Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies involved in the AIoT ecosystem and RISC-V technology Core Insights - The 6th Global AI+IoT Ecosystem Development Conference highlighted the integration of AI and IoT, focusing on edge computing optimization and device interoperability, which is expected to accelerate the industrialization of AIoT technologies in smart manufacturing and smart cities [1][11] - RISC-V is positioned as a core innovation driver, with the RDI Alliance aiming to enhance RISC-V penetration in AIoT devices to 30% within three years through a collaborative ecosystem [4][15] - The market for RISC-V is projected to grow significantly, reaching approximately RMB 119 billion by 2025 and RMB 653 billion by 2030, driven by the synergy of RISC-V and AI technologies [5][16] Summary by Sections Event Overview - The conference emphasized resolving technical challenges in edge computing and device interoperability, signaling trends in edge AI and satellite IoT [1][11] - Key technologies showcased included biometric simulation for enhanced user experience and predictive services in smart home ecosystems [2][12][14] Technological Developments - Innovations in low-power, edge-AI convergence were highlighted, with companies like GigaDevice and Telink demonstrating advancements in chip performance and energy efficiency [3][13] - The RDI Alliance's three-pillar approach includes technology, software, and service layers to optimize edge-AI architectures and facilitate AI model deployment [4][15] Market Projections - The report indicates a rapid scaling of the RISC-V market, with its open-source flexibility and low power characteristics aligning well with the distributed computing needs of AIoT applications [5][16] - The deployment path for RISC-V includes heterogeneous architectures, lightweight AI tools, and pilot applications validating commercial potential in various scenarios [6][16]

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies involved in the AI and IoT sectors Core Insights - The 6th International AI+IoT Eco-Development Conference highlighted the integration of AI and IoT, focusing on edge computing power optimization and device interconnectivity, with participation from leading companies like Intel, Tencent, and Haier [1][9] - The exponential growth in training data and computing demand is driving the adoption of Edge AI across various applications, with Intel predicting the global edge market to reach $445 billion by 2030 [3][11] - Intel's advancements in edge AI technologies, including low-bit quantization and high-performance AI accelerators, are expected to enhance AI inference efficiency and support large-scale model training [4][12] Summary by Sections Event Overview - The conference set up three core sections: International AIoT Industry Development Summit Forum, Smart Home & Wearable Forum, and AI Robot Forum, showcasing cutting-edge technologies and products [1][9] - The event emphasized the transition from "connection" to "intelligent connection" in the industry, driven by policy and market forces [1][9] Technological Developments - The report discusses the significant leap in global supercomputing capabilities, which have increased from 130 billion floating-point operations per second in 1994 to 200 exaflops, facilitating faster AI model training and inference [2][10] - Intel's processors are used in 72% of global supercomputers, and the company is collaborating with Argonne National Laboratory on the next-generation supercomputer "Aurora" [2][10] Market Predictions - By 2030, AI is expected to be a core driver of the global edge market, with a projected market size of $445 billion, indicating strong growth potential in the sector [3][11] - The report highlights the implementation of Edge AI in various fields, including equipment status monitoring and environmental monitoring, optimizing operational efficiency through real-time data analysis [3][11] Product Innovations - Intel has launched a full-stack product matrix to support AI development stages, including the Intel Core Ultra series and Gaudi AI accelerators, aimed at enhancing AI capabilities in various applications [4][12] - The Gaudi 2E PCIe expansion card is noted for its high performance, suitable for large-scale AI model training and inference [4][12]