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人工智能芯片发展有望提速

2017-09-05 07:56:44   中国经济网

9月3日,华为发布全球首款移动AI(人工智能)芯片,是业界首颗带有独立NPU专用硬件处理单元的手机芯片,标志着人工智能从云端走向终端。目前,人工智能产业链上的核心芯片、大数据、生物识别、物联网、安防等领域,国内上市公司均已有所突破,终端AI芯片将迎来加速发展期。

迎来加速发展期

华为消费者业务CEO余承东表示,人工智能在未来终端上的实现必须通过云端协同。端侧智能强大的感知能力是手机成为人的分身和助手的前提,拥有了大量实时、场景化、个性化的数据,在强劲持久的芯片处理能力支持下,终端就能具备较高的认知能力,同时大幅提升了隐私数据本地处理的安全性。

据了解,AI芯片与传统芯片的区别是:传统芯片在运算时只需要根据指令来调用相应系统进行工作,而AI芯片指令之下则包含大量并行计算与建模。另外,手机需要移动端强大的数据收集能力,随着麦克风、摄像头、重力传感器等模块提升,专用AI芯片尤为重要。华为预计到2025年,将超过90%的智能终端用户将从个性化、智能化的智能个人助理服务中获益。

业内人士认为,“智能化、个性化”是手机发展大趋势,AI技术在智能手机上的应用,可显著改善用户体验、增强用户黏性。随着相关知识产权的不断开放和技术的不断积累,未来我国在人工智能芯片领域的发展速度有望大幅提高。

上市公司积极布局

目前,国内人工智能市场份额年增速高达50%,远超全球平均水平的19.7%。国内已经有部分企业在沿人工智能产业链进行布局,在核心芯片、大数据、生物识别、物联网、安防等领域,国内公司均已有所突破,终端AI芯片迎来加速发展期。

海康威视近期不断利用AI技术向新业务延伸,打造人工智能新版图。目前已从原来的单纯设备服务商,进化到具备整合能力的视频监控解决方案厂商,产品深度和广度进一步提升。同时,利用在人工智能领域的技术优势,不断延伸了萤石云系统、机器人业务、汽车电子等新业务。

四维图新今年上半年收购杰发科技,公司新增车载芯片业务。杰发科技主要从事汽车电子芯片的研发,主要产品为车载信息娱乐系统芯片及解决方案。通过收购杰发科技,四维图新对车载芯片市场完成拓展,实现“芯片+算法+软件+地图”的业务战略布局,形成了国内最完整的数据云、内容服务、车载语音、手机互联、导航软件、地图数据的车联网全产业链布局。

渤海证券分析认为,人工智能与自动辅助驾驶是智能芯片领域未来最火爆的两个方向。未来集成电路市场将不仅仅是芯片厂商之间的竞争,而是会扩展到整个互联网厂商,具有资金与研发实力的公司将有先发优势。

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