ces2018quick recap這份回顧簡報主要是簡略敘述一些遠程觀察

7Major到處都是人工智廠商將人工智能功能(嵌入式神經(jīng)網(wǎng)絡處理器、深度學習等)在應用處理器上，將AI功能帶到各種應用上ChipsetvendorsintegratingAIfunctionality(neuralprocessingunit,deeplearning,etc.)intheirchipsettobringtheAIcapabilitytoallof智能語音助理是智能語音助理將會是AI功能的接口，而將會在、家居設備和車載上出現(xiàn)——多得半導體企業(yè)和設備廠的深度合作SmartvirtualassistantisthemaininterfacetotheAIfunctionality,andwillpenetratethesmartphone,smarthome,andautomotive,智能音箱是開SmartspeakersareonlythenumberofvendorsaretoutingtheirownsmartspeakerssupportingAmazonAlexaorAsssistant.Also,islaunchingnewproductlinenamelySmartDisy.智能家居越來越各種智能家居產(chǎn)品展出，其中以家防為主。智能語音助理例如亞馬遜Alexa和谷歌Assistant都被整合到了一系列的智能家居產(chǎn)品上Anumberofsmarthomeproductsarelaunched,inparticularhomemonitoring.SmartvoiceassistantsuchasAmazonAlexaandAssistantareintegratedintheseARandVRaretryingtostealthe主要的虛擬現(xiàn)實廠商如HTC、都展現(xiàn)了他們對于未來的計劃，而同時增強現(xiàn)實廠商也開始展現(xiàn)一些他們的成果Majorvirtualreality(VR)hardwarevendorsincludingHTC,areshowingtheirfutureambitions.Augmentedreality(AR)entersautomotivesegment半導體，尤其和屏廠都展現(xiàn)了他們要在車載領域占一席的決心，紛紛宣布和車載廠商的策略性合作Semiconductorvendors,especiallychipsetanddisyvendorsareshowingtheirintentiontobloominautomotivesegment,announcingcollaborationswithmajorautomotive新智能要等到MWCNewmartphoneswillhavetowaittill智能廠商說出了他們的未來看法和策略，除了索尼和一些小廠外，其他新產(chǎn)品或許要等到MWC2018了Leadersofsmartphonevendorshavevoicedtheirfuturestrategy,andotherthanSonyandothersmallervendors,newproductsneedtowaittillMWC3NativeAINativeAISmartphonePenetration 配置了機械上的AI功能(2017年僅有10%)。CounterpointResearchpredictsthatabout500Msmartphonestobeshippedin2020willnativelyembedmachinelearningandAIcapabilitiesatthechipsetlevel.Gartnerpredictsthatby2022,80%ofsmartphonesshippedwillhaveon-deviceAIcapabilities,upfrom10%in2017.ChipsetvendorsintegratingAIfunctionality(neuralprocessingunit,deeplearning,intheirchipsettobringtheAIcapabilitytoallsortsofArtificial ligenceis英偉達發(fā)布了搭載 的全新自動汽車系統(tǒng)。 由8ARM64位CPU和512 的Volta架構GPU構成NVIDIAhasunveiledthenextgenerationofitsautonomousdrivingpoweredbyXavier.Xavierhasmorethan9BtransistorswithacustomcoreCPU,a512-coreVolta聯(lián)發(fā)科技宣布推出NeuroPilot人工智能平臺，將終端人工智能(EdgeAI) MediaTekhasannouncedmoreinformationaboutthestrategyforenablingA.I.edgecomputingonitsNeuroPilot 瑞芯微電子發(fā)布旗下首款性能超強的AI處理器RK3399Pro，為人工智(AI)領域提供一站式Turnkey解決方RockchipisintroducinganupdatedversionofitsRK3399(RK3399Pro)andthekeynewfeatureisanewNeuralNetworkProcessingUnit(NPU).高通宣布推出2款支持谷歌AndroidThings的HomeHub平臺。些mlaunchesHomeHubtformsbasedonSDA624andSDA212systemonchipsthatsupport ’sAndroid4SmartvirtualassistantareGlobalIn alAsssitantSmartphonePenetrationRateNow

SmartvirtualassistantisthemaininterfacetotheAIfunctionality,andwillpenetratesmartphone,smarthome,andautomotive,withthedeepcollaborationbetweensemiconductoranddevicevendors.亞馬遜的Alexa語音助手即將出現(xiàn)在微軟Windows10個人電腦平臺?；萜?、聯(lián)助手。Amazonwillpartnerwithmanufacturersof systemstobringfullAlexasupporttoWindows10.Acer,ASUS,HP,SamsungS-voiceSamsungS-voice/Baidu

50%

Cortana,AmazonAlexa,etc.)Cortana,AmazonAlexa,etc.)Others

andLenovoarealloncoursetodeliverWindows10machineswithAlexapre-installedlaterin2018.高通宣布其智能音頻經(jīng)通過亞馬遜Alexa語音服務認證。該參考平臺包含mhasannouncedthatitsSmartAudiotformhasbeenqualifiedbyAmazonfortheAlexaVoiceService(AVS). Assistant即將來到AndroidAuto”。顯然，以前的操hasannouncedthat“ AssistantiscomingtoAndroidAuto.”Apparently,thepreviousimplementationwasjustasimplervoicesearch.推出了智能家居機器人，幫助用戶輕松控制智能家居中的所有東西。用戶可以通過 snr上的 控制機器人。該機器人了解用戶的自然語言命令，并控制家中每個etatmo連接的對象。NetatmohascreatedanAI,smarthomecontrollingchatbotthatlives Messenger.Netatmo’sSmartHomeBotisachatbotavailableexclusively 'sMessenger TheautomakerKiahasannounced Assistantwill In2020 yticsestimatesthatover80%ofthesmartphonessoldawholesalepriceofoverUSD100willhaveavirtualassistantintegrated續(xù)增加其滲透率。到2021年，Ovum建議智能人工助理將會配置在16.3億設備。Ovumthinksthatthiswillgraduallyshiftaswearabledevices,TVset-topsmarthomespeakers,andmorecontinuetheirrise.By2021.OvumsuggestsSource:

somevehiclefunctionsonahandfulofits2018models.TheautomakerpresenteditsnewUVOAgentfor Assistantand之外，谷歌也發(fā)布了新的產(chǎn)品線SmartDis AnumberofvendorsaretoutingtheirownsmartspeakerssupportingAmazonAlexa islaunchingnewproductlinenamelySmart Smartspeakersareonlythepartnerswith15companiestomakenewsmartspeakersandincludingAltecLansing,AnkerInnovations,Bang&Olufsen,Braven,iHome,JBL,Jensen,Lenovo,LG,Klipsch,KnitAudio,Memorex,RIVAAudio,SōLIS,andSony.

GlobalSmartSpeakerMarketShare

iHomedebutsiGV1,whichintegrates Assistantintoanalarmclockfactorthatfeaturesaat-a-glanceclockandnextalarmdis snoozebutton.以使用眾多谷歌系智能家用服務，未來用戶也能使用 服務isintroducinganewSmart tform,whichwillAssistant.The alsohasconfirmedthatcompanieslikeJBL,Lenovo,LGandSonywilllaunchsuchproductslaterin2018.

JBL發(fā)布SmartDisyLinkView發(fā)布，配置8寸觸摸屏，內(nèi)置谷歌智能助理，JBLLinkViewisannounced,featuring8”touchscreenwiththe built-in,5MPcameraand2front-firing10Wstereospeakerswitharear-facingpassiveradiator.聯(lián)想發(fā)布SmartDisy設備擁有10英寸和8英寸2款型號設備，能提供與谷歌自家的Home音箱類似的功能。采用高通驍龍624處理器，2GBRAM，4GB容量，售價分別為199和249LenovoislaunchingSmartDisy,supporting Assistant,equippedwithFHDtouchscreen,5MPfrontcamera,poweredbymHomeHubtformbasedonSnapdragon624SoC.Source:

Accordingto ytics,NorthAmericadominatedsalesofsmartin3Q17withnearly75%globalsharealthoughgrowthinWesternEuropeandAsiaPacificwillreducethatsharein4Q17.AmazonAlexafellto69%shareofsmartspeakersin3Q17,downfromover80%in1H17as Assistantmadestronggainsfollowingthelaunchof Homeinagreaternumberofterritories. 20M~30Munitscurrentlytoover80Munitsin GlobalConsumerGlobalConsumerSpendingonSmartHome 689 AccordingtoStrategy ytics,consumerspendingonsmarthomeserviceswillnearlytripleonaglobalbasisfromUSD17Bin2016toUSD50Bin2022;andforhardwarefromUSD43BtoUSD80B.Theyalsopredictthatthemoveawayfromthesmartphoneastheprimaryinterfaceforthehomewillcontinuein Anumberofsmarthomeproductsarelaunched,inparticularhomemonitoring.voiceassistantsuchasAmazonAlexaAssistantareSmarthomeisgettingSamsunghasrevealedanext-genFamilyHubsmartrefrigerator,whichsupportsBixbyvoiceassistantandintegratesAKGspeakers.ItcancontroldevicesthatinSmartThingssmartAnnualConsumerSpending通用電氣家電推出了KitchenHub，一個27“的設備，取代烤箱和爐灶上AnnualConsumerSpending。KitchenHub將控制其他GE設備，顯示日歷，并提供智能家居設備(如安全 GEApplianceshasrevealeditsKitchenHub,a27”devicethat cestherangeabovetheovenandstove.ItwillcontrolotherGE問題。a2nd-generationofitsthermostatItcanautomatesomepreventativeactionswhilemoldprevention. 頭e將獲得蘋果HomeKit支持；Ring專業(yè) Alarm；AbodeSystems的iota一體式安全 頭和安全網(wǎng)關等等。NetatmoewillsupportApple’sHomeKit;Ring’s360-degreesecuritysolutionsandRingAlarm;Abode科勒發(fā)布名為KohlerKonnect的新型智能產(chǎn)品平臺，這個系列產(chǎn)品 基于聲 Kohlerhascreateditsownsmart tform,KohlerKonnect,whichallowsofitsproductstocommunicatewithHomeKitandothersmarthomeframeworks,aswellasofferingcontrolviaan appandthroughvoicecommands.Source: ytics(Mar.AR/VRAR/VRarestealingtheWorldwideAR/VRHeadsetForecast2017-Augmented VirtualShipmentShipment0 雖然目前全球頭戴式擴增實境/虛擬實境裝置市場仍處在早期發(fā)展階段，但由于前景看 萬臺，持續(xù)成長為2021年的5,920Worldwideproliferationofvirtualreality(VR)andaugmentedreality(AR)headsetsisexpectedtocontinueasshipmentsreach59.2Min2021,upfrom9.6Min2017,accordingtoIDC.Todate,theentiremarkethasbeenproppedupbylow-costVRscreenlessviewerssuchastheSamsungGearVR.However,IDCanticipatesthiscategorywillloseshareaspreviouschampionsofthecategoryscalebackontheirsmartphoneplusheadsetbundlesandshiftfocustowardtetheredandstandalonesolutions.

futureambitions.Augmentedfutureambitions.Augmentedreality(AR)hardwarevendorsareMajorvirtualreality(VR)hardwarevendorsincluding公布了關于OculusGO 的版本MiVR設備也將 announcesthatXiaomi ’spartnerforOculusGoglobally.OculuscalledXiaomi’sdevice“aVRbasedonOculustechnologyexclusivelyfor HTCunveilsVivePro,featuringdual-OLED2880×1600dis eye1440×1600615ppidis y).HTChasalsoredesignedViveProheadstrapandaddedbuilt-in術的獨立頭戴式虛擬現(xiàn)實設備，LenovoMirageSolo。Lenovohasannouncedthefirstself-containedVRheadsetbasedDaydream,LenovoMirage也可以換裝醫(yī)學鏡VuzixhaslaunchedVuzixBlade,partneringwithAmazontoAlexaintegrationtothe 的傻瓜相機，LenovoMirageLenovoislaunchingapoint-and-shootcameradesignedtolivestream180oVR ,LenovoMirageCamera; withYITechnologylaunchingYIHorizonVR180Camera.8Source:IDC(Dec. Semiconductorvendors,especiallychipsetand yvendorsareshowingintentiontobloominautomotivesegment,byannouncingcollaborationswithmajorautomotivevendors. AccordingtoICInsights,between2016and2021,automotiveandIoTICsalesareprojectedtorisebycompoundannualgrowthrates(CAGRs)of13.4%and13.2%,respectively,comparedto7.9%fortheentireICmarket,whichisprojectedtoreachUSD434.5Bin4yearsversusUSD297.7Bin2016.As英偉達與Aurora宣布聯(lián)手打造基于NVIDIADRIVEXavier處理器的全新和級自動駕駛硬件平臺，將自動駕駛汽車推向市場NVIDIAandAurorahaveannouncedthattheyareworkingtogethertocreateanewLevel4andLevel5self-drivinghardwaretformthatwillusetheDRIVEXavier820Am r 820Am 擇高通的汽車解決方案mand haveannouncedtheselectionofautomotivesolutionsforingelectricvehiclesfrom hasannouncedanewdeal carmanufacturerSAICMotordevelopLevel3,4,and5autonomous恩智浦半導體、LG電子和 NXPSemiconductors,LGElectronicsand AAglaiahaveannouncedastrategiccollaborationforautomotivevision9Source:ICInsights(Dec.SmartphoneShipmentTop10SmartphoneShipmentTop10 0三星、蘋果、、OPPO和(或者vivo——根據(jù)不同的數(shù)據(jù)來源)在2017年是5大智能廠商，在2018年依然也是。這5大廠商的出貨量將會占據(jù)了一半全球智能的出貨量，給2、3線廠商帶來了絕大的壓力。Samsung,,OPPO,Xiaomi(orvivodependingonwhichdatafollow)arethetop-5in2017,andwillbetop-5in2018.Thesetop5willoccupythanhalfoftheshipment,inducingmorepressureonthe2ndtierNewsmartphoneswillhavetoSmartphoneshipment(MtillSmartphoneshipment(MSource: l(Nov.

或許要等到MWC2018了。Leadersofsmartphonevendorshavevoicedtheirfuturestrategy,andotherthanandothersmallervend