沙利文发布《2026年全球Wi-Fi芯片行业独立市场研究报告》
Frost & Sullivan Releases the “2026 Independent Market Research Report on the Global Wi-Fi Chip Industry”
随着生成式AI、边缘智能、AIoT及智能终端应用加速发展，人工智能正从云端模型能力逐步延伸至端侧设备。手机、PC、智能家居、机器人、AR/VR、车载终端、工业设备及各类物联网终端，正在从传统联网设备转变为能够持续产生数据、执行本地推理、进行实时交互并与云端及其他设备协同运行的智能节点。端侧AI的快速发展，使终端设备对无线连接的需求从基础联网功能，升级为对大带宽、低时延、高并发、高稳定性及智能调度能力的综合要求。
在此趋势下，Wi-Fi的产业价值正在被重新定义。传统意义上，Wi-Fi主要承担无线联网和数据传输功能；而在AI时代，Wi-Fi正在升级为连接云端AI、边缘算力与端侧设备的关键基础设施，是AI能力走向全屋、全场景、全终端的重要承载通道。Wi-Fi不仅承担高速数据回传、模型参数更新、多设备协同交互及实时内容生成等基础功能，也逐步向边缘AI数据入口、本地算力底座、空间感知终端、智能调度中枢及全场景互联底座等多重角色演进。相关材料亦指出，Wi-Fi在AI时代不再只是被动通信工具，而是AI泛在化的重要基础设施。
作为上述能力的核心硬件载体，Wi-Fi芯片的重要性也随之提升。Wi-Fi芯片不仅决定终端设备的连接速率、时延、并发能力和功耗表现，也影响AI终端在本地场景中的数据交互效率、实时响应能力和系统稳定性。当前，先进Wi-Fi芯片已开始集成AI加速引擎、感知处理单元及异构计算核心，推动芯片从单纯通信向“通感算一体”方向发展；同时，端侧AI、智能终端及边缘智能的发展，也正在推动终端厂商重新重视无线连接能力，并加大中高端Wi-Fi芯片的导入。
As generative AI, edge intelligence, AIoT and smart device applications continue to advance rapidly, artificial intelligence is increasingly extending beyond cloud-based model capabilities into edge devices. Smartphones, PCs, smart home devices, robots, AR/VR devices, in-vehicle terminals, industrial equipment and a broad range of IoT endpoints are evolving beyond conventional connected devices into intelligent nodes capable of continuously generating data, performing local inference, enabling real-time interaction and operating collaboratively with cloud platforms and other devices. The rapid development of edge AI is elevating the wireless connectivity requirements of terminal devices beyond basic network access to a more comprehensive set of capabilities, including high bandwidth, low latency, support for high device concurrency, high reliability and intelligent traffic scheduling.
Against this backdrop, the role and strategic value of Wi-Fi are being redefined. Traditionally, Wi-Fi primarily served as a means of wireless network access and data transmission. In the AI era, however, Wi-Fi is evolving into critical infrastructure that connects cloud-based AI, edge computing resources and terminal devices, providing an essential communications backbone for the pervasive deployment of AI capabilities across homes, use cases and device categories. In addition to supporting high-speed data backhaul, model parameter updates, coordinated multi-device interaction and real-time content generation, Wi-Fi is increasingly assuming multiple roles, including serving as a data access point for edge AI, a foundation for local computing, a spatial sensing endpoint, an intelligent coordination hub and an infrastructure layer for ubiquitous connectivity. Relevant industry materials have similarly noted that, in the AI era, Wi-Fi is no longer merely a passive communications tool, but an essential infrastructure layer enabling the widespread adoption of AI. As the core hardware underpinning such capabilities, Wi-Fi chips are correspondingly becoming increasingly important. Wi-Fi chips not only determine the connectivity speed, latency, concurrency capacity and power efficiency of terminal devices, but also affect the efficiency of data interaction, real-time responsiveness and system stability of AI-enabled devices in local operating environments. Advanced Wi-Fi chips have begun to integrate AI acceleration engines, sensing and processing units, and heterogeneous computing cores, driving their evolution beyond standalone communications functions towards the integration of communications, sensing and computing capabilities. Meanwhile, the continued development of edge AI, smart devices and edge intelligence is prompting terminal manufacturers to place renewed strategic emphasis on wireless connectivity and accelerate the adoption of mid- to high-end Wi-Fi chips.
点击以下链接，查看节选版报告：
