人工智能芯片热潮将继续蔓延，加速场景落地

　 chengjiudianshangxiaoliangshenhua douyinguanggaojingzhunyinliu

随着人工智能defeisufazhan,2019nianbijiangshirengongzhinengxinpianjueqideyinian。5gdejijiangshangyongbijianghuidailaidaliangdexinxixuyaochuli,liru:yuyindejiaohu、shipindechuanshudeng。rengongzhinengxinpiandebijianghuifeisufazhan,bat、kedaxunfei、xiaoyikeji、yingteeryijihuaweidengkejiqiyeyebijiangsuizhierdong。

去年的布局

2018nianshirengongzhinengxinpianbaofadeyinian,xianshialibabaquanzishougoulezhongtianwei;hanwujifabuleambricon mlu100yunduanzhinengxinpian;rokidfabuaiyuyinzhuanyongsocxinpiankamino18;baidufabuzizhuyanfadezhongguoshoukuanyunduanquangongnengaixinpian“kunlun”;huaweifabuliangkuanaixinpian——huaweishengteng910(ascend 910),ximuqianquanqiuyifabudanxinpianzhongjisuanmiduzuidadeaixinpian,yijiascend 310。xiaoyikejishibianyuanzhinengdefunengzhe,zairengongzhinengxinpianlingyuyezaoyouguihua,bingqudeleyidingchengji,qiqg8241 ai vpuxinpian、qg2101a ai iotxinpianheqg2121a analog nnu xinpian,fenbiezhenduibutongdeyingyongchangjing。qiaitexingbaokuojiyushenjingwangluodetuxiangfenlei、renlianjiance/renlianshibie、wutijiance/wutishibie、shoushishibie/zitaishibie。

国内芯片分布

muqianguoneidexiugaishejidelinian,rengongzhinengxinpiandekeyifenweiliangdalei:diyilei“aijiasuxinpian”,tongguoyixiexianjindesuanfa,congerdadaozijidexuqiu,manzuchanshengdui:yingyonglingyuduisudu、gonghao、neicunzhanyong、yijibushuchengbendengfangmiandeyaoqiu;dierlei“zhinengxinpian”,shirengongzhinengxinpianyongyouxiangrenyiyang,nenggoushiyongbutongaisuanfajinxingxuexiyutuidao。chulibaohanganzhi、lijie、fenxi、jueceyijixingdongdengyixilierenwu,bingqiejuyoushiyingchangjingbianhuadenengli。

tongguojinjiniandefazhan,muqianguoneiderengongzhinengxinpianshichangdazhifenweisanleiqiyewanjia:

yi、baidu、ali、tengxun、kedaxunfeidengxingyelongtou,zheixiejibenshitongguorengongzhinengxinpianyingyongyuzishenyunpingtaidefazhan。

er、chuantongxinpianshejileidegongsi,muqianzhongguoguoneiyou1600duojiagaileigongsi,qizhongdabufenshibulejierengongzhinengsuanfade,yewufamanzushichangshangzhenzhengdexuqiu,duiyudaliangshujudechuli,jiugengbuyaotile。weilaikenengxuyaotongguogoumaihuozhezishenyanzhilaimanzuxuqiu,danshimeiyoudaliangyanjiushiwufazhenshishiyongde。

san、jiushiyihuawei、xiaoyikejidengyanfaxingqiye,qianzhechangdaobianyuanjisuan,houzhegengshiyixingdonghechanpinyizhimosuodatong“rengongzhinengdezuihouyigongli”,chuizhishengengshitamendejihuihechayihuajingzhengli。tamenzhuyaojiushiweiraoshujudechuli,zhuyaoweirao“duan-guan-yun”deshujudechuanshu,xietongtuijinyingyongdeluodi。bianyuanzhinengjiangchengweibianyuanjisuanxindexingtai。

dangzaiguoneizheigejudaderengongzhinengxinpianshichangyuelaiyuesuipianhua,zaiduancedebujuyexuyaoyufashiyuelaiyuejujiao,zheixiechuizhidetedinghuadechangjingdeyingyong,xuyaoyixieshilideqiyewanjialaizuojicheng,dangbattamenwuxiaguji,jiushiyixiaoyikejidengweishoudedujiaoshougongsideshichangle。