Omdia forecasts significant growth in the robotics chipset market due to the democratization of generative AI technology in robotics. This technology is expected to replace or enhance existing machine learning and deep learning models, making robots more capable and robust. Companies like Google, Meta, OpenAI, and Toyota are already incorporating foundation models into their robotics applications, while service robot vendors in China are developing their own models. However, the resource-intensive nature of GenAI means that it is mostly deployed in the cloud, while robots prioritize local processing. Non-GPU vendors like Qualcomm, Intel, and AMD have also launched AI systems-on-chip or dedicated AI chipsets for on-device robotics applications.
