全球物聯網晶片趨勢（2026）：隨著連接方式多樣化，人工智慧推理擴展到終端設備

市場曾預測5G將成為物聯網(IoT)的通用連接標準，人工智慧(AI)會將運算能力轉移到網路邊緣。然而，截至2026年，人工智慧推理正在向資料中心和終端設備轉移，而連接技術也不斷多樣化，以滿足各種應用的需求。

此外，隨著技術藍圖日益碎片化，物聯網晶片產業的競爭格局也在發生變化，新的價值正逐漸轉向整合人工智慧、多模連接和安全功能的平台解決方案。本報告探討了人工智慧推理向終端設備的轉移以及日益多樣化的連接技術如何重塑物聯網檢驗市場的價值分配並重新定義競爭格局。

主要亮點

• 人工智慧推理正變得越來越分散於資料中心和終端設備之間，這一發展趨勢與傳統的 5G 和邊緣運算將推動物聯網成長的預測有所不同。
• 為了滿足各種應用和部署場景的不同需求，連接技術變得越來越多樣化。
• 隨著技術藍圖變得越來越分散，物聯網晶片產業的競爭格局也在改變。
• 競爭的重點正在轉向平台整合，人工智慧、多模式連接、安全性和軟體能力變得越來越重要。
• 這些趨勢正在重塑物聯網晶片市場的價值分配結構，並重新定義競爭格局。

目錄

第1章：物聯網連結不斷擴展，但價值創造的方式正在改變。

第2章：人工智慧推理向邊緣轉移，改變物聯網晶片的價值鏈

第3章：隨著應用案例優先於技術迭代，連結市場呈現多元化趨勢

第4章：隨著供應鏈領導的重塑，價值轉向整合

第5章：TRI的視角

The market once expected 5G to become the universal connectivity standard for the Internet of Things (IoT) and believed that AI would drive computing power toward the network edge. However, as of 2026, AI inference is instead shifting toward data centers and end devices, while connectivity technologies continue to diversify to meet the requirements of different applications.

Competition in the IoT chip industry is also evolving as technology roadmaps become increasingly fragmented, with new value gradually shifting toward platform solutions that integrate AI, multimode connectivity, and security. The report examines how the shift of AI inference toward endpoint devices, along with increasingly diversified connectivity, is reshaping the distribution of value and redefining competition in the IoT chip market.

Key Highlights

• AI inference is becoming increasingly distributed across data centers and end devices, diverging from earlier expectations that 5G and edge computing would drive IoT growth.
• Connectivity technologies are diversifying to address the varied requirements of different applications and deployment scenarios.
• As technology roadmaps become increasingly fragmented, competitive dynamics in the IoT chip industry are also evolving.
• Competition is shifting toward platform integration, with AI, multimode connectivity, security, and software capabilities becoming increasingly important.
• These trends are reshaping value distribution and redefining the competitive landscape of the IoT chip market.

Table of Contents

1. IoT Connections Continue to Grow, but Value Creation is Shifting

• Figure 1: Cellular IoT Connections Forecast, 2025–2030

2. AI Inference Moves to the Edge, Shifting the IoT Chip Value Chain

• Figure 2: Redistribution of Value Across AI Inference Deployment Architectures

3. Connectivity Market Diversifies as Use Cases Take Priority Over Technology Generations

• Figure 3: The Impossible Trinity of Cellular IoT Technology Selection
• Table 1: Comparison of Connectivity Technologies

4. Value Shifts Toward Integration as Supply Chain Leadership is Reshaped

• Figure 4: Security Shifts from a Differentiating Feature to a Market-Access Requirement
• Table 2: Key Developments Among Major IoT Chip Vendors in 2026
• Figure 5: Value Migration in the IoT Chip Industry

5. TRI’s View