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Jon Peddie Research’s AI Processors in Wearables report is a supply-side report analyzing the emerging class of SoCs designed for AI inference at the edge.
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 25-page report contains 14 tables and three charts.
Table of Contents
Wearables
Methodology
Estimated ASP and AI silicon share for inference wearables
TAM / SAM / SOM with SoC Dollar Opportunity
AI Wearable SoC Market Model
Definitions
2026 Wearable AI SoC TAM Model
2026 Semiconductor Opportunity
2030 Wearable AI SoC TAM Model.
By 2030, local inference capability will become standard across most premium wearable categories
2030 Semiconductor Opportunity
Market Structure
AI Architecture Transition
2025-era wearable architecture
2030-era wearable architecture
Key Silicon Vendors by Segment
Structural Industry Shift
Wearable AI SoC opportunity model
Aggregate opportunity
SAM SoC dollar opportunity by category
2032 category view
Market conclusion
Faceless fitness bands
The silicon landscape of faceless fitness monitors
Hardware strategy & deployment analysis
Silicon Architecture: Faceless Fitness Monitors
The NPU Adopters
Fitbit Air: The Gemini Edge
Oura Ring 4.
Garmin Cirqa
The DSP and Signal-Processing Specialists
Amazfit Helio Strap
Polar Loop
What do we think?
AI-Driven Silicon Architecture Requirements
Summary
