移動人工智能 (AI) 市場 - 增長、趨勢、COVID-19 影響和預測（2022-2027 年）

移動人工智能 (AI) 市場將在 2021 年達到 21.4 億美元，在 2027 年達到 96.8 億美元，預測期間（2022-2027 年）的複合年增長率將達到 28.65%

在不久的將來，虛擬助手和機器人將變得更加普遍和智能，讓員工從回答簡單問題和執行日常任務的繁瑣任務中解放出來。至於助手，亞馬遜已經推出了 Alexa Shopping，更多此類虛擬助手被編程為執行特定範圍的任務，讓生活更輕鬆。

主要亮點

• 認知計算的興起和越來越多的人工智能應用正在推動市場發展。 AI 和 ML 等技術使認知計算系統能夠分析大量數據，產生洞察力，將其轉化為學習體驗，並優化結果。越來越多的行業和組織正在利用認知解決方案來增強其數據量、洞察力生成、行動計劃、管理運營和提高生產力。
• 人工智能 (AI) 已經滲透並顛覆了全球各個最終用戶行業的 IT 行業。人工智能將為企業及其客戶帶來驚人的突破。隨著虛擬助手、自動駕駛汽車和聊天機器人等技術發展的湧入，人工智能有望顛覆我們使用移動設備的方式。具有一定程度自主性的機器必須能夠以某種方式理解其環境。
• 推動市場增長的主要因素是人工智能應用在各個最終用戶行業的激增，以及對認知計算和自動化趨勢日益增長的需求。此外，各種移動設備已廣泛用於日常工作，例如工作場所、教育環境和個人使用，並且在無需人工協助的情況下使這些設備自動化的需求日益增加。
• 數字化增加了工作場所對移動設備的依賴，而 BYOD 趨勢正在刺激移動設備的使用增加。對這些設備的日益依賴也增加了使用移動設備來做出關鍵決策，進一步增加了在這些設備上進行自動決策時對人工智能的需求。
• 此外，由於物聯網導致的聯網設備數量增加，因此對這些設備進行基於 AI 的控制的需求也在增加。此外，對這些設備中支持人工智能的處理器和芯片組的需求不斷增長，正在推動市場增長。這是因為在移動設備中實現人工智能的最重要部分是將技術集成到芯片組中。
• COVID-19 的興起為全球移動 AI 市場的增長創造了巨大機遇。在醫療保健和自我診斷系統中越來越多地使用人工智能正在推動市場需求。

主要市場趨勢

智能手機應用推動市場增長

• 對實時語音處理和圖像識別的需求不斷增長，推動了智能手機 AI 處理器市場的發展。大多數 AI 處理器包含一個額外的神經處理單元 (NPU)，能夠進行並行處理、低功耗和認知任務。設備端 AI 將採用專用的 AI 芯片組，預計 2022 年將在所有旗艦智能手機中無處不在。大多數新的高端智能手機都配備了帶有專用神經處理單元的 AI 芯片。
• 人工智能在智能手機中佔據了中心位置，其用途遠遠超出了數字助理。隨著 Edge-AI 技術的出現，現在可以將大部分後端分析 AI 功能轉移到智能手機本身。人工智能 (AI) 和機器學習 (ML) 正在改進手機硬件和軟件，影響營銷人員和消費者，並通過每次更新讓生活更輕鬆。
• 虛擬助手功能正在穩步發展。即使在擁擠的情況下，一些語音識別系統也表現出比人類更好的理解能力。隨著時間的推移，虛擬助手將在用戶的手機界面中發揮更加突出的作用，人工智能將識別用戶提供的自然人類語言。未來幾年，智能手機製造商有望實現更先進的人工智能和機器學習，根據面部特徵的變化來識別人，例如留鬍子或戴眼鏡。
• 此外，手機在全球範圍內的日益普及也推動了市場的增長。例如，北美的移動電話普及率為 3.21 億獨立移動用戶。到 2025 年，滲透率預計將增加 2%，達到 3.45 億個人手機用戶。
• 此外，科技巨頭收購和合作的增加也有助於市場增長。蘋果是人工智能領域全球領先的公司收購者。例如，蘋果擊敗埃森哲、谷歌、微軟和 Facebook 收購了最多的人工智能公司。所有其他公司也在進行更多的人工智能收購。

預計北美將佔據最大的市場份額

• 預計北美地區在需求方面將佔據很大的市場份額，因為它在政府法規和合規性方面為初創企業和中小企業提供了有利的環境。此外，由於這些公司的各種發展，該地區在技術採用方面處於領先地位，因此預計北美領先的移動應用人工智能解決方案提供商將在預測期內顯著增長市場。
• 美國將與工業界、學術界、國際合作夥伴和盟友以及其他非聯邦組織合作，促進聯邦對人工智能研發的投資，以在人工智能領域取得技術突破。美國前總統唐納德特朗普已提議在 2021 財年 (FY) 預算中將非國防人工智能研發增加一倍，為期兩年。政府更新了其人工智能研發戰略計劃，發布了第一份概述聯邦研發投資影響的進度報告，並發布了第一份關於聯邦非國防人工智能研發支出的報告。
• AI 內置於 Google 的核心中。該公司已成功從移動優先世界過渡到人工智能優先世界。我們每天使用的每個 Google 應用都內置了人工智能，包括 Google 搜索引擎、Google 地圖、Google 相冊、YouTube 和 Gmail 智能回復。谷歌通過 TensorFlow 和 Cloud AutoML（摘錄）等技術產品推廣人工智能，幫助開發人員和小型企業通過開源項目進行創新。
• 此外，技術巨頭不斷增加的收購和合作夥伴關係正在促進市場增長。蘋果是全球人工智能領域公司的主要買家。例如，蘋果擊敗埃森哲、谷歌、微軟和 Facebook 收購了最多的人工智能公司。所有其他公司也在進行更多的人工智能收購。
• 北美市場的增長歸功於醫療保健領域數字基礎設施的發展、成熟的醫療保健行業以及患者對人工智能優勢的認識不斷提高。預計北美地區醫療保健領域對人工智能的需求將刺激市場上的各種主要參與者。

競爭格局

移動人工智能 (AI) 市場是一個高度分散的市場，在全球大部分地區擁有最大的參與者。人工智能由複雜的算法組成，並且在當今市場上發展迅速。一些行業現在正在採用可以輕鬆訪問複雜系統的人工智能算法，從而使它們在市場上具有競爭優勢。主要參與者包括英特爾公司、微軟公司和 Alphabet Inc. (Google LLC)。

• 2021 年 10 月 - 微軟推出了 Microsoft AI Innovate，這是一個利用人工智能 (AI) 發展和擴大初創公司規模的計劃。 Microsoft AI Innovate 是一項為期 10 週的計劃，旨在支持印度初創公司利用 AI 技術幫助擴展業務、推動創新和建立行業專業知識。
• 2021 年 9 月 - 榮耀和微軟宣布繼續擴大兩家公司之間的合作夥伴關係，雙方將在微軟的雲採用、個人和移動計算以及其他技術方面展開合作。根據合作夥伴關係，榮耀將採用基於微軟 Azure 的人工智能語音和人工智能翻譯服務。這些服務支持榮耀的智能助手YOYO、協同辦公、智能出行、生活服務、智能翻譯等應用。

其他特典

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

內容

第 1 章介紹

• 調查先決條件
• 調查範圍

第 2 章研究方法

第 3 章執行摘要

第 4 章市場洞察

• 市場概覽
• 工業吸引力 - 波特五力分析
  • 供應商的議價能力
  • 買家的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係
• 評估 COVID-19 的市場影響

第 5 章市場動態

• 市場促進因素
  • 移動設備對支持 AI 的處理器的需求不斷增長
  • 認知計算的興起和人工智能應用的增加
  • 移動設備的普及率上升
• 市場抑制因素
  • 人工智能處理器價格高昂

第 6 章市場細分

• 按應用
  • 智能手機
  • 相機
  • 無人機
  • 機器人
  • 車載
  • 其他用途
• 區域資訊
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東和非洲

第 7 章競爭格局

• 公司簡介
  • Intel Corporation
  • Microsoft Corporation
  • Alphabet Inc.（Google LLC）□
  • Apple Inc
  • Samsung Electronics Co. Ltd□
  • Nvidia Corporation
  • IBM Corporation□
  • Qualcomm Technologies Inc
  • MediaTek Inc.□
  • Huawei Technologies Co. Ltd

第 8 章投資分析

第 9 章市場潛力

The mobile artificial intelligence market was valued at USD 2.14 billion in 2021 and is expected to reach USD 9.68 billion by 2027, at a CAGR of 28.65% over the forecast period (2022- 2027). Virtual assistants and bots will become more widespread and smart in the near future, freeing employees from monotonous tasks like answering simple questions or performing routine tasks. As for the assistants, Amazon already introduced Alexa Shopping and more such virtual helpers, programmed to do a specific range of tasks to make lives easier.

Key Highlights

• The rise of cognitive computing and the growing number of AI applications drive the market. Technologies like AI and ML enable cognitive computing systems to analyze a tremendous volume of data, generate insights, and use them as a learning experience to optimize results. More and more industries and organizations are leveraging cognitive solutions to enhance their operations, like data volume, insight generation, action planning, and management, which increases productivity.
• Artificial Intelligence (AI) has permeated and disrupted the IT industry across various end-user industries worldwide. AI leads to remarkable breakthroughs for businesses and their customers. With the influx of technological developments such as virtual assistance, self-driving cars, chatbots, etc., AI is expected to disrupt the way mobile devices are used. A machine that operates with a degree of autonomy needs to, in some sense, be able to understand its surroundings.​
• The major factors driving the market's growth are the surge in artificial intelligence applications across the various end-user industries and the increasing need for cognitive computing and automation trends. Also, with the widespread use of various mobile devices in day-to-day operations, such as at workplaces, in education, and for personal use, the need to automate these devices without human intervention is increasing.
• With digitization, the dependence on mobile devices is increasing the BYOD trends in the workplace, stimulating the increase in the use of mobile devices. Also, the increased usage of mobile devices to make important decisions due to the increased dependency on these devices is further stimulating the need for AI in these devices in automated decisions.​
• Furthermore, the growth of connected devices due to IoT is augmenting the need for AI-assisted control of these devices. Moreover, the increasing demand for AI-capable processors and chipsets in these devices is driving market growth. This is because the most critical aspect of implementing AI in a mobile device is integrating the technology into the chipsets.
• The rise of COVID-19 created huge opportunities for the growth of the mobile AI market worldwide. The increasing use of AI in the health care and self-diagnosis system has boosted the demand for the market.

Key Market Trends

Smartphone Application Drive Growth of The Market

• The growing demand for real-time voice processing and image recognition is propelling the market for smartphone AI processors. Most AI processors include additional inbuilt neural processing units (NPUs) capable of parallel processing, low power consumption, and cognitive tasks. On-device AI employs dedicated AI chipsets and is expected to become prevalent in all flagship smartphones in 2022. Most new high-end smartphones include AI chips with a dedicated neural processing unit.
• AI is taking center stage in smartphones, and its applications extend far beyond digital assistants. With the advent of Edge-AI technology, many back-end profiling AI capabilities can now be moved to the phone itself. Artificial Intelligence (AI) and Machine Learning (ML) improve mobile phone hardware and software, with implications for marketers and consumers, and make life easier with each update.
• The virtual assistant features are steadily improving. Some speech recognition now provides a greater understanding than a human listener, even in crowded conditions. Over time, virtual assistants are likely to become a much more significant part of the user phone interface, and AI will identify the natural human language the user provides. In the coming years, smartphone manufacturers are expected to implement even more advanced AI and ML to identify people as their facial features change, such as growing a beard or wearing glasses.
• Moreover, the growing penetration of cell phones worldwide is also helping the market grow. For example, the mobile penetration in North America had 321 million unique mobile subscribers. By 2025, the penetration rate will increase by 2% to 345 million individual mobile subscribers.
• Additionally, a growing number of acquisitions and partnerships among tech giants contributed to the market growth. Apple is the leading buyer of companies in the global artificial intelligence space. For Instance, Apple acquired the highest number of AI companies, defeating Accenture, Google, Microsoft, and Facebook. All of the other companies also had an increased number of AI acquisitions.

North America to Occupy the Largest Market Share

• The North American region is expected to account for a significant share in the market in terms of demand, as it provides a suitable environment for startups and SMEs regarding government regulations and compliance. Also, due to various developments made by these companies, the region is expected to lead in technology adoption and major AI solution providers for mobile applications based in North America, hence driving the market to grow significantly in the forecast period.
• To generate technological breakthroughs in AI, the United States has decided to promote federal investment in AI R&D in collaboration with industry, academia, international partners and allies, and other non-federal entities. The former President of the United States, Donald Trump, proposed a two-year doubling of non-defense AI R&D in his fiscal year (FY) 2021 budget proposal. The Administration updated its AI R&D strategic plan, released the first progress report describing the impact of federal R&D investments, and published the first-ever reporting of non-defense AI R&D spending across the federal government.
• AI is built into Google's core. The company successfully transitioned from a mobile-first to an AI-first world. AI is integrated into all Google apps we use daily, including Google search engines, Google Maps, Google Photos, YouTube, and Gmail Smart Reply. Google is driving AI through its technological offerings, such as TensorFlow and Cloud AutoML (to name a few), assisting developers and SMBs in innovating through open-source projects.
• Additionally, a growing number of acquisitions and partnerships among tech giants contributed to the market growth. Apple is the leading buyer of companies in the global artificial intelligence space. For Instance, Apple acquired the highest number of AI companies, defeating Accenture, Google, Microsoft, and Facebook. All of the other companies also had an increased number of AI acquisitions.
• The market's growth in North America is attributed to evolving digital infrastructure in healthcare, a well-established healthcare sector, and rising patient awareness regarding the benefits of artificial intelligence. The demand for artificial intelligence in healthcare in the North American region will likely spur various key players in the market.

Competitive Landscape

The mobile artificial intelligence (AI) market is highly fragmented due to the presence of maximum players in most regions across the globe. Artificial intelligence consists of complex algorithms, which are increasing rapidly in the current market. Nowadays, several industries adopt Artificial Intelligence- algorithms that are easy to access complex systems, giving a high rivalry in the market. Key players are Intel Corporation, Microsoft Corporation, Alphabet Inc. (Google LLC), etc.

• October 2021 - Microsoft launched Microsoft AI Innovate, a program for nurturing and scaling start-ups leveraging Artificial Intelligence (AI). Microsoft AI Innovate is a 10-week initiative that will support start-ups in India leveraging AI technologies, helping them scale operations, drive innovation, and build industry expertise.
• September 2021 - Honor and Microsoft announced an expansion of an ongoing partnership between the two companies, under which they will collaborate on Microsoft cloud adoption, personal and mobile computing, as well as other technologies. As per the partnership, Honor will adopt AI speech and AI translation services based on Microsoft Azure. These services support Honor's Smart Assistant YOYO, collaborative office, smart travel, life services, smart translation, and other applications.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Assessment of Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Demand for AI-capable Processors in Mobile Devices
  • 5.1.2 Rise of Cognitive Computing and Increasing Number of AI Applications​
  • 5.1.3 Increasing Penetration of Mobile Devices​
• 5.2 Market Restraint
  • 5.2.1 Premium Pricing of AI Processors

6 MARKET SEGMENTATION 

• 6.1 By Application 
  • 6.1.1 Smartphone​
  • 6.1.2 Camera
  • 6.1.3 Drone
  • 6.1.4 Robotics​
  • 6.1.5 Automotive​
  • 6.1.6 Other Applications
• 6.2 By Geography
  • 6.2.1 North America
  • 6.2.2 Europe
  • 6.2.3 Asia-Pacific
  • 6.2.4 Latin America
  • 6.2.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Intel Corporation
  • 7.1.2 Microsoft Corporation
  • 7.1.3 Alphabet Inc. (Google LLC)​
  • 7.1.4 Apple Inc
  • 7.1.5 Samsung Electronics Co. Ltd​
  • 7.1.6 Nvidia Corporation
  • 7.1.7 IBM Corporation​
  • 7.1.8 Qualcomm Technologies Inc
  • 7.1.9 MediaTek Inc.​
  • 7.1.10 Huawei Technologies Co. Ltd

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET