The Power Game of Standard Setting
-
Instruction Set Competition：
-
RISC-V Vector Extension：The Andes AX45MPV core achieves INT8 matrix acceleration, outperforming the ARM Cortex-M55 by 40%, with licensing costs only 1/5.
-
ARM Confidential Computing：Introduces Realm Management Extension (RME) to build hardware-isolated secure enclaves, fully adopted by Microsoft Azure Sphere.
-
Middleware Undercover War：
-
Apache TVM Unity：Supports direct compilation of PyTorch models to Hexagon/ETHOS instruction sets, reducing developer code modification by 90%.
-
ONNX Runtime Mobile：Newly added over 200 NPU native operators, reducing model conversion time from 30 minutes to 3 minutes.
The Coalition of Developer Ecosystems
-
Low-Code Revolution：
-
EdgeX Foundry：The Linux Foundation launches a visual AI orchestration tool, improving factory equipment access efficiency by 10 times;
-
MATLAB Edge Toolbox：Automatically generates C code compliant with AUTOSAR standards, shortening automotive ECU development cycles by 6 months.
-
Open Source Traps and Opportunities：
-
Google Edge TPU：Locks in the ecosystem through TensorFlow Lite, but mandatory use of Google Cloud IoT Core triggers antitrust investigations;
-
Huawei Ascend MindSpore Lite：Open-sources 95% of the code but keeps NPU drivers closed source, with over 400 plugins contributed by the developer community.
-
Welcome to Communicate
Paradigm Shift in Business Models
-
From Chips to Services (CaaS)：
-
NVIDIA AI-on-5G：Distributes A100 computing power to edge nodes, charging operators based on inference duration ($0.01/minute);
-
AWS Panorama Appliance：Pre-packaged edge AI box, annual subscription fee of $4999 includes continuous model updates.
-
Data Value Reconstruction：
-
Federated Learning Monetization：Owkin utilizes hospital data through edge nodes for pharmaceutical model training, with annual revenue exceeding $2 million for a single hospital;
-
Edge NFT：Bosch collaborates with IoTeX to generate NFTs from device operational data at the edge, with the industrial data trading market reaching an annual scale of $1.7 billion.