Industry: Artificial intelligence chips will not suddenly replace all other automotive chips
2024-01-13
The 2024 Consumer Electronics Show (CES) in the United States is in full swing, and AI is a hot keyword this year. AI chip leader Nvidia has released three consumer grade graphics cards for personal computers, which not only improve performance but also specifically design for generative AI. In addition, the company also announced that it will collaborate with manufacturers such as Acer, Asus, Lenovo, HP, and MSI to launch multiple laptops equipped with the company's AI chips. Nvidia stated that these AI PCs will perform 20-60 times better than regular computers.
Another major manufacturer, AMD, has also released the Radeon RX 7600XT graphics card and Ryzen 8000 series processors for PCs on CES.
Not only in the PC market, but also in recent times, the combination of AI and automobiles has received much attention. Volkswagen brought the new Golf GTI disguised car at this exhibition, and car companies also joined the AI camp. Volkswagen brought the new Golf GTI disguised car.
Other manufacturers in the industry chain are also optimistic about the development of AI. Huang Chongren, Chairman of Li Jidian, recently stated that the industry will only truly improve in 2024, with electric vehicles, AI PCs, and AI applications expected to experience 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 PCs will revive the PC market. Due to the addition of neural network processors in AI PCs, the power requirements will increase. Although the number of MOSFETs used may not necessarily increase, the unit price of the product will increase.
At the same time, some industry insiders have a rational view of the development of AI, believing that AI is not a panacea, and that various chips need to be reasonably divided and cooperated in order to maximize product performance.
For example, in the automotive field, Lars Reger, Chief Technology Officer of NXP, recently stated that relying solely on artificial intelligence is not enough to ensure further innovation in automotive chips, as manufacturing cars is not like manufacturing AI chatbots. Reger stated that the adoption of more creative electronic features in the automotive industry will be relatively slow and gradual, rather than disruptive. The high safety standards of automobiles mean that artificial intelligence chips will not suddenly replace all other automotive chips, such as sensors, processors, and microcontrollers. On the contrary, they will gradually integrate to enhance existing functions.
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