At the recently concluded 2026 Google I/O Developer Conference, Google officially launched the Google Home Gemini built-in project and announced Amlogic (688099.SH) as the designated system integrator for the project. As large models accelerate from the cloud to the edge, the edge AI chip sector is ushering in a historic growth opportunity. Amlogic, with its thirty years of technological accumulation and advantages in self-developed NPU and other edge AI core modules, has occupied a core ecological position in this golden sector.
Edge AI Market Set to Explode, Amlogic Leads Globally Across Multiple Tracks
The SoC of smart devices is the &#34;brain&#34; of smart terminals, determining the functional boundaries, performance, and energy efficiency of the devices. According to Frost &amp; Sullivan, the AI SoC market is expected to reach USD 31.8 billion in revenue by 2024 and grow to USD 109 billion by 2029, with a compound annual growth rate of 27.9%. At the same time, the continuous integration of IoT and AI technologies into appliances and lighting equipment such as air conditioners, refrigerators, microwaves, and lamps is also a major trend. The global AI SoC for smart home devices is expected to leap from USD 50 million in 2024 to USD 6 billion in 2029, with a compound annual growth rate of 64.4%.
In this rapidly growing market, Amlogic has already taken a leading position. Based on relevant revenue in 2024, Amlogic ranks fourth globally among manufacturers focusing on smart terminal SoC chips; in the field of home smart terminal SoC chips, it ranks first in mainland China and second globally; in the smart set-top box SoC field, it ranks first globally. In 2025, Amlogic's B/C end business achieved coordinated development, with operating revenue reaching CNY 6.793 billion, a year-on-year increase of 14.63%; chip sales exceeded 174 million units, an increase of over 31 million units year-on-year, with both operating revenue and chip sales hitting historical highs. The company's business has covered major global economies including mainland China, North America, Europe, Latin America, Asia-Pacific, and Africa. On the B2B side, Amlogic has established partnerships with nearly 270 global operators; on the B2C side, Amlogic has deep collaborations with globally renowned consumer electronics customers such as Xiaomi, TCL, Skyworth, and Hisense, continuously launching new products and establishing a leading competitive advantage in the industry.
Deeply Bound to Google Gemini Ecosystem, Full-Stack Matrix Builds Edge AI Moat
Amlogic's technological leadership is rooted in its thirty years of focus on system-level SoC chips. The company has formed a highly integrated self-developed technology matrix covering multifunctional modules such as neural network processors (NPU), video codecs, audio decoders, display controllers, memory systems, and security systems, with self-developed functional modules accounting for over 70% of the SoC. Currently, the company has over 20 chip products equipped with self-developed edge intelligent computing units, and the shipment of chips equipped with self-developed NPU is expected to exceed 20 million units in 2025, a year-on-year increase of nearly 160%
With its leading position in edge AI computing power, Amlogic has naturally become the core chip supplier for Google's Gemini AIoT hardware. Amlogic has provided high-performance, low-power SoC main control chips for Google's entire range of smart terminals, covering various devices such as smart speakers, visual doorbells, and indoor and outdoor smart cameras, with a cumulative supply of millions of units. The SoC chips customized for the Gemini ecosystem can efficiently support the Gemini 3 model, enabling core functions such as low-latency natural language interaction, real-time intelligent video analysis, scenario-based intelligent linkage, and autonomous task scheduling, while also ensuring low power consumption and high security, perfectly meeting the application needs of smart home devices. Relying on Amlogic's self-developed high-performance AI processing units and deep adaptation to the Gemini large model, combined with the Gemma 4 intelligent body, both parties will jointly promote the large-scale implementation of edge multimodal AI capabilities.
In addition to deep adaptation with Google, Amlogic also maintains an industry-leading level in process iteration and new product release rhythm. In 2025, Amlogic's 6nm chips are expected to achieve sales of nearly 9 million units, having passed large-scale commercial verification; Wi-Fi 6 chips are expected to achieve sales of over 7 million units in 2025, with a share exceeding 37% in the W series, significantly increasing compared to the same period in 2024. Smart vision chips are expected to achieve sales of over 4 million units in 2025, with a year-on-year growth of over 80%. Notably, the company has further applied 6nm process technology to the upcoming general edge platform products with higher performance and broader application ranges, with an expected shipment of 30 million 6nm chips in 2026.
In the future, Amlogic will continue to focus on innovation in edge AI chips, deepen ecological co-construction, and promote the smart home industry from simple device interconnection to AI-driven intelligent interconnection with an open and win-win attitude, leading the high-quality development of the global smart home ecosystem

688099

SOXL

159998

Amlogic has been officially announced by Google as the designated system integrator for the Google Home Gemini built-in project. With its edge AI technology advantages, Amlogic is a global leader in the smart terminal SoC field, achieving a record high revenue of 6.793 billion yuan in 2025, with chip sales exceeding 174 million units, and its business covering major economies worldwide

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Deeply cultivating for decades to forge leading edge AI, Amlogic partners with Google to empower the Google Home Gemini built-in project