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AI chip "fire" for a year, but can not pull the "vent" of the mobile phone market

via:博客园     time:2018/12/17 9:13:31     readed:261


Li Na

The chipmaker MediaTek recently made a statement about the AI chip market.

At the P90 launch site, MediaTek not only suggested that the chip's performance score was far higher than Qualcomm 7nm's Celldragon 855 and Huawei's Kirin 980, but also brought in heavyweights like Google and Microsoft. In the middle and high-end chip market by Qualcomm continued to squeeze MediaTek, obviously hope to rely on AI

In the view of MIDK, although AI has been on fire for a long time, the market opportunities still exist. Unlike other competitors, MIDK carries a dedicated reasoning engine developed independently in the chip, which will greatly enhance the role of APU.

Each chip manufacturer has its own set of views on the merits and demerits of technical details. The concept of AI can be said to have penetrated the market in various postures.

Huawei, for example, released the world's first AI chip as early as September last year, and said that it integrated 5.5 billion transistors on a chip the size of a nail cap. Compared with the four Cortex-A73 cores, AI has about 25 times the performance and 50 times the energy efficiency. It can greatly improve the ability of mobile phones in image recognition, voice interaction and intelligent photography.

Compared with the Kirin 970 processor, the Apple A11 Biomimetic Chip is even more integrated.

Qualcomm also claims that it has been studying artificial intelligence for 10 years. In AI application, the overall performance of Qiaolong 710 has been improved twice as much as that of Qiaolong 660.

Upstream chipmaker's

As you can see, since the second half of last year, almost all mobile phone products have been launched with the concept of AI, such as Samsung's AI assistant Bixby can do smart translation via the camera, exchange rate conversion and so on. Huawei also unveiled the first chip to integrate the NPU neural network processing unit, and later introduced the Mate10,P20, Glory V10, Glory 10 and other products with the feature of photo recognition. Even the low-key apple has been added to the chip.

But the downward trend of the terminal market has not stopped because of the concept of AI. According to the latest report issued by the China Institute of Information and Communications, in November 2018, the domestic mobile phone market shipped 35.37 million units, down 18.2% year-on-year and 8.2% year-on-year. From January to November 2018, the domestic mobile phone market shipped 379 million units, down 15.6% year-on-year, 39 new models on the market, down 49.4% year-on-year, down 18.8% year-on-year.

Although occasionally this yea

On the one hand, from the solutions provided by several major mobile phone chip manufacturers, the main use of AI to optimize the required computing capabilities. On the other hand, AI is not a simple functional superposition, or a technology stack, but a complete system composed of chip algorithms, systems, etc. If mobile phone manufacturers want to build a real AI capability system, besides chips and hardware companies, Greater need for a package

Judging from the mobile phone market for more than a year, the upstream solution can no longer be used as it was in the past.

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