AIoT火了。
7yue25ri,alipingtougexuanbutuichushoukuanrisc-vchuliqi——xuantie910;diertian,rongyaoxuanbuqizhinengdianshichanpin“zhihuiping”zhongjiangdazaihonghu818zhihuixianshixinpianyuqilinaixinpian。
7yue3ri,baiduganggangtuichuleqishoukuanyuyinaiotxinpian,miaozhunchaodigonghaoyuyinshibieshichang。juchanyelianrenshitoulu,gaixinpiancongshejidaoliupianzhiyongleyuesigeyuedeshijian,kanchengfeisu。muqiangaixinpianyitoupianliangchan,jiangdazaizaixiayidaixiaoduaiyinxiangdangzhong。
erqingweizhinengyuzhongkewuqi——zheiliangjiantuoshenyuqinghuaweidianzisuoyuzhongkeyuandeaiotxinpianchuchuang,jingdouzaitianshilunzhonghuodeleshangyiyuandetianjiarongzi。
yizhouqian,jiuliandangqianquanqiuzhongduanxinpianzhilingjijiagou“laodage”armdouzuobuzhule,duiwaixuanbudiaozhengxinpianshejishouquanshoufeimoshi,yunxuyonghu“xianshiyonghoufukuan”,jidamanzuledangqianaiotxinpianshichangduiyudimenjianyugaolinghuodudexuqiu。
zaimeideshundezongbu,meidejituaniotgongsizongjinglisheshangfengbiaoshi,meideyijingyouzuoaiheiotxinpianshejidejihua,weilaijianghuijinyibukuodaziyanfanwei。
pchulianwangshidaiguoqule,yidonghulianwangshidaixianrufuzengzhang,eraiotshidai,zhanchanggejuquehaimeidingxing。
在过去一年里,对于AIoT芯片的产业发展、创新创业进行了追踪报道,本文通过对AIoT玩家的四大类主要玩家(创业公司、跨界巨头、手机芯片大佬、底层架构提供者)进行了全景式的介绍与解读。
aiotzhideshiai+iot,yejiushizhinenghuadewanwuhulian,guangyishangkeyibaokuoshijiansuoyoudianzichanpin,xiayishangzeshizhizhinengyinxiang、zhinengjiadian、zhuomianjiqiren、kechuandaishebeideng。genjugaotongyuji,dao2020nian,iotshichangjianghuidadao430yimeiyuandejine,chaoyueshoujidengyidongzhongduanshichang。
dangqiandeaiotxinpianzhongleifanduo,keyidazhifenweiyixiajilei:
1、语音AIoT芯片(功能以AI语音识别为主的,可作为协处理器,比如百度的鸿鹄AI语音芯片)
2、专用AIoT芯片(转为AIoT设备打造,可进行AI语音与AI视觉识别,可作为主处理器,比如联发科的i700 AIoT平台)
3、进行了AI升级的传统IoT芯片(比如加入了AI IP的联发科S900智能电视芯片、华米黄山1号智能手表AI协处理器等)
tongchanglaishuo,aiotxinpianxuyaojubeiyidingaisuanli,danshipubianduiyusuanliyaoqiubugao,duijisuanxiaolv、jisuangonghao、xinpianchengbenfangmianqueyaoqiuhengao,xuyaozuodaobianyi、gaoxiao、digonghao。
yiyuyinaiotxinpianweili,tamendegonghaochangchangxianzhizai100-200haowa(mw)yinei,bufenshenzhikeyizuodaojishihaowa。
jinnian6yue,qingweizhinengxuanbuliangchandequanqiushoukuankezhonggouchaodigonghaoyuyinaixinpiantx210,shenzhikeyijianggonghaozuodao2mwyixia,yuyinhuodongjiancegonghaozuodao100uwyixia。(qinghuachuangxinjiagouxinpianliangchan!quanqiushoukuankezhonggouchaodigonghaoyuyinaixinpian)
qingweizhinengtuotaiyuqinghuadaxueweidianzisuothinkertuandui,quniandisanjidu,qingweizhinengxuanbuwanchenglejinyiyuanjitianshilunrongzi,baiduzhantou、fenzhongchuanmei、xiyunziben、guolongziben、xizilianhekonggudenglianhetouzi。
yuqingweizhinengleisidehaiyoulingyijiajishutuotaiyuzhongkeyuandedigonghaoaiotxinpianqiye——zhongkewuqi。zhongkewuqifuzongjingliliuluyabiaoshi,zhongkewuqizaitianshilunwanchengle2yirenminbidegaoerongzi,lingtoufangbaokuohaiersaifu、zhongkechuangxing、zhongkeyuanchuangtou、lianxiangchuangtou。
bujiuqiande7yue18ri,zhongkewuqishouciduiwaizhanshileqiliangkerisc-vdeaiotxinpian、chaoweijisuanji、wuduanaiquanzhanjiejuefangandenghexinchanpin。
zheiliangkeliangkejiyurisc-vdeaiotxinpian:dipeibandeganzhixinpianjx1hegaopeibandeaiyingyongxinpianjx2。
jx1shiweikongzhiqi(mcu),caiyong55nmzhicheng,yongyouyigoushuangherisc-vchuliqihexin,bingronghelekebianchengdeaizhuanyongjiasuqi,ketidaixianyoudearm cortex-mxiliehexin,daijigonghaobudao1mw,niukoudianchikeyizhichiyizhoudaiji。
jx2zeshiyingyongchuliqi(apu),jinnian5yueganggangliupianchenggong,caiyong40nmzhicheng,juzhongkewuqibiaoshi,qizhupinkeda1ghz,jibenjiejinarm cortex-a7deshuiping。
qingweizhinengyuzhongkewuqizheiliangjiaqiyedouyouzhenonghoudexueshubeijingbiaoqian,tongshiyedoumiaozhunledigonghaoaiotxinpianshichang,bingzaitianshilunjiuhuodejigaoderongziyulaizimuxiaodezhichi。
qiaohedeshi,tamenyedouchengliyu2018nian,rujinshuangfangdouluxumanleyizhousui,haiweizaiaiotshichangshangxingchengzhengmianchongtu。
danshi,yidanaiotxinpianshichangjinyibuchengshu,yunaixinpianzhanchangshangde“qinghua vs zhongkeyuan”longtouzhizhengjiyoukenengzaiaiotxinpianzhanchangzhongyan,shuangfangjiangcongrongzi、chanpin、jishu、luodizheisigejiaoduquanmianzhankaipk,lusisheishoushangweikezhi。
erqie,rujin,aixinpianyijinglaidaoleyigejishushengjideguanjianjiedian。
chuleqingweihewuqizhiwai,tanjingkeji、zhicunkeji、qiyingtailundengyidapiaiotxinpianwanjiayezaibuduanjueqi,tamendouzaixinpiandicengjiagoushejishangkaipichududaodejishuluxian,shenzhihenduodoubuzaijiyufeng·nuoyimanjichuxinpianjiagou——handonglexinpianshejilingyuzuidicengdedongxi。
qunxiongzhuluzhixia,gezhongaixinpianxinjishu、xinluxiancengchubuqiong,jiujingnatiaolushizhengquede?meirennengxiadinglun。
qingweizhinengceowangbobiaoshi,zheishiyezhengshihenduoaixinpianchuangyegongsijizhongchuxiandeyuanyin,yinweidajiadouzaitongyiqipaoxianshang。
zai7yue3ridebaiduaikaifazhedahuishang,baidujishuzhangduoren、ctowanghaifeng——zhengshituichulebaidushoukuanyuyinaiotxinpian“honghu”,shiyonglehifi4zidingyizhilingji,shuanghedsphexin,pingjungonghaojin100mw,zhichiyuyinhuanxingyulixianyuyinshibie。
honghuxinpianshibaiduyuyintuanduiyuaiotxinpianchuangqixinbodianzihezuodazaode,youbaidujishutuanduipianzhongsuanfa,xinbodianzituanduipianzhongxinpianyingjian。
jucongchanyelianrenshichulejiedaodexinxi,honghucaiyong40nmgongyizhicheng,taijidiandaigong。zheiyixiangmucongqunian11yuekaishituijin,dangshibaidujichudeyaoqiushi——100tianliangchantoupian。
jinnian4yuefen,“honghu”xinpianjiuyijingliupianchenggong,qianqideshejiyuzhunbeigongzuodoushizai2019nian4yuezhiqianwanchengde。jushuobaiduhexinbodianzidegongzuotuanduizaijinnianchunjieqijianyezaimaitougandeadline。
xinbodianziceoliangminxuebiaoshi,muqian“honghu”aiotxinpianyitoupianliangchan,jiangdazaizaixiayidaixiaoduaiyinxiang、yijimouxieqichexinpinzhong。
zhongsuozhouzhi,xinpianzouliang。youyuqianqiyanfachengbengaoang,yinermoukuanxinpiandechuhuoliangyueduo,fentandaomeyipianxinpianshangdechengbenjiuyuedi,duiyuqiyejiuyueyouli。
shangtushicanalysfabude2019nianq1quanqiuzhinengyinxiangshichangbaogaoshuju,qizhongxianshibaiduyinxiangzai2019nianq1dechuhuoliangdadaole330wantai。ruguobaiduyinxiangquanxiandazaihonghuyuyinaixinpian,neimeqixinpiandenianchuhuoliangjianghuidadaoqianwanpianjibie。
——zheiyeshidagongsizuoaixinpiandeyoushi:zijiayewutiliangpangda,youzugoudadeshichangkeyifentanchengben。
dangqianguoneizhinengyinxiangsanjutou:ali、baidu、xiaomi,qiahaoyeshizaiaiotxinpianfangmiandongzuozuidadesangehulianwang/itjutouwanjia。
jiuzaishangzhoude2019aliyunfenghuishang,alifabulezuixindepingtougexinpian——gaoxingnengrisc-vjiagouchuliqixuantie910,tazhichi16he,danhexingnengdadao7.1 coremark/mhz,zhupindadao2.5ghz。
jualijieshao,xuantie910bimuqianyejiezhuliuderisc-vchuliqixingnenggao40%yishang。(ganggang,aliyuntui16hexuantie910xinpian!pingtougededazhaolaile)
tongshi,pingtougehaidazaolemianxianglingyudingzhiyouhuadexinpianpingtai(domain specific soc),tigongbaokuocpu ip、socpingtaiyijisuanfazaineideruanyingjianziyuan,mianxiangbutongaiotchangjingweiqiyehekaifazhetigongbutongcengcidexinpianfuwu。
qunian9yuedeyunqidahuishang,alixuanbuchenglipingtougexinpiangongsi,youalishougoudezhongtianweiyudamoyuanziyanxinpiantuanduijichengercheng。qizhongzhongtianweishiguoneizhimingderisc-vchuliqiwanjia,qitezhangzhengshizaiyugaoxingnengdigonghaoiotxinpian。
erzaixiaomifangmian,zaiguoqudeyinianli,xiaomijinxinglechaoguo12cimijiderenyuan/jiagoudiaozheng,xinsheliledajiadianshiyebu、aiotzhanlveweiyuanhui。leijunhaixuanbu,xiaomijiangcong2019nianqi“all in iot”。
yucitongshi,jinnian4yue,songguobeichaifenweisongguogongsiyunanjingdayubandaotigongsi,nanjingdayujiangzhuanzhubandaotilingyudeaiheiotxinpianyufanganyanjiu,bingjinxingdulirongzi。(yinianzhengfa1500yi,xiaomizenmele?)
gaotongzhanlveyuqiyebinggouzhixingfuzongcaibrain modoffbiaoshi,iotjishuyuhenduoyidongzhongduanjishuyouzhetianrandexiangsixing,shiyidongzhongduandeziranyanshen。
birushuo,shoujixinpianlidetongxungongnengqudiao,jiushiyigegaoduanaiotxinpian;yaoshizailuxuqudiaogpu、wangluolianjiedengmokuai,jiunengchengweiduokuanshiyingbutongxuqiudeaiotxinpian。
yinci,shoujixinpianchangshangjiangchushouyanshendaoaiotxinpianlingyu,luojifeichangtongshun。
当前,手机芯片掐架掐得最狠的,莫过于高通、苹果、zheisanjiachuhuoliangbajiandeyeneijutou。
raner,zaiaiotxinpianlingyu,qingkuangquebutaixiangtong——zaiaiotfangmian,lianfake“menshengfadacai”,qiaoranjijinlexingyelongtoudeweizhi。
zaozaizhinengyinxiangdahuodezaoqi,lianfakejiuzaozaodichengweilequanqiulaodayamaxundeechoyinxiangxinpiangongyingshangzhong,dazhuanleyibi。cihou,ali、baidudengguoneiyinxiangdezhimingwanjiayeluxushiyongshanglelianfakedexinpian。
muqian,lianfakechulemt8516、mt8665dengchuantongiotxinpianxiliezhiwai,haizhuanmentuichuleyixilieaiotxinpianchanpin,baokuoi300、i500、i700xilie。
zai7yue10ridelianfakeaihezuohuobandahuishang,lianfakeyikouqizhanchule25yangdazaiqixinpiandeaiotchanpin,baokuoxiaoduzaijiadaipingyinxiang、tianmaojinglingmeizhuangjing、dingdingzhinengmenjin、zhifubaorenlianzhifulingshouhuoju、xiaomixiaoailaoshifanyixuexiji、youbixuanwukongjiqiren、lesenxingjitegongjiqirendengdeng。(lianfakeaidahuixianchangganhuo:tuichuaiotkaifangpingtai,liangkuanaiotxinpianxingnengbiaosheng)
erqie,dangqianlianfakeyijingjiangziyandeaixinpianmokuaiapufangjinleaiotxinpianyuzhinengdianshixinpianchanpinxianzhong——zheiyaobitongweishoujiaixinpianwanjiadegaotongyuhaisidougengkuai。muqianlianfakeapumokuaiyijingyanjindaodisandai,qijisuanxiaolvkedadao4tops/w。
buguo,shoujixinpianlaodagaotongziranyebuganrenhou。
genjugaotongyuji,dao2020nian,wulianwang(iot)shichangjianghuidadao430yimeiyuandejine,chaoyueyidongzhongduan,chengweidiyidashichang。eriotyeshigaotongzuiguanzhude、zuixianxingqidexinxingxingye。
gaotongzaiiotlingyudazaole5taobutongdexinpianchanpinxilie,zheiwuleisocschanpinbaokuo:yidong(mobile)、yingyong(applications)、tongxun(lte)、wangluolianjie(connectivity)、yijilanya(bluetooth)。
zai2018niandezhongxun,gaotongdeiotchanpinchuhuoliangyijingdadaole100wankuai/tian,chengweiyigetiliangjudadeyewu。(meiguoshendutanfang:gaotongdemimi!)
erqie,gaotongshichangzongjianignacio contrerabiaoshi,zaiwulianwanglingyu,youyupingtaiyubiaozhundebutongyi,shichangchengxianyanzhongdesuipianhua。
weilerangzhongxiaochangshangyenenggoukuaisudazaochanpintuixiangshichang,gaotongbujintigongiotdexinpian+ruanjian,haihuitigongkechuandaishebei、zhinengyinxiang、zhinengshexiangtoudengdecankaoshejib+jishuzhichi——zheiyeshilianfakedezuofazhiyi。
erzaihuaweihaisifangmian,qingkuangshaoyoubutong。
zailiangzhouqiande7yue15ri,huaweizhengshiguanxuanjinjundianshixingye,rongyaodatouzhen,tuichu“zhihuiping”。rongyaozongcaizhaomingbiaoshi,huaweiherongyaoyehuibahenduozhihuipingdejishukaifangjixingyehezuohuoban。(huaweiguanxuanzuodianshi!rongyaodatouzhen,yuxiaomidequanmianzhanzhengyaodaxiangle)
suihoude7yue26ri,zhaomingzaijieshoucaifangshitoulu,rongyaozhihuipingdexinpianjianghuiyousangexinpianzucheng:honghu818zhihuixianshixinpian、qilinaixinpian、lingxiaowi-fixinpian。honghu818shirongyaozhihuipingdehexinxinpian,shijiyuhaisidianshixinpianeryanfadexinxingzhihuipingxinpian,weilaihuikaifangjiqitachangjiashiyong。
chulewomenshuzhideshoujixinpianyewuwai,haisitongshiyeshijidingheyuanfangjiankongxinpiandexingyelaoda。
yucitongshi,haisishouzhonghaiyouhi3751xiliedianshixinpian、boudicaxilienb-iotxinpian、 hi3559xilieyidongshexiangtouxinpiandengxiliechanpin,shihenduoxingyedeshangyougongyingshang。
2015niandi,huaweizhengshixuanbujinjunzhinengjiajushengtai,jianghilink sdk、lite os、yijixinpian/mozudengjishushusongjihezuohuoban,longluolehaier、meide、baidu、kedaxunfei、roobodengyixiliewanjiadejiaru。
xinpianzhilingjijiagoushigoutongruanyingjianyunsuanzhijiandeqiaoliang,yeshixinpianzuizuidicengdejiagouzhiyi。
yingteerweishenmezheimeniu?jiushiyinweizaipcshidai,tapingjiezijiax86jiagouyitongjianghu。erwindows+intellianmenggengshizhuqileyizuogaobukepandechengqiang,rangwushuhoulaizhegongjianshibai。
然而到了移动时代,Arm架构凭借其灵活、低功耗的优势,一举突破重围,成为移动端芯片架构巨头,再加上随后联合起谷歌的,rangarm+androidlianmengchengbaleyidongshidai。napashikaofengbiioswenmingdepingguo,qixinpianyongdeyeshiarmzhilingjijiagou。
dangqianzaiyidongzhongduan,chaoguo70%dezhongduanshebeixinpianyongdedoushiarmjiagou,shidangzhiwukuideyidongduanlaoda。
raner,zhengruarmpingjieshoujishichangjueqiershachuzhongwei,rujinaiotshichangjueqile,lingyigeyuanbenbushenqiyandexiaowanjiakaishiqiaoranmengdong,rangarmganshoudaoleweixie。
neijiushirisc-v。
作为一款开源的指令集架构,它凭借着更灵活、更低功耗、同时——也是最重要的——更便宜的优势,吸引了谷歌、IBM、镁光、西部数据、、yingweida、huipu、jiaguwen、mit、jiazhoubokeli、zhongkeyuanjisuansuodengguoneiwai200jiazuoyoudeqiyehekeyanjigoudeqinlai。(shendu:aixinpianxinfengkou!alihuamiyiruju,jianghandongarmdiwei)
erzaiguonei,huami、ruisixinke、xinlaikeji、jingxinshuju、shiqingzhineng、yijiciqianalishougoudezhongtianweidengwanjiadouzaidazaojiyurisc-vdeaiotxinpian。
xinlaikejidecooxulaibiaoshi,zaiiotzhinengchuanganqidengshebeifangmian。zhixuyaoyouxianzhilingji,xinpianmianjiyouyaoqiujinkenengxiao,zaizheizhongqingkuangxiaxuyaoduixianyouchuliqijinxingjiancai。xiangduiyubunengxiugaidex86、armdengchuantongzhilingjijiagou,risc-vyinqikaifangxingkeyizuoyixiejiancai。
buguo,armyijingkaishifanji。
7yue16ri,armxuanbutuichuyigemingjiaoarm flexible accessdexinpianshejishouquanfeimoshi,yunxukehu“xianshiyonghoufukuan”——wuxuyuxianzhifuxinpianshejifangandefeiyong,jiukeyichangshishiyongbutongdexinpianshejimoxingjinxingshiyan、pingguhechuangxin,tongshihaikehuodedingzhixinpianshejifangandewuxianfangwenquanxian。
armqichehewulianwangyewugaojifuzongcaijianzongjinglidipti vachanishuo,zheiyixindeshouquanmoshifeichangshiyongyuiotshidaidexuduochanpinsheji。
suihou,armzhongguozaishanghaituichu“jishuaiotkaifazheshequ”。armyuzhongguoliantongwulianwanggongsidearm pelion iotpingtaiyeduiwaixuanbushangyong。
qunian6yuedi,armhaicengkaisheleyige“zhiyi”risc-vjiagoudewangzhanriscv-basics.com,congchengben、shengtaixitong、suipianhuafengxian、anquanxingheshejibaozhengshangdui risc-v jinxinggongji。zheiyijudongbeixuduorenjieduweiarmyijingganshoudaolaizirisc-vdeweixie。
zaizaodaolerisc-vjianwangzhanfanduibingyinqizhongduochangshangheruanjianshequdebumanhou,armzaiqunian7yue10riguandiaogaiwangzhan。
wulunshidicengwanjia、shoujixinpianjutou、hulianwangkuajiewanjia、haishiyizhongxinxingchuangqi,zongeryanzhi,zaiaiotxinpianzheigelingyu,shichangyijingchedirenaoleqilai。
chuleshangwentidaodejidazhenyingyiwai,yunzhisheng/sibichi/chumenwenwendengyuyinaichangshang、meide/haixin/haierdengjiadianjutou、yijiyihangzhouguoxinweidaibiaodeyipichuantongxinpianwanjia,yeyiluxiuxiahaihuoshichunchunyudong。birumeidejituaniotgongsizongjinglisheshangfengbiaoshi,meideyijingyouzuoaiotxinpianshejidejihua,erhaixinyezaijinnian6yueyuqingdaoweidianzichuangxinzhongxinhezichenglileqingdaoxinxinwei,zhuyaocongshizhinengdianshisocheaixinpiandeyanfa。
zheishiyigecaomangyingxiongdeshichang,qiangzheweibiqiang,ruozheyebuneimeruo。zaiaiotzhuanyongxinpianjiagouyuzhuanyongcaozuoxitongdouweidingxingzhiqian,shengfudoushiweizhishu。
rujin,jichuxiaoguimodezaoyuzhanganggangdaxiang(biruarmyurisc-v、lianfakeyugaotong/haisi),suizheaiotdewangluolianjie、jiagoulinghuo、gaoxingneng、digonghaodengxiangguanjishujinyibuchengshu,yichangquanmianbaofadeaiotzhongjidazhanjijiangdaolai。
2019nian6yue6ri,gongxinbuxiangzhongguodianxin、zhongguoyidong、zhongguoliantong、zhongguoguangdianfafang5gshangyongpaizhao,zhongguoyezhengshijinru5gshangyongyuannian。zhongguoxinxitongxinyanjiuyuanyefabule《5gjingjishehuiyingxiangbaipishu》,baipishuyuce,dao2030nian,5gyouwangdaidongwoguozhijiejingjichanchu6.3wanyiyuan、jingjizengjiazhi2.9wanyiyuan、jiuyejihui800wange。weichongfenfahui5gqianneng,xiangguanbumenyingweiyuchoumou,chaoqianbushuwangluojichusheshi。yinci,zai2019nian5gjishufunengxia,shangyeyingyongchangjingdeluodishoudaoxingyeneiwairenshideguangfanguanzhu。yioulianhejingdongwuliujiangzai8yue16rijubanyichangyi“5gfuneng shangyongluodi”weizhutideshalong,yizaiyaoqinggeweizhuanjiaxuezhegongtongtantao5gyingyongluodifazhanxianzhuangyuweilaiqushi,zhizaiweixingyeneiwairenshitigongyigejiaoliuxuexideziyuangongxiangpingtai。huodongxiangqingqingchuo://www.iyiou.com/post/ad/id/848