AI-dedicated silicon for IoT revenues to reach US$7.3 billion by 2030

ABI Research said the chipset revenues from AI-dedicated silicon for IoT-focused applications reaching over US$7.3 billion by 2030. The trend driving this growth is due to embedded chipset vendors increasing their focus on Neutral Processing Units (NPUs) for Internet of Things (IoT) applications thanks to the architecture’s efficient execution of neural network workloads and NPUs will take an increasing share of overall shipment numbers at the expense of the established Microcontrollers (MCUs) as implementers seek ever greater insights and intelligence at the far edge. “NPUs for TinyML applications in Personal and Work Devices (PWDs) are already well established. However, they are still nascent outside of this device vertical, and major vendors ST Microelectronics, Infineon, and NXP Semiconductors are only just introducing this type of ASIC to their embedded portfolios,” says Paul Schell, Industry Analyst at ABI Research. “By screening PWDs, we provided greater insight into our modeling for IoT applications, which spans 15 verticals, including the most significant, namely Smart Home and Manufacturing.” On the software side, comprehensive MLOps toolchains are now table stakes for vendors big and small, including start-ups like Syntiant, GreenWaves, Aspinity, and Innatera. As with bigger form factors, the investment into the software offering often matches hardware R&D, ...