AIoT端侧：智能硬件百花齐放，国产SoC大有可为

Summary of Conference Call Notes Industry Overview - The conference call discusses the AIoT (Artificial Intelligence of Things) sector, focusing on the development of smart hardware and the potential of domestic System on Chip (SoC) solutions [1][3]. Key Points and Arguments - Audio as a Key Component: Audio is highlighted as a crucial medium for high-frequency information interaction, driving innovation in edge AI products through technologies like voiceprint recognition and intelligent noise reduction [1][4]. - RISC-V Architecture: The RISC-V architecture is emphasized for its independence, scalability, and cost advantages, with projections indicating that SoCs equipped with RISC-V processors could exceed 20 billion by 2024 and 200 billion by 2031 [1][7]. - Bluetooth Technology Advancements: The release of Bluetooth 5.2 and LE Audio addresses issues like dual-ear connectivity and power consumption, enabling simultaneous connections to multiple audio devices, which enhances application scenarios in wireless audio and smart home devices [1][12]. - Market Growth Projections: Global shipments of Bluetooth audio transmission devices are expected to grow from 940 million in 2023 to 1.3 billion by 2028, with data transmission devices projected to reach 1.91 billion and location service devices 563 million by the same year [1][14]. - AI-Enhanced SoCs: The integration of neural processing units (NPU) and microcontroller units (MCU) in AI-enhanced SoCs is discussed, highlighting their role in enabling real-time inference and decision-making capabilities in various smart devices [3][6]. Additional Important Content - Emerging Companies: Companies such as Rockchip, Allwinner Technology, and others are identified as potential beneficiaries of hardware upgrades and the increasing penetration of smart terminals [4][18]. - Differences Between SoC and MCU: SoCs integrate multiple components for complex tasks, while MCUs focus on basic control functions, indicating their respective applications in advanced and simpler devices [6]. - AI Smart Terminal Development: The growth of AI smart terminals, including AI glasses, toys, smartwatches, and robotic vacuums, is noted, with advancements in chip technology providing the necessary computational support [17]. - Investment Recommendations: Investors are advised to focus on companies that are likely to benefit from the trends in hardware upgrades, power optimization, and increased demand for edge AI computing [18].