In addition to the new generation of 12-nanometer P90 chips, AI TV with smart home audio-visual recognition and car brand, the whole product line of CES exhibition this year has been upgraded with AI. This year's AI theme continued to be consolidated. Visitors Jie, senior deputy general manager and general manager of Intelligent Equipment Business Group, said that the upgrading of smart devices will lead to customized chips and AIOT Internet of Things, and will gradually replace microprocessors in the future.
This year, AI focuses on initiative, not only to execute simple instructions, but also to improve the turbidity of AI speakers through the Intelligent Home Internet of Things and in-depth learning. With Amazon, Google, Alibaba and other customers, MediaTek has had a bumper harvest of smart speakers last year. Although the market believes that Amazon's growth momentum will slow this year, as Google's subsidy rushes to catch up.
However, according to the analysis of CDK, the proliferation of voice modules will be increasing, and the market will focus on the entrance of voice. In terms of current product momentum, it is expected that this year 60 million smart speakers will be seen on the global smart speakers, showing a multiplier growth over the previous year, while China will be led by Alibaba, millet and Baidu, with shipments up to 15 million.
The smart speaker market has a floor of $29 to $39, a middle of $79, a high quality of $199, and a HomePod of $299. The price of smart speakers is stable, but when they are diffused into voice modules, they will be distributed to other terminal products.
Looking ahead to this year's operation, Tourist Jie is optimistic about the growth momentum of the three projects. The first ASIC customized chip that has been cultivated for two years in this year's smart equipment industry group will be harvested. With the popularity of AIOT, many Internet of Things applications using microprocessors (MCU) will be upgraded to the Internet of Things based on AP processors (CPU, GPU). At present, the proportion of MCU and AP is about 6:4, but it is estimated that the proportion will reverse to 4:6 in the next five years.
