The State Council has released opinions on the in-depth implementation of the “Artificial Intelligence +” initiative. The opinions propose to promote the “Internet of Everything” for smart terminals, cultivate an ecosystem of smart products, and vigorously develop new generation smart terminals such as smart connected vehicles, AI smartphones and computers, smart robots, smart homes, and smart wearables, creating an integrated intelligent interaction environment covering all scenarios. Accelerate the integration of artificial intelligence with technologies such as the metaverse, low-altitude flight, additive manufacturing, and brain-computer interfaces, and explore new forms of smart products.
Artificial intelligence is the core driving force for growth in the technology industry and the main battlefield for technological competition among countries. Domestic large models represented by DeepSeek continue to reduce costs and improve efficiency, which helps accelerate the implementation of AI application scenarios. The strong support from national policies will also promote the accelerated popularization of new generation smart terminals such as AI smartphones and PCs, smart connected new energy vehicles, and smart robots, benefiting upstream computing power and downstream terminal and application companies.
Edge AI refers to the technology architecture that deploys the computing, reasoning, and decision-making capabilities of artificial intelligence directly on terminal devices such as smartphones, smart cameras, smart speakers, cars, and industrial robots, rather than relying on cloud servers for processing.Edge AI chips are the core hardware of edge AI. According to Guojin Securities, edge AI hardware is a direction with high certainty in the AI industry chain.
China’s 14th Five-Year Plan lists AI chips as a strategic industry, with the edge AI chip market expected to exceed 100 billion by 2025. The three major growth directions are 8K video processing, low-power voice interaction, and automotive-grade chips.AI SoC chips are highly integrated single-chip systems and serve as the brain of smart terminal devices and the core of edge AI edge computing power.This issue reviews the manufacturers of edge AI SoC chips, combines the latest developments, and selects fields with sustained positive prospects and core concept stocks for shared research:
1.Rockchip
The company has SoC chips applied in various forms of robots, with the 8nm process RK3588 chip supporting 8K video and AI computing, widely used in smart cockpits and robotics.
2. Espressif Technology
The ESP32-S3 chip supports edge AI voice recognition, with a global market share of over 35% in IoT Wi-Fi MCUs and over 100,000 open-source community developers. It provides IoT chips, modules, and related software technical support for various downstream industries but has no plans to enter specific complete machine businesses.
3.Allwinner Technology
The R329 chip integrates Alibaba’s Pingtouge NPU and has passed ASIL B automotive certification, with a market share of 38% in automotive smart cockpits. The XR871 chip is used in smart toy networking and has leading integration.
4.Hengxuan Technology
The 6nm BES2800 chip supports edge voice interaction, with a global market share of over 30% in TWS earphone chips, and is a core supplier in the Huawei and Xiaomi supply chains.
5.Tailin Microelectronics
The company has launched a development platform and new generation chips TL721X and TL751X for edge AI, capable of supporting edge AI computing. The target market includes various applications requiring both wireless connectivity and local edge AI computing. These two chips integrate multiple wireless connectivity capabilities while possessing strong edge AI processing capabilities, with industry-leading power consumption, making them very competitive in the current market.
6.Zhongke Lanyun
The main business is the research, design, and sales of wireless audio SoC chips. The company has gradually formed a product architecture centered on eight product lines, including Bluetooth headset chips, Bluetooth speaker chips, smart wearable chips, wireless microphone chips, digital audio chips, toy voice chips, AIoT chips, and AI voice recognition chips, which can be widely used in TWS Bluetooth headsets, Bluetooth speakers, smart wearable devices, wireless microphones, voice toys, and IoT devices.
7.Aojie Technology
The company has completed key technology verification for 5G cellular high-precision low-cost positioning with Huawei, achieving positioning accuracy at the meter level (<3m), applicable in both industrial and consumer scenarios. The self-developed Wi-Fi + BLE Combo SoC chip actively adapts to Huawei’s HarmonyOS, becoming the preferred chip supplier for the Electric Hongmeng IoT.
8.Starshine Technology
Has released the SSC309QL SoC chip suitable for AI glasses, integrating ISP 4.0 and NPU, compatible with multimodal large models.
9. Juchip Technology
The company is one of the important suppliers of Bluetooth speaker SoC chips globally, focusing on the research, design, and sales of mid-to-high-end smart audio SoC chips.
10. Runxin Technology
The company has SOC chips and near-field speaker devices in the smart wearable field, which have applications in customers’ AR glasses and AI glasses products.
Disclaimer: This article does not constitute any investment advice, guidance, or commitment, and is for academic discussion only. Please read carefully. The market has risks, and investment decisions should be based on rational independent thinking.
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