after system installation.
• A Configurable System-on-Chip (configurable SoC or cSoC) is
a hybrid processor with the integrated core design strategy of an
SoC paired with configurable logic.
Programmable
Logic Device
Configurable SoC
Field-Programmable
Gate Arrays
Digital Signal
Processor (DSP) – A
processor optimized for real-
time signal processing.
Digital Signal Processor
DSP
Graphics Processing Unit
Vision Processor
Artificial Intelligence
accelerators
Accelerators
Acceleration Coprocessors – A group of processors optimized for
system performance by offloading and accelerating specific classes of
software algorithms from the primary processor.
• Graphics Processing Unit (GPU) – A coprocessor optimized for
graphics and capable of general-purpose parallel processing acceleration.
• AI andVision Accelerator – A coprocessor optimized for neural
networking and similar algorithms commonly used in applications such as
vision processing.
• Other Accelerators – The overall group of acceleration processors
excluding graphics and AI coprocessors.
More complete definitions are provided in the appendix
Technology
scope
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
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• Types of hardware for smartphones, drones, smart home devices (smart speakers,
smart TVs, cameras) and wearables devices (smartwatches, TWS earbuds, AR/VR
headsets).
• Consumer processor forecast in volume shipment,ASP and revenue
• Forecast about AI penetration rate into main processors,AI unit ASP and revenue
• Artificial intelligence (AI) technologies used in consumer applications
• Edge computing for AI
• Ecosystems, market forecast, and trends
• AI consumer technology trends, including hardware evolution and AI integration
• Investments, merges and acquisitions analysis
KEY FEATURES OF REPORT
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
METHODOLOGIES & DEFINITIONS
Market
Volume (in Munits)
ASP (in $)
Revenue (in $M)
Yole’s market forecast model is based on the matching of several sources:
Information
Aggregation
Preexisting
information
10
Adrien Sanchez
As a Technology & Market Analyst,Adrien Sanchez belongs to the Computing & Software business unit atYole Développement (Yole), part of theYole
Group of Companies. In collaboration with his team,Adrien produces technology & market analyses covering computing hardware and software,AI,
machine learning and neural networks. Prior toYole, he worked as an intern at AW Europe (Belgium), where he focused on image recognition &
comprehension for ADAS. He also worked at ACOEM (France), where he focused on real-time sound classification using deep learning and edge
computing.Adrien graduated with a double degree at Grenoble Institute of Technology PHELMA (Grenoble INP Phelma, France) and Grenoble Ecole
de Management (GEM, France), and he earned an MSc on AI at Heriot-Watt University (Edinburgh, UK).
Email: adrien.sanchez@yole.fr
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
ABOUT THE AUTHOR
Biography & contact
John Lorenz is a Technology and Market Analyst, Computing & Software within the Semiconductor, Memory & Computing division at Yole
Développement (Yole), part of Yole Group of Companies. John is engaged in the development of market and technology monitors for the logic
segment of advanced semiconductors, with an initial focus on processors. Prior to joining Yole, John held various technical and strategic roles at
Micron Technology. On the engineering side, his roles included thin film process development and manufacturing integration on DRAM, NAND, and
emerging memory technologies and industrial engineering / factory physics for the R&D fab. On the strategic side, John ran the memory industry
supply & capex model for corporate strategy / market intelligence, and established the industry front-end costing model within strategic finance. John
has a Bachelor of Science degree in Mechanical Engineering from the University of Illinois Urbana-Champaign (USA), with a focus on MEMS devices.
Email: john.lorenz@yole.fr
John Lorenz
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Airoha,Alibaba,AllwinnerTechnology,Alphabet, Amazon,Ambarella,Amlogic,AMD,
Analog Devices,Anker,Apple,ARM,Asus,ATI,Axis Communication, Baidu, BesTechnic,
Bluetrum, Bose, Broadcom, CEVA,Cirrus Logic, Cray, Cypress, Deephi Tech,
DeepMind, DJI, DSP Group, Edifier, Facebook, Fossil, Fitbit, Garmin, Greenwaves,
Google, Graphcore, Hailo, Hisilicon, Hover Camera,Honor, HTC, Huami, Huawei,
IBM, Imagination, Infineon, Instagram, Intel, Inventiv, Jabra, Jaybird, JieliTechnology,
Kealtek, Knowles, Lenovo, Lemfo, LG, LightOn, Magic Leap, Mediatek, Microsoft,
Mobvoi, Motorola, Nokia, Nordic Semiconductor, Novatek, Nuance, Nubia, Nvidia,
Nuvia, NXP, Oculus, Oppo, Omnivision, OnePlus, Pacific Future, Parrot, Perceive, Pico,
Qualcomm, Realme, Rockchip, Samsung, Skydio, Silicon Labs, Socionext, Sonos, Sony,
STMicroelectronics, Synaptics, Synopsis,Tencent,Texas Instruments,Toshiba,TSMC,
UniSoc,VeriSilicon,Videantis,Vivo, Xiaomi, Xilinx, Zepp, ZTE, and many more.
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
COMPANIES CITED IN THIS REPORT
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PROCESSING AND COMPUTING FOR IMAGING APPLICATIONS
(Pre-)Process data
Processing
Analyze data
Computing
Image signal processor
ISP
Data type
Gathering data
Raw
Vector
Object
Computing
power
TOPS
GOPS
MOPS
Ø
Vision processor
VP
Standalone chip
Standalone chip
stacked with
sensor
Integrated in
application processor
Integrated in
application processor
Standalone chip
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
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13
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THE AUDIO CHAIN
sound source
microphone
Low pass
filter
Sampling Quantizing
Analog signal
Digital domain
Processing
Computing
Analyzing
Digital to
analog
conversion
Amplifier
pressure waves
loudspeaker
Low pass
filter
Analog signal
• Noise cancellation
• Echo cancellation
• Beam forming
• Source localization
• Speech recognition
• Data mining
Cloud
Cloud or
SoC
Codec IC
or SoC
Codec IC: Coding decoding Integrated Circuit
SoC: System on a Chip
Codec IC or SoC or
Amplifier IC
Digital microphone or Codec IC
or SoC
Codec IC or SoC
Power consumption
• Microphone: < 1 mW
• Codec: 5 mW
• Speech recognition: 100 mW (highly dependent on
number of words and algorithm)
• Amplifier: 50 mW for smartphone
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
14
MARKET FORECAST SCOPE
Market forecast consumer end-system selection
13 end-
systems have
been analyzed
in the report.
End system
APU based laptop
Tablet
Consumer drones
Smartphone
Security cameras
Personal robotics
AR headset
Application
Entertainment
Mobile
Home
Home
Wearables
Client PC
Smartwatches
Wearables
Wearables
TWS earbuds
Wearables Wireless headset (on & over)
AI Function
Imaging
Imaging
Imaging,Audio
Audio
Imaging,Audio
Imaging
Imaging,Audio
Imaging,Audio
Client PC
Imaging,Audio
Imaging,Audio
Imaging,Audio
Home SmartTVs
Home Smart speakers
Imaging
Consumer
market
VR headset
Wearables
Audio
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
MARKET FORECAST METHODOLOGY
Volume of end-systems for each selected
market segment
Volume shipments
of APU/SoC for each
selected market
segment
APU/SoC $ASP for
each selected market
segment
Reverse costing
Consolidation with
processors companies'
revenues
Revenue of APU/SoC
for each selected
market segment
Share(%) of APU/SoC
integrating AI acceleration
unit for each selected market
segment
Computing forecast
AI forecast
Value ($) of AI units
for each selected
market segment (as %
of processor ASP)
Estimation of revenue
associated to AI units
for each selected market
segment
Yole knowledges and
teams' feedbacks
16
16
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
FORECAST 2020 - 2026
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
MARKET TRENDS
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
ECOSYSTEM
19
MICROSOFT SITUATION
Cortana is dead, Microsoft give up the smart home personal assistant market
Microsoft quit
a very
competitive
smart home
market to
focus on
professional
segment,
leveraging its
growingTeams
solution.
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
In March 2021, Microsoft officially quit the smart
home personal assistant market with an update
which disactivate Cortana on of Invoke speakers
from Harman Kardon, the only physical speaker
which was integrating Cortana.
Microsoft unveil in March 2021 two new smart
speakers dedicated to professional meeting room
using Teams.
A new functionality is to leverage the 7 microphones
of the speaker to do vocal identification to
differentiate speakers in a same room and real time
speech to text to transcribe what is said by the
meeting participant.
From smart home to
professional meeting
20
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
2021 CONSUMER PROCESSOR ECOSYSTEM OVERVIEW
Main players
(#revenue ranking)
#1
#2
Smartphone
SmartTVs Smart speakers Smartwatches
Home security
cameras
TWS earbuds
#1 #1
(Only in China)
Non exhaustive list
#3
#2
#2
#3 #1 #1
#2
#3
21
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
SMART HOME PLAYER’S ACQUISITION AND INVESTMENTS (1/3)
International players (1/2)
Acquired
Apr 2014
Acquired
Oct 2015
Voice recognition
Voice interface
platform
Smart Assistant
Acquired
Sep 2017
Acquired for
$26M
Apr 2013
Digital
personal
assistant
Evi
Acquired
Dec 2017
Acquired
For $1B
Feb 2018
Wi-Fi home
security cameras
Outdoor home
security
Invest
Oct 2018
Smart
thermostats
and apps for
smart home
Acquired
Feb 2019
Wi-Fi system for
household use.
Tools for
developers to
build a Siri-like
speech interface
Intelligent assistant
for iOS and the web
Acquired
Jan 2015
Acquired
Jul 2017
Acquired
Jul 2018
Enables everyone to easily
create their own question-
answering system
Acquired for
$241M
Oct 2016
Platform that allows
improved personal assistant
and conversional capacities
Intelligent engine that
answers naturally-posed
factual questions
Question answer
system based on
Deep Learning
Investment
Nov 2019
Acquired
Mar 2018
Personal
assistant
Smart
cameras
Other
smart
home
Acquired for
$200M
Aug 2014
Smartphone app
that allows its
users to monitor
and control their
domestic affairs
22
22
22
ALIBABA - AI AND CONSUMER ACQUISITIONS AND INVESTMENTS – 2012 - 2021
Alibaba invest
heavily in AI
technologies
and consumer
products such
wearables.
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
Invest
Sep 2012
Invest
Feb 2014 &
May 2015
Invest
Jun2015
Highly scalable cloud
computing and data
management services
Ride-hailing company in
the U.S. that matches
drivers with passengers
who request rides.
AI start-up developing
machine vision technology
for content marketing
Cloud and big data
service provider
Location intelligence services
that enable advertisers to
reach mobile brand audiences
for marketing activities
Invest
Aug 2015
Invest
Sep 2015
Invest
Dec 2015
Invest
Oct 2016
Invest
Jun 2017
Invest
Jan 2016
Invest
Jan 2016
Autonomous video
security products for
enterprises
Infinity AR technology that can
turn any device into a powerful
content augmentation platform
Wearable technology that
enables users to interact with
digital devices in a completely
visually cinematic way
Invest
Nov2016
Invest
Jan 2017
Invest
Oct 2017
Invest
Dec 2017
Invest
Jul 2018
Systems that transform smartphones
into legacy medical devices and
smart health monitoring machines
Turns your self-driving
fleet data into high-
performance maps
AI
Around AI
2022
2012
AR products
Smart hardware
and SaaS solutions for
Food & Beverage business.
Data mining
Enables businesses to
easily ingest, store, and
analyze terabytes of data
with ease, in real-time.
AI + video
entertainment in China
Facial recognition
system Face++
Computer vision for
industry
Moredian
Invest
Jan 2018
Invest
Dec 2018
Invest
Apr 2019
Invest
May 2019
Acquired
May 2019
Invest
Feb 2020
Invest
Jun 2020
Invest
Dec 2020
Invest
Jun 2021
Robotics company
AI-enabled SaaS platform for planning
and running mass transportation.
AR software
platform
Sichuan Yunling
Zhicheng
Information
Technology
AI public data platform
23
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Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
TECHNOLOGY TRENDS
24
Contact our
SalesTeam
for more
information
24
Contact our
SalesTeam
for more
information
24
Contact our
SalesTeam
for more
information
Processor Market Monitor
Neuromorphic Computing
and Sensing 2021
Cameras and computing for
surveillance and security 2020
Microcontroller Market
Monitor
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
YOLE GROUP OF COMPANIES RELATED ANALYSES
Yole Développement
25
Contact our
SalesTeam
for more
information
25
Contact our
SalesTeam
for more
information
25
Contact our
SalesTeam
for more
information
Ambarella CV2 Computer
Vision SoC
Qualcomm Snapdragon 888
System on Chip with 5G Modem
Samsung Exynos 2100
System-on-Chip
Apple M1 System-on-Chip
Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
YOLE GROUP OF COMPANIES RELATED ANALYSES
System Plus Consulting
26
26
26
Yole Group of Companies, including Yole Développement,
System Plus Consulting and PISEO, are pleased to provide
you a glimpse of our accumulated knowledge.
We invite you to share our data with your own network,
within your presentations, press releases, dedicated
articles and more, but you first need approval from Yole
Public Relations department.
If you are interested, feel free to contact us right now!
We will also be more than happy to give you updated data
and appropriate formats.
Your contact: Sandrine Leroy, Dir. Public Relations
Email: leroy@yole.fr
HOWTO USE OUR DATA?
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27
About Yole Développement | www.yole.fr | ©2020
CONTACTS
Western US & Canada
Hal Levy - hal.levy@yole.fr
+ 1 408 334-0554
Eastern US & Canada
ChrisYouman - chris.youman@yole.fr
+1 919 607 9839
Europe and RoW
Lizzie Levenez - lizzie.levenez@yole.f
+49 151 23 54 41 82
DACH (North Germany,Austria, Switzerland)
Neha CHAUDHURY - neha.chaudhury@yole.fr
+49 172 97 47 248
Benelux, UK & Scandinavia
Marine Wybranietz - marine.wybranietz@yole.fr
+49 69 96 21 76 78
South Germany & France
Martine Komono - martine.komono@yole.fr
+49 173 69 43 31
India and RoA
Takashi Onozawa - takashi.onozawa@yole.fr
+81 80 4371 4887
Greater China
MavisWang - mavis.wang@yole.fr
+886 979 336 809 +86 136 6156 6824
Korea
Peter Ok - peter.ok@yole.fr
+82 10 4089 0233
Japan
Miho Ohtake - miho.ohtake@yole.fr
+81 34 4059 204
Toru Hosaka – toru.hosaka@yole.fr
+81 90 1775 3866
Japan and Singapore
Itsuyo Oshiba - itsuyo.oshiba@yole.fr
+81 80 3577 3042
FINANCIAL SERVICES
› Jean-Christophe Eloy - eloy@yole.fr
+33 4 72 83 01 80
› Ivan Donaldson - ivan.donaldson@yole.fr
+1 208 850 3914
CUSTOM PROJECT SERVICES
› Jérome Azémar, Yole Développement -
jerome.azemar@yole.fr - +33 6 27 68 69 33
› Julie Coulon, System Plus Consulting -
jcoulon@systemplus.fr - +33 2 72 17 89 85
GENERAL
› Sandrine Leroy, Public Relations
sandrine.leroy@yole.fr - +33 4 72 83 01 89
› General inquiries: info@yole.fr - +33 4 72 83 01 80
REPORTS, MONITORS &TRACKS
Follow us on
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Computing and AI technologies for mobile and consumer applications 2021 - Sample

  • 1. From Technologies to Markets © 2021 From Technologies to Markets From Technologies to Markets Computing and AI technologies for mobile and consumer applications Market and Technology Report 2021 Sample
  • 2. 2 2 2 • Glossaries 2 • Definitions 3 • Table of contents 7 • Report objectives 10 • Scope of the report 11 • Report methodology 14 • About the authors 15 • Companies cited in this report 16 • What we got right, what we got wrong 17 • Who should be interested by this report 18 • Yole Group of Companies related reports 19 • Three pages summary 21 • Executive summary 25 • Context 71 o Consumer electronics overview – on the road to augmented human o From Image Processing to Image Analysis o From audio processing to audio computing o Toward edge computing o Artificial Intelligence and Beyond • Market forecasts 102 o Market forecast scope o Market forecast methodology o SoC volume shipment forecast 2016 - 2026 o SoC ASP forecast 2016 - 2026 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 TABLE OF CONTENTS Part 1/3 o Mobile and consumer SoC Revenue forecast 2016 – 2026 o AI penetration rate o Mobile and consumer SoC with AI unit shipment forecast 2016 – 2026 o Estimation of Ai unit ASP forecast 2016 – 2026 o Mobile and consumer integrated AI unit revenue forecast 2016 – 2026 o Mobile and consumer computing and AI forecast summary • Market trends 118 o Smartphone 121 • Mobile's history • Mobile market forecast 2016 – 2026 in units • Evolution of smartphones towards AI • Why Artificial intelligence in smartphones? • Augmented reality on smartphones • Virtual personal assistant On smartphones • Smartphone application processors • What about audio hardware for AI in smartphone? o Drones 132 • Introduction to the consumer drone system • Consumer drone market forecast In units • Artificial intelligence in drones • The difficult requirements for autonomy • Are drones still an interesting business?
  • 3. 3 3 3 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 TABLE OF CONTENTS Part 2/3 o Smart Home 139 • Smart home definitions • Where to find of artificial intelligence in a smart home? • Smart assistant Trends • Smart TV Trends • Consumer Security camera Market • Consumer Security camera Market drivers • Emerging smart home market trends o Wearables 157 • Wearable market trend – The 3 waves • Smartwatches • Smartwatches market forecast 2016 -2026 in units • Smartwatch market trend • Smartwatches main use cases • True Wireless Stereo (TWS) Earbuds • TWS earbuds trends • Definition and TWS earbuds market forecast 2016 -2026 in units • Treatments trend to improve sound quality • AR & VR • AR & VR definition • AR - What does the consumer want? • AR use cases for consumers • AR Market trends • Is AR overhyped? Will AR happen for the consumer? • VR use cases o Market Trends Conclusion 189 • Market shares and supply chain 191 o Companies offering an AI solution o IP and design services companies for consumer market processors o Designers' companies for consumer market processors o Consumer AI noteworthy news of the Last three years o Consumer processor ecosystem overview o Smartphone 201 • Smartphones OEMs landscape • Smartphone Market share • Smartphone application processor makers landscape • Why would an OEM want to create its own chip? • OEMs, Who can make their own APU? • Application processor Revenue • Smartphone processor supply chain 2019-2021 • Main player focus o Drones 220 • DJI is the leader of consumer Drone market o Smart Home 223 • Smart speaker landscape • Focus on top players strategy • Smart speaker processor supply chain and landscape in 2020 • Smart TV landscape: OEM and processors designers • Security cameras, OEM and processors designers • Smart home player’s acquisition and investments
  • 4. 4 4 4 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 TABLE OF CONTENTS Part 3/3 o Wearables 238 • Smartwatches players landscape • Smartwatches processor supply chain 2021 • Smartwatches application processor makers landscape • TWS earbuds players • TWS processor supply chain 2021 • TWS Bluetooth processors landscape and strategy • AR and VR wearable devices landscape • AR and VR processors • Wearables player’s acquisition and investments • Conclusion o Tech Giant Analysis 253 o Company profile 273 • Technology trends 278 o Why compute AI at the edge is a necessity? o Smartphones 285 • AI-accelerator, the specialized unit • Main players description • High-end application processors – specificities • Status of AI for imaging and audio in smartphones o Drones 292 o Smart homes 294 • Smart speaker processor technology trend • Smart speakers and security cameras processors analysis • High-end processors for smart home – specificities • Computing hardware for systems used in smart home o Wearables 305 • Smartwatches, TWS earbuds and AR/VR headset processor analysis • TWS earbuds processors specificities • Technical trend for TWS Bluetooth processors • Technology trend conclusions o Hardware technology trends conclusions 318 • Conclusion 221 • Appendix 325 o Technology software 325 o Processor definition 344 • How to use our data? 351 • About Yole Développement 352
  • 5. 5 5 5 REPORT SCOPE: FOCUS ON EDGE COMPUTING Three layers of computing : upper, middle and bottom layer Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 Cloud computing Datacenter Supercomputer Thousands of nodes Edge computing Network or Fog On-premise, gateway, industrial PC Millions of nodes Edge computing End-point Devices Billions of nodes Upper layer Service Applications, platform, infrastructure, high performance computing and storage Middle layer Temporary relevant information storage and computation Bottom layer End-point terminals Wireless access point Fog-Cloud communication links Edge communication links Intelligent edge nodes Cloud gateway 1 Cloud gateway N Cloud gateway 2 Edge gateway 1 Edge gateway K Radio tower Scope
  • 6. 6 6 6 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 FOCUS ON CONSUMER APPLICATIONS Imaging Audio Mobile Drones TWS Earbuds Smartwatches Yours needs are out of the report’ scope? Contact us for a custom study: Smart speakers SmartTVs AR glasses VR glasses Security cameras Consumer drones Smartphone Wearables Smart home
  • 7. 7 7 7 DEFINITIONS OF CHIPS Microprocessor (MPU) – A general- purpose discrete processor optimized for raw scalar performance.A Central Processing Unit (CPU) is a microprocessor used in a computer. Microprocessor MPU Microcontroller (MCU) – A highly cost, power, and area optimized processor for use in very resource constrained systems. Microcontroller MCU Application Processor APU Applications Processor (AP) – A processor optimized through integrated resources for rich performance in mobile and similar moderately constrained systems. Programmable Logic Device (PLD) – A class of digitally configurable ICs including CPLD, FPGA and configurable SoC. • A Field Programmable Gate Array (FPGA) is a configurable processor with a very high gate and interconnect count, capable of reconfiguration even after system installation. • A Configurable System-on-Chip (configurable SoC or cSoC) is a hybrid processor with the integrated core design strategy of an SoC paired with configurable logic. Programmable Logic Device Configurable SoC Field-Programmable Gate Arrays Digital Signal Processor (DSP) – A processor optimized for real- time signal processing. Digital Signal Processor DSP Graphics Processing Unit Vision Processor Artificial Intelligence accelerators Accelerators Acceleration Coprocessors – A group of processors optimized for system performance by offloading and accelerating specific classes of software algorithms from the primary processor. • Graphics Processing Unit (GPU) – A coprocessor optimized for graphics and capable of general-purpose parallel processing acceleration. • AI andVision Accelerator – A coprocessor optimized for neural networking and similar algorithms commonly used in applications such as vision processing. • Other Accelerators – The overall group of acceleration processors excluding graphics and AI coprocessors. More complete definitions are provided in the appendix Technology scope Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
  • 8. 8 8 8 • Types of hardware for smartphones, drones, smart home devices (smart speakers, smart TVs, cameras) and wearables devices (smartwatches, TWS earbuds, AR/VR headsets). • Consumer processor forecast in volume shipment,ASP and revenue • Forecast about AI penetration rate into main processors,AI unit ASP and revenue • Artificial intelligence (AI) technologies used in consumer applications • Edge computing for AI • Ecosystems, market forecast, and trends • AI consumer technology trends, including hardware evolution and AI integration • Investments, merges and acquisitions analysis KEY FEATURES OF REPORT Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
  • 9. 9 9 9 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 METHODOLOGIES & DEFINITIONS Market Volume (in Munits) ASP (in $) Revenue (in $M) Yole’s market forecast model is based on the matching of several sources: Information Aggregation Preexisting information
  • 10. 10 Adrien Sanchez As a Technology & Market Analyst,Adrien Sanchez belongs to the Computing & Software business unit atYole Développement (Yole), part of theYole Group of Companies. In collaboration with his team,Adrien produces technology & market analyses covering computing hardware and software,AI, machine learning and neural networks. Prior toYole, he worked as an intern at AW Europe (Belgium), where he focused on image recognition & comprehension for ADAS. He also worked at ACOEM (France), where he focused on real-time sound classification using deep learning and edge computing.Adrien graduated with a double degree at Grenoble Institute of Technology PHELMA (Grenoble INP Phelma, France) and Grenoble Ecole de Management (GEM, France), and he earned an MSc on AI at Heriot-Watt University (Edinburgh, UK). Email: adrien.sanchez@yole.fr Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 ABOUT THE AUTHOR Biography & contact John Lorenz is a Technology and Market Analyst, Computing & Software within the Semiconductor, Memory & Computing division at Yole Développement (Yole), part of Yole Group of Companies. John is engaged in the development of market and technology monitors for the logic segment of advanced semiconductors, with an initial focus on processors. Prior to joining Yole, John held various technical and strategic roles at Micron Technology. On the engineering side, his roles included thin film process development and manufacturing integration on DRAM, NAND, and emerging memory technologies and industrial engineering / factory physics for the R&D fab. On the strategic side, John ran the memory industry supply & capex model for corporate strategy / market intelligence, and established the industry front-end costing model within strategic finance. John has a Bachelor of Science degree in Mechanical Engineering from the University of Illinois Urbana-Champaign (USA), with a focus on MEMS devices. Email: john.lorenz@yole.fr John Lorenz
  • 11. 11 11 11 Airoha,Alibaba,AllwinnerTechnology,Alphabet, Amazon,Ambarella,Amlogic,AMD, Analog Devices,Anker,Apple,ARM,Asus,ATI,Axis Communication, Baidu, BesTechnic, Bluetrum, Bose, Broadcom, CEVA,Cirrus Logic, Cray, Cypress, Deephi Tech, DeepMind, DJI, DSP Group, Edifier, Facebook, Fossil, Fitbit, Garmin, Greenwaves, Google, Graphcore, Hailo, Hisilicon, Hover Camera,Honor, HTC, Huami, Huawei, IBM, Imagination, Infineon, Instagram, Intel, Inventiv, Jabra, Jaybird, JieliTechnology, Kealtek, Knowles, Lenovo, Lemfo, LG, LightOn, Magic Leap, Mediatek, Microsoft, Mobvoi, Motorola, Nokia, Nordic Semiconductor, Novatek, Nuance, Nubia, Nvidia, Nuvia, NXP, Oculus, Oppo, Omnivision, OnePlus, Pacific Future, Parrot, Perceive, Pico, Qualcomm, Realme, Rockchip, Samsung, Skydio, Silicon Labs, Socionext, Sonos, Sony, STMicroelectronics, Synaptics, Synopsis,Tencent,Texas Instruments,Toshiba,TSMC, UniSoc,VeriSilicon,Videantis,Vivo, Xiaomi, Xilinx, Zepp, ZTE, and many more. Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 COMPANIES CITED IN THIS REPORT
  • 12. 12 12 12 PROCESSING AND COMPUTING FOR IMAGING APPLICATIONS (Pre-)Process data Processing Analyze data Computing Image signal processor ISP Data type Gathering data Raw Vector Object Computing power TOPS GOPS MOPS Ø Vision processor VP Standalone chip Standalone chip stacked with sensor Integrated in application processor Integrated in application processor Standalone chip Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
  • 13. 13 13 13 THE AUDIO CHAIN sound source microphone Low pass filter Sampling Quantizing Analog signal Digital domain Processing Computing Analyzing Digital to analog conversion Amplifier pressure waves loudspeaker Low pass filter Analog signal • Noise cancellation • Echo cancellation • Beam forming • Source localization • Speech recognition • Data mining Cloud Cloud or SoC Codec IC or SoC Codec IC: Coding decoding Integrated Circuit SoC: System on a Chip Codec IC or SoC or Amplifier IC Digital microphone or Codec IC or SoC Codec IC or SoC Power consumption • Microphone: < 1 mW • Codec: 5 mW • Speech recognition: 100 mW (highly dependent on number of words and algorithm) • Amplifier: 50 mW for smartphone Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
  • 14. 14 MARKET FORECAST SCOPE Market forecast consumer end-system selection 13 end- systems have been analyzed in the report. End system APU based laptop Tablet Consumer drones Smartphone Security cameras Personal robotics AR headset Application Entertainment Mobile Home Home Wearables Client PC Smartwatches Wearables Wearables TWS earbuds Wearables Wireless headset (on & over) AI Function Imaging Imaging Imaging,Audio Audio Imaging,Audio Imaging Imaging,Audio Imaging,Audio Client PC Imaging,Audio Imaging,Audio Imaging,Audio Home SmartTVs Home Smart speakers Imaging Consumer market VR headset Wearables Audio Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
  • 15. 15 15 15 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 MARKET FORECAST METHODOLOGY Volume of end-systems for each selected market segment Volume shipments of APU/SoC for each selected market segment APU/SoC $ASP for each selected market segment Reverse costing Consolidation with processors companies' revenues Revenue of APU/SoC for each selected market segment Share(%) of APU/SoC integrating AI acceleration unit for each selected market segment Computing forecast AI forecast Value ($) of AI units for each selected market segment (as % of processor ASP) Estimation of revenue associated to AI units for each selected market segment Yole knowledges and teams' feedbacks
  • 16. 16 16 16 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 FORECAST 2020 - 2026
  • 17. 17 17 17 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 MARKET TRENDS
  • 18. 18 18 18 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 ECOSYSTEM
  • 19. 19 MICROSOFT SITUATION Cortana is dead, Microsoft give up the smart home personal assistant market Microsoft quit a very competitive smart home market to focus on professional segment, leveraging its growingTeams solution. Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 In March 2021, Microsoft officially quit the smart home personal assistant market with an update which disactivate Cortana on of Invoke speakers from Harman Kardon, the only physical speaker which was integrating Cortana. Microsoft unveil in March 2021 two new smart speakers dedicated to professional meeting room using Teams. A new functionality is to leverage the 7 microphones of the speaker to do vocal identification to differentiate speakers in a same room and real time speech to text to transcribe what is said by the meeting participant. From smart home to professional meeting
  • 20. 20 20 20 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 2021 CONSUMER PROCESSOR ECOSYSTEM OVERVIEW Main players (#revenue ranking) #1 #2 Smartphone SmartTVs Smart speakers Smartwatches Home security cameras TWS earbuds #1 #1 (Only in China) Non exhaustive list #3 #2 #2 #3 #1 #1 #2 #3
  • 21. 21 21 21 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 SMART HOME PLAYER’S ACQUISITION AND INVESTMENTS (1/3) International players (1/2) Acquired Apr 2014 Acquired Oct 2015 Voice recognition Voice interface platform Smart Assistant Acquired Sep 2017 Acquired for $26M Apr 2013 Digital personal assistant Evi Acquired Dec 2017 Acquired For $1B Feb 2018 Wi-Fi home security cameras Outdoor home security Invest Oct 2018 Smart thermostats and apps for smart home Acquired Feb 2019 Wi-Fi system for household use. Tools for developers to build a Siri-like speech interface Intelligent assistant for iOS and the web Acquired Jan 2015 Acquired Jul 2017 Acquired Jul 2018 Enables everyone to easily create their own question- answering system Acquired for $241M Oct 2016 Platform that allows improved personal assistant and conversional capacities Intelligent engine that answers naturally-posed factual questions Question answer system based on Deep Learning Investment Nov 2019 Acquired Mar 2018 Personal assistant Smart cameras Other smart home Acquired for $200M Aug 2014 Smartphone app that allows its users to monitor and control their domestic affairs
  • 22. 22 22 22 ALIBABA - AI AND CONSUMER ACQUISITIONS AND INVESTMENTS – 2012 - 2021 Alibaba invest heavily in AI technologies and consumer products such wearables. Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 Invest Sep 2012 Invest Feb 2014 & May 2015 Invest Jun2015 Highly scalable cloud computing and data management services Ride-hailing company in the U.S. that matches drivers with passengers who request rides. AI start-up developing machine vision technology for content marketing Cloud and big data service provider Location intelligence services that enable advertisers to reach mobile brand audiences for marketing activities Invest Aug 2015 Invest Sep 2015 Invest Dec 2015 Invest Oct 2016 Invest Jun 2017 Invest Jan 2016 Invest Jan 2016 Autonomous video security products for enterprises Infinity AR technology that can turn any device into a powerful content augmentation platform Wearable technology that enables users to interact with digital devices in a completely visually cinematic way Invest Nov2016 Invest Jan 2017 Invest Oct 2017 Invest Dec 2017 Invest Jul 2018 Systems that transform smartphones into legacy medical devices and smart health monitoring machines Turns your self-driving fleet data into high- performance maps AI Around AI 2022 2012 AR products Smart hardware and SaaS solutions for Food & Beverage business. Data mining Enables businesses to easily ingest, store, and analyze terabytes of data with ease, in real-time. AI + video entertainment in China Facial recognition system Face++ Computer vision for industry Moredian Invest Jan 2018 Invest Dec 2018 Invest Apr 2019 Invest May 2019 Acquired May 2019 Invest Feb 2020 Invest Jun 2020 Invest Dec 2020 Invest Jun 2021 Robotics company AI-enabled SaaS platform for planning and running mass transportation. AR software platform Sichuan Yunling Zhicheng Information Technology AI public data platform
  • 23. 23 23 23 Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 TECHNOLOGY TRENDS
  • 24. 24 Contact our SalesTeam for more information 24 Contact our SalesTeam for more information 24 Contact our SalesTeam for more information Processor Market Monitor Neuromorphic Computing and Sensing 2021 Cameras and computing for surveillance and security 2020 Microcontroller Market Monitor Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 YOLE GROUP OF COMPANIES RELATED ANALYSES Yole Développement
  • 25. 25 Contact our SalesTeam for more information 25 Contact our SalesTeam for more information 25 Contact our SalesTeam for more information Ambarella CV2 Computer Vision SoC Qualcomm Snapdragon 888 System on Chip with 5G Modem Samsung Exynos 2100 System-on-Chip Apple M1 System-on-Chip Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021 YOLE GROUP OF COMPANIES RELATED ANALYSES System Plus Consulting
  • 26. 26 26 26 Yole Group of Companies, including Yole Développement, System Plus Consulting and PISEO, are pleased to provide you a glimpse of our accumulated knowledge. We invite you to share our data with your own network, within your presentations, press releases, dedicated articles and more, but you first need approval from Yole Public Relations department. If you are interested, feel free to contact us right now! We will also be more than happy to give you updated data and appropriate formats. Your contact: Sandrine Leroy, Dir. Public Relations Email: leroy@yole.fr HOWTO USE OUR DATA? Computing and AI Technologies for Mobile and Consumer Applications | Sample | www.yole.fr | ©2021
  • 27. 27 About Yole Développement | www.yole.fr | ©2020 CONTACTS Western US & Canada Hal Levy - hal.levy@yole.fr + 1 408 334-0554 Eastern US & Canada ChrisYouman - chris.youman@yole.fr +1 919 607 9839 Europe and RoW Lizzie Levenez - lizzie.levenez@yole.f +49 151 23 54 41 82 DACH (North Germany,Austria, Switzerland) Neha CHAUDHURY - neha.chaudhury@yole.fr +49 172 97 47 248 Benelux, UK & Scandinavia Marine Wybranietz - marine.wybranietz@yole.fr +49 69 96 21 76 78 South Germany & France Martine Komono - martine.komono@yole.fr +49 173 69 43 31 India and RoA Takashi Onozawa - takashi.onozawa@yole.fr +81 80 4371 4887 Greater China MavisWang - mavis.wang@yole.fr +886 979 336 809 +86 136 6156 6824 Korea Peter Ok - peter.ok@yole.fr +82 10 4089 0233 Japan Miho Ohtake - miho.ohtake@yole.fr +81 34 4059 204 Toru Hosaka – toru.hosaka@yole.fr +81 90 1775 3866 Japan and Singapore Itsuyo Oshiba - itsuyo.oshiba@yole.fr +81 80 3577 3042 FINANCIAL SERVICES › Jean-Christophe Eloy - eloy@yole.fr +33 4 72 83 01 80 › Ivan Donaldson - ivan.donaldson@yole.fr +1 208 850 3914 CUSTOM PROJECT SERVICES › Jérome Azémar, Yole Développement - jerome.azemar@yole.fr - +33 6 27 68 69 33 › Julie Coulon, System Plus Consulting - jcoulon@systemplus.fr - +33 2 72 17 89 85 GENERAL › Sandrine Leroy, Public Relations sandrine.leroy@yole.fr - +33 4 72 83 01 89 › General inquiries: info@yole.fr - +33 4 72 83 01 80 REPORTS, MONITORS &TRACKS Follow us on About Yole Développement | www.yole.fr | ©2021