Synaptics (SYNA) Rosenblatt's 5th Annual Age of AI Summit Presentation summary

Market opportunity and industry trends

• Edge compute silicon for IoT is projected to exceed $20B, driven by demand for multimodal AI and contextual LLMs that support audio, voice, text, and video.

• AI workloads are shifting from the cloud to the device edge, requiring new classes of silicon at every power level.

• Fragmentation in current IoT solutions and proprietary software are barriers to broad AI adoption.

Technology and product strategy

• Focus on AI-native, future-ready edge IoT processors and SoCs with scalable NPUs and open-source developer tools.

• Open software ecosystems and standardized, modular platforms are prioritized to accelerate AI deployment at the edge.

• Multimodal AI MCUs and MPUs enable unified processing for vision, voice, and machine sense data.

Partnerships and ecosystem development

• Collaboration with Google integrates Google's ML core with Synaptics' Astra AI-native hardware and open-source software.

• Joint efforts aim to set industry standards for hybrid edge-cloud solutions and context-aware devices.

• Broad partner ecosystem includes support for major open-source AI frameworks and public SDKs.