Goke(SZ:300672) 半导体行业观察·2025-10-29 02:14Core Viewpoint - The article discusses the transformative impact of AI technology on the visual chip industry, particularly through the introduction of AOV (Always On Video) technology, which enables continuous low-power recording and enhances the capabilities of visual AI chips [1][2]. Group 1: AOV Technology Overview - AOV technology allows cameras to record continuously at low power, avoiding missed critical moments, even in battery-powered scenarios [3]. - The core of AOV technology lies in visual processing chips that support low-frame-rate recording while maintaining low power consumption, switching to normal frame rates upon target detection [3][7]. - The STR standby technology enhances the AOV experience by allowing devices to maintain operational memory in low-power states, improving response times [3][7]. Group 2: Product Performance and Market Response - The GK7206V1 chip can operate for 4 days on two 2000mAh batteries under specific conditions, representing a 12% improvement in battery life compared to traditional ISP [5][6]. - The GK7206V1 series has achieved mass production within two months of its launch, successfully integrating into the supply chains of major security and consumer electronics companies [9]. - The GK7203V1 series, designed for cost-sensitive markets, incorporates a general-purpose NPU while maintaining low power consumption, making it suitable for various applications [11][13]. Group 3: Competitive Advantages - The "圆鸮" AI ISP engine, requiring only 0.5T of computing power, significantly enhances noise reduction capabilities, allowing for high-quality images in low-light conditions without additional lighting [6][11]. - The AOV technology is gaining traction among chip manufacturers due to the increasing market demand for low-power solutions [3][9]. - The company has established a comprehensive visual chip matrix covering high, medium, and low-end markets, positioning itself as a leader in the AOV technology space [13].