Microcontrollers (MCUs), serving as the bedrock of embedded systems, play a pivotal role in diverse fields such as industrial control, automotive electronics, consumer electronics, and the Internet of Things (IoT). Their robust control capabilities and wide-ranging applicability make them indispensable. In 2024, the integration of AI technology sparked a significant transformation within the MCU landscape. Numerous manufacturers unveiled MCUs equipped with AI functionalities or integrated Neural Processing Units (NPUs), catalyzing advancements in technologies like new energy vehicles and factory intelligence, and invigorating the MCU market. Consequently, 2024 is celebrated as the inaugural year of AI for MCUs.

From a market standpoint, the MCU market commenced its recovery in the latter half of 2024, with the third quarter marking a notable turning point. During this period, numerous MCU companies recorded exceptional performance, signifying a robust resurgence in the industry.