2019年12月17日星期二

AI chip knife light sword shadow China AI chip start-up company sparkling debut

The annual CES International Consumer Electronics Show has come to an end. Various dazzling new products and new technologies at the CES2018 show will also show the future development trend of science and technology. Among them, artificial intelligence is still the focus of attention in the industry, and AI chips have also become a big hit in the industry.

In the past, AI has always been the hottest technology in the IT technology industry. Internet companies around the world have invested heavily in R&D AI technology. However, most of the previous AI technology research and development are based on the software level and the application level, and few companies specialize in the research and development of AI chips at the hardware level.

However, in the second half of 2017, this phenomenon has changed. If you say now what is the largest tuyere of artificial intelligence, then it must be an AI chip. When the AI ​​waves swept and investors raced out of the air, the semiconductor industry has changed the landscape because of AI.

With the pursuit of the AI ​​chip's vents, the semiconductor industry continues to be a major event. For example, Broadcom intends to acquire Qualcomm, Nvidia has autopilot AI chips, and Intel has comprehensively deployed AI chips through investments and acquisitions. Chinese manufacturer Huawei has introduced the first mobile AI chip Kirin 970 processor, and Apple has also brought an AI chip A11 bionic processor. Samsung is also secretly developing AI chips...

Around the AI ​​chip has long been a sword, both traditional giants and emerging start-ups, are preparing a new round of offensive, waiting for the coming dawn of the night.

Traditional chip giant hair force AI chip

In the semiconductor industry, the demand for technology is the highest added value. In other words, whoever masters the core technologies and patents will have the right to speak in the era of AI. Therefore, for the traditional giants, the strategic position of AI chip technology research and development is far higher than the application level.

So we can see that when the wave of AI chips arrives. Traditional chip giants have already quietly laid out their plans and started to use their AI chips. On the eve of the CES2018 show this year, Nvidia held a product launch and announced the world's first self-driving super chip DRIVEXavier.

The AI ​​chip focuses on deep learning, so when AI chip rises, it's just a breeze for Nvidia. The importance of GPUs for AI chips is undoubtedly high. In the era of artificial intelligence, it is very suitable for training deep learning algorithms and has powerful calculation power for parallel computing. Therefore, with its advantages in the field of chips, Nvidia has long used technology to build a strong barrier in the field of AI chips and sounded the horn of war.

Intel is the chip leader in the old PC era. At the dawn of the AI ​​era, Intel is also transforming the field of artificial intelligence early. This year's CES2018 opening show, Intel used VR orchestra and AI virtual robots to perform the opening show to turn the audience and was called by the media as "the most dazzling CES opening show in history."

Intel used this series of extremely cool demos to tell everyone that AI is the future.

Mobile chip giant Qualcomm also released the AI ​​chip Xiaolong 845 processor in 2017. For the AI ​​chip, the global giants are already waiting for the moment of the final eruption. Whether in the areas of autonomous driving, AR/VR, big data cloud computing, or smartphones, chip giants have already begun fierce competition.

China AI Chip Startup Shines

Every new era will bring opportunities and challenges. The upsurge of AI booms has caused global tech giants to lay out AI chips. However, this battle is not just an old player's game. New players have also entered the game and the battle is getting stronger and stronger.

First look at the traditional technology giant, Google launched the so-called AI chip changer TPU, Tesla revealed that it is developing AI chips, Alibaba set up Bodhidharma, is also developing "Ali AI core", there are Apple, Baidu, Tencent And other companies.

The strong entry of giants does not stop the confidence of AI chip startups. The chip industry has always been the core of the digital economy industry. It has always been easy to defend. Once a first-mover advantage is formed, latecomers can hardly surpass it. The AI ​​chip is no exception. In the era of PCs and smart phones, China's general-purpose chip industry is almost a blank space. Instead, it is the arrival of the era of AI chips, providing the Chinese chip industry with opportunities for change.

As a result, in the field of AI chips, Chinese start-ups are surprisingly active, taking advantage of this momentum to rise in the wind. For example, China’s AI startup Horizon Horizon released China’s first embedded artificial intelligence vision chip in December last year. Its two series of “Journey” and “Sunburst” will be based on smart driving, smart city, and smart commercial applications. The show also has its presence.

In addition, in the field of automatic driving, NovuMind, a heterogeneous intelligence of AI chip company founded by former Baidu outstanding scientist Wu Ren, demonstrated its first demo of the NoveTensor series of AI chips for the first time at CES. Allegedly, this is the only AI chip that can actually run and achieve the performance of the mainstream GPU/TPU, and the performance and power ratio is greatly leading.

Other AI chip start-up companies, as well as the famous Cambrian era, deep-seated technology Kneron resistance, emerging forces from China are challenging traditional chip giant hair. This feature is also very interesting. Foreign countries are dominated by giants, while in China they are mainly start-up companies, and there are no giants.

After all, whether they are traditional chip giants or start-ups, they are now standing at the same starting point, a new era of new markets.

Mobile AI chip warfare first to upgrade

AI chip applications are also very broad, common cloud computing big data, automatic driving, smart phones. Among them, smart phones have always been the frontline of the trend of science and technology. The competition in this field is fierce, which also leads to the rapid development of AI chips.

In the past, smart phones accompanied market saturation and technology stagnation, and the market gradually showed the trend of assimilation. Smartphone giants are also seeking differentiation, and the combination of artificial intelligence and mobile phones has made Apple Huawei Samsung and other mobile phone manufacturers see a new road.

Ever since, the mobile AI chip battle has taken the lead in escalating and it has become the biggest hot spot of the moment. In 2017, Huawei, a Chinese manufacturer, pioneered the release of the AI ​​chip processor Kirin 970 and launched the Mate10 series of smart phones equipped with the AI ​​chip. At the same time, Apple also released the 10th anniversary of the flagship new machine iPhoneX, which is equipped with the A11 bionic chip, the core is also the main AI deep learning ability.

Another giant, Samsung, did not exclude itself from the latest trend. Samsung has already quietly researched and developed chips that support the NPU. Recently, according to the latest news from Korean media, the Samsung AI chip is about to be completed and will be unveiled at the MWC Communications Conference on February 25 this year.

Artificial intelligence has no doubt the trend of future technological development. For the pursuit of artificial intelligence technology, it is impossible for any big company to let go. Ma Yun once said that Ali is a big data artificial intelligence company. Li Yanhong also said this, Lei Jun said, and Zhang Daijun, president of the Samsung Electronics China Research Institute, also said: “Samsung is an artificial intelligence technology company. Intelligent hardware has reached the bottleneck, artificial intelligence will be the key factor in future industry competition."

Quietly, the AI ​​chip battle has been upgraded, especially in the field of mobile AI chips, and the battle has reached the point where it has become a matter of course.

to sum up

In 2018, the AI ​​chip will show its primordial status. New technologies and new products equipped with AI chips are also expected. For the entire chip industry, what exciting events and events will happen in the future will wait and see.

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