全球AI硬体新创企业：策略定位与新商机（预购）

随着全球AI硬体巨头和云端领导者引领AI发展格局，国际AI硬体新创公司正从各个领域进入市场，解决市场空白，并推动新技术和产品的进步。

本报告从AI晶片、AI消费设备、AI边缘硬体的角度，调查了五家国际领先的AI硬体新创公司。它还分析竞争和合作的动态，为行业参与者提供有关人工智慧技术趋势和产品开发方向的见解。

目录

第1章 2024年全球AI硬体新创企业概览

第2章 AI晶片创新：挑战Nvidia的主导地位

• SambaNova：低 TCO 企业 LLM 解决方案
• Cerebras：与台积电合作开发最大的晶圆级 AI 晶片

第3章 AI边缘运算硬体：聚焦垂直应用专业化

• 人性化AI Pin：整合台湾供应链的高阶AI设备
• Rabbit R1：一款轻量级的AI代理服务，探索实用的AI设备商业模式

第4章 全球AI硬体新创企业：产品与科技趋势

• 洞察 1：AI 晶片架构新创公司策略性地瞄准 Nvidia 主导地位的空白
• 洞察2：中低成本人工智慧设备提供潜在市场机会
• 洞察3：独立边缘 NPU 生态系统为中小型新创企业创造机会

第5章 MIC 视角

附录

• 公司列表

Amid the AI development landscape dominated by global AI hardware giants and cloud leaders, international AI hardware startups are entering the market from various sectors, addressing gaps and driving new technological and product advancements. This report examines five representative international AI hardware startups from the perspectives of AI chips, AI consumer devices, and AI edge hardware. It also analyzes their competitive and collaborative dynamics, offering insights into AI technology trends and product development directions for industry players.

Table of Contents

1. Overview of Global AI Hardware Startups in 2024

2. AI Chip Innovation: Challenging Nvidia’s Dominance

• 2.1 SambaNova: Lower-TCO Enterprise LLM Solutions
• 2.2 Cerebras: Partnering with TSMC on the Largest Wafer-Scale AI Chip

3. AI Edge Computing Hardware: Focusing on Vertical Application Specialization

• 3.1 Humane AI Pin: A High-End AI Device Integrating Taiwan’s Supply Chain
• 3.2 Rabbit R1: A Lightweight AI Agent Service Exploring Viable AI Device Business Models

4. Global AI Hardware Startups: Product and Technology Trends

• 4.1 Insight 1: AI Chip Architecture Startups Strategically Target Gaps in Nvidia's Dominance
• 4.2 Insight 2: Mid-to-low-cost AI devices Present Potential Market Opportunities
• 4.3 Insight 3: The Independent Edge NPU Ecosystem Creates Opportunities for Small and Mid-Sized Startups

5. MIC Perspective

Appendix

• List of Companies

List of Tables

• Table 1: Key Global AI Hardware Players - Profiles and Analysis Rationale
• Table 2: Specification Comparison - Humane AI Pin vs. Rabbit R1

List of Figures

• Figure 1: AI Hardware Startups Focus On Chip Innovation, with Some Expanding into AI Consumer Applications
• Figure 2: SambaNova Enables LLM Training with Lower TCO
• Figure 3: SambaNova’s RDU Design is FPGA-like
• Figure 4: Cerebras’ AI Chip vs. Mainstream GPUs
• Figure 5. Comparison of Cerebras' Wafer-Scale Chip and Traditional GPU Specifications
• Figure 6: Usage Scenario of Humane AI Pin with A Micro-Laser Projection Display
• Figure 7: Humane AI Pin Heavily Relies on Domestic Suppliers for Key Components
• Figure 8: Rabbit R1 Enables Voice-Based Interaction with LAM-Powered AI Agents
• Figure 9: Hailo Addresses the Challenge of Balancing Edge AI Performance and Power Efficiency
• Figure 10: Hailo’s Key Customers Include Industrial PC, Automotive, and Server Companies