AI Earbuds Reshape Supply Chain: Main Control Chip Computing Power Leaps 100x, Storage Expansion Becomes the Hidden Battleground
· Source: finance.biggo.com
In short
The global AI earbuds market reached roughly $5.99 billion in 2025 and is projected to hit $17.34 billion by 2030, pushing brands such as Huawei, Shokz and iFlytek into the 1,000-yuan price band. Upstream competition has shifted to main control chips—Bestechnic's BES2800, Qualcomm's S7, Google's Tensor A1 and the Anke/Witmem compute-in-memory chip claiming ~150x computing power gains—while storage emerges as the hidden battleground as NOR Flash capacity expands from 32Mbit to 256Mbit and beyond. Camera integration and advanced packaging (PSRAM, ePOP) are driving 3–5x ASP uplift and reshaping the earbud supply chain landscape.
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In the issue of week 40, 2026: Supply Chain AI Advances, but Data, Governance and Capacity Set the Pace
Tags: supply chain, semiconductors, wearables, storage, chips, earbuds