AI芯片即为面向人工智能应用的芯片。人工智能与芯片的发展需紧密合作,但过去碍于跨学科合作困难,加上人工智能算法并未成熟,世界各国对于人工智能的多项投入最后都以失败告终。 不过,现在与之前不同的是,AI芯片或称神经网络芯片被Google证实可以大幅加快人工智能模型的训练速度,训练加快意味算法/模型迭代加快,也使得人工智能产品的优化速度加快,有助于人工智能产业的发展。
chengjiudianshangxiaoliangshenhua douyinguanggaojingzhunyinliu
AIjiweimianxiangrengongzhinengyingyongdexinpian。rengongzhinengyuxinpiandefazhanxujinmihezuo,danguoquaiyukuaxuekehezuokunnan,jiashangrengongzhinengsuanfabingweichengshu,shijiegeguoduiyurengongzhinengdeduoxiangtouruzuihoudouyishibaigaozhong。
buguo,xianzaiyuzhiqianbutongdeshi,aixinpianhuochengshenjingwangluoxinpianbeigooglezhengshikeyidafujiakuairengongzhinengmoxingdexunliansudu,xunlianjiakuaiyiweisuanfa/moxingdiedaijiakuai,yeshiderengongzhinengchanpindeyouhuasudujiakuai,youzhuyurengongzhinengchanyedefazhan。
rengongzhinengyuxinpiandefazhan
zai20shiji80niandaishi,ribenjiyikaishichangshikaifaxinyidaiderengongzhinengjisuanji(diwudaijisuanjixiangmu),dandangshiaiyuxinpiansuanlibuzu,jiashangcaiyongzhuanjiaxitongbingbunengrangjiqiquxuexi“renleibuzhidao”deshiqing,daozhijihuashibai,yincirenmenrenweirenleiwufazaiduanqineishixianrengongzhineng。
20shiji80niandaidaoxianzai,rengongzhinengyijingxiangqiantayidabu,kexuejiazaiguojixiangqiheweiqiderenjijingsaishangdechengguoshishirenjingyan,imagenetjisuanjishijuejingsaidechengguogengshizhijierangaisuanfaluodifazhanchengshangyechanpin。
期间,有两则事件对于AI芯片的发展很重要:diyi,chentianshiboshituanduide“diannao”xilielunwenrangkexuejiekandao,zaifengnuoyimanjiagouxiayinengshixianaizhuanyongxinpian。dier,googletuichushiyongtpu(aixinpian)yunsuanjiagoudealphago,jieliandabailishishihekejie,rangbandaotiherengongzhinengchanyekandaozhuanyongxinpiandeshangyejiazhiyidao。
zhong、meiliangguoziranbuxiangcuoguozheigequshi,fenfentuichuxiangduiyingdezhengceyinlingxingyefazhan,zhongguozhengfude《xinyidairengongzhinengfazhanguihua》jiangshenjingwangluoxinpian(jiaixinpian)shizuozhenggerengongzhinengfazhanzhanlvedejichuyuanjian,jiaqiangfuchixingyefazhan,shizhongguobuzaiweilaixinpiandefazhanshangzaicidiaodui。
xianzai,zhongguoyijingcunzaichaoguo20jiayishangdexinchuangaixinpianshejiqiye,rongzizongechaoguo30yimeiyuan,danshishichangshangrengweijianzhenduicijingyanjiudexingyeyanjiubaogao,yincibenbaogaojiangzuoweishichangshangdiyifenzhuanyi“aixinpian”xingyefazhanxianzhuanghequshiyanjiudegongkaibaogao。
研究发现
yiouzhikuzaibaogaodezhangjieanpaishang,gongfencheng5gezhangjiehe1gefulu,yixushi:rengongzhinengyuxinpiandeyuanqi、jishuzhengceyujingjihuanjing、bandaotiyuaixinpianchanye、canyuzhefenxi、qiyeanli、yijifuluqiyerencaitupu。
touguozhuomianyanjiuhedaliangqiyediaoyanhou,faxianaixinpianxingyejuyouyixia3gequshi:
1、 AI芯片行业生命周期正处于幼稚期,市场增长快,2022nianjiangcong2018niande42.7yimeiyuan,chengzhangzhi343yimeiyuan,danxinpianqiyehekehudehezuomoshirengzaitansuozhong。weileshengcun,xingyechuxianzhujianshangxiayoujichengdequshi。
2、 AI芯片是芯片产业和人工智能产业集成的关键,尤其是AI系统芯片。yinweiweiyuchanyeliandingduan,chanpinluodibuyi,shideaixinpianqiyexukaizhanxitongjichengshangfuwu,xiangxiayoujicheng,eraixitongjichengshangzeweilejiashenkehuhezuo,jinerjiangxinpianshejijichengjiarushiyebantu。
3、 云端(含边缘端)服务器、智慧型手机、和物联网终端设备等三个场景,是目前AI芯片企业的主要落地市场像是提供云服务器芯片和终端芯片IP的寒武纪,以及物联网终端芯片的云知声都是其中代表。另外,少数企业则是面向未来的自动驾驶qicheshichang,xiangshitigongzidongjiashijisuanpingtaidedipingxian,yijitigongshangyongchezidongjiashidexijingkeji。zheixieshichangdetezhengdoushiqianwanliangjichuhuolianghuobaiyimeiyuanxiaoshoue。
结语
yiouzhikucifen《2019nianzhongguoaixinpianxingyeyanjiubaogao》shicongzhikuguowangzairengongzhinenglingyudeyanjiuchengguo,baohanjinrong、yiliao、anfang、lingshou、hezidongjiashidengaifunengyingyonglingyu,zaixiangshangtishengdaochanyeshangyoudexingyeyanjiubaogao,xiwangnenggourangduzheyongyoubuyiyangdeshijiao,qulejierengongzhinengchanyedefazhan,renzhidao“ai+”yijingkaishixijuanquanbuxingye,“ai+”bushikouhao,shizhengfuzhengceyushangyegongsigongtongtuixingdechanyeshengjijihua。zaiaiheaixinpiandebangzhuxia,weilairenleideshenghuojianghuijinruxinjiyuan。