Who Will Dominate the Semiconductor Giants？
Who Will Dominate the Semiconductor Giants？
From the cloud to the network, and now to the edge of the innovation, these have brought huge opportunities to the semiconductor, with a scale of 200 billion US dollars, as the semiconductor long-running for 50 years, Intel continues to focus on IoT chips, edge computing and computers visual these three major points, including the Movidius AI chip, FPGA development kit, etc, and leads the artificial intelligence and automation revolution.
The Internet of things and the intelligence of all things can be realized. The core driving force comes from the semiconductor industry. The tens of billions of intelligent devices are connected to the network. The demand for IoT chips and high-performance AI chips for data acquisition has increased dramatically because the Internet of Everything collects massive data. The constructed cloud processes the data, which drives the development of the entire semiconductor. According to Gartner analysis data, the semiconductor market of the Internet of Things will reach 34 billion US dollars, and chip manufacturers are the biggest beneficiaries of this era.
Internet of Things promotes the development of AI chips
The popularity of 3G and 4G promotes the booming of the mobile Internet. The communication technologies such as Sigfox, LoRa and NB-IoT solve the demand for large-scale deployment of low-power and remote connections for the Internet of Things. However, with the rise of 5G communication technology, it is bound to open a new era. 5G is not just a speed increase, but it makes the Internet of Everything possible. We are standing at the threshold of the new stage of history.
5G combines artificial intelligence technology to enable all devices to interconnect and activate all things. At this point, the scientific and technological community agrees that the Internet of Things and artificial intelligence will also become the highlights of information technology. The Internet of Everything and the integration of technologies such as cloud and artificial intelligence will promote social change and enter a world. A smart society with perception.
In this era, Yang Jianyong, a senior expert in the Internet of Things, pointed out that high-performance chips have become the commanding heights of this era. For this reason, Sun Zhengyi is a huge gamble, such as the acquisition of mobile chip overlord ARM for $23.6 billion, and becoming the leader of AI chip NVIDIA. The fourth largest shareholder, this is Sun Zhengyi, after investing in Ma Yun, once again gamble and hope to become the chip overlord. At the same time, technology giants have stepped into the chip field. Google, Apple, Alibaba and Huawei have invested huge amounts of money in AI chips. They have swept AlphaGo, the artificial intelligence system in the chess world, behind the support of Google's deep learning chip TPU.
Winning artificial intelligence can win the future, and the chip as the commanding height of the artificial intelligence era, in the AI chip competition, gathered Intel, NVIDIA, Qualcomm, ARM and Google, Apple, Huawei and Alibaba and other core players. Due to the participation of many heavyweight players, the world brings more uncertainty around artificial intelligence chips, but in the view of Yang Jianyong, a senior expert in the Internet of Things, the current chip competition is still dominated by semiconductor manufacturers.
So who will dominate the three major semiconductor chip giants Intel, NVIDIA or Qualcomm?
Intel, NVIDIA and Qualcomm giants will also bring billions of dollars in revenue for their IoT chips and AI chips. At a data-centric innovation summit in August this year, Intel revealed a set of data, with more than $1 billion in revenue coming from customers who use the Intel Xeon processor to run artificial intelligence in the data center.
Baidu and Intel have had very close cooperation in data center, cloud computing applications, CPU-based AI machines/deep learning framework optimization, and technology development such as autonomous driving. Alibaba builds a data-centric computing architecture based on Intel technology, gaining real-time user insight from the cloud to the edge. As a strategic strategic partner, Intel is driving the key technology innovations from the cloud to the end to build a smart world.
As the Internet of Everything Infrastructure, the cloud uses the AI technology for intelligent analysis of the collected data, which in turn drives strong demand for high-performance chips. Intel is benefiting from the continuous explosive growth of data. So far, in June, Intel took data as the core. Business grew by 25%, and cloud computing revenue surged by 43% in the first half of the year.
Intel's second-quarter revenue was $16.692 billion, data center revenue was $5.5 billion, up 27%, and net profit was 78% year-on-year to $5.006 billion. Intel's interim CEO recently said that Intel's chip supply is sufficient to support this year. The full-year outlook for revenue is expected to reach US$69.5 billion in FY18. This revenue will once again hit a record high. The global data center is mainly based on Intel chip construction cloud, and the rapid growth of IoT business, promoting healthy and orderly growth of its performance. .
It is currently in a new era of changing the world with data. At the same time, the scale of cloud services is expanding, 5G is coming, artificial intelligence and analysis technology are developing rapidly, all of which will generate a lot of valuable data that has not been utilized. Intel's data-centered development strategy is highly compatible with the current trend of digital economy.
As the core business of Qualcomm, smartphones are now coming to the era of Internet of Everything. Qualcomm brings artificial intelligence to trillions of connected terminals. In order to compete for market dominance, it has planned to invest heavily in the acquisition of NXP Semiconductors, hoping to consolidate its position in the Internet of Things. And seize the next rumor, but the final acquisition ended in failure.
However, the chip was introduced in the direction of the Internet of Things, such as Qualcomm MDM9206, which fully supports eMTC and NB-IoT. At the same time, Qualcomm has built a robust and open ecosystem from infrastructure, chips, modules and equipment to reduce the difficulty of designing innovative IoT solutions and commercialization for companies of all sizes, helping them to grasp the Internet of Things. Great opportunity and success.
More than 30 reference design platforms for mass production have been provided by ODM manufacturers, including voice-activated home control centers, smart speakers, networked cameras and smart watches, which will drive sales of Qualcomm IoT chips, which will be smart. After the phone, the IoT chip will be the second largest market for Qualcomm. At present, the shipment of Qualcomm IoT chips is growing at a rate of 1 million pieces per day. This data comes from Qualcomm marketing director Ignacio Contreras.
In the past few years, Qualcomm's business in the Internet of Things has grown rapidly and achieved double-digit steady growth. It is expected that Qualcomm's revenue in this area will exceed US$1 billion this fiscal year. Earlier, Forbes reported that Qualcomm has already taken a different path in the Internet of Things market, and the income of the Internet of Things is expected to double in this fiscal year.
NVIDIA directly benefits from AI technology. The deep learning-based AI technology has been widely used in various industries. NVIDIA has ushered in the best period of development in history, and its market value has been rising all the way. Now it is second only to Intel and the second in the world. Big chip companies, it is reported that in the past year, AI chips have brought in $1 billion in revenue for NVIDIA.
The construction of data centers with NVIDIA GPUs has become the chip of choice for many giants to train AI systems, driving data center revenues to show rapid growth. In the first quarter of FY 2019, data center revenue increased by 71% year-on-year to US$701 million. In the second quarter of FY 2019, revenue from data center reached US$760 million, an increase of 83% year-on-year, driving NVIDIA's overall quarterly revenue to US$3.12 billion, compared with last year. The growth rate was 40% over the same period.
NVIDIA is based on the opportunities brought about by the growth of artificial intelligence computing demand. Five of the world's seven fastest supercomputers use NVIDIA GPUs. NVIDIA HGX-2TM applications for AI and high-performance computing unified computing platforms are used worldwide. Big cloud service provider, Google Cloud uses NVIDIA Tesla P4 GPU to optimize for AI reasoning and graphics virtualization.
The Project Clara platform for healthcare organizations revolutionizes medical imaging. ARM integrates the NVIDIA Deep Learning Accelerator and brings reasoning to the device. The NVIDIA DRIVE Constellation server safely performs autonomous vehicle driving tests. By using the GPU as the brain of computers, robots, and even autonomous vehicles that can perceive and understand the world, Nvidia has once again ignited a new era of computing.
The wave of intelligence with artificial intelligence as the core sweeps the world, the development speed is beyond imagination, the whole society is actively embracing, and enterprises are accelerating the use of AI and other technologies to transform themselves. In the industrial field, a new industrial revolution has been set up; under the AI technology, HP Finance will be realized; under the integration of IOT+AI, people pursue a better and smarter family life to become a reality, and also inject changes into the entire smart home industry. With data and intelligence to promote changes in all walks of life, semiconductor chip manufacturers are the first to grab this wave of dividends, and driven by chip manufacturers, will also accelerate the landing and innovation of Internet of Things and artificial intelligence.