$300
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Jon Peddie Research’s AI Processors in Wearables report is a supply-side report; it covers companies building field-programmable chips for AI inference at the edge and in the cloud, as well as IoTs.
The Wearables in AI report defines the SoCs used in wearables and how they are used.
The report also contains information about the companies, their technologies and products, and the approaches each company is taking.
SoCs used in wearables are not a replacement for GPUs or NPUs — they are typically highly efficient, low-power chips that sell in medium- to high-volume devices. This JPR report covers the architecture, competitive landscape, and commercial trajectory of wearable SoCs from Whoop 4.0 / 5.0, Fitbit Air, Oura Ring 4, Amazfit Helio, Polar Loop, and Garmin Cirqa.
Description
This report examines the emerging market for AI-enabled wearable devices and the semiconductor platforms that power them. It analyzes unit shipments, ASPs, SoC value distribution, and AI processor content across categories, including smartwatches, smart rings, XR headsets, smart glasses, hearing aids, TWS devices, medical wearables, and fitness bands. The study evaluates how local inference, sensor fusion, and edge AI reshape wearable system architectures and silicon requirements. It also tracks the transition from cloud-dependent biometric devices toward continuous on-device AI processing, highlighting the implications for semiconductor vendors, OEMs, ISVs, and enterprise healthcare and consumer ecosystems. The 23-page report contains 14 tables and three charts.
Table of Contents
Wearables….5
Methodology….5
Estimated ASP and AI silicon share for inference wearables….5
TAM / SAM / SOM with SoC Dollar Opportunity….6
AI Wearable SoC Market Model….7
Definitions….7
2026 Wearable AI SoC TAM Model….7
2026 Semiconductor Opportunity….8
2030 Wearable AI SoC TAM Model….9
By 2030, local inference capability will become standard across most premium wearable categories….9
2030 Semiconductor Opportunity….9
Market Structure….10
AI Architecture Transition….10
2025-era wearable architecture….10
2030-era wearable architecture….11
Key Silicon Vendors by Segment….11
Structural Industry Shift….12
Wearable AI SoC opportunity model….12
Aggregate opportunity….12
SAM SoC dollar opportunity by category….13
2032 category view….14
Market conclusion….14
Faceless fitness bands….16
The silicon landscape of faceless fitness monitors….17
Hardware strategy & deployment analysis….18
Silicon Architecture: Faceless Fitness Monitors….18
The NPU Adopters….19
Fitbit Air: The Gemini Edge….19
Oura Ring 4….20
Garmin Cirqa….20
The DSP and Signal-Processing Specialists….20
Amazfit Helio Strap….20
Polar Loop….20
What do we think?….20
AI-Driven Silicon Architecture Requirements….21
Summary….21
