智能体引领下一波AI浪潮 联发科“兵分三路”布局

Core Insights - The AI industry is experiencing rapid growth, with a new wave of intelligent AI experiences emerging, particularly in mobile chip manufacturing [1] - MediaTek is focusing on three main areas: chip development, development tools, and ecosystem building to leverage the opportunities presented by intelligent AI [1] Chip Development - MediaTek launched the Dimensity 9400+ flagship 5G mobile chip, featuring a second-generation all-large core architecture and enhanced AI capabilities [1] - The Dimensity 9400+ integrates MediaTek's eighth-generation AI processor NPU 890, supporting the DeepSeek-R1 inference model and enhanced decoding technology (SpD+), improving inference speed for intelligent AI tasks by 20% [1][2] Development Tools - The Dimensity AI Developer Suite 2.0 supports four key technologies: Mixture of Experts (MoE), Multi-Token Prediction (MTP), Multi-Head Latent Attention (MLA), and FP8 Inferencing, doubling token generation speed and reducing memory bandwidth usage by 50% [2] Ecosystem Collaboration - MediaTek has initiated the "Dimensity Intelligent Experience Leadership Program" in collaboration with major companies like Alibaba Cloud, Motorola, OPPO, and Xiaomi to enhance the AI ecosystem [2] Financial Performance - MediaTek's revenue for 2024 is projected to reach NT$530.586 billion, a year-on-year increase of 22.4%, with a consolidated gross margin of 49.6% [2] - The revenue from the Dimensity flagship chip business exceeded expectations, reaching $2 billion, and the ASIC business is expected to surpass $1 billion in revenue by 2026 due to AI demand [2] Industry Trends - The focus in AI development is shifting from large-scale parameters to efficiency, with smaller language models gaining attention for their ability to perform complex tasks without extensive computational resources [3] - The mobile chip industry is evolving towards heterogeneous computing, energy efficiency optimization, and multi-task integration, with AI models being trained and inferred on the device side to meet local computing, data privacy, and energy efficiency requirements [5]