10 segments · 160 companies · as of Sep 18, 2026
AI Devices & Wearables
Phones, PCs, glasses and ambient devices that put AI within reach
Where it sits
Fed by: Models & Platforms
AI reaches consumers through phones, PCs, glasses, wearable sensors and connected homes. Device brands control distribution and interfaces, while optical engines, microphones, cameras, processors and batteries determine whether useful assistance fits into an everyday form factor.
Why now
September brings Siri AI and new iPhones, while consumer AR glasses approach launch. IDC forecasts a 16.7% smartphone shipment decline in 2026 as memory costs rise, making the shift toward AI devices a competition over product mix and affordability as well as features.
AI Phones
Phone brands combine local models, cloud assistants and camera processing into daily workflows. Installed base, operating-system integration and distribution matter more than an AI label; availability and agent capabilities differ by region.
iPhone 18 Pro ships with Apple Intelligence and Siri AI beta; foldable iPhone Duo is scheduled for October
leaderGalaxy S26 combines Galaxy AI, Bixby and selectable Gemini or Perplexity agents for phone workflows
leaderPixel 11 uses Tensor G6 and Gemini Nano, pairing local processing with Gemini Intelligence services
majorHyperOS and Super XiaoAI connect phone tasks, image understanding and the broader home-and-vehicle device ecosystem
majorHarmonyOS phones integrate Xiaoyi assistance and local AI imaging; companion functions vary by model and software version
majorMagic phones use YOYO agents; MagicOS 11 was introduced in September with staged beta and model-specific rollout
challengerFind and Reno phones use ColorOS AI Mind Space to organize captured text, images and voice notes
majorOriginOS and BlueLM power Xiao V assistance; September upgrades were announced with staged device availability
majorMotorola phones extend moto ai and Qira personal assistance across the phone and Lenovo PC ecosystem
majorTECNO Ella and Infinix Folax add translation, writing and voice assistance, with capabilities varying by handset and market
challengerEssential Key and Essential Space capture and organize screenshots, voice notes and events on Nothing phones
challenger
Sources: apple.com, news.samsung.com, blog.google, oppo.com, idc.com
AI PCs & Platform Ecosystems
PC makers package local inference into notebooks and desktops; operating systems and processor platforms define which experiences run. NPU capability, memory capacity, battery life and useful software distinguish devices beyond generative-AI branding.
ThinkPad and Yoga AI PCs integrate Qira assistance and Intel, AMD or Snapdragon local-inference platforms
leaderEliteBook, OmniBook and EliteBoard AI PCs add local NPUs; HP IQ extends the software roadmap from Humane assets
majorXPS and commercial PC families package Copilot+ and local AI processing for consumer and managed business devices
majorM5 MacBook Air and M5 Pro/Max MacBook Pro run Apple Intelligence and local AI workloads with unified memory
majorWindows Copilot+ sets the local AI PC experience; Surface provides first-party hardware and Foundry Local enables apps
leaderZenbook, Vivobook and ProArt systems span Copilot+ notebooks and RTX-equipped local AI workstations
majorSwift AI notebooks combine Copilot+ experiences with Intel Core Ultra Series 3 and Acer's local productivity tools
majorGalaxy Book6 Pro combines Core Ultra NPU processing, Copilot+ features and Galaxy device integration
challengerCore Ultra processors define the x86 AI PC platform across major notebook vendors, with integrated NPUs and graphics
majorRyzen AI processors supply CPU, Radeon graphics and local NPU capability for Windows AI notebooks and desktops
majorSnapdragon X and X2 platforms enable Arm-based Copilot+ notebooks, including HP's latest OmniBook and EliteBook lines
challengerGeForce RTX AI PCs use discrete GPU memory and Tensor cores for larger local models and creator AI applications
majorCo-designed GB10 for Nvidia DGX Spark desktop AI systems; no unconfirmed N1X notebook shipment is assumed
majorLicensed CPU architecture underpins Windows-on-Arm notebooks and Apple silicon Macs used for local AI applications
majorNotebook ODM designs and builds AI-capable PCs for global brands, including thermal and board-level system integration
majorNotebook design and manufacturing services integrate customer-selected processors, memory and PC platform requirements
majorNotebook ODM integrates CPU/NPU platforms into branded laptop designs; AI-specific unit share is not disclosed
majorHarmonyOS MateBook computers combine proprietary hardware with Xiaoyi-assisted device and productivity workflows
challenger2026 gram Pro offers EXAONE 3.5-based gram Chat On-Device on selected models alongside cloud assistance
major
Sources: lenovo.com, hp.com, dell.com, apple.com, lg.com, mediatek.com
Smart Glasses & XR Brands
Brands combine eyewear, cameras, assistants and sometimes displays into glasses or headsets. Optical comfort, prescription access, battery life and retail distribution decide adoption; camera glasses, display glasses and immersive XR remain distinct products.
Ray-Ban Meta, Oakley Meta and Meta Ray-Ban Display combine camera, voice AI and, in the Display model, a lens display
leaderRay-Ban and Oakley frame design, prescription fitting and retail distribution commercialize the Meta glasses partnership
leaderAndroid XR and Gemini power partner eyewear with Samsung, Warby Parker and Gentle Monster; first collections target fall
majorGalaxy XR establishes its Android XR headset line; intelligent eyewear with Google is scheduled for fall launch
majorVision Pro combines high-resolution XR displays with Apple Intelligence; Siri AI extends its visionOS assistant interface
majorSPECS and Snap OS target consumer AR with Specs Intelligence; fall shipments are planned, not established sell-through
challengerAI Glasses pair camera capture and XiaoAI visual assistance with HyperOS phones and connected devices
challengerQuark S1 display and G1 camera glasses integrate Qwen models, voice commands and Alibaba consumer-service access
challengerAR display glasses and the upcoming Aura Android XR device serve media, spatial computing and partner AI experiences
challengerAI Glasses Style provides voice-first ChatGPT and Gemini access; display-equipped glasses serve translation and AR
challengerX3 Pro glasses combine a color AR display with onboard compute and camera-based visual assistance
challengerM400 and Shield enterprise glasses deliver hands-free visual assistance and remote workflows for industrial customers
nicheDevelops and plans to retail prescription-capable Android XR frames with Google and Samsung for the 2026 collection
emergingXiaodu Pro camera-and-audio glasses connect ERNIE assistance to visual questions and translation; they have no AR display
challengerPS VR2 combines eye tracking, cameras and headset displays for spatial interaction; it is an XR platform, not AI eyewear
majorVIVE Focus Vision and XR Elite combine tracked mixed-reality hardware with enterprise and PC VR software
majorPICO 4 Ultra combines Snapdragon XR2 Gen 2, passthrough cameras and depth sensing for standalone mixed reality
majorLuma-series and Beast glasses provide wearable displays with spatial software; they are primarily XR viewing devices
challengerG2 display glasses deliver transcription, prompts and contextual assistance through a companion app
challengerAIR3 glasses combine a waveguide display, cameras and standalone interaction software; distribution remains limited
challengerAirGo A5 audio glasses provide voice assistance and translation; AirGo V adds camera-based interactions
nicheMR headset combines micro-OLED displays, tracking cameras and spatial software for immersive applications
nicheGucci smart glasses are being developed with Google; management targets a 2027 launch rather than current sales
emergingG2 display glasses offer visual prompts and AI assistance; the vendor reports initial non-prescription shipments from September 15
emerging
Sources: counterpointresearch.com, essilorluxottica.com, news.samsung.com, newsroom.snap.com, picoxr.com, reuters.com
XR Optics & Microdisplays
Waveguides, high-index glass, light engines and microdisplays make transparent AR and compact XR possible. Optical efficiency, brightness, yield and prescription compatibility matter; material providers and display makers occupy different positions in the same stack.
Geometric waveguides supply Meta Ray-Ban Display; Z-30 and A-Lens designs extend the licensed optical platform
leaderManufactures Lumus reflective waveguides and high-index optical glass used in transparent AR display paths
majorOLED microdisplays provide dense near-eye images for premium XR headsets; separate from its camera-sensor business
leaderSamsung Display and acquired eMagin develop RGB OLED-on-silicon microdisplays for high-brightness XR headsets
challengerMicroLED microdisplays and compact projector engines supply bright, low-power image generation for AR glasses
majorOLED-on-silicon displays supply near-eye XR images; its dedicated microdisplay business listed in March 2026
majorHX7319FL front-lit LCoS microdisplays pair with Vuzix waveguides in a prescription-ready AR reference design
majorGoeroptics supplies SiC, polymer and glass waveguide modules alongside compact XR optical assemblies
majorGoertek-OmniLight investment combines AR waveguide capabilities with established optical-module manufacturing
majorAcquired Dispelix waveguides combine with light-engine design to provide integrated AR optical systems
challengerPrescription and laminated smart-glasses lenses enter multi-year production agreements; customer names are undisclosed
majorPrescription-ready waveguides and nanoimprint manufacturing support third-party OEM glasses, including the Himax design
nicheHigh-index, ultra-flat glass wafers provide substrates for waveguide-based AR and mixed-reality optical designs
majorGeometric and diffractive waveguides plus compact optical engines couple projected images into AR lenses
challengerMicro-OLED, LCD and optical assemblies serve near-eye defense, industrial and consumer headset applications
majorAR/VR lenses support head and hand tracking cameras; viewing optics add an adjacent near-eye component opportunity
majorMicro-OLED and fast-LCD modules supply AR, VR and electronic-viewfinder display requirements
majorDemonstrated high-pixel-density glass-based OLED/QLED AR displays at Display Week 2026; volume adoption is not established
challengerSwitchable Bragg-grating waveguides and optical engines support customer AR and mixed-reality display designs
nicheAR smart-glasses viewing optics and tracker-camera lenses support display coupling and spatial perception
majorAR waveguide fabrication and materials engineering support display manufacturing; its first fab waveguide emerged in June 2026
nicheAcquired Raxium develops microLED near-eye display technology for the group's hardware research and AR ambitions
challengerGaN microLED microdisplays and the Foxconn partnership target compact AR optical engines and manufacturing scale-up
challengerGaN-on-silicon microLED technology targets bright near-eye displays; commercial ramp and customer adoption remain developing
challenger
Sources: prnewswire.com, hkexnews.hk, goertek.com, ir.vuzix.com, finance.sina.com.cn, appliedmaterials.com
Device Components & Assembly
Assembly partners and specialist components turn AI interfaces into manufacturable devices. This segment emphasizes glasses and wearables: compact cameras, voice input, low-power processing and batteries, while detailed chip architectures belong in Edge AI Silicon.
Smart-consumer-electronics EMS assembles phones and connected devices; Porotech partnership develops AR display manufacturing
leaderVR/AR device ODM integrates acoustic components, optics and complete hardware for consumer-electronics brands
leaderAR/VR module integration, interconnects and wearable assembly support compact consumer AI hardware
majorPrecision cover glass, structural parts and smart-device assembly support phones and expanding AR and AI-glasses programs
majorLicenses manufacture of Lumus Z-30 2.0 and A-Lens waveguides, expanding the production base for AR-glasses optics
majorSnapdragon AR1+ enables small language models on glasses; XR platforms power the larger headset category
leaderBES2800 wearable SoCs integrate neural processing, audio and connectivity for smart-glasses and watch designs
majorInvenSense motion sensors, microphones and ToF sensing provide low-power input for smart-glasses perception and tracking
majorFormer Knowles consumer MEMS microphones and Neural Decision Processors supply always-on voice sensing in devices
majorAutofocus, stabilized camera and 3D sensing modules provide the visual-input hardware used by phone AI features
majorCompact optical-zoom and stabilized camera modules supply smartphone image capture alongside electronic passives
majorSmart codecs, amplifiers and mixed-signal audio chips support phone and wearable voice-input and playback paths
majorApollo510 processors target battery-powered wearables with local voice, health and sensor-inference workloads
nicheAI-1 silicon-anode cells generated initial smart-eyewear revenue in Q2; the customer remains unnamed
emergingSmartphone and notebook EMS combines board assembly, mechanical integration and final test for branded device customers
majorNotebook and smart-device ODM operations integrate boards, displays and enclosures into customer-designed hardware
majorContract design and assembly supplies notebooks, smart devices and wearable hardware to consumer-electronics brands
majorHandset enclosures, precision components and final assembly support smartphones and other connected consumer products
majorMiniature capacitors, RF filters and communication modules enable compact power and radio designs in phones and wearables
majorHAPTIC actuators, switches and sensing components provide physical input and feedback within connected consumer devices
nicheNeural voice enhancement, biometric and touch controllers supply audio and interaction components for wearables and phones
majorLSM6-series MEMS inertial sensors supply motion tracking and embedded sensor fusion for wearables and headsets
majorOmniVision compact CMOS sensors capture camera input for phones, wearables and visual-assistant devices
majorMiniature connectors, antennas and flexible interconnects join sensors, boards and batteries inside mobile devices
major
Sources: goertek.com, en.hnlens.com, foxconn.com, ir.enovix.com, st.com
Health & Fitness Wearables
Watches, rings and bands turn continuous sensor data into activity, recovery and sleep guidance. Hardware accuracy, comfort and subscriptions determine retention; AI coaching often runs in a phone app or cloud rather than entirely inside the wearable.
Watch sensors combine health and workout tracking with phone-connected intelligence and the expanding Siri AI interface
leaderWatch sensors and Health Glance combine physiological measurements with Huawei Health analysis and activity guidance
majorGalaxy Watch and Galaxy Ring feed Samsung Health energy and sleep guidance, linking wrist and finger sensing
majorFitness watches feed Connect+ Active Intelligence, which generates personalized health and training insights in the app
majorG7 and Stelo wearable glucose sensors feed analytics; Stelo adds AI-assisted meal logging and personalized daily insights
majorLingo and FreeStyle Libre glucose sensors generate continuous readings; an August Google partnership expands AI health insights
majorZio ECG patches pair continuous recording with AI-assisted rhythm analysis and technician review for prescribing clinicians
majorRing sensors supply continuous sleep and recovery data to a membership platform and AI-based Oura Advisor
leaderScreenless health bands support subscription recovery and strain tracking with conversational WHOOP Coach guidance
majorPixel Watch and Fitbit devices feed Google Health coaching and personalized fitness insights within its device ecosystem
majorSmart Band 10 and Watch devices feed activity, heart-rate and sleep measurements into Mi Fitness guidance
majorAmazfit watches and Helio wearables pair Zepp Flow control with Aura sleep analysis and AI coaching services
challengerScanWatch 2 combines ECG and physiological sensors with Withings Intelligence insights and optional clinical review
challengerAcquired Masimo supplies Radius PPG tetherless pulse oximetry and clinical monitoring; this is medical-device exposure
majorRing PRO combines continuous health sensing with AI guidance; the redesigned model has US customs clearance
challengerGen 3 smart rings launched in May 2026 with continuous physiological tracking and app-based health insights
challengerHeartGuide uses a wearable cuff for blood-pressure readings and HeartAdvisor trend tracking; this is connected clinical sensing
nicheRing 2 combines ECG, optical and temperature sensing with Kira AI coaching for sleep, recovery and daily health trends
nicheLoop and Vantage wearables feed Polar Flow sleep, recovery and training guidance based on physiological measurements
majorRace and Vertical watches feed Suunto Coach, whose beta AI plans combine training load, recovery and personal goals
major
Sources: 9to5mac.com, counterpointresearch.com, investors.dexcom.com, abbott.mediaroom.com, irhythmtech.com, investors.danaher.com
AI Companions & Hearables
Voice-first recorders, rings, earbuds and hearing aids make audio a persistent AI interface. Products range from meeting capture to real-time neural speech separation; distribution, reliable sound capture and useful recurring services matter more than novelty.
AirPods pair voice interaction, computational audio and compatible-iPhone translation with the broader Siri interface
leaderGalaxy Buds pair with Galaxy AI phones for Interpreter and conversational voice access alongside adaptive audio
majorWF-1000XM6 earbuds use DSEE Extreme and neural audio processing to improve listening and voice capture
majorPhonak Infinio Ultra Sphere uses a dedicated deep neural network to separate speech from background noise
leaderReSound Vivia adds a DNN chip for speech focus; the proposed Amplifon sale has not been treated as completed
majorOticon Intent combines 4D user sensors with DNN 2.0 processing to adapt hearing support to listening situations
majorSignia Active Mini IX tracks shifting speakers with RealTime Conversation Enhancement for speech in noisy groups
majorOmega AI hearing aids use embedded processing for speech and noise adaptation, with Auracast and voice-message connectivity
majorQuietComfort 2nd Gen adapts microphone-based noise control to fit and surroundings; its role is intelligent audio processing
majorRay-Ban audio assistants extend into acquired Limitless expertise; Pendant sales ended, with existing customers supported in 2026
majorAcquired Bee wearable turns conversation context into notes, insights and suggested email or calendar actions
majorPoly headsets and meeting audio apply noise suppression; acquired Humane Cosmos assets support future cross-device assistance
majorNote Pro and NotePin S capture meetings and conversations for transcription, summaries and searchable AI notes
majorSoundcore AeroFit 2 AI and Liberty 5 Pro Max offer app-linked translation and voice assistance
challengerOpenFit Pro open-ear earbuds apply AI microphone noise reduction and adaptive audio while leaving ears unsealed
challengerEar (open) offers a ChatGPT voice shortcut through Nothing X on compatible Nothing phones; processing is not all on-earbud
challengerNuance Audio integrates directional hearing assistance into eyewear for adults with mild to moderate hearing loss
emergingAI Translation Earbuds support two-way interpretation, call translation and hands-free access to language assistance
majorXiaodu assistants combine DuerOS voice interaction with dedicated speakers and earbuds for everyday audio tasks
majorr1 handheld runs voice and vision agents; its 2026 DLAM update adds USB-connected computer interaction
nicheStream voice ring captures notes and dictation; the vendor lists US shipping with an iOS companion app
emergingJuly 2026 pendant relaunch adds spoken conversations and optional paid memory; adoption and retention remain unproven
emergingAcquired io hardware team develops an AI companion; Reuters reports a speaker still in development, with no verified shipment
emerging
Sources: plaud.ai, aboutamazon.com, sonova.com, limitless.ai, starkey.com, reuters.com
Smart Home & Ambient Assistants
Home assistants coordinate appliances, cameras and everyday tasks through voice, text and environmental context. Device compatibility, installed hardware and subscription economics shape adoption; a cloud-assisted home is not necessarily an on-device AI system.
Alexa+ connects Echo voice interfaces, smart-home control and agentic actions; Ring adds camera-based home intelligence
leaderGemini for Home upgrades Nest speakers, displays and cameras with conversational control and visual understanding
leaderSmartThings, Bixby and Bespoke AI appliances coordinate home tasks; Family Hub AI Vision integrates Google Gemini
majorHyperOS and Super XiaoAI connect phones, speakers and appliances through the Mi Home device ecosystem
majorThinQ coordinates connected appliances; ThinQ Claw adds an AI-agent interface demonstrated at IFA 2026
majorVivint Smart Hub Pro 2 connects monitored cameras, sensors and energy controls within NRG-owned home services
majorThe ADT+ platform connects monitored alarms, Nest cameras and smart locks within a professionally managed home service
majorDealer-installed security devices use AI Video Event Search, familiar-face analytics and automated deterrence
majorFirst Alert VX cameras detect people, pets and packages; connected thermostats and Total Connect link home controls
majorHey Tuya and the AI Agent Development Platform let device makers add conversational control and home automation
majorXfinity Shield combines gateway-based WiFi Motion, cameras and cybersecurity for AI-supported home protection
majorHarmonyOS Whole Home 1+3+N links Xiaoyi control, lighting, climate and connected household devices
majorHomePod and Apple TV act as Home hubs for Siri and Matter devices; existing speakers are not assumed to run Siri AI
majorSmart Home controllers, Eyes cameras and connected sensors coordinate security, heating and room-level automations
majorFP400 presence sensing, camera hubs and connected locks coordinate room-aware automation through the Aqara ecosystem
challengerArlo Secure 7 adds AI threat assessment and daily activity summaries to connected home-security cameras
majorHue lights and Bridge Pro integrate app automation; natural-language Custom AI Behaviors are announced for October 2026
majorEufy AI Core and cameras provide local security-event understanding and automated home-monitoring workflows
challengerYale connected locks outside the divested US/Canada business link access control with regional home-automation platforms
majorSchlage Encode connected locks integrate access codes, alerts and voice-platform commands into home automation
majorQuickSet homeSense uses device presence and rules to automate homes; Nevo integrates OEM controls and sensors
nicheAlloy hubs connect locks, thermostats and leak sensors across rental homes, feeding remote property-management workflows
nicheAI Hub combines camera interpretation with retrofit actuators and local automations for contextual home control
challengerXiaodu speakers and displays combine ERNIE-based conversation with DuerOS-compatible household device control
major
Sources: blog.google, resideo.com, signify.com, aqara.com, us.switch-bot.com, reuters.com
On-Device AI Silicon
Processors and licensed neural engines run speech, vision and small models inside phones, PCs, glasses, cameras and embedded devices. Power, memory and software support decide adoption; these placements cover device inference rather than data-center training.
Snapdragon 8 Elite Gen 5, X2 Elite and AR1+ use Hexagon AI engines for local inference in phones, PCs and glasses
leaderA- and M-series Neural Engines run Apple Intelligence models locally across iPhone, iPad and Mac hardware
leaderDimensity 9500 NPU runs phone-side generative models; the GB10 partnership also contributes desktop AI compute
leaderCore Ultra processors integrate CPU, GPU and NPU execution for local Copilot+ PC and laptop inference
majorRyzen AI processors pair XDNA NPUs with CPU and graphics for local language, audio and vision workloads in PCs
majorLumex CSS licenses mobile compute subsystems; Ethos NPUs add neural acceleration to low-power embedded devices
majorExynos 2600 integrates an NPU and image processing for local language, camera and assistant workloads in phones
majorTensor G5 integrates a Google TPU for Gemini Nano inference and camera processing within Pixel devices
majorGeForce RTX desktop and notebook GPUs run local models through Tensor cores and the RTX AI software stack
majori.MX 95 applications processors combine an eIQ Neutron NPU with vision interfaces for industrial and smart-home endpoints
majorSTM32N6 embeds the Neural-ART accelerator for local vision and audio inference in compact embedded devices
majorRZ/V2N uses the DRP-AI3 accelerator for dual-camera vision inference in industrial and consumer endpoints
majorPSOC Edge E84 combines Ethos-U55 and NNLite acceleration for low-power voice, vision and sensor workloads
majorCV-series vision SoCs combine image pipelines and neural processing for cameras, security endpoints and embedded devices
majorAstra SL2610 and SRW1500 target local multimodal and sensor inference; SRW1500 production is targeted for late 2026
challengerNDP250 Neural Decision Processor runs audio, vision and sensor models in battery-powered always-on devices
majorWiseEye2 HX6538 pairs Cortex-M55 and Ethos-U55 processing with low-power image sensors for always-on visual inference
nicheApollo510 uses a low-power Cortex-M55 and Helium vector processing for speech, health and sensor inference in wearables
nicheNeuPro-Nano licenses compact NPU IP for always-on voice, vision and sensor inference in wearables and home devices
nichesensAI maps compact inference models to low-power FPGAs for always-on vision and presence detection
nicheThe 10H accelerator runs local language and vision-language models; the 8-series targets embedded camera inference
challengerMetis inference chips and accelerator modules run neural networks in cameras, edge appliances and embedded systems
challengerDX-M1 supplies low-power neural inference for camera and embedded systems without requiring cloud processing
challengerPathfinder P1600 embeds Graph Streaming Processor cores for local camera inference; automotive GSP2 remains a roadmap
emerging
Sources: ceva-ip.com, blaize.com, synaptics.com, qualcomm.com, mediatek.com, arm.com
IoT Endpoints & Connectivity
Vehicle gateways, RFID tags, meters and wireless modules feed ambient AI with physical-world data. Connectivity silicon, installed endpoints and subscription fleet platforms are separate roles; a radio or tag is an enabling component, not necessarily an AI processor.
Connected Operations Cloud links Vehicle Gateways, AI Dash Cams and asset tags for fleet safety and maintenance
leaderM800 RAIN RFID endpoint chips and R700 readers turn tagged items into data for inventory and logistics automation
leaderLoRa Plus radios and AirLink cellular gateways connect long-lived sensors and remote assets to operational networks
majorSeries 2 and Series 3 wireless SoCs connect Bluetooth, Zigbee, Thread and Matter endpoints with low-power radios
majorCellular and positioning modules connect equipment; FCM665D adds Wi-Fi 6, Bluetooth and edge processing to endpoints
majornRF54L Bluetooth SoCs and nRF9151 cellular modules connect wearables, asset trackers and low-power sensor nodes
majorESP32-C6 combines Wi-Fi, Thread and Bluetooth for Matter endpoints; ESP32-P4 adds wired device-side processing
majorCompact Wi-Fi and Bluetooth modules connect embedded devices; antenna integration helps fit radios into small products
majorDI-enabled smart meters run grid-edge analytics; a 2026 Jetson demonstration extends local AI processing at utility endpoints
majorBlueEdge connects water meters and flow sensors to continuous monitoring and leak-management workflows
majorConnectCore modules and IX cellular routers link equipment; Digi Remote Manager supplies remote lifecycle management
majorCartrack combines installed vehicle telematics, cameras and subscription software for fleet and mobile-asset operations
majorUnity unifies MiX and Fleet Complete telemetry with AI video and connected forklift safety across mobile fleets
majorInstalled vehicle tracking units feed location, recovery and fleet-monitoring subscriptions in Israel and Latin America
nicheCellular IoT modules and deviceWISE connect industrial endpoints with managed data and remote application services
majorGNSS positioning chips and modules locate connected vehicles and assets; Advent ownership replaced the former SIX listing
majorAstra SRW1500 integrates Wi-Fi 7 with low-power sensing; connectivity chips also supply Bluetooth and home-device links
majorCloud IoT device management and connectivity modules link third-party appliances and sensors to agent-enabled services
majorSmartEdge gateways and embedded modules connect industrial sensors and local inference to managed IoT networks
nicheMonarch LTE-M and NB-IoT chips connect battery-powered trackers and meters; the radio itself is not an AI engine
nicheTachyon combines 5G and local AI compute; cellular modules and fleet-management software connect distributed endpoints
nicheNotecard modules and Notehub route embedded sensor data through cellular, Wi-Fi, satellite and LoRa connectivity
niche
Sources: samsara.com, impinj.com, silabs.com, digi.com, nordicsemi.com, investors.itron.com
Glossary
- On-device AI
- Inference performed locally on a device; many products also use cloud models for larger tasks.
- NPU
- A processor designed to run neural networks efficiently within a device power budget.
- Waveguide
- An optical element that guides projected light into the eye while keeping a glasses lens transparent.
- Microdisplay
- A very small high-density display used with optics in AR glasses or XR headsets.
- Ambient AI
- Assistance delivered through nearby devices, sensors and context, often combining local processing with cloud services.
- ODM
- A manufacturer that designs and builds devices or modules sold under another brand.
Heat, spend, exposure and shares are editorial estimates. How to read the map ↗