Guohai Securities: AI edge multi-scenario landing accelerates the empowerment of the SoC industry rise

Golden Ten Data News on November 27th, Guohai Securities research report pointed out that SoC series is a chip that integrates key components together and is widely applicable. System-on-a-chip (SoC) is an integrated circuit that integrates computing processors and other electronic systems into a single chip. SoC can process digital signals, analog signals, mixed signals, and even radio frequency signals, often used in embedded systems. The continuous rise in demand in multiple fields is driving the continuous expansion of the SoC market size. The global SoC market size will exceed 320 billion U.S. dollars in 2032. The opening of the 2025 International Consumer Electronics Show (CES) is approaching, and the increasing scenarios of AI landing at the edge are expected to drive the rise in SoC industry demand and product technology breakthroughs. The opening of the 2025 CES exhibition is approaching, and it is expected to further increase the landing scenarios of AI terminals, which may boost the demand for various consumer electronic products. Major SoC chip manufacturers are actively upgrading their products to meet the needs of AI landing. With the gradual enrichment of AI landing scenarios, the SoC industry is expected to continue to benefit.