Group 1: Market Overview - The report provides a comprehensive overview of the integrated storage and computing technology market, defining product categories and statistical scope [3][4]. - The market is segmented into different product types, including near-storage computing, in-storage computing, and in-storage processing, with growth trends projected from 2020 to 2031 [4][5]. - The global market for integrated storage and computing technology is expected to show significant growth, with specific trends highlighted for various applications, including low and high computing power scenarios [4][5]. Group 2: Industry Development and Trends - The report analyzes the overall development of the integrated storage and computing technology industry during the 14th Five-Year Plan period, identifying key characteristics and barriers to entry [4][5]. - It outlines the development trends and recommendations for the industry, emphasizing the need for innovation and adaptation to market demands [4][5]. - The report forecasts the global and Chinese market sizes for integrated storage and computing technology from 2020 to 2031, highlighting China's growing share of the global market [4][5][6]. Group 3: Competitive Landscape - The competitive landscape of the integrated storage and computing technology market is examined, detailing revenue analysis and market share of major global players from 2020 to 2025 [4][5]. - The report identifies the top five companies in the market by revenue share for 2024, categorizing them into first, second, and third tiers based on market concentration [4][5][6]. - A SWOT analysis of Chinese companies in the integrated storage and computing technology sector is included, providing insights into their strengths, weaknesses, opportunities, and threats [4][5][6]. Group 4: Product and Application Analysis - The report presents a detailed analysis of different product types within the integrated storage and computing technology market, including projected market sizes and shares from 2020 to 2031 [5][6]. - It also examines various applications of integrated storage and computing technology, providing growth trends and market share data for both global and Chinese markets [5][6]. - The analysis includes a breakdown of market sizes for different applications, highlighting the expected growth trajectory from 2020 to 2031 [5][6]. Group 5: Supply Chain and Industry Insights - The report outlines the supply chain for the integrated storage and computing technology industry, detailing the industry chain, procurement models, and production modes [6][7]. - It discusses the major raw materials and suppliers in the industry, as well as the primary downstream customers [6][7]. - The report emphasizes the importance of understanding the supply chain dynamics to identify potential investment opportunities and risks [6][7].

Group 1: Event Overview - The 2025 World Artificial Intelligence Conference and High-Level Meeting on Global AI Governance opened in Shanghai on July 26, focusing on the theme "Intelligent Era, Global Cooperation" [1] - The exhibition area exceeded 70,000 square meters for the first time, attracting over 800 companies and showcasing more than 3,000 cutting-edge exhibits, including over 100 "global debuts" and "China premieres," marking the largest scale in history [1] Group 2: Company Highlights - Out of the Door - Out of the Door showcased its latest Agentic AI hardware product matrix, including the TicNote AI recording pen, and launched the "Voices of the Hutong" AI art exhibition, highlighting the integration of AI and humanities [2] - The exhibition utilized multi-dimensional presentations, allowing visitors to "hear" and "see" the stories behind community life, emphasizing the importance of human memory in the AI era [3] - TicNote is designed to serve as a "thinking partner" for users, applicable in various scenarios such as meetings, interviews, and academic lectures, showcasing the company's full-stack soft and hard integration capabilities [3][4] Group 3: Company Highlights - Aftermo Intelligent - Aftermo Intelligent unveiled its self-developed edge AI chip "Aftermo M50," which enables local large model inference capabilities without relying on cloud services, addressing the growing demand for intelligent interaction in offline scenarios [5][6] - The M50 chip achieves 160 TOPS@INT8 and 100 TFLOPS@bFP16 physical computing power, with a typical power consumption of only 10W, significantly improving energy efficiency by 5 to 10 times compared to traditional architectures [6][7] - The company aims to create a new ecosystem for edge intelligence that is low-power, secure, and user-friendly, enabling local processing of data to mitigate risks associated with cloud transmission [7]

Core Viewpoint - The article discusses the launch of the new AI chip, 后摩漫界®M50, by 后摩智能, which aims to empower the widespread adoption of large models at the edge and endpoint devices, emphasizing high performance, low power consumption, and ease of use [2][5]. Group 1: Product Features - The M50 chip achieves 160 TOPS@INT8 and 100 TFLOPS@bFP16 physical computing power, with a maximum of 48GB memory and a bandwidth of 153.6 GB/s, while maintaining a typical power consumption of only 10W [2][3]. - The M50 chip utilizes a second-generation SRAM-CIM dual-port architecture, allowing simultaneous weight loading and matrix computation, supporting mixed-precision operations [3][4]. - Compared to traditional architectures, the M50 chip offers a 5 to 10 times improvement in energy efficiency, making it suitable for edge devices that require fast computation with low power consumption [4]. Group 2: Product Matrix - The product matrix includes the 力擎™ LQ50 M.2 card, which provides AI capabilities for mobile terminals, supporting inference for 7B/8B models at over 25 tokens/s [4]. - The 力谋®LM5050 and 力谋®LM5070 acceleration cards integrate 2 and 4 M50 chips respectively, providing high-density computing power for single and large model inference, reaching up to 640 TOPS [4]. - The BX50 computing box is designed for edge scenarios, supporting 32-channel video analysis and local large model operations [4]. Group 3: Applications and Benefits - The products can be applied in consumer electronics, smart offices, and smart industrial sectors, enabling local processing without the need for internet connectivity, thus enhancing data security [5]. - In consumer devices, the M50 chip enables local large model inference for smart interactions and content generation, ensuring user privacy [5]. - In smart industrial applications, local computing power allows for real-time analysis and decision-making, keeping production data secure and avoiding cloud transmission risks [5]. Group 4: Future Developments - 后摩智能 is developing the next-generation DRAM-PIM technology, which aims to embed computing units directly into DRAM arrays, potentially achieving over 1TB/s on-chip bandwidth and tripling current energy efficiency levels [5]. - The goal is to make powerful AI computing capabilities widely accessible in everyday devices like PCs and tablets [5][8]. Group 5: Investment and Support - In the past two years, 后摩智能 has received investments from various funds, including the China Mobile Industry Chain Development Fund and the Beijing Artificial Intelligence Fund, supporting ongoing innovation in edge model chip technology [6].

Core Insights - The article discusses the launch of the M50 AI chip by Houmo Intelligent, which aims to enhance the deployment of large models across various interactive terminals such as PCs, smartphones, and smart glasses [1][2] - The global edge AI market is projected to grow significantly, from 321.9 billion yuan in 2025 to 1.2 trillion yuan by 2029, with a compound annual growth rate (CAGR) of 39.6% [1] Group 1: Product Launch and Features - The M50 chip has a typical power consumption of only 10W, enabling efficient operation of local large models with parameters ranging from 1.5 billion to 70 billion [1] - The product matrix includes the M50 chip, the LQ series M.2 cards, the LM series acceleration cards, and computing boxes, providing a comprehensive solution for mobile and edge scenarios [1][2] Group 2: Market Demand and Applications - There is an increasing demand for edge computing capabilities that can meet the requirements of high computing power, high bandwidth, and low power consumption [2] - The AI chip and hardware products can be applied in various fields, including consumer electronics, smart offices, and smart industrial applications, facilitating industry upgrades and the widespread adoption of AI technology [2][3] Group 3: Data Privacy and Offline Processing - The edge computing solution allows for full local processing without the need for internet connectivity, thereby eliminating data transmission risks [3] - In consumer electronics, devices can perform intelligent interactions and content generation locally, ensuring user privacy [3]