Preface
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AIoT Edge: Opportunities and Challenges for Domestic SoCs
In the wave of AI technology, the AIoT edge is becoming a new battleground. The diversified development of smart hardware is continuously expanding the application scenarios of AI at the edge, bringing huge market opportunities for domestic SoC chips, while also accompanying certain risks and challenges.
Market Opportunities: Demand Growth and Domestic Substitution
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Explosive Demand for Edge Intelligence: The rise of generative AI has significantly increased the demand for edge AI computing in low-power edge devices. From smart homes to wearable devices, terminal devices not only need to connect to the network but also require local task processing capabilities to achieve low latency, high privacy, and strong interactive experiences.
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Huge Potential for Domestic Substitution: Our country relies to some extent on overseas IP licensing for key technologies and intellectual property in the semiconductor industry. Under the uncertainty of the trade environment, the autonomy, scalability, and cost optimization advantages of domestic SoC chips are highlighted, providing broad space for domestic substitution.
Chip Technology: Architectural Innovation and Performance Breakthroughs
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Integration of SoC and NPU: AI-enhanced SoC chips, by integrating NPUs and reconfigurable computing units, combined with algorithm-chip collaborative optimization, have broken through the energy efficiency bottleneck of traditional processors, achieving three-dimensional optimization of power consumption, performance, and area, effectively releasing real-time inference and decision-making capabilities at the edge.
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Rise of RISC-V Architecture: Open-source architectures like RISC-V provide new opportunities for domestic chip design. Its streamlined open instruction set architecture allows companies to freely use and expand custom instruction sets, enhancing the autonomy and flexibility of chip design.
Key Enterprises: Layout and Innovation Progress Together
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Rockchip: As a leading domestic chip design company, Rockchip has a well-established AIoT SoC chip platform with a rich product line that meets the multi-level computing power needs of downstream customers, performing outstandingly in automotive electronics, machine vision, and other fields.
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Horizon Robotics: Focused on ultra-low power computing SoC chip design, growing alongside brand manufacturers. Its next-generation smart wearable chip has been mass-produced in flagship headphone projects for clients, demonstrating strong market competitiveness.
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Allwinner Technology: Committed to building high-performance general-purpose heterogeneous computing platforms, achieving mass production of complex heterogeneous chips through continuous optimization of algorithms and architectures, with wide applications in robotics, home appliances, and the Internet of Things.
