Industry: AI chips won’t suddenly replace all other automotive chips
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NVIDIA, the leader in AI chips, has released three consumer-grade graphics cards for personal computers, which not only improve performance, but are also designed specifically for generative AI. In addition, the company also announced that it will cooperate with Acer, Asus, Lenovo, HP, MSI and other manufacturers to launch a variety of laptops equipped with the company's AI chips. Nvidia said that these AI PCs will perform 20-60 times better than ordinary computers.
AMD, another major manufacturer, also released the Radeon RX 7600XT graphics card and Ryzen 8000 series processors for PCs at CES.
Not only the PC market, but also the recent integration of AI and automobiles has attracted much attention. Volkswagen brought a disguised car of the new Golf GTI to this exhibition. Car companies also joined the AI camp, and Volkswagen brought a disguised car of the new Golf GTI.
Manufacturers in other industry chain links are also optimistic about the development of AI. Huang Chongren, chairman of Power Semiconductor Manufacturing Co., Ltd., recently stated that the industry boom will only begin to truly improve in 2024, and electric vehicles, AI PCs, and AI applications will see leapfrog growth. In addition, some MOSFET manufacturers have recently stated that they expect sales to resume growth in 2024 and are optimistic that artificial intelligence AI PC will revitalize the PC market. Since AI PC adds a neural network processor, the power requirements will increase. Although the number of MOSFETs used will not necessarily increase, the unit price of the product will increase.
At the same time, some people in the industry view the development of AI rationally, believing that AI is not a "panacea" and that various chips must have a reasonable division of labor and cooperation to achieve the best performance of the product.
For example, in the automotive field, NXP Chief Technology Officer Lars Reger recently stated that artificial intelligence alone is not enough to ensure further innovation in automotive chips, because manufacturing cars is not like manufacturing artificial intelligence chatbots. Reger said the automotive industry's adoption of more creative electronic capabilities will be relatively slow and incremental, rather than disruptive. High safety standards in cars mean AI chips won't suddenly replace all other car chips, such as sensors, processors and microcontrollers. Instead, they will be gradually integrated to enhance existing functionality.
Reposted from: International Electronic Commerce, automatically translated by Google
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