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Ngā Pūrongo Ahumahi: Kei te piki haere anō ngā hanumitanga me ngā hokonga o te umanga haurua-ā-ao

Ngā Pūrongo Ahumahi: Kei te piki haere anō ngā hanumitanga me ngā hokonga o te umanga haurua-ā-ao

Nō nā tata nei, kua puta he ngaru o ngā hanumitanga me ngā hokonga i roto i te umanga haurua-waea o te ao, me ngā kamupene nunui pēnei i a Qualcomm, AMD, Infineon, me NXP e mahi katoa ana ki te whakateretere i te whakaurunga hangarau me te whakawhānui i te mākete.

Ehara i te mea ko ēnei mehua anake e whakaata ana i ngā whakaaro rautaki a ngā kamupene mō te rapu hononga kaha me ngā painga tautoko i roto i te whakataetae nui o te mākete, engari e tohu ana hoki tera pea ka puta he huringa hou i roto i te ao ahumahi haurua-waea.

Mā te tirotiro i ngā hanumitanga me ngā hokonga mai o ngā kamupene haurua-ā-ao tata nei, kua whakarāpopototia e au ētahi kupu matua e whā: AI, MCU+, motuka, me EDA.

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MCU+AI: te au e kore e taea te karo

Ka hokona e STMicroelectronics a Deeplite, e arotahi ana ki te taha AI

I te marama o Āperira o tēnei tau, i hokona e STMicroelectronics (ST) te kamupene hou o Kanata, a Deeplite, ā, i aro nui te umanga ki tēnei mea. E mōhio ana tātou katoa, ko tētahi wero nui e pā ana ki ngā tauira ako hohonu i roto i te whakatinanatanga arumoni ko tōna tauine whakahaere, ngā whakaritenga tukatuka, me te kaha o te whakamahinga hiko. Ka whakatauhia e Deeplite tēnei raruraru mā te whakarato i tētahi miihini pūmanawa aunoa hei arotau i ngā tauira DNN (whatunga io hohonu), ka taea ai e te AI te mahi rorohiko taha i runga i tētahi taputapu.

I whakatūria i te tau 2017, e mōhiotia ana a Deeplite mō tana otinga mata AI DeepSeek, e arotahi ana ki te arotau, te ine me te kōpeketanga o ngā tauira AI. Ka taea e tana arotau auaha e ārahihia ana e te AI a Neutrino te kōpeke i ngā tauira ako hohonu nui ki te kotahi tekau o tō rātou rahi taketake me te pupuri tonu i te tika neke atu i te 98%. Mā roto i ngā hangarau matua e toru - te tapahi taumaha (te tango i ngā tawhā tāpiri), te ine (te whakaiti i ngā whakaritenga tika rorohiko) me te whakarōpūtanga (te whakanui ake i te ōwehenga o ngā taumaha kore-uara), ka taea e ngā tauira AI nui te oma tere ake, te iti ake me te whai hua ake i te pūngao i runga i ngā taputapu taha. Ko ngā tono i mua i hiahiatia he kaha rorohiko kapua ka taea inaianei te oma maeneene i runga i ngā taputapu taha pēnei i ngā kāmera waea atamai me ngā pūoko ahumahi.

Kua aro nui te iwi ki a Deeplite i ōna rā tōmua, ā, kua tapaina ia hei kaihanga auaha AI matatau e Gartner, Forbes, Inside AI, me ARM AI. He hononga tata tēnei hoko ki te panoni rautaki a STMicroelectronics ki te AI taha, e whakakotahi ana i te taputapu me te pūmanawa i roto i te tikanga "ruarua". Ko te hangarau arotau tauira a Deeplite kua whakauruhia hohonu ki ngā MCU raupapa STM32 a STMicroelectronics me ngā NPU motuhake hei tautoko i te hanganga o ngā otinga AI pito-ki-pito. Hei tauira, i roto i ngā horopaki wheketere atamai, ka taea e ngā kāmera kua rite ki ngā maramara STMicroelectronics te kite tika i ngā hapa me te kore e tukuatu raraunga ki te kapua, ā, ka piki ake te tere urupare mā te 40 ngā wā.

I tētahi atu taha, kei a Deeplite tētahi tīma miihini rauropi AI o te ao, e whakauru ana a ST i ngā taputapu whakawhanake AI taha neke atu i te 200 hei hanga i tētahi pūnaha whanaketanga kotahi o te "pūhara tauira-whakapaipai-pūmārō". I roto i te poto, ko te hokonga mai o Deeplite ehara i te mea ka whakaoti noa i te wāhanga whakamutunga o te panga a ST i te taumata pūmanawa AI, engari ka tohu hoki i te nekehanga tauira o te umanga semiconductor mai i te "hanga maramara" ki te "hanga roro".

Ka hokona e NXP te kamupene NPU a Kinara hei whakahou i te taha atamai

I te marama o Pēpuere o tēnei tau, i pānuitia e NXP te hokonga mai o te kamupene whakarewa maramara AI taha o Amerika, a Kinara, mō te moni $307 miriona. I whakatūria a Kinara i te tau 2013, ā, i te tuatahi ko Core Viz tōna ingoa, i muri mai ka whakaingoatia ko Deep Vision, ā, i te tau 2022 ka whakaingoatia ko Kinara. Ko te NPU motuhake a Kinara (tae atu ki a Ara-1 me Ara-2) te kaiārahi o te umanga i roto i te mahi me te whai hua o te pūngao, koia te otinga pai mō ngā tono AI hou e whakahaerehia ana e te tirohanga, te reo, te nekehanga me ētahi atu whakatinanatanga AI whakaputa, ā, mā tōna āheinga hōtaka ka taea e ia te urutau ki ngā rauropi AI e whanake haere ana.

I kī a NXP mā tēnei hoko ka whakakotahi i te NPU motuhake a Kinara me tana ake putea tukatuka, hononga me te pūmanawa haumarutanga, ka āwhina i te whakarato i tētahi tūāpapa AI katoa me te tauine mai i TinyML ki te AI whakaputa hei whakatutuki i ngā hiahia AI e tere tipu haere ana o ngā mākete ahumahi me ngā mākete motuka. Ka āwhina tēnei ki te waihanga i ngā pūnaha AI hou e whakahaerehia ana e te AI i roto i ngā mara ahumahi me te IoT, ka āwhina i ngā kiritaki ki te whakahaere i te uauatanga, te tere ake i te wā ki te mākete, me te whakarei ake i ngā āheinga hangarau i roto i ngā mara pēnei i ngā motuka atamai, me te neke atu ki ngā mara uara-tāpiri teitei.

Edge AI: He Papa Pakanga mō ngā Kaihanga MCU

Kua roa te whakaaro hē i roto i te ao o te matauranga horihori ko te "tauine te mana". Ahakoa he tino pai te mahi a ngā tauira nui, he uaua ki te whakatinanatanga tūturu - he rerekē te nui o te whakapaunga pūngao ki ngā whakaritenga mama i te taha taha. Kua maha ngā tohu a ngā tohunga ahumahi i ngā herenga ā-roto o ngā horopaki tono tauira nui: i tetahi taha, ko te whakangungu me te whakahaere i ngā tauira nui e hiahia ana ki ngā rauemi rorohiko nui; i tetahi atu taha, ko ngā wāhi matua mō te whakatairanga i te ahumahi o te matauranga horihori ko ngā rorohiko taha me ngā taputapu whakamutunga e tairongo ake ana ki te whakapaunga hiko me te whakaroa.

Ehara i te mea uaua ki te mārama ko ngā hokonga i runga ake nei e whakaatu ana kei te neke te papa pakanga matua o te MCU ki te rorohiko taha AI. E matapaetia ana i te tau 2025, ka tukatukahia te 75% o ngā raraunga i te taha, e whakaatu ana i te pūmanawa nui o te mākete MCU taha AI. E whakaatu ana tēnei kei te tere tipu te hiahia mō te rorohiko taha AI, ā, ko te MCU, hei wāhanga matua o ngā taputapu taha, ka whai wāhi nui ki tēnei ia.

Ā tōna wā, kāore ngā MCU e herea noa ki ngā mahi whakahaere tuku iho, engari ka āta whakauru i ngā āheinga whakaaro AI, ā, ka whakamahia ki ngā horopaki pēnei i te mōhio ki ngā whakaahua, te tukatuka reo, me te tiaki matapae i ngā taputapu. Ka noho ngā MCU me ngā āheinga rorohiko taha hei kaikawe nui mō te mana rorohiko taha me te iti o te whakamahinga hiko, te pai o te mahi, me te urupare tere, e whakarato ana i te tautoko kaha ake mō ngā taputapu me ngā pūnaha atamai.

Kei te kaha hoki te hoko me te whakataetae a ētahi atu kaihanga MCU nui i tēnei mara, pērā i te hokonga mai a Renesas Electronics i a Reality AI, te hokonga mai a Infineon i a Imagimob o Huitene, me te whakarewatanga a NXP i te pūmanawa ako mīhini eIQ me te mekameka taputapu AI NANO.

Ka taea te whakatau ko te taha AI ka noho hei papa pakanga matua mō ngā MCU i ngā tau torutoru e whai ake nei.

Ngā hikohiko motuka: te arotahi o te whakataetae whakapaipai

Nō nā tata nei, kua puta pinepine ngā whakakotahitanga me ngā hokonga o ngā kamupene haurua-ira e pā ana ki ngā tono motuka. Haunga te mana rorohiko, ko te whanaketanga o te pūnaha hiko motuka, te hononga whatunga i roto i te waka, te oro i roto i te waka me ētahi atu hangarau kua akiaki i te whakahoutanga me te whakahoutanga o te hangarau haurua-ira, e akiaki ana i ngā kamupene e pā ana ki te tāpiri i ā rātou ake tahora hangarau mā roto i ngā whakakotahitanga me ngā hokonga.

He ahumahi hangarau-rahi, he ahumahi pūtea-rahi hoki te ahumahi haurua-waea. Ki te titiro whakamuri ki ngā tekau tau kua pahure ake nei, kua noho te whakaurunga me te hanumi hei ia o te whanaketanga o te ahumahi.

He maha ngā hoko a ngā kamupene nui o te AI hei whakapai ake i tā rātou tahora hangarau, hei hanga hoki i tētahi painga nui o te "maramara + pūnaha + pūnaha rauropi". Kei te huri haere ngā kaihanga MCU matua ki te taha AI, e ngana ana ki te hopu i te mākete taunga atamai me te iti o te whakapaunga hiko me te ngāwari nui. I roto i te ao motuka, kua noho te rorohiko i roto i te waka, te taraiwa motuhake me te hononga raraunga hei wāhanga matua o te whakataetae pūtea. I taua wā anō, kei te neke te umanga EDA mai i te whakarato taputapu ki te hanga i tētahi pūnaha rauropi. Ka whakauruhia e ngā kamupene nui ngā tukanga IP me te hoahoa, ā, ka hangaia te mana o te mākete mā te hoahoa "paerewa-hoahoa taputapu".

I tēnei ngaru o ngā hanumitanga me ngā hokonga, kua noho ko te mahi tahi hangarau, te whānui o te mākete me te mana whakahaere o te rauropi hei kaupapa matua. Me whakataurite e ngā kamupene te whakaurunga poto me te rangahau me te whanaketanga roa i waenganui i te rerenga mai o te pūtea. I runga i ngā arai hangarau me te āhua nui o te haumitanga o te umanga haurua-waea, ehara tēnei panonitanga i te "poto poto" engari he "marathon" e hiahia ana ki te haumi roa.


Wā tuku: Pipiri-30-2025