移动人工智能 (AI) 市场 - 增长、趋势、COVID-19 影响和预测（2022-2027 年）

移动人工智能 (AI) 市场将在 2021 年达到 21.4 亿美元，在 2027 年达到 96.8 亿美元，预测期间（2022-2027 年）的复合年增长率将达到 28.65%

在不久的将来，虚拟助手和机器人将变得更加普遍和智能，让员工从回答简单问题和执行日常任务的繁琐任务中解放出来。至于助手，亚马逊已经推出了 Alexa Shopping，更多此类虚拟助手被编程为执行特定范围的任务，让生活更轻鬆。

主要亮点

• 认知计算的兴起和越来越多的人工智能应用正在推动市场发展。 AI 和 ML 等技术使认知计算系统能够分析大量数据，产生洞察力，将其转化为学习体验，并优化结果。越来越多的行业和组织正在利用认知解决方案来增强其数据量、洞察力生成、行动计划、管理运营和提高生产力。
• 人工智能 (AI) 已经渗透并颠覆了全球各个最终用户行业的 IT 行业。人工智能将为企业及其客户带来惊人的突破。随着虚拟助手、自动驾驶汽车和聊天机器人等技术发展的涌入，人工智能有望颠覆我们使用移动设备的方式。具有一定程度自主性的机器必须能够以某种方式理解其环境。
• 推动市场增长的主要因素是人工智能应用在各个最终用户行业的激增，以及对认知计算和自动化趋势日益增长的需求。此外，各种移动设备已广泛用于日常工作，例如工作场所、教育环境和个人使用，并且在无需人工协助的情况下使这些设备自动化的需求日益增加。
• 数字化增加了工作场所对移动设备的依赖，而 BYOD 趋势正在刺激移动设备的使用增加。对这些设备的日益依赖也增加了使用移动设备来做出关键决策，进一步增加了在这些设备上进行自动决策时对人工智能的需求。
• 此外，由于物联网导致的联网设备数量增加，因此对这些设备进行基于 AI 的控制的需求也在增加。此外，对这些设备中支持人工智能的处理器和芯片组的需求不断增长，正在推动市场增长。这是因为在移动设备中实现人工智能的最重要部分是将技术集成到芯片组中。
• COVID-19 的兴起为全球移动 AI 市场的增长创造了巨大机遇。在医疗保健和自我诊断系统中越来越多地使用人工智能正在推动市场需求。

主要市场趋势

智能手机应用推动市场增长

• 对实时语音处理和图像识别的需求不断增长，推动了智能手机 AI 处理器市场的发展。大多数 AI 处理器包含一个额外的神经处理单元 (NPU)，能够进行并行处理、低功耗和认知任务。设备端 AI 将采用专用的 AI 芯片组，预计 2022 年将在所有旗舰智能手机中无处不在。大多数新的高端智能手机都配备了带有专用神经处理单元的 AI 芯片。
• 人工智能在智能手机中占据了中心位置，其用途远远超出了数字助理。随着 Edge-AI 技术的出现，现在可以将大部分后端分析 AI 功能转移到智能手机本身。人工智能 (AI) 和机器学习 (ML) 正在改进手机硬件和软件，影响营销人员和消费者，并通过每次更新让生活更轻鬆。
• 虚拟助手功能正在稳步发展。即使在拥挤的情况下，一些语音识别系统也表现出比人类更好的理解能力。随着时间的推移，虚拟助手将在用户的手机界面中发挥更加突出的作用，人工智能将识别用户提供的自然人类语言。未来几年，智能手机製造商有望实现更先进的人工智能和机器学习，根据面部特征的变化来识别人，例如留鬍子或戴眼镜。
• 此外，手机在全球范围内的日益普及也推动了市场的增长。例如，北美的移动电话普及率为 3.21 亿独立移动用户。到 2025 年，渗透率预计将增加 2%，达到 3.45 亿个人手机用户。
• 此外，科技巨头收购和合作的增加也有助于市场增长。苹果是人工智能领域全球领先的公司收购者。例如，苹果击败埃森哲、谷歌、微软和 Facebook 收购了最多的人工智能公司。所有其他公司也在进行更多的人工智能收购。

预计北美将占据最大的市场份额

• 预计北美地区在需求方面将占据很大的市场份额，因为它在政府法规和合规性方面为初创企业和中小企业提供了有利的环境。此外，由于这些公司的各种发展，该地区在技术采用方面处于领先地位，因此预计北美领先的移动应用人工智能解决方案提供商将在预测期内显着增长市场。
• 美国将与工业界、学术界、国际合作伙伴和盟友以及其他非联邦组织合作，促进联邦对人工智能研发的投资，以在人工智能领域取得技术突破。美国前总统唐纳德特朗普已提议在 2021 财年 (FY) 预算中将非国防人工智能研发增加一倍，为期两年。政府更新了其人工智能研发战略计划，发布了第一份概述联邦研发投资影响的进度报告，并发布了第一份关于联邦非国防人工智能研发支出的报告。
• AI 内置于 Google 的核心中。该公司已成功从移动优先世界过渡到人工智能优先世界。我们每天使用的每个 Google 应用都内置了人工智能，包括 Google 搜索引擎、Google 地图、Google 相册、YouTube 和 Gmail 智能回復。谷歌通过 TensorFlow 和 Cloud AutoML（摘录）等技术产品推广人工智能，帮助开发人员和小型企业通过开源项目进行创新。
• 此外，技术巨头不断增加的收购和合作伙伴关係正在促进市场增长。苹果是全球人工智能领域公司的主要买家。例如，苹果击败埃森哲、谷歌、微软和 Facebook 收购了最多的人工智能公司。所有其他公司也在进行更多的人工智能收购。
• 北美市场的增长归功于医疗保健领域数字基础设施的发展、成熟的医疗保健行业以及患者对人工智能优势的认识不断提高。预计北美地区医疗保健领域对人工智能的需求将刺激市场上的各种主要参与者。

竞争格局

移动人工智能 (AI) 市场是一个高度分散的市场，在全球大部分地区拥有最大的参与者。人工智能由复杂的算法组成，并且在当今市场上发展迅速。一些行业现在正在采用可以轻鬆访问复杂系统的人工智能算法，从而使它们在市场上具有竞争优势。主要参与者包括英特尔公司、微软公司和 Alphabet Inc. (Google LLC)。

• 2021 年 10 月 - 微软推出了 Microsoft AI Innovate，这是一个利用人工智能 (AI) 发展和扩大初创公司规模的计划。 Microsoft AI Innovate 是一项为期 10 週的计划，旨在支持印度初创公司利用 AI 技术帮助扩展业务、推动创新和建立行业专业知识。
• 2021 年 9 月 - 荣耀和微软宣布继续扩大两家公司之间的合作伙伴关係，双方将在微软的云采用、个人和移动计算以及其他技术方面展开合作。根据合作伙伴关係，荣耀将采用基于微软 Azure 的人工智能语音和人工智能翻译服务。这些服务支持荣耀的智能助手YOYO、协同办公、智能出行、生活服务、智能翻译等应用。

其他特典

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

内容

第 1 章介绍

• 调查先决条件
• 调查范围

第 2 章研究方法

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 工业吸引力 - 波特五力分析
  • 供应商的议价能力
  • 买家的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 评估 COVID-19 的市场影响

第 5 章市场动态

• 市场促进因素
  • 移动设备对支持 AI 的处理器的需求不断增长
  • 认知计算的兴起和人工智能应用的增加
  • 移动设备的普及率上升
• 市场抑制因素
  • 人工智能处理器价格高昂

第 6 章市场细分

• 按应用
  • 智能手机
  • 相机
  • 无人机
  • 机器人
  • 车载
  • 其他用途
• 区域资讯
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲

第 7 章竞争格局

• 公司简介
  • 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 章投资分析

第 9 章市场潜力

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