近(Jin)年(Nian)来(Lai),(?)全(Quan)球(Qiu)物(Wu)联(Lian)网(Wang)产(Chan)业(Ye)形(Xing)势(Shi)变(Bian)化(Hua)巨(Ju)大(Da)。(?)一(Yi)方(Fang)面(Mian),(?)由(You)于(Yu)疫(Yi)情(Qing)叠(Die)加(Jia)地(Di)缘(Yuan)政(Zheng)治(Zhi)等(Deng)带(Dai)来(Lai)的(De)业(Ye)务(Wu)挑(Tiao)战(Zhan),(?)大(Da)多(Duo)数(Shu)企(Qi)业(Ye)都(Du)在(Zai)积(Ji)极(Ji)结(Jie)合(He)物(Wu)联(Lian)网(Wang)、(?)人(Ren)工(Gong)智(Zhi)能(Neng)、(?)大(Da)数(Shu)据(Ju)、(?)云(Yun)计(Ji)算(Suan)等(Deng)新(Xin)兴(Xing)技(Ji)术(Shu)加(Jia)快(Kuai)数(Shu)字(Zi)化(Hua)转(Zhuan)型(Xing),(?)无(Wu)论(Lun)是(Shi)培(Pei)育(Yu)发(Fa)展(Zhan)先(Xian)进(Jin)算(Suan)力(Li)、(?)算(Suan)法(Fa)对(Dui)数(Shu)据(Ju)进(Jin)行(Xing)有(You)效(Xiao)分(Fen)析(Xi)应(Ying)用(Yong),(?)抑(Yi)或(Huo)融(Rong)合(He)、(?)互(Hu)联(Lian)互(Hu)通(Tong),(?)我(Wo)们(Men)都(Du)看(Kan)到(Dao)这(Zhe)一(Yi)进(Jin)程(Cheng)的(De)加(Jia)速(Su);(?)另(Ling)一(Yi)方(Fang)面(Mian),(?)由(You)于(Yu)物(Wu)联(Lian)网(Wang)技(Ji)术(Shu)将(Jiang)为(Wei)传(Chuan)统(Tong)硬(Ying)件(Jian)终(Zhong)端(Duan)带(Dai)来(Lai)数(Shu)倍(Bei)的(De)价(Jia)值(Zhi)增(Zeng)量(Liang),(?)因(Yin)此(Ci)物(Wu)联(Lian)网(Wang)设(She)备(Bei)乃(Nai)至(Zhi)平(Ping)台(Tai)也(Ye)成(Cheng)为(Wei)产(Chan)业(Ye)链(Lian)中(Zhong)承(Cheng)上(Shang)启(Qi)下(Xia)的(De)关(Guan)键(Jian)一(Yi)环(Huan),(?)在(Zai)硬(Ying)件(Jian)层(Ceng)面(Mian)发(Fa)挥(Hui)出(Chu)“(?)帮(Bang)助(Zhu)客(Ke)户(Hu)快(Kuai)速(Su)完(Wan)成(Cheng)设(She)备(Bei)智(Zhi)能(Neng)化(Hua)、(?)增(Zeng)加(Jia)产(Chan)品(Pin)的(De)竞(Jing)争(Zheng)力(Li)和(He)品(Pin)牌(Pai)价(Jia)值(Zhi)、(?)使(Shi)产(Chan)品(Pin)面(Mian)向(Xiang)更(Geng)大(Da)的(De)销(Xiao)售(Shou)渠(Qu)道(Dao)和(He)市(Shi)场(Chang)”(?)3大(Da)优(You)势(Shi)。(?)
因(Yin)而(?)整(Zheng)合(He)来(Lai)说(Shuo),(?)伴(Ban)随(Sui)市(Shi)场(Chang)的(De)发(Fa)展(Zhan),(?)接(Jie)入(Ru)设(She)备(Bei)的(De)指(Zhi)数(Shu)级(Ji)增(Zeng)长(Chang),(?)物(Wu)联(Lian)网(Wang)不(Bu)再(Zai)是(Shi)一(Yi)个(Ge)松(Song)散(San)的(De)互(Hu)联(Lian)传(Chuan)感(Gan)网(Wang)络(Luo),(?)而(?)是(Shi)一(Yi)个(Ge)对(Dui)计(Ji)算(Suan)能(Neng)力(Li)有(You)要(Yao)求(Qiu)的(De)完(Wan)全(Quan)分(Fen)布(Bu)式(Shi)网(Wang)络(Luo)。(?)因(Yin)此(Ci),(?)尽(Jin)管(Guan)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)的(De)核(He)心(Xin)特(Te)征(Zheng)是(Shi)连(Lian)接(Jie),(?)但(Dan)它(Ta)的(De)另(Ling)一(Yi)个(Ge)基(Ji)本(Ben)特(Te)征(Zheng),(?)即(Ji)信(Xin)息(Xi)管(Guan)理(Li)的(De)重(Zhong)要(Yao)性(Xing)也(Ye)日(Ri)益(Yi)凸(Tu)显(Xian),(?)随(Sui)着(Zhuo)端(Duan)点(Dian)激(Ji)增(Zeng)且(Qie)传(Chuan)感(Gan)器(Qi)变(Bian)得(De)越(Yue)来(Lai)越(Yue)复(Fu)杂(Za),(?)需(Xu)要(Yao)处(Chu)理(Li)的(De)数(Shu)据(Ju)量(Liang)急(Ji)剧(Ju)增(Zeng)加(Jia),(?)我(Wo)们(Men)甚(Shen)至(Zhi)可(Ke)以(Yi)清(Qing)晰(Xi)看(Kan)到(Dao)这(Zhe)个(Ge)市(Shi)场(Chang)对(Dui)更(Geng)先(Xian)进(Jin)的(De)处(Chu)理(Li)能(Neng)力(Li)的(De)渴(Ke)求(Qiu)。(?)Omdia物(Wu)联(Lian)网(Wang)资(Zi)深(Shen)首(Shou)席(Xi)分(Fen)析(Xi)师(Shi)Edward
Wilford在(Zai)其(Qi)最(Zui)新(Xin)的(De)研(Yan)究(Jiu)报(Bao)告(Gao)《(?)物(Wu)联(Lian)网(Wang)中(Zhong)的(De)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)—(?)2022年(Nian)研(Yan)究(Jiu)分(Fen)析(Xi)》(?)中(Zhong)从(Cong)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)角(Jiao)度(Du),(?)着(Zhuo)重(Zhong)介(Jie)绍(Shao)了(Liao)其(Qi)市(Shi)场(Chang)总(Zong)体(Ti)规(Gui)模(Mo)以(Yi)及(Ji)在(Zai)特(Te)定(Ding)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)市(Shi)场(Chang)的(De)规(Gui)模(Mo)、(?)增(Zeng)长(Chang)预(Yu)测(Ce)以(Yi)及(Ji)竞(Jing)争(Zheng)格(Ge)局(Ju),(?)包(Bao)括(Kuo)汽(Qi)车(Che)电(Dian)子(Zi)、(?)消(Xiao)费(Fei)电(Dian)子(Zi)、(?)工(Gong)业(Ye)电(Dian)子(Zi)以(Yi)及(Ji)有(You)线(Xian)和(He)无(Wu)线(Xian)通(Tong)信(Xin)应(Ying)用(Yong)市(Shi)场(Chang)。(?)本(Ben)文(Wen)仅(Jin)列(Lie)出(Chu)部(Bu)分(Fen)重(Zhong)点(Dian),(?)欲(Yu)了(Liao)解(Jie)该(Gai)报(Bao)告(Gao)更(Geng)多(Duo)趋(Qu)势(Shi)分(Fen)析(Xi)以(Yi)及(Ji)竞(Jing)争(Zheng)格(Ge)局(Ju),(?)请(Qing)联(Lian)系(Xi)Fasiha(Fasiha.Khan@informa.com)询(Xun)问(Wen)完(Wan)整(Zheng)报(Bao)告(Gao)。(?)
从(Cong)连(Lian)接(Jie)到(Dao)信(Xin)息(Xi)管(Guan)理(Li)过(Guo)渡(Du),(?)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)在(Zai)物(Wu)联(Lian)网(Wang)发(Fa)展(Zhan)中(Zhong)不(Bu)可(Ke)或(Huo)缺(Que)
物(Wu)联(Lian)网(Wang)通(Tong)常(Chang)被(Bei)视(Shi)作(Zuo)端(Duan)点(Dian)的(De)结(Jie)合(He),(?)但(Dan)随(Sui)着(Zhuo)端(Duan)点(Dian)自(Zi)身(Shen)以(Yi)及(Ji)需(Xu)要(Yao)处(Chu)理(Li)的(De)数(Shu)据(Ju)量(Liang)急(Ji)剧(Ju)增(Zeng)加(Jia),(?)这(Zhe)意(Yi)味(Wei)着(Zhuo)生(Sheng)成(Cheng)数(Shu)据(Ju)的(De)设(She)备(Bei)必(Bi)须(Xu)能(Neng)够(Gou)处(Chu)理(Li)数(Shu)据(Ju),(?)甚(Shen)至(Zhi)执(Zhi)行(Xing)一(Yi)些(Xie)其(Qi)他(Ta)操(Cao)作(Zuo),(?)而(?)这(Zhe)是(Shi)功(Gong)能(Neng)强(Qiang)大(Da)的(De)微(Wei)控(Kong)制(Zhi)器(Qi)也(Ye)难(Nan)以(Yi)做(Zuo)到(Dao)的(De),(?)因(Yin)此(Ci),(?)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)在(Zai)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)中(Zhong)正(Zheng)变(Bian)得(De)不(Bu)可(Ke)或(Huo)缺(Que)。(?)
这(Zhe)一(Yi)点(Dian)不(Bu)论(Lun)是(Shi)从(Cong)全(Quan)球(Qiu)物(Wu)联(Lian)网(Wang)中(Zhong)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)出(Chu)货(Huo)量(Liang)还(Huan)是(Shi)收(Shou)入(Ru)都(Du)可(Ke)以(Yi)明(Ming)确(Que)看(Kan)出(Chu)。(?)由(You)于(Yu)疫(Yi)情(Qing)及(Ji)其(Qi)造(Zao)成(Cheng)(在(Zai)某(Mou)种(Zhong)程(Cheng)度(Du)上(Shang)还(Huan)在(Zai)持(Chi)续(Xu))的(De)供(Gong)应(Ying)链(Lian)紊(Wen)乱(Luan),(?)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)在(Zai)2021年(Nian)和(He)2022年(Nian)的(De)出(Chu)货(Huo)量(Liang)出(Chu)现(Xian)了(Liao)反(Fan)弹(Dan),(?)随(Sui)后(Hou)几(Ji)年(Nian)截(Jie)止(Zhi)2026年(Nian),(?)Omdia均(Jun)认(Ren)为(Wei)其(Qi)呈(Cheng)现(Xian)稳(Wen)定(Ding)增(Zeng)长(Chang)。(?)
图(Tu)1. 物(Wu)联(Lian)网(Wang)中(Zhong)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)出(Chu)货(Huo)量(Liang)总(Zong)览(Lan)及(Ji)未(Wei)来(Lai)预(Yu)测(Ce)
回(Hui)到(Dao)收(Shou)入(Ru)来(Lai)看(Kan),(?)2022年(Nian),(?)只(Zhi)有(You)消(Xiao)费(Fei)领(Ling)域(Yu)的(De)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)收(Shou)入(Ru)明(Ming)显(Xian)下(Xia)滑(Hua),(?)通(Tong)信(Xin)市(Shi)场(Chang)则(Ze)基(Ji)本(Ben)持(Chi)平(Ping)。(?)同(Tong)时(Shi),(?)工(Gong)业(Ye)和(He)汽(Qi)车(Che)市(Shi)场(Chang)持(Chi)续(Xu)增(Zeng)长(Chang),(?)Omdia指(Zhi)出(Chu)这(Zhe)两(Liang)个(Ge)细(Xi)分(Fen)市(Shi)场(Chang)对(Dui)计(Ji)算(Suan)能(Neng)力(Li)的(De)需(Xu)求(Qiu)将(Jiang)持(Chi)续(Xu)增(Zeng)加(Jia),(?)势(Shi)必(Bi)成(Cheng)为(Wei)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)行(Xing)业(Ye)的(De)主(Zhu)要(Yao)关(Guan)注(Zhu)点(Dian)。(?)
图(Tu)2. 物(Wu)联(Lian)网(Wang)中(Zhong)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)收(Shou)入(Ru)总(Zong)览(Lan)及(Ji)未(Wei)来(Lai)预(Yu)测(Ce)
Omdia划(Hua)重(Zhong)点(Dian):(?)汽(Qi)车(Che)和(He)工(Gong)业(Ye)将(Jiang)领(Ling)衔(Xian)未(Wei)来(Lai)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)市(Shi)场(Chang)增(Zeng)长(Chang)
ADAS应(Ying)用(Yong)与(Yu)信(Xin)息(Xi)娱(Yu)乐(Le)和(He)连(Lian)接(Jie)带(Dai)动(Dong)汽(Qi)车(Che)中(Zhong)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)增(Zeng)长(Chang):(?)近(Jin)年(Nian)来(Lai),(?)新(Xin)能(Neng)源(Yuan)汽(Qi)车(Che)超(Chao)预(Yu)期(Qi)增(Zeng)长(Chang),(?)汽(Qi)车(Che)行(Xing)业(Ye)持(Chi)续(Xu)高(Gao)景(Jing)气(Qi),(?)在(Zai)汽(Qi)车(Che)行(Xing)业(Ye)电(Dian)动(Dong)化(Hua)、(?)智(Zhi)能(Neng)化(Hua)、(?)网(Wang)联(Lian)化(Hua)的(De)变(Bian)局(Ju)推(Tui)动(Dong)下(Xia),(?)各(Ge)项(Xiang)高(Gao)级(Ji)功(Gong)能(Neng)推(Tui)陈(Chen)出(Chu)新(Xin),(?)而(?)它(Ta)们(Men)都(Du)需(Xu)要(Yao)更(Geng)强(Qiang)的(De)计(Ji)算(Suan)能(Neng)力(Li)做(Zuo)支(Zhi)撑(Cheng)。(?)据(Ju)Omdia分(Fen)析(Xi),(?)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)是(Shi)汽(Qi)车(Che)芯(Xin)片(Pian)的(De)重(Zhong)要(Yao)增(Zeng)长(Chang)领(Ling)域(Yu),(?)其(Qi)中(Zhong)最(Zui)重(Zhong)要(Yao)的(De)两(Liang)个(Ge)细(Xi)分(Fen)领(Ling)域(Yu)即(Ji)是(Shi)高(Gao)级(Ji)驾(Jia)驶(Shi)辅(Fu)助(Zhu)系(Xi)统(Tong)(ADAS)应(Ying)用(Yong)与(Yu)信(Xin)息(Xi)娱(Yu)乐(Le)和(He)连(Lian)接(Jie)。(?)
据(Ju)Omdia预(Yu)测(Ce),(?)ADAS 应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)收(Shou)入(Ru)截(Jie)止(Zhi)2026年(Nian)将(Jiang)实(Shi)现(Xian) 30% 的(De)复(Fu)合(He)增(Zeng)长(Chang)率(Lu),(?)而(?)信(Xin)息(Xi)娱(Yu)乐(Le)处(Chu)理(Li)器(Qi)的(De)市(Shi)场(Chang)规(Gui)模(Mo)则(Ze)将(Jiang)以(Yi)每(Mei)年(Nian)略(Lue)高(Gao)于(Yu) 16%
的(De)速(Su)度(Du)增(Zeng)长(Chang)。(?)尽(Jin)管(Guan)ADAS以(Yi)及(Ji)自(Zi)动(Dong)驾(Jia)驶(Shi)近(Jin)年(Nian)来(Lai)吸(Xi)引(Yin)了(Liao)产(Chan)业(Ye)内(Nei)甚(Shen)至(Zhi)广(Guang)大(Da)消(Xiao)费(Fei)者(Zhe)的(De)更(Geng)多(Duo)关(Guan)注(Zhu),(?)但(Dan)信(Xin)息(Xi)娱(Yu)乐(Le)和(He)连(Lian)接(Jie)仍(Reng)然(Ran)在(Zai)引(Yin)领(Ling)汽(Qi)车(Che)中(Zhong)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)市(Shi)场(Chang)的(De)发(Fa)展(Zhan),(?)Omdia也(Ye)表(Biao)示(Shi)这(Zhe)一(Yi)现(Xian)象(Xiang)在(Zai)可(Ke)预(Yu)见(Jian)的(De)未(Wei)来(Lai)会(Hui)保(Bao)持(Chi)。(?)
图(Tu)3.汽(Qi)车(Che)应(Ying)用(Yong)中(Zhong)的(De)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)收(Shou)入(Ru)分(Fen)析(Xi)
而(?)在(Zai)汽(Qi)车(Che)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)领(Ling)域(Yu),(?)恩(En)智(Zhi)浦(Pu)、(?)意(Yi)法(Fa)半(Ban)导(Dao)体(Ti)、(?)高(Gao)通(Tong)、(?)瑞(Rui)萨(Sa)、(?)英(Ying)伟(Wei)达(Da)以(Yi)及(Ji)英(Ying)特(Te)尔(?)是(Shi)绝(Jue)对(Dui)的(De)领(Ling)先(Xian)供(Gong)应(Ying)商(Shang),(?)以(Yi)恩(En)智(Zhi)浦(Pu)为(Wei)例(Li),(?)其(Qi)产(Chan)品(Pin)不(Bu)仅(Jin)包(Bao)括(Kuo)应(Ying)用(Yong)处(Chu)理(Li)器(Qi),(?)还(Huan)包(Bao)括(Kuo)MCU、(?)通(Tong)用(Yong)SoC以(Yi)及(Ji)其(Qi)他(Ta)逻(Luo)辑(Ji)和(He)模(Mo)拟(Ni)ASSPs。(?)Omdia表(Biao)示(Shi)物(Wu)联(Lian)网(Wang)领(Ling)域(Yu)的(De)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)供(Gong)应(Ying)商(Shang)通(Tong)常(Chang)都(Du)深(Shen)耕(Geng)于(Yu)该(Gai)市(Shi)场(Chang),(?)80%
的(De)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)供(Gong)应(Ying)商(Shang)同(Tong)时(Shi)也(Ye)是(Shi)物(Wu)联(Lian)网(Wang) MCU、(?)传(Chuan)感(Gan)器(Qi)和(He)连(Lian)接(Jie)设(She)备(Bei)的(De)重(Zhong)要(Yao)供(Gong)应(Ying)商(Shang),(?)这(Zhe)种(Zhong)垂(Chui)直(Zhi)整(Zheng)合(He)有(You)助(Zhu)于(Yu)供(Gong)应(Ying)商(Shang)提(Ti)高(Gao)设(She)备(Bei)销(Xiao)量(Liang)。(?)
图(Tu)4.汽(Qi)车(Che)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)竞(Jing)争(Zheng)格(Ge)局(Ju)-供(Gong)应(Ying)商(Shang)收(Shou)入(Ru)统(Tong)计(Ji)表(Biao)(百(Bai)万(Wan)美(Mei)元(Yuan))
工(Gong)业(Ye)中(Zhong)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)增(Zeng)长(Chang)稳(Wen)定(Ding),(?)自(Zi)动(Dong)化(Hua)是(Shi)其(Qi)最(Zui)大(Da)细(Xi)分(Fen)市(Shi)场(Chang):(?)尽(Jin)管(Guan)市(Shi)场(Chang)规(Gui)模(Mo)不(Bu)大(Da),(?)但(Dan)工(Gong)业(Ye)市(Shi)场(Chang)中(Zhong)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)增(Zeng)长(Chang)更(Geng)为(Wei)稳(Wen)定(Ding)。(?)自(Zi)2021年(Nian)起(Qi),(?)如(Ru)果(Guo)按(An)照(Zhao)规(Gui)模(Mo)计(Ji)算(Suan),(?)自(Zi)动(Dong)化(Hua)成(Cheng)为(Wei)其(Qi)中(Zhong)最(Zui)大(Da)的(De)细(Xi)分(Fen)市(Shi)场(Chang),(?)特(Te)别(Bie)是(Shi)本(Ben)地(Di)控(Kong)制(Zhi)机(Ji)器(Qi)人(Ren)、(?)运(Yun)动(Dong)控(Kong)制(Zhi)、(?)人(Ren)机(Ji)界(Jie)面(Mian)
(HMI) 和(He)其(Qi)他(Ta)添(Tian)加(Jia)了(Liao)计(Ji)算(Suan)能(Neng)力(Li)的(De)领(Ling)域(Yu)所(Suo)取(Qu)得(De)的(De)进(Jin)步(Bu)正(Zheng)在(Zai)推(Tui)动(Dong)工(Gong)业(Ye)自(Zi)动(Dong)化(Hua)领(Ling)域(Yu)的(De)发(Fa)展(Zhan),(?)还(Huan)有(You)添(Tian)加(Jia)了(Liao) AI 和(He)机(Ji)器(Qi)学(Xue)习(Xi) (ML)
的(De)领(Ling)域(Yu)则(Ze)更(Geng)需(Xu)要(Yao)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)来(Lai)管(Guan)理(Li)收(Shou)集(Ji)的(De)数(Shu)据(Ju),(?)而(?)Omdia也(Ye)预(Yu)计(Ji)截(Jie)止(Zhi)2026年(Nian)前(Qian)这(Zhe)一(Yi)局(Ju)面(Mian)将(Jiang)继(Ji)续(Xu)保(Bao)持(Chi)。(?)
值(Zhi)得(De)一(Yi)提(Ti)的(De)是(Shi),(?)由(You)于(Yu)边(Bian)缘(Yuan)计(Ji)算(Suan)在(Zai)减(Jian)少(Shao)延(Yan)迟(Chi)、(?)提(Ti)高(Gao)安(An)全(Quan)性(Xing)和(He)降(Jiang)低(Di)数(Shu)据(Ju)处(Chu)理(Li)成(Cheng)本(Ben)方(Fang)面(Mian)具(Ju)有(You)显(Xian)著(Zhu)优(You)势(Shi),(?)因(Yin)此(Ci)将(Jiang)数(Shu)据(Ju)处(Chu)理(Li)从(Cong)云(Yun)端(Duan)迁(Qian)移(Yi)至(Zhi)边(Bian)缘(Yuan)正(Zheng)成(Cheng)为(Wei)大(Da)势(Shi)所(Suo)趋(Qu),(?)特(Te)别(Bie)是(Shi)智(Zhi)能(Neng)楼(Lou)宇(Yu)和(He)智(Zhi)慧(Hui)城(Cheng)市(Shi)已(Yi)从(Cong)云(Yun)端(Duan)转(Zhuan)向(Xiang)边(Bian)缘(Yuan)从(Cong)而(?)需(Xu)要(Yao)更(Geng)强(Qiang)大(Da)的(De)本(Ben)地(Di)处(Chu)理(Li)器(Qi),(?)这(Zhe)个(Ge)宏(Hong)观(Guan)趋(Qu)势(Shi)也(Ye)为(Wei)工(Gong)业(Ye)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)整(Zheng)体(Ti)增(Zeng)长(Chang)做(Zuo)出(Chu)了(Liao)重(Zhong)大(Da)贡(Gong)献(Xian)。(?)
图(Tu)5. 工(Gong)业(Ye)应(Ying)用(Yong)中(Zhong)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)收(Shou)入(Ru)分(Fen)析(Xi)
作(Zuo)为(Wei)除(Chu)汽(Qi)车(Che)外(Wai)的(De)又(You)一(Yi)稳(Wen)定(Ding)细(Xi)分(Fen)增(Zeng)长(Chang)领(Ling)域(Yu),(?)工(Gong)业(Ye)物(Wu)理(Li)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)竞(Jing)争(Zheng)格(Ge)局(Ju)同(Tong)样(Yang)值(Zhi)得(De)关(Guan)注(Zhu)。(?)在(Zai)该(Gai)领(Ling)域(Yu)中(Zhong),(?)英(Ying)特(Te)尔(?)可(Ke)谓(Wei)一(Yi)骑(Qi)绝(Jue)尘(Chen),(?)这(Zhe)主(Zhu)要(Yao)是(Shi)由(You)于(Yu)开(Kai)发(Fa)人(Ren)员(Yuan)通(Tong)常(Chang)需(Xu)要(Yao)基(Ji)于(Yu)
x86 的(De) Windows
或(Huo)Linux,(?)以(Yi)避(Bi)免(Mian)复(Fu)杂(Za)系(Xi)统(Tong)不(Bu)兼(Jian)容(Rong)的(De)风(Feng)险(Xian)。(?)此(Ci)外(Wai),(?)海(Hai)思(Si)、(?)德(De)州(Zhou)仪(Yi)器(Qi)、(?)恩(En)智(Zhi)浦(Pu)、(?)博(Bo)通(Tong)等(Deng)都(Du)位(Wei)居(Ju)前(Qian)列(Lie)。(?)欲(Yu)了(Liao)解(Jie)该(Gai)报(Bao)告(Gao)更(Geng)多(Duo)竞(Jing)争(Zheng)格(Ge)局(Ju)情(Qing)况(Kuang),(?)请(Qing)联(Lian)系(Xi)Fasiha(Fasiha.Khan@informa.com)询(Xun)问(Wen)完(Wan)整(Zheng)报(Bao)告(Gao)。(?)
图(Tu)6. 工(Gong)业(Ye)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)竞(Jing)争(Zheng)格(Ge)局(Ju)-供(Gong)应(Ying)商(Shang)收(Shou)入(Ru)统(Tong)计(Ji)表(Biao)(百(Bai)万(Wan)美(Mei)元(Yuan))
Omdia看(Kan)好(Hao)智(Zhi)能(Neng)手(Shou)表(Biao)细(Xi)分(Fen)消(Xiao)费(Fei)市(Shi)场(Chang)对(Dui)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)需(Xu)求(Qiu):(?)作(Zuo)为(Wei)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)市(Shi)场(Chang)占(Zhan)比(Bi)最(Zui)大(Da)的(De)版(Ban)块(Kuai),(?)消(Xiao)费(Fei)电(Dian)子(Zi)中(Zhong)的(De)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)规(Gui)模(Mo)在(Zai)2021年(Nian)曾(Zeng)达(Da)到(Dao)了(Liao)78.03亿(Yi)美(Mei)元(Yuan),(?)但(Dan)这(Zhe)也(Ye)是(Shi)由(You)于(Yu)疫(Yi)情(Qing)导(Dao)致(Zhi)平(Ping)均(Jun)售(Shou)价(Jia)和(He)需(Xu)求(Qiu)的(De)空(Kong)前(Qian)提(Ti)高(Gao)。(?)自(Zi)2022年(Nian)开(Kai)始(Shi),(?)伴(Ban)随(Sui)整(Zheng)个(Ge)消(Xiao)费(Fei)市(Shi)场(Chang)的(De)低(Di)迷(Mi),(?)我(Wo)们(Men)可(Ke)以(Yi)看(Kan)出(Chu)未(Wei)来(Lai)几(Ji)年(Nian)都(Du)难(Nan)以(Yi)达(Da)到(Dao)2021年(Nian)的(De)盛(Sheng)况(Kuang),(?)Omdia也(Ye)估(Gu)计(Ji)2021年(Nian)这(Zhe)一(Yi)收(Shou)入(Ru)高(Gao)峰(Feng)最(Zui)早(Zao)要(Yao)等(Deng)到(Dao)2025年(Nian)才(Cai)有(You)望(Wang)打(Da)破(Po)。(?)
从(Cong)细(Xi)分(Fen)表(Biao)现(Xian)来(Lai)看(Kan),(?)按(An)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)收(Shou)入(Ru)计(Ji)算(Suan),(?)智(Zhi)能(Neng)手(Shou)表(Biao)在(Zai)2020年(Nian)是(Shi)第(Di)三(San)大(Da)消(Xiao)费(Fei)细(Xi)分(Fen)市(Shi)场(Chang),(?)仅(Jin)次(Ci)于(Yu)液(Ye)晶(Jing)电(Dian)视(Shi)和(He)机(Ji)顶(Ding)盒(He)。(?)当(Dang)前(Qian),(?)由(You)于(Yu)更(Geng)多(Duo)的(De)计(Ji)算(Suan)从(Cong)云(Yun)端(Duan)和(He)手(Shou)机(Ji)转(Zhuan)到(Dao)了(Liao)手(Shou)表(Biao)上(Shang),(?)同(Tong)时(Shi),(?)手(Shou)表(Biao)需(Xu)要(Yao)管(Guan)理(Li)的(De)传(Chuan)感(Gan)器(Qi)数(Shu)据(Ju)和(He)连(Lian)接(Jie)选(Xuan)项(Xiang)也(Ye)日(Ri)益(Yi)增(Zeng)多(Duo),(?)智(Zhi)能(Neng)手(Shou)表(Biao)承(Cheng)担(Dan)的(De)计(Ji)算(Suan)任(Ren)务(Wu)愈(Yu)来(Lai)愈(Yu)重(Zhong)。(?)因(Yin)此(Ci)Omdia预(Yu)计(Ji),(?)截(Jie)止(Zhi)2026年(Nian),(?)智(Zhi)能(Neng)手(Shou)表(Biao)将(Jiang)以(Yi)巨(Ju)大(Da)的(De)优(You)势(Shi)成(Cheng)为(Wei)最(Zui)大(Da)的(De)细(Xi)分(Fen)市(Shi)场(Chang),(?)其(Qi)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)收(Shou)入(Ru)也(Ye)将(Jiang)超(Chao)过(Guo)液(Ye)晶(Jing)电(Dian)视(Shi)和(He)OLED电(Dian)视(Shi)的(De)总(Zong)和(He)。(?)
图(Tu)7. 消(Xiao)费(Fei)电(Dian)子(Zi)应(Ying)用(Yong)中(Zhong)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)收(Shou)入(Ru)分(Fen)析(Xi)
通(Tong)信(Xin)领(Ling)域(Yu)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)市(Shi)场(Chang)规(Gui)模(Mo)稳(Wen)定(Ding)小(Xiao)幅(Fu)增(Zeng)长(Chang):(?)作(Zuo)为(Wei)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)第(Di)4大(Da)市(Shi)场(Chang),(?)通(Tong)信(Xin)领(Ling)域(Yu)规(Gui)模(Mo)稳(Wen)定(Ding)且(Qie)伴(Ban)随(Sui)小(Xiao)幅(Fu)增(Zeng)长(Chang)。(?)其(Qi)中(Zhong),(?)企(Qi)业(Ye)以(Yi)太(Tai)网(Wang)路(Lu)由(You)器(Qi)是(Shi)通(Tong)信(Xin)和(He)连(Lian)接(Jie)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)最(Zui)大(Da)细(Xi)分(Fen)市(Shi)场(Chang),(?)收(Shou)入(Ru)占(Zhan)比(Bi)超(Chao)过(Guo)
40%。(?)此(Ci)外(Wai),(?)尽(Jin)管(Guan)目(Mu)前(Qian)仍(Reng)然(Ran)小(Xiao)众(Zhong),(?)但(Dan)边(Bian)缘(Yuan)网(Wang)关(Guan)和(He)连(Lian)接(Jie)在(Zai)这(Zhe)个(Ge)细(Xi)分(Fen)市(Shi)场(Chang)表(Biao)现(Xian)出(Chu)了(Liao)强(Qiang)劲(Jin)的(De)年(Nian)度(Du)增(Zeng)长(Chang)。(?)当(Dang)前(Qian),(?)边(Bian)缘(Yuan)网(Wang)关(Guan)正(Zheng)在(Zai)经(Jing)历(Li)逐(Zhu)步(Bu)转(Zhuan)型(Xing),(?)从(Cong)原(Yuan)本(Ben)将(Jiang)多(Duo)个(Ge)本(Ben)地(Di)数(Shu)据(Ju)流(Liu)整(Zheng)合(He)到(Dao)一(Yi)个(Ge)云(Yun)连(Lian)接(Jie)中(Zhong)的(De)简(Jian)单(Dan)设(She)备(Bei),(?)转(Zhuan)变(Bian)为(Wei)对(Dui)收(Shou)集(Ji)的(De)数(Shu)据(Ju)进(Jin)行(Xing)计(Ji)算(Suan)、(?)甚(Shen)至(Zhi)监(Jian)督(Du)
AI 和(He) ML 操(Cao)作(Zuo)的(De)先(Xian)进(Jin)设(She)备(Bei)。(?)
图(Tu)8. 通(Tong)信(Xin)应(Ying)用(Yong)中(Zhong)的(De)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)收(Shou)入(Ru)分(Fen)析(Xi)
Arm架(Jia)构(Gou)主(Zhu)导(Dao)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)领(Ling)域(Yu),(?)但(Dan)RISC-V的(De)前(Qian)景(Jing)不(Bu)容(Rong)小(Xiao)觑(Qu)
除(Chu)了(Liao)总(Zong)览(Lan)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)整(Zheng)体(Ti)规(Gui)模(Mo)以(Yi)及(Ji)明(Ming)晰(Xi)了(Liao)特(Te)定(Ding)行(Xing)业(Ye)应(Ying)用(Yong)的(De)增(Zeng)长(Chang)情(Qing)况(Kuang),(?)Omdia在(Zai)报(Bao)告(Gao)中(Zhong)也(Ye)将(Jiang)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)市(Shi)场(Chang)收(Shou)入(Ru)基(Ji)于(Yu)架(Jia)构(Gou)划(Hua)分(Fen)。(?)
图(Tu)9. 物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)市(Shi)场(Chang)收(Shou)入(Ru)—(?)—(?)按(An)架(Jia)构(Gou)划(Hua)分(Fen)
众(Zhong)所(Suo)周(Zhou)知(Zhi),(?)近(Jin)十(Shi)年(Nian)来(Lai),(?)由(You)于(Yu)具(Ju)备(Bei)功(Gong)耗(Hao)优(You)势(Shi),(?)以(Yi)及(Ji)Arm技(Ji)术(Shu)长(Chang)期(Qi)以(Yi)来(Lai)一(Yi)直(Zhi)为(Wei)连(Lian)接(Jie)硬(Ying)件(Jian)提(Ti)供(Gong)支(Zhi)持(Chi),(?)包(Bao)括(Kuo)
Wi-Fi、(?)蜂(Feng)窝(Wo)和(He)专(Zhuan)有(You)的(De)低(Di)功(Gong)耗(Hao)无(Wu)线(Xian)解(Jie)决(Jue)方(Fang)案(An),(?)Arm在(Zai)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)领(Ling)域(Yu)占(Zhan)据(Ju)了(Liao)主(Zhu)导(Dao)地(Di)位(Wei),(?)在(Zai)2021年(Nian)占(Zhan)据(Ju)了(Liao)84%的(De)市(Shi)场(Chang)份(Fen)额(E),(?)据(Ju)Omdia统(Tong)计(Ji),(?)仅(Jin)64位(Wei)Armv8系(Xi)列(Lie)就(Jiu)占(Zhan)据(Ju)了(Liao)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)市(Shi)场(Chang)一(Yi)半(Ban)以(Yi)上(Shang)的(De)份(Fen)额(E)。(?)而(?)X86仍(Reng)将(Jiang)在(Zai)物(Wu)联(Lian)网(Wang)行(Xing)业(Ye)占(Zhan)据(Ju)一(Yi)席(Xi)之(Zhi)地(Di),(?)其(Qi)高(Gao)性(Xing)能(Neng)和(He)行(Xing)业(Ye)标(Biao)准(Zhun)设(She)计(Ji)将(Jiang)继(Ji)续(Xu)为(Wei)嵌(Qian)入(Ru)式(Shi)
PC 和(He)企(Qi)业(Ye)设(She)备(Bei)助(Zhu)力(Li)。(?)
在(Zai)Arm和(He)X86架(Jia)构(Gou)之(Zhi)外(Wai),(?)Omdia提(Ti)出(Chu)开(Kai)源(Yuan)硬(Ying)件(Jian)标(Biao)准(Zhun) RISC-V 的(De)灵(Ling)活(Huo)性(Xing)可(Ke)能(Neng)会(Hui)威(Wei)胁(Xie) Arm
对(Dui)物(Wu)联(Lian)网(Wang)应(Ying)用(Yong)处(Chu)理(Li)器(Qi)的(De)主(Zhu)导(Dao);一(Yi)旦(Dan)供(Gong)应(Ying)商(Shang)将(Jiang)其(Qi)低(Di)功(Gong)率(Lu)设(She)备(Bei)转(Zhuan)移(Yi)到(Dao) RISC-V,(?)寻(Xun)求(Qiu)设(She)计(Ji)灵(Ling)活(Huo)性(Xing)和(He)成(Cheng)本(Ben)节(Jie)约(Yue),(?)之(Zhi)后(Hou)就(Jiu)更(Geng)有(You)可(Ke)能(Neng)转(Zhuan)移(Yi)到(Dao)更(Geng)高(Gao)级(Ji)的(De) RISC-V
设(She)计(Ji)。(?)据(Ju)悉(Xi),(?)目(Mu)前(Qian)瑞(Rui)萨(Sa)已(Yi)经(Jing)向(Xiang)市(Shi)场(Chang)推(Tui)出(Chu)一(Yi)款(Kuan)由(You) RISC-V 内(Nei)核(He)驱(Qu)动(Dong)的(De)物(Wu)联(Lian)网(Wang)优(You)化(Hua) MPU,(?)后(Hou)续(Xu)还(Huan)将(Jiang)推(Tui)出(Chu)更(Geng)多(Duo)新(Xin)品(Pin)。(?)