India’s Edge AI Economy

On-device AI is moving inference out of the cloud and onto the edge — and the value is moving with it, into AI SoCs, sensors, cameras, modules and the software that runs models locally. India’s first edge-AI silicon (NetraSemi’s A2000) signals a design-led opening that needs no leading-edge fab. This report maps the edge-AI hardware stack, sizes the domestic-value opportunity, and identifies where India’s fabless designers, OSATs, sensor firms and device OEMs can capture it.