AI is a hot topic in the current semiconductor industry. Now, in response to the AI's explosive demand for computer performance, major chip manufacturers are rushing to grab AI chips. According to the market data analysis report, the current AI chip that has surfaced is new, and the mainland is the most company. Why is Taiwan's artificial intelligence likely to rob the mainland? This is a competitive competition.
By 2020, every 3 mobile phones will have an AI chip built in. However, the AI ​​chips that have surfaced at the moment are newly created, almost all of which are mainland companies. Why is Taiwan not choosing this time?
"I heard that the CPU and GPU have not heard of the NPU?" At the end of November, the singer and host Ah, at the Taiwanese press conference of Huawei's latest flagship mobile phone Mate 10, said the pre-arranged lines.
This mobile phone presentation held at the Dazhimeifu Hotel is full of subtle disharmony. A Ken and a fashion star, Guo Shuyao and Xiujie, are on the platform, but they are talking about difficult technical terms.
â–² Huawei flagship machine Mate 10 presentation, left from the repair of Jie Jie, Guo Shuyao, host Ah.
For example, NPU (Neural Processor Unit), Chinese can be turned into a "like neural network processor", is an accelerator used to specifically handle deep learning functions.
Or, a little more popular, AI chips. The Kirin 970 processor, the world's first AI phone, adds an AI core, so in the past users had to manually set the photographic scene mode, which can now be automated. For example, when you focus on a steak, a knife and fork mark will appear on the screen, indicating that the AI ​​processor recognizes the food and automatically adjusts to the food shooting mode.
Apple, Huawei led AI offensive terminal deviceThe world's third-largest mobile phone brand is showing the current topic of the semiconductor industry "AI on edge" (AI is placed on the terminal device).
The Apple presentation in September also revealed that the A11 Bionic chip on the iPhone X also has an "AI-like engine" with AI function, and more "AI on edge".
According to the past, as long as Apple used it, it will become the industry's "standard" convention, and the next high-end phones of various brands will also be paired with an AI chip.
Counterpoint, a technology marketing agency, quickly published a research report one month after the end of Apple's press conference, pointing out that the market share of smart phones built with AI chips in 2020 will increase from 3% in 2017 to 35%. In other words, one out of every three mobile phones has an AI chip.
"Huawei and Apple are the first two companies to make AI a terminal," said Wang Yaodong, senior director of the TSMC IoT Business Development Division, who also attended Huawei's press conference. Moreover, both chips use the most advanced 10 nanometer process from TSMC.
In the past, the popular concept would be that the large amount of computation required for mechanical learning needs to be carried out in the cloud, and then passed back to the mobile phone.
Wang Yaodong said that the semiconductor process is now shrinking to 10 nanometers, and the computing power is greatly improved. It is enough to reduce the original computing model in the cloud to the mobile phone, but the general general-purpose processor is still too heavy, "so add Dedicated NPU. Its computing structure is suitable for simple but a large number of parallel operations," Wang Yaodong said.
A similar thing happened about 20 years ago, when the demand for graphics computing soared, spawning a new independent chip class, the graphics chip.
Huang Renxun, the founder of the graphics chip maker Nvidia, first proposed the word GPU in 1999 to simulate the familiar CPU (central processing unit), let everyone know the importance of the graphics chip.
▲ Huida’s founder, Huang Renxun, is the father of GPU. Now he is also in the forefront of the latest AI chip competition. The latest AI computing platform Pegasus, which is expected to be launched in the second half of next year, claims to be the world’s first to support the fifth level. Autonomous driving platform.
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