Consumer Devices & IoT

Company	Region	Sector	AI layer	Listing	Revenue	Index rank
Samsung Electronics 삼성전자 A vertically integrated supplier of memory, logic chips, foundry services, and consumer devices, providing critical high-bandwidth memory and manufacturing capacity for global AI infrastructure.	South Korea	Memory	Silicon & Foundry, AI Server Hardware, Edge AI & Devices	KRX: 005930 (common shares)	Korean won 333.606 trillion	#1
Huawei 华为 A vertically integrated Chinese ICT and device group supplying the domestic AI-computing alternative through its Ascend accelerators, Atlas server systems, and cloud infrastructure.	China	Telecom & Networking	Silicon & Foundry, AI Server Hardware, Cloud & AI Platforms	Unlisted subsidiary	US$126B	#5
Quanta Computer 廣達 Taiwan's largest AI-server-focused original design manufacturer builds and integrates rack-scale systems around Nvidia and AMD accelerators for hyperscale cloud customers.	Taiwan	Servers, PCs & ODMs	AI Server Hardware, Power & Infrastructure	TWSE: 2382	NT$2.12 trillion	#9
Sony ソニー A Japanese technology and entertainment conglomerate whose primary AI relevance lies in advanced CMOS image sensors that capture and pre-process visual data for edge devices.	Japan	Consumer Devices & IoT	Edge AI & Devices, Silicon & Foundry	TSE: 6758	12.480 trillion yen	#18
ZTE 中興通訊 A major Chinese telecommunications and ICT equipment provider that supplies servers, data-center infrastructure, and networking gear for domestic AI deployments.	China	Telecom & Networking	AI Server Hardware, Power & Infrastructure, Edge AI & Devices	SZSE: 000063 (A shares)	RMB 133.90 billion	#41
ASUS 華碩 A leading Taiwanese systems integrator and hardware manufacturer that builds AI server racks, PCs, and motherboards using advanced merchant silicon.	Taiwan	Servers, PCs & ODMs	AI Server Hardware, Edge AI & Devices, Power & Infrastructure	TWSE: 2357	NT$738.905 billion	#43
Lenovo 联想 A global technology group supplying AI PCs, GPU servers, liquid-cooled infrastructure, and enterprise deployment services, acting as a major channel to market for AI hardware.	China	Servers, PCs & ODMs	AI Server Hardware, Edge AI & Devices, Enterprise Applications	HKEX: 0992 (Hong Kong dollar counter)	US$83.1B	#44
Hikvision 海康威视 A Chinese AIoT and video-surveillance manufacturer supplying intelligent cameras, edge AI systems, and video-management software for physical security, smart cities, and industrial applications.	China	Consumer Devices & IoT	Edge AI & Devices, Enterprise Applications	SZSE: 002415 (A shares)	US$13B	#50
Unitree 宇树科技 A Chinese robotics company developing low-cost humanoid and quadruped platforms that serve as physical bodies for embodied AI applications.	China	Industrial Automation & Robotics	Edge AI & Devices, Model Developers	SSE: 688836 (STAR Market)	RMB 1.699 billion	#58
Canon キヤノン A diversified Japanese imaging and precision-equipment manufacturer that supplies advanced back-end lithography systems used in AI semiconductor packaging and network cameras for edge-video analytics.	Japan	Equipment & Materials	Equipment & Materials, Edge AI & Devices	TSE: 7751 (Prime Market)	US$29.5B	#65
Xiaomi 小米 Supplies AI-enabled smartphones, connected-home devices, and electric vehicles through a massive consumer ecosystem, serving as a major deployment endpoint for edge AI models.	China	Consumer Devices & IoT	Edge AI & Devices, Cloud & AI Platforms, Silicon & Foundry	HKEX: 1810 (Hong Kong dollar trading counter)	RMB457.3 billion	#68
Pegatron 和碩 A major Taiwanese electronics manufacturer expanding into AI infrastructure by building and integrating high-density, liquid-cooled NVIDIA and AMD server racks for cloud operators.	Taiwan	Electronic Components	AI Server Hardware, Power & Infrastructure, Edge AI & Devices	TWSE: 4938	NT$1.1172 trillion	#74
iFLYTEK 科大讯飞 A mainland Chinese AI software company providing Chinese-language speech technology, foundation models, and vertical applications for education, healthcare, and enterprise workflows.	China	AI Software & Models	Model Developers, Enterprise Applications, Edge AI & Devices	SZSE: 002230 (A shares)	27.105 billion Chinese yuan	#78
Inventec 英業達 A major Taiwanese original-design manufacturer that builds and integrates GPU servers, rack-scale systems, and notebooks for global technology brands.	Taiwan	Servers, PCs & ODMs	AI Server Hardware, Power & Infrastructure	TWSE: 2356	NT$691.169 billion	#79
Nikon ニコン A Japanese precision-optics and equipment group supplying the lithography and inspection systems required for semiconductor fabrication and advanced packaging.	Japan	Equipment & Materials	Equipment & Materials	TSE: 7731 (Prime Market)	677.163 billion yen	#105
MSI 微星科技 A Taiwanese computer-hardware company that integrates NVIDIA, AMD, and Intel platforms into AI servers, workstations, and edge devices.	Taiwan	Servers, PCs & ODMs	AI Server Hardware, Edge AI & Devices	TWSE: 2377	NT$230.196 billion	#106
Panasonic パナソニック ホールディングス A diversified Japanese industrial and technology group supplying battery cells, energy-storage systems, and electronic components for data centers and electric vehicles.	Japan	Electronic Components	Power & Infrastructure, Equipment & Materials	TSE: 6752 (Prime Market)	8,048.7 billion Japanese yen	#116
UBTECH 优必选科技 A Chinese robotics developer that designs and manufactures full-size humanoid robots and embodied-AI systems for industrial automation, bringing AI models into physical factory workflows.	China	Industrial Automation & Robotics	Edge AI & Devices, Enterprise Applications, Model Developers	HKEX: 9880 (H shares)	RMB2.001 billion	#126
Acer 宏碁 Builds and distributes AI-capable PCs and creator systems, bringing third-party processors and software to end users but capturing limited AI infrastructure economics.	Taiwan	Consumer Devices & IoT	Edge AI & Devices, Enterprise Applications	TWSE: 2353	NT$275.63 billion	#138
Fourier 傅利叶智能 A private robotics developer that transitioned from rehabilitation equipment into humanoid robots, building embodied-AI platforms, actuators, and manipulation data.	China	Industrial Automation & Robotics	Edge AI & Devices, Enterprise Applications	Private company		—

Revenue is the latest full fiscal year in each profile. Companies without a US-dollar figure show their reporting currency and sort last.

Bold: the company's main layer. Regular: a layer it also works in.

Equipment & Materials

Tools, chemicals, wafers, and test gear used to make chips

• Canon Japan
• Nikon Japan
• Panasonic Japan

Silicon & Foundry

Chip design, manufacturing, memory, and packaging

• Samsung Electronics South Korea
• Huawei China
• Sony Japan
• Xiaomi China

AI Server Hardware

Servers, boards, components, cooling, and racks

• Samsung Electronics South Korea
• Huawei China
• Quanta Computer Taiwan
• ZTE China
• ASUS Taiwan
• Lenovo China
• Pegatron Taiwan
• Inventec Taiwan
• MSI Taiwan

Power & Infrastructure

Energy, batteries, networks, and data-center facilities

• Quanta Computer Taiwan
• ZTE China
• ASUS Taiwan
• Pegatron Taiwan
• Inventec Taiwan
• Panasonic Japan

Cloud & AI Platforms

Compute capacity and platforms that host AI workloads

• Huawei China
• Xiaomi China

Model Developers

Companies that train foundation or domain models

• Unitree China
• iFLYTEK China
• UBTECH China

Enterprise Applications

Software and services that put AI to work in businesses

• Lenovo China
• Hikvision China
• iFLYTEK China
• UBTECH China
• Acer Taiwan
• Fourier China

Edge AI & Devices

Phones, vehicles, robots, and devices running AI locally

• Samsung Electronics South Korea
• Sony Japan
• ZTE China
• ASUS Taiwan
• Lenovo China
• Hikvision China
• Unitree China
• Canon Japan
• Xiaomi China
• Pegatron Taiwan
• iFLYTEK China
• MSI Taiwan
• UBTECH China
• Acer Taiwan
• Fourier China

Bold names have this as their primary layer. Many companies span more than one.