Back/2025 Turning Point: Ceva NeuPro NPU Deals Propel On‑Device AI Licensing Growth
tech·February 20, 2026·ceva

2025 Turning Point: Ceva NeuPro NPU Deals Propel On‑Device AI Licensing Growth

ED
Editorial
Cashu Finance·2 min read
TL;DR
  • Ceva signed 10 NeuPro NPU licenses in 2025; AI accounts for over 20% of licensing revenue.
  • Major deals with a top PC OEM, Microchip, ALi and Nextchip expand Ceva's IP across PCs, consumer, video, and automotive.
  • Ceva expects six customers' silicon by end of 2026, driving royalty ramps and wider automotive and DSP deployments.

Ceva Declares 2025 a Turning Point for On‑Device AI Licensing

NeuPro NPU Adoption Accelerates Ceva's Edge AI Strategy

Ceva, Inc., based in Rockville, Md., is reporting a step change in demand for its NeuPro neural processing unit (NPU) portfolio as customers move AI workloads from cloud to devices. The company says it signs 10 NeuPro licensing agreements in 2025 and that AI contributes more than 20% of its annual licensing revenue, validating its push into optimized, power‑efficient architectures for edge and hybrid AI models.

A strategic licensing deal with one of the world’s largest PC original equipment manufacturers positions Ceva’s high‑performance NPUs as foundational IP for next‑generation on‑device compute in PCs, while a broad portfolio license with Microchip Technology targets embedding NPUs across Microchip’s product families. Additional wins with ALi Corp and Nextchip expand Ceva’s footprint in consumer electronics, video platforms and automotive ADAS, demonstrating cross‑market traction for inference across audio, vision, video and multi‑sensor workloads.

Ceva frames these agreements as evidence of broader adoption of what it calls “Physical AI,” where connectivity, sensing and on‑device inference converge. The 2025 NPU licenses span ultra‑low‑power to high‑performance implementations, and several deals involve existing high‑volume connectivity customers increasing AI content per device. The company expects six customers to have silicon back by the end of 2026, a milestone it says will drive measurable royalty ramps as deployments move from evaluation to high‑volume production.

AI DSPs and Automotive Deployments

Complementing NPU momentum, Ceva signs multiple AI digital signal processor licenses across automotive in 2025. The company expects these DSP deployments to begin contributing royalties in 2026 and to accelerate as automakers and suppliers scale up ADAS and in‑vehicle AI features.

Market reach and revenue visibility

Ceva’s licensing expansion covers consumer, automotive, industrial, PC and infrastructure markets, boosting its role as an enabler of edge AI. The firm highlights increased long‑term royalty potential from rising AI content per device, which it says improves visibility for future revenue and market‑share growth across compute‑intensive platforms.