Ntiaj teb no thiab Tuam Tshoj Autonomous Tsav Tsheb SoC Kev Tshawb Fawb Tshaj Tawm 2023: Nrov ntawm ChatGPT Qhia Txog Kev Txhim Kho Cov Lus Qhia ntawm Autonomous Tsav Tsheb

Kev tsav tsheb-chaw nres tsheb sib koom ua ke txhawb kev lag luam, thiab hauv-nco xam (CIM) thiab chiplet coj kev cuam tshuam thev naus laus zis.

Tshaj tawm "Autonomous Tsav Tsheb SoC Kev Tshawb Fawb Txog Kev Tshawb Fawb, 2023" qhia txog qhov tseem ceeb ntawm kev tsav tsheb SoC thiab kev siv cov tswv yim ntawm cov neeg tsim tsheb thiab 9 txawv teb chaws thiab 10 Suav tsav tsheb SoC cov neeg muag khoom thiab tham txog cov teeb meem hauv qab no:

• Kev tshuaj xyuas thiab kev pom zoo rau kev tsav tsheb tsav SoC thiab kev siv cov tswv yim ntawm OEMs;
• Daim ntawv thov lub tswv yim thiab kev teeb tsa ntawm kev tsav tsheb SoC nyob rau hauv kev sib koom ua ke ntawm kev tsav tsheb;
• Daim ntawv thov tiam sis ntawm kev tsav tsheb SoC hauv kev sib koom ua ke ntawm cockpit;
• Turnkey SoC cov kev daws teeb meem pom zoo rau kev tsav tsheb;
• Autonomous tsav SoC cov khoom xaiv thiab kev txheeb xyuas tus nqi;
• Puas yog nws ua tau rau OEMs los tsim lawv tus kheej chips (tus kheej tsav SoCs)?
• Daim ntawv thov ntawm chiplet hauv SoC rau kev tsav tsheb;
• Daim ntawv thov hauv-nco suav (CIM) hauv SoC rau kev tsav tsheb tsis muaj zog.

Hauv kev ua lag luam tsav tsheb-chaw nres tsheb, ib leeg-SoC thiab ntau-SoC kev daws teeb meem muaj lawv tus kheej cov neeg siv khoom.

Nyob rau theem no, Mobileye tseem dominates nyob rau hauv lub nkag-theem L2 (ntse all-in-ib pem hauv ntej pom). Nyob rau lub sijhawm ze, cov khoom tshiab xws li TI TDA4L (5TOPS) nthuav tawm qhov kev sib tw rau Mobileye hauv L2. Rau kev koom ua ke ntawm L2+ tsav tsheb thiab tsav tsheb-chaw nres tsheb, feem ntau ntawm cov automakers tam sim no tau txais ntau cov kev daws teeb meem SoC. Piv txwv xws li Tesla's "ob FSD", "triple Horizon J3" ntawm Roewe RX5, "Horizon J3 + TDA4" ntawm Boyue L thiab Lynk & Co 09 thiab "ob npaug ORIN" ntawm NIO ET7, IM L7 thiab Xpeng G9 / P7i ntawm lwm tus. .

Raws li kev tsim cov phiaj xwm kev tsim khoom ntawm OEMs thiab Tier 1 cov chaw muag khoom, rau lub teeb (nqi-zoo) tsav tsheb-chaw nres tsheb kev sib koom ua ke, kev sib koom ua ke ntawm kev tsav tsheb thiab chaw nres tsheb ua rau nyuaj rau kev tsim cov kev sib xyaw ua ke thiab muab cov kev xav tau siab dua ntawm cov qauv ntawm algorithm, kev suav. lub hwj chim ntawm kev hu xov tooj (lub sij hawm faib multiplexing), kev ua tau zoo ntawm SoC thiab cov nqi ntawm SoC thiab cov ntaub ntawv tswj hwm.

Nqi-zoo ib leeg SoC cov kev daws teeb meem: Rau cov neeg caij tsheb muaj nqis RMB 100.000-200.000, kev tsim khoom loj thiab kev siv cov kev daws teeb meem yuav nce siab hauv 2023. Ib qho SoC kev sib xyaw tsav tsheb-nres tsheb feem ntau siv Horizon J3/J5, TI TDA4VM / TDA4VH/TDA4VM-Q thiab Black Sesame nti A1 / A1000L. 

Kev sib koom ua ke ntawm kev tsav tsheb-chaw nres tsheb siab yuav tsum tau nkag mus rau ntau lub koob yees duab nrog kev daws teeb meem siab dua, nrog rau 4D radar thiab LiDAR. Tus qauv neural network BEV+ Transformer loj dua thiab nyuaj dua thiab tej zaum yuav xav tau kev txhawb nqa hauv zos algorithm kev cob qhia, yog li nws yuav tsum muaj lub zog siv hluav taws xob txaus, CPU suav txog tsawg kawg 150 KDMIPS thiab AI suav txog yam tsawg kawg 100 TOPS.

Kev sib koom ua ke ntawm kev tsav tsheb-chaw nres tsheb siab yog lub hom phiaj high-end tshiab lub zog tsheb luv nqi tsawg kawg yog RMB 250.000, nrog tus nqi qis tab sis xav tau ntau dua rau kev siv hluav taws xob thiab AI chip efficiency. Hauv particular, high-computing chips muaj kev cuam tshuam rau ntau yam ntawm lub zog tshiab tsheb, yog li cov neeg muab khoom siv chips yuav tsum tau ua kom paub ntau thiab ntau cov txheej txheem thiab cov khoom siv hluav taws xob ntau dua.

Qhov nrov ntawm ChatGPT qhia txog txoj kev loj hlob ntawm kev tsav tsheb tsis muaj zog: cov qauv yooj yim thiab kev siv hluav taws xob siab. Rau cov qauv neural network loj xws li Transformer, qhov kev suav yuav sib npaug los ntawm qhov nruab nrab ntawm 750 zaug txhua ob xyoos; rau kev yees duab, kev ua cov lus ntuj, thiab cov qauv hais lus, kev suav yuav nce qhov nruab nrab ntawm 15x txhua ob xyoos. Nws pom tau tias Moore txoj cai yuav tsum tsis siv thiab "phab ntsa khaws cia" thiab "cov phab ntsa siv hluav taws xob" yuav dhau los ua qhov tseem ceeb ntawm kev txhim kho AI chips.

CIM AI chips yuav yog txoj kev siv thev naus laus zis tshiab rau cov neeg tsim tsheb.

Hauv thaj tsam ntawm kev tsav tsheb tsis raug cai SoCs, Houmo.ai yog thawj tus neeg xa khoom ntawm AI CIM chips rau kev tsav tsheb hauv Suav teb. Nyob rau hauv 2022, nws ua tau zoo lightened lub lag luam thawj high-computing CIM AI nti uas lub ntse tsav tsheb algorithm qauv khiav smoothly. Qhov kev sim no siv cov txheej txheem 22nm thiab khav theeb lub zog ntawm 20TOPS, uas tuaj yeem nthuav dav mus rau 200TOPS. Remarkably lub zog efficiency piv ntawm nws lub computer chav tsev yog 20TOPS / W. Nws paub tias Houmo.ai yuav sai sai no yuav nthuav qhia cov khoom-npaj CIM nti rau kev tsav tsheb ntse, thiab peb yuav qhia nws qhov kev ua tau zoo hauv daim ntawv tshaj tawm.

Nyob rau hauv lub neej yav tom ntej, ib yam li cov roj teeb fais fab, chips yuav dhau los ua kev nqis peev kub rau OEMs loj.

Seb OEMs ua chips yog qhov teeb meem loj heev. Hauv kev lag luam, nws yog dav ntseeg tias, ntawm ib sab, OEMs tsis tuaj yeem sib tw nrog cov tuam txhab tsim hluav taws xob sib xyaw ua ke raws li kev txhim kho ceev, kev ua tau zoo thiab kev ua haujlwm ntawm cov khoom; ntawm qhov tod tes, tsuas yog thaum cov khoom xa tuaj ntawm ib lub nti mus txog tsawg kawg yog ib lab units tuaj yeem nws cov nqi tsim kho tsis tu ncua los ua kom nws pheej yig.

Tab sis qhov tseeb, chips tau ua lub luag haujlwm tseem ceeb hauv kev sib txuas nrog lub zog tshiab ntawm lub zog tshiab ntawm kev ua tau zoo, tus nqi thiab cov saw hlau ruaj ntseg. Piv nrog rau cov tsheb uas muaj roj siv hluav taws xob uas xav tau 700-800 chips, lub tsheb tshiab lub zog xav tau 1.500-2.000 units, thiab lub tsheb tshiab uas muaj zog siv zog kuj xav tau ntau txog 3.000 units, qee qhov kev saib xyuas zoo heev, chips nqi siab. uas tej zaum yuav luv luv thiab txawm tawm ntawm Tshuag.

Nws yog qhov pom tseeb tias OEMs loj tsis xav kom khi los ntawm ib tus neeg muab khoom nti thiab tseem tau pib tsim cov chips ntawm nws tus kheej. Nyob rau hauv Geely cov ntaub ntawv, lub automaker tsim 7nm SoCs rau lub cockpit thiab ntsia lawv nyob rau hauv tsheb, nrog rau daim kab xev tawm ntawm IGBTs. AD1000 autonomous tsav tsheb SoC, sib koom ua ke tsim los ntawm ECARX thiab SiEngine, yuav tsum tau sau npe rau lub Peb Hlis 2024 thaum ntxov.

Peb cia siab tias, ib yam li cov roj teeb hluav taws xob, cov chips yuav dhau los ua cov peev nyiaj kub rau OEMs loj los txhawb lawv cov peev txheej hauv qab. Xyoo 2022, Samsung tshaj tawm tias nws yuav ua chips rau Waymo, Google tus kheej tsav tsheb faib; GM Cruise kuj tau tshaj tawm txoj kev ywj pheej ntawm kev tsav tsheb tus kheej; Volkswagen tau tshaj tawm tias nws yuav tsim kev sib koom ua lag luam nrog Horizon Robotics, Tuam Tshoj tus neeg muag khoom ntawm kev tsav tsheb SoCs.

Cov txheej txheem kev thaiv rau chip fabrication tsis yog tshwj xeeb siab. Lub hauv paus pib yog txaus peev thiab xaj kom tau. Kev lag luam nti tam sim no tau txais cov qauv tsim thaiv, piv txwv li kev yuav IP los tsim cov chips suav nrog CPU, GPU, NPU, cia, NoC / npav, ISP thiab video codecs. Nyob rau hauv lub neej yav tom ntej, raws li chiplet ecosystems thiab cov txheej txheem txhim kho, qhov pib rau kev ywj pheej ntawm kev tsav tsheb ntawm tus kheej SoCs yuav qis dua rau cov neeg tsim khoom uas tsuas yog xav tau ncaj qha mus yuav cov pwm (IP chips) thiab tom qab ntawd ntim lawv, tsis tas yuav yuav khoom. IP.

Nyob rau hauv ntev, OEMs nrog ntau lab tus muag khoom muaj peev xwm ua chips lawv tus kheej.

Cov ntsiab lus tseem ceeb suav nrog:

1 autonomous tsav SoC kev lag luam thiab cov ntaub ntawv teeb tsa
1.1 Kev lag luam loj thiab kev lag luam sib koom ntawm kev tsav tsheb SoC
1.2 Cov tswv yim siv ntawm SoC rau kev tsav tsheb ntawm OEMs
1.3 Daim ntawv thov lub tswv yim thiab SoC teeb tsa rau kev tsav tsheb tsis raug cai hauv kev sib koom ua ke ntawm kev tsav tsheb
1.4 Daim ntawv thov tiam sis ntawm kev tsav tsheb tsav SoC hauv kev sib koom ua ke ntawm cockpit

2 SoC xaiv thiab nqi rau kev tsav tsheb
2.1 Kev sib piv ntawm cov yam ntxwv ntawm kev tsav tsheb tsav SoC cov neeg muag khoom thiab lawv cov kev daws teeb meem
2.2 Xaiv SoC rau kev tsav tsheb tsis muaj zog
2.3 Tus nqi ntawm kev tsav tsheb tsav SoC

3 SoC kev txhim kho tiam sis rau kev tsav tsheb tsis muaj zog
3.1 Nws puas ua tau rau OEMs los tsim cov chips ntawm nws tus kheej (tsav SoCs)
3.2 Daim ntawv thov ntawm chiplet hauv SoC rau kev tsav tsheb tsis muaj zog
3.3 Daim Ntawv Thov Kev Siv Hauv Kev Nco (CIM) hauv SoC rau kev tsav tsheb tsis raug cai

4 Cov neeg muab khoom thoob ntiaj teb ntawm kev tsav tsheb tsis muaj zog
4.1 NVIDIA Cov
4.2 Mob
4.3 Qualcomm
4.4 TSI
4.5 Nws
4.6 Cov
4.7 NXP
4.8 xis
4.9 TSI

5 Suav cov chaw muag khoom ntawm kev tsav tsheb tsis muaj zog
5.1 Kab rov tav Robotics
5.2 Black Sesame Technologies
5.3 Ib nrab tsav
5.4 Huawei
5.5 HOUMO.AI
5.6 Chiplego
5 .7 Kev
5.8 TSI
5.9 Dahua Leapmotor Lingxin
5.10 Cambricon SingGo

Yog xav paub ntxiv txog daim ntawv qhia no, thov mus saib https://www.researchandmarkets.com/r/sb06ts

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