Workflow
AIoT 2.0
icon
Search documents
研报掘金丨中邮证券:维持瑞芯微“买入”评级,首发端侧协处理器,助力AIOT 2.0时代
Ge Long Hui A P P· 2025-07-30 05:51
Core Viewpoint - The report highlights the launch of Rockchip's AI co-processor RK1820/RK1828, designed specifically for edge AI large models, featuring high computing power and bandwidth [1] Group 1: Product Launch - Rockchip has introduced the RK1820/RK1828, the first edge AI large model co-processor, which integrates ultra-high bandwidth on-chip DRAM and multi-core NPU tailored for 3B/7B-LLM/VLM [1] - The co-processor supports mainstream model frameworks and provides a general API for easy development [1] Group 2: Industry Transition - The AIoT industry is transitioning from version 1.0 to 2.0, driven by the emergence of large models and significant intellectual resource investment [1] Group 3: Application and Market Potential - The RK1820, when paired with main control chips like RK3588, creates a powerful AI computing platform capable of handling multimodal AI tasks, including speech recognition, video analysis, and long-context dialogue [1] - The product is applicable in various edge scenarios such as security, robotics, automotive, consumer electronics, office, education, home, and industrial sectors [1] Group 4: Future Outlook - As new products are launched and the automotive roadmap is further refined, the company plans to expand its deep service offerings to Tier 1 and IDH [1] - The report maintains a "buy" rating for the company [1]