Yohann Tschudi, Technology and Market Analyst at Yole Développement, presents the "AI Is Moving to the Edge—What’s the Impact on the Semiconductor Industry?" tutorial at the May 2019 Embedded Vision Summit.
Artificial intelligence is proliferating into numerous edge applications and disrupting numerous industries. Clearly this represents a huge opportunity for technology suppliers. But it can be difficult to discern exactly what form this opportunity will take. For example, will edge devices perform AI computation locally, or in the cloud? Will edge devices use separate chips for AI, or will AI processing engines be incorporated into the main processor SoCs already used in these devices?
In this talk, Tschudi answers these questions by presenting and explaining his firm's market data and forecasts for AI processors in mobile phones, drones, smart home devices and personal robots. He explains why there is a strong trend towards executing AI computation at the edge, and quantifies the opportunity for separate processor chips and on-chip accelerators that address visual and audio AI tasks.
