Actions(SH:688049) Zheng Quan Shi Bao Wang·2024-12-02 10:28Core Insights - The end-side AI market is rapidly growing, with Juchip Technology innovatively adopting MMSCIM technology to create a series of low-power AI audio products [1][2] - Juchip Technology is a leading low-power AIoT chip design company in China, focusing on integrated chips for wireless audio, smart wearables, and smart interaction in the AIoT field [1] - ABI Research predicts that by 2028, the number of end-side AI devices based on small to medium models will reach 4 billion, with a compound annual growth rate of 32% [1] Company Developments - Juchip Technology's CEO, Dr. Zhou Zhengyu, emphasized that different AI applications have varying computational resource demands, particularly in the AIoT sector, which often does not require large models or high computational power [2] - The company aims to empower battery-driven low-power IoT devices with AI, addressing challenges like the "storage wall" and "power wall" through Computing-in-Memory (CIM) architecture [2] - Juchip Technology has introduced the first generation (GEN1) of MMSCIM, utilizing a 22nm process, providing 100 GOPS of computing power with an energy efficiency of 6.4 TOPS/W @INT8, with plans for a second generation (GEN2) expected to triple performance by 2025 [2][3] Product Launches - Juchip Technology has launched a new generation of end-side AI audio chips based on MMSCIM, consisting of three series: ATS323X for low-latency private wireless audio, ATS286X for Bluetooth AI audio, and ATS362X for AI DSP applications [3] - All three chip series feature a heterogeneous design architecture with CPU (ARM) + DSP (HiFi5) + NPU (MMSCIM) [3] Future Outlook - The company plans to continue increasing its investment in edge computing power for end-side devices, aiming for further advancements in computing power and energy efficiency, while providing high-performance, high-integration, and high-security AIoT chip products [3]