端侧模型市场图谱：119 家公司、14 个层级全梳理
一张图看懂端侧 AI 的 119 家玩家，从 Mistral 到 Ollama 再到 NPU 芯片，按层级分好，找竞品或选型都能用得上。
一份 2026 年端侧模型市场地图覆盖 119 家公司，按大厂小模型、语音、推理引擎、NPU 等 14 个层级划分。Mistral 估值超 210 亿欧元，Liquid AI 估值超 20 亿美元，Multiverse 估值 17 亿美元。开源本地运行工具热度很高，Ollama 有 18.5 万 GitHub 星，llama.cpp 有 13.3 万星。芯片侧 Qualcomm Snapdragon X2 最高 80 TOPS，Quadric IP 最高 864 TOPS。OPPO、vivo、小米、华为、荣耀、努比亚六家中国手机厂商均有自研端侧模型。
New market map: on-device models in 2026 — 119 companies, 14 layers The valuations sit with the small-model makers, not the chips. Mistral is valued at over EUR 21B and Liquid AI at $2B+, while Ollama, a one-line local runner, has 185K GitHub stars and llama.cpp 133K. Layer by layer: 1. Big-tech small models (17) — Mistral Ministral (EUR 21B+ val.), Qwen small models, Google Gemma / Gemini Nano, Microsoft Phi, IBM Granite, Meta Llama 3.2 1B/3B. 2. Startup small models (10) — ModelBest (MiniCPM, 24M+ downloads), Multiverse ($1.7B val.), Liquid AI ($2B+), Sarvam ($1.5B), Arcee, Zyphra. 3. Speech recognition (13) — Deepgram ($1.3B val.), Whisper (5.6M Hugging Face downloads in 30 days), Argmax, NVIDIA Parakeet. 4. Speech synthesis (11) — Sesame ($250M raised), Cartesia ($100M), Fish Audio ($21M ARR), Kokoro (11.5M downloads in 30 days). 5. Full-duplex, wake word & in-car voice (8) — Cerence ($251.8M revenue), SoundHound ($61.9M quarterly revenue), Kyutai, Sensory. 6. Local runners (5) — Ollama (185K stars), GPT4All (77K), Jan (45K), LM Studio. 7. Inference engines (11) — llama.cpp (133K stars), ncnn (24K), MLC LLM (23K), ONNX Runtime (22K), KTransformers. 8. Chip & platform toolchains (8) — Qualcomm AI Hub (Snapdragon X2: up to 80 TOPS), Apple Core ML / MLX, Google LiteRT, Intel OpenVINO. 9. TinyML (2) — Arduino (33M+ developers), Edge Impulse. 10. Phone & PC NPUs (8) — Qualcomm Hexagon, AMD XDNA (60 TOPS), Intel (50 TOPS), MediaTek, Apple Neural Engine, Huawei Kirin. 11. Standalone edge NPUs (13) — SiMa.ai ($1.45B val.), Axelera AI ($250M+ raised), Ambarella ($390.7M revenue), Hailo (40 TOPS), DeepX, Syntiant. 12. NPU IP (3) — Arm Ethos, Expedera ($20M), Quadric (up to 864 TOPS). 13. System-level AI from US platforms (4) — Apple Intelligence, Google AICore, Microsoft Foundry Local, Samsung Galaxy AI. 14. China phone makers (6) — OPPO, vivo, Xiaomi, Huawei, Honor and Nubia, each with an on-device model. Data as of Nov 2026, public sources; company-reported numbers are labeled as such on the map. Bookmark this — we'll update it every quarter. Full list + sources: edge-ai-models-map.vercel.app 💬 0 🔄 0 ❤️ 0 👀 212 ⚡
- marktechpost11-07 19:22原文
