AI Is Moving to the Edge – What’s the Impact on the Semiconductor Industry?

Wednesday, May 22, 2:10 PM - 2:40 PM
Summit Track: 
Business Insights

Artificial intelligence is proliferating into numerous edge applications and disrupting numerous industries. Clearly this represents a huge opportunity for technology suppliers. But it can be difficult to discern exactly what form this opportunity will take. For example, will edge devices perform AI computation locally, or in the cloud? Will edge devices use separate chips for AI, or will AI processing engines be incorporated into the main processor SoCs already used in these devices? In this talk, we answer these questions by presenting and explaining our market data and forecasts for AI processors in mobile phones, drones, smart home devices and personal robots. We explain why there is a strong trend towards executing AI computation at the edge, and quantify the opportunity for separate processor chips and on-chip accelerators that address visual and audio AI tasks.


Yohann Tschudi

Technology & Market Analyst, Yole Développement

As a Technology & Market Analyst, Yohann Tschudi, PhD is a member of the Semiconductor & Software division at Yole Développement (Yole). Yohann is daily working with Yole’s analysts to identify, understand and analyze the role of the software parts within any semiconductor products, from the machine code to the highest level of algorithms. Market segments especially analyzed by Yohann include big data analysis algorithms, deep/machine learning and genetic algorithms, all coming from Artificial Intelligence (IA) technologies. After his thesis at CERN (Geneva, Switzerland) in particle physics, Yohann developed a dedicated software for fluid mechanics and thermodynamics applications. Afterwards, he served 2 years at the University of Miami (FL, United-States) as a research scientist in the radiation oncology department. He was involved in cancer auto-detection and characterization projects using AI methods based on images from Magnetic Resonance Imaging (MRI). During his research career, Yohann has authored and co-authored more than 10 relevant papers. Yohann has a PhD in High Energy Physics and a Master’s degree in Physical Sciences from Claude Bernard University (Lyon, France).

See you at the Summit! May 18-21 in Santa Clara, California!