After CES in January, MWC in February, and AWE in March, the CITE2024 in April arrived as scheduled.
Different from the previous three large-scale exhibitions mainly for consumer groups, the China Electronic Information Expo (CITE2024) is more like a stage for the electronics industry chain. Of course, in addition to buyers and sellers can once again accurately match their own product needs, we consumers can also appreciate the latest development achievements and trends in the global electronic information industry.
(Source: On-site filming by Lei Technology)
This time, Lei Technology continued to send an on-site reporting team to bring you the latest first-hand news at the Shenzhen Convention and Exhibition Center (Futian). After visiting the entire exhibition hall and walking through hundreds of booths, let Xiaolei share his feelings about visiting the exhibition for everyone, and take you to see what innovative achievements those chip manufacturers and storage manufacturers have worth mentioning at this exhibition.
Only with chips can there be AI productivity
In the electronics industry chain, chips can be said to be the core part. It is the "heart" of electronic products, the core cornerstone of the information society, and the indispensable key to vigorously developing artificial intelligence.
Nowadays, the application of AI large models is constantly penetrating into the consumer market, and in the context of the increasing demand for computing power in consumer electronics, data centers, smart homes and other industries, we can indeed say that "with chips, there is the basic productivity in the era of large models".
Walking into the integrated circuit exhibition area of Hall 1, it is hard not to notice these chips that glitter in glass cases.
(Source: On-site filming by Lei Technology)
As a veteran supplier of mobile phone chips, MediaTek exhibited its own top chips Dimensity 9300 and Dimensity 8300 at this exhibition, both chips use TSMC's 4nm process technology, not only excellent performance and power consumption, but also the Dimensity 9300 chip also has a built-in AI processor APU 790 and AI development platform Neuro Pilot, which can be described as a veritable AI SoC.
(Source: On-site filming by Lei Technology)
MediaTek exhibited a lot of new 5G phones equipped with Dimensity chips, which attracted many onlookers.
MediaTek also showed a smart TV equipped with MediaTek Pentonic 700 chip, Xiaolei learned when visiting the exhibition, the SoC not only supports up to 4K 120Hz HDR, but also integrates 4K 120Hz motion compensation and a powerful AI engine, which can automatically enhance the picture effect through different sharpness and contrast adjustments between the foreground and the background.
(Source: On-site filming by Lei Technology)
This statement of AI technology blessing is somewhat aimed at the popular concept of large models.
Maybe it's because the hero sees the same thing,Several leading TV manufacturers have expressed their understanding of AI chips。
For example, TCL's TSR independent image quality chip exhibited at the exhibition is not only a Mini LED image quality enhancement chip developed by TCL, but also has industry-leading AI capabilities with the blessing of TCL's all-knowledge AI model, and can carry out system-level processing of image quality through three steps: global information collection, full-dimensional image analysis and panoramic image quality enhancement.
(Source: On-site filming by Lei Technology)
I experienced the TCL 98-inch Lingyao QD-Mini LED TV equipped with this chip on the spot, and the picture quality effect is really shocking.
As a giant in the TV industry,Hisense also showed a variety of TVs this time,From mini-LED solutions to laser TVs, everything can be said to be,Create corresponding subdivided products around different user groups。 In particular, the flagship TV that adopts the ULED X AI picture quality platform,Even at the exhibition site with complex light sources,It still provides a picture level that can be called reference picture quality,Perhaps this is the new experience brought by AITV。
(Source: On-site filming by Lei Technology)
Taixin Semiconductor from Zhuhai brought its self-developed Wi-Fi HalowTM chip - TXW8301. The chip can theoretically maintain device connectivity at a distance of about 1 kilometer and penetrate 4 floors, and its connectivity far exceeds that of IoT technologies such as Bluetooth and Zigbee.
(Source: On-site filming by Lei Technology)
Wi-Fi HalowTM is essentially a wireless connectivity standard with a different focus, and is characterized by a low frequency range of about 900MHz that operates in the frequency band to achieve a longer signal propagation range and stronger signal penetration.
The difference in design focus makes it more suitable for scenarios that require stable connections, such as AIoT. Taixin also displayed a variety of NVR security monitoring kits, baby monitors, wireless penetrating letter routing and other products equipped with this chip at the scene. The staff present said that at present, many large-area residential users in the European and American markets are optimistic about this technology and hope to develop in the North American and European markets with the help of the characteristics of wide-area connectivity.
(Source: On-site filming by Lei Technology)
Feiteng, a domestic CPU manufacturer, brought its self-developed CPU products to this venue.
We focus on two of them, the first is Feiteng Tenglong E2000, the processor uses Feiteng's independent FTC310 and FTC664 cores, the top configuration can be equipped with 2 large and 2 small total four cores, the highest frequency is 2.0GHz, which can be used in energy, finance, education, medical and other industries, and even tablet computers, netbooks and other consumption scenarios.
(Source: On-site filming by Lei Technology)
Xiao Lei personally experienced the netbook equipped with Feiteng TenglongE2000 processor at the scene, this computer is equipped with Android system, there is no lag when running daily software such as Bilibili, but occasionally there will be a problem that the mouse feels suddenly sticky, and there is still room for improvement.
(Source: On-site filming by Lei Technology)
As for the other one, it is Feiteng's current flagship server processor - Feiteng Tenglong S5000C, which uses the FTC860 self-developed core of ARMv8.2+ instruction set architecture, and the main version currently landed is the 64-core version. The on-site staff said that the maximum frequency of this chip is 2.1GHz under air cooling and 2.5GHz under liquid cooling, and it supports eight-channel DDR5-4800 memory, and its theoretical performance is comparable to that of Xeon ® Platinum 8280.
On this basis, the information and innovation industry based on domestic chips is also a major focus of attention at this exhibition.
Based on Feiteng's latest Feiteng Tenglong S5000C, Tongtaiyi launched a domestic AI server TG657V2, which uses 2*Feiteng Tenglong S5000C-64C processor, and the related components are fully independent and controllable, and at the same time supports the assembly of 8-10 domestic GPU cards, providing stronger AI computing power in the case of full autonomy and controllability, and meeting the AI large model training and inference needs of large and medium-sized enterprises.
(Source: On-site filming by Lei Technology)
In the face of the surging wave of AI, Powerleader exhibited the PR410EI of the integrated computing power platform of self-improvement ® training and promotion at the exhibition.
Based on the fourth-generation Intel ® Xeon ® Scalable processor platform + Ascend AI processor, this all-in-one computing platform integrates AI computing subsystems, CPU computing subsystems, and other modules.
(Source: On-site filming by Lei Technology)
In addition, Powerleader also showcased other self-improvement ® series terminal products such as training and inference servers, intelligent small stations, etc., to meet the diverse needs of different industries and different scenarios.
Overall, the electronics industry chain is still very quick to respond to this most disruptive scientific and technological revolution, from chip manufacturers to server manufacturers are trying to keep up with this once-in-a-lifetime opportunity through the technology accumulated over the years. What kind of energy the large model can burst out in the future is closely related to these manufacturers to a large extent.
The amount of data grows, driving storage upgrades
In recent years, the new generation of information technology such as 5G+, large models, and artificial intelligence has been continuously popularized, especially the continuous emergence of domestic large models, which has generated massive storage demand, and the importance of big data and storage has been increasing.
In this context, there is no shortage of storage companies at CITE2024 exhibition. In the Big Data & Storage Zone in Hall A, companies showcased a variety of innovations, including DDR5, PCIe 5.0 and other technologies, to adapt to the surge in data volume and the diversification of storage.
At Kingston's booth, we saw a range of OEM and enterprise storage products they brought to the table, including SSDs, memory, server memory, enterprise SSDs and memory cards, SD cards, and more.
(Source: On-site filming by Lei Technology)
One of the more eye-catching should be this 2U small storage server, this product is based on Xeon® Gold 5418Y, the whole machine can be equipped with up to 8* Kingston SEDC600M SATA solid-state, to achieve up to 30TB high-speed storage server construction.
(Source: On-site filming by Lei Technology)
When referring to the current storage market, the staff said that since the beginning of this year, affected by many factors, the price of the storage market is returning to normal, as an industry veteran enterprise, Kingston has a strong ability to control the supply chain, and will continue to assume the industry responsibility that a large enterprise should have in the future to help maintain the order of the industry.
Western Digital, another long-established storage vendor, brought their UltrastarDC HC580 data center hard drive and multiple server configurations.
The industry-leading UltrastarDC HC580 data center hard drive not only provides up to 24TB of storage capacity per disk, but also provides more efficient storage space through the new and improved OptiNAND technology, which provides high capacity with low power consumption and enterprise-grade power failure protection to prevent accidental data loss.
(Source: On-site filming by Lei Technology)
With the explosion of self-developed large models, the demand for storage capacity of various large manufacturers is constantly increasing. Taking ChatGPT as an example, according to the statistics of leading manufacturers in the industry, if 500,000 queries are received per day and the average text is about 500KB, then the amount of data generated by ChatGPT will be about 365TB in one year, and 2.23PB of data will be generated in five years.
The skyrocketing amount of data is both an opportunity and an unprecedented challenge for storage vendors.
The name Longsys may feel a little unfamiliar, but when it comes to Lexar, I think you can immediately react to the company, which is now the consumer brand Lexar and the enterprise brand Foresee.
At the exhibition, Longsys mainly exhibited a variety of enterprise-class storage products under the Foresee brand, including industrial-grade/industrial wide-temperature/automotive-grade eMMC, automotive-grade UFS, industrial-grade SSD, industrial-grade DDR4 DIMM, SPI NAND Flash, Parallel NAND Flash, DDR3L, NAND-based MCP and other series products.
(Source: Lei Technology)
On the product introduction page of the booth, we can see that Longsys' automotive-grade memory chips are generally labeled with an MTBF (mean time between failures) of 20 million hours, which can be said to be far superior to the indicators of consumer-grade products.
The on-site staff told Xiaolei that Longsys will screen out and eliminate some chips that may have problems in advance through early aging tests, so as to ensure the consistency of automotive-grade products and reduce the possibility of failures from the beginning to the end of the product life cycle.
(Source: Lei Technology)
Why will embedded memory chips become the focus of this exhibition? Xiaolei believes that the demand for electrification, intelligence, and networking of automobiles has brought greater demand for high-specification on-board storage, and the popularity of AI mobile phones and AI computers has also put forward new requirements for memory/flash memory chips.
Bottom line: Unprecedented opportunities are emerging
The rapid development of digital technologies such as cloud computing, big data, artificial intelligence, and the Internet of Things has promoted the rapid rise of related industries, the successive advent of ChatGPT and Sora has detonated the wave of artificial intelligence, and the vigorous development of AIGC large models and the "AI+" industry has also triggered a large demand for AI computing power and promoted the rapid growth of the AI market.
In order to better invoke large model computing power in local/remote mode, these hardware manufacturers will put forward higher requirements for computing power and storage, and the matching domestic AI chips, domestic integrated computing platforms and large-capacity storage technologies have emerged.
(Source: Lei Technology)
In terms of CITE2024, it is not difficult to find that more and more vendors have begun to launch specific products for the needs of AI large models, from mobile SoCs specially enhanced for AI capabilities, AI chip customized solutions based on their own technology IP, to MXC chips that enable high-speed interconnection of data centers and large-capacity hard disk storage arrays specially customized for data centers.
These technologies have also been quickly implemented into actual products, and with the software support of information and innovation enterprises such as Kirin and Kingsoft, the AI capabilities of these products will be further released, helping China's industry to grow rapidly with the blessing of artificial intelligence.
The technological change caused by the AI model has indeed brought new development opportunities to the upstream industry, and China's electronics industry chain, standing at a new starting point, will continue to promote the innovation and upgrading of the industry, and continue to contribute to the future of AI model empowerment.
The Beijing International Automobile Exhibition (Beijing Auto Show) will be held from April 25th to May 4th, with the theme of "New Era, New Automobiles", which is the vane of "Cars from Electrification to Intelligence".
At that time, including BYD, Xiaomi, AITO, Xiaopeng, Weilai, ideal, Extreme Krypton, Jiyue, Changan Deep Blue and other head brands will all appear, in addition to the new model "big competition", the advancement of autonomous driving technology, the evolution of intelligent cockpit and the combination of AI large models and cars, will be important highlights. Lei Technology's "Pay attention to electric vehicles, understand more intelligent" account tram will send a reporting team to Beijing to conduct first-line professional reports, so stay tuned.