全球AI硬體新創企業：策略定位與新商機（預購）

隨著全球AI硬體巨頭和雲端領導者引領AI發展格局，國際AI硬體新創公司正從各個領域進入市場，解決市場空白，並推動新技術和產品的進步。

本報告從AI晶片、AI消費設備、AI邊緣硬體的角度，調查了五家國際領先的AI硬體新創公司。它還分析競爭和合作的動態，為行業參與者提供有關人工智慧技術趨勢和產品開發方向的見解。

目錄

第1章 2024年全球AI硬體新創企業概覽

第2章 AI晶片創新：挑戰Nvidia的主導地位

• SambaNova：低 TCO 企業 LLM 解決方案
• Cerebras：與台積電合作開發最大的晶圓級 AI 晶片

第3章 AI邊緣運算硬體：聚焦垂直應用專業化

• 人性化AI Pin：整合台灣供應鏈的高階AI設備
• Rabbit R1：一款輕量級的AI代理服務，探索實用的AI設備商業模式

第4章 全球AI硬體新創企業：產品與科技趨勢

• 洞察 1：AI 晶片架構新創公司策略性地瞄準 Nvidia 主導地位的空白
• 洞察2：中低成本人工智慧設備提供潛在市場機會
• 洞察3：獨立邊緣 NPU 生態系統為中小型新創企業創造機會

第5章 MIC 視角

附錄

• 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