Edge AI Market Sizing Dashboard

STL Partners’ edge AI market sizing forecast

This dashboard presents the key findings of STL Partners’ demand forecast model for edge AI. Its purpose is to:

  • Better understand where AI workloads will be run across different types of edge infrastructure 
  • Identify which verticals will demand edge infrastructure for AI workloads the most  
  • Determine which edge AI use cases will drive the most value by 2030 
  • Evaluate the different roles played by AI inferencing and model fine-tuning at the edge 

The dashboard presents a summary of our model output and the associated graphics for the world’s regions and for 20 major markets. The dashboard also presents the full revenue output for the 74 countries modelled. 

Our edge AI market forecast model is developed as an extension of our full edge computing revenue forecast, and the use cases included within it. 

Edge AI addressable revenue will reach USD157 billion by 2030

High-level findings from the model indicate that:

  • STL Partners’ bottom-up analysis of twelve leading edge AI use cases points to a total addressable market (TAM) reaching USD157bn by 2030. 
  • The proportion of revenue directly attributable to AI grows from 69% in 2024 to 72% in 2030, as applications become increasingly infused with AI, making it integral to the delivery of use cases. 
  • Computer vision will be the largest edge AI use case in 2030, representing 50% of the entire edge AI addressable market. 

Total edge AI addressable revenue 2023–2030

Source: STL Partners – Edge AI market sizing forecast (First release)

Segments

  • Revenue type 
    • Edge AI revenue 
    • Direct AI enabling revenue 
    • Indirect AI enabling revenue 
  • Revenue by value chain component 
    • Device 
    • Connectivity 
    • Edge platform 
    • Edge infrastructure (on-prem) 
    • Edge infrastructure (network) 
    • Edge Infrastructure (regional) 
    • Application 
    • Integration and support 
  • Revenue by use case 
    • Advanced predictive maintenance 
    • Automated guided vehicles 
    • Computer vision for asset monitoring 
    • Computer vision for flow analysis 
    • Computer vision for safety and security 
    • Connected car driver assistance 
    • Contextual DOOH advertising 
    • Drone inspection 
    • In-hospital patient monitoring 
    • Real-time precision monitoring and control 
    • Remote monitoring and care 
    • Smart city traffic management 
  • Revenue by vertical 
    • Agriculture 
    • Architecture, engineering & construction 
    • Defence 
    • Emergency services 
    • Extractive industries 
    • Government 
    • Healthcare 
    • Logistics 
    • Manufacturing 
    • Retail 
    • Tourism, hospitality & events 
    • Transport 
    • Utilities 
  • Revenue by region 
    • East Asia & Pacific 
    • Europe & Central Asia 
    • Latin America & Caribbean 
    • Middle East & North Africa 
    • North America 
    • South Asia 
    • Sub-Saharan Africa