[THE INVESTOR] A new, urgent task of Samsung, the world’s unrivalled memory chip provider, seems to be developing chips for artificial intelligence applications on devices, including the company’s Bixby on smartphones and connected home appliances.
The South Korean tech behemoth has embarked on research and development of so-called “AI chips” with a goal of commercialization in the next few years, according to industry sources.
Kim Ki-nam, president of the semiconductor business of the device solutions division of Samsung Electronics, Santa Clara, delivers a speech at a forum in May.
“(Samsung) is in the middle of developing several types of chips that will be capable of processing massive data from AI applications on devices, eliminating the need to communicate with cloud servers,” an industrial source from one of Samsung’s partners told The Korea Herald.
Up-to-date handheld devices have made their debuts with AI features such as voice recognition and machine learning. Data produced during operations of such AI features is currently stored in cloud as a database and recalled when needed.
The communications network plays a crucial role in enabling the AI applications.
“In the next three years or so, smartphones will have designated chips that will improve the processing of AI features by 50 percent from today,” the source said. “A kind of an accelerator can be applied to empower AI devices.”
The forecast comes amid increasing efforts by tech giants and startups around the world to improve their performances of AI-powered devices.
For global semiconductor manufacturers, AI will create new market opportunities, according to market intelligence firm TrendForce.
With AI becoming a major growth contributor, the research firm predicts that the global revenue from semiconductor chip sales will annually grow by around 3 percent from 2018 through 2022.
China’s Huawei made headlines early this month with an announcement that it will debut its flagship Mate 10 and sister smartphones with the industry’s first AI phone chip named “Kirin 970” next month.
The Kirin 970 chip is described as the first neural processing unit for smartphones, which replaces a multiple number of chips for classic computing, graphics, image and digital signal processing. The separate chips take up more space and time due to interactions among themselves within phones.
Huawei’s new phones will have a faster performance, more compact design and longer battery life than those of its competitors such as Apple and Samsung, according to Huawei’s smartphone chief Richard Yu at IFA 2017.
“Competition for AI chips is so intense globally that we will be able to see AI chip-equipped smartphones in the second half of next year,” said Yoo Hoi-jun, professor at Korea Advanced Institute of Technology.
Yoo’s team grabbed global attention in August after it announced the “Deep Neural Processing Unit” which combines the existing convolutional neural network and recurrent neural network while consuming the least amount of power.
“Samsung is internally ramping up R&D efforts to develop similar chips, including considering acquisitions of some AI ventures and their techs,” Yoo said. “Samsung has been quite a bit late in the field, due to its heavy reliance on the most lucrative memory chips.”
Samsung officially hinted that the memory chip giant is also working on some AI chips similar to the concept of the NPU processor at a recent technology forum in Seoul.
Kim Ki-nam, president of the semiconductor business of the device solutions division of Samsung Electronics, mentioned, “The existing central processing unit and graphic processing unit chips make it hard to achieve efficiency in AI computing.”
“The NPU will help address the efficiency challenge,” he added. “However, NPUs so far have storage capacities that are equivalent to a thousandth of a human brain.”
According to Kim, Samsung is yet to largely focus on memory-based technologies.
“Considering that the degree of integrity of Samsung’s Vertical NAND chips is doubling every 2.5 years, we will be able to store as much data as in our brain in a single solid state drive 20 years later,” Kim said.
In the meantime, the company is investing in British AI chip startup Graphcore in order to overcome its limits. Last year, Samsung provided $300 million for Graphcore as a strategic investor.
By Song Su-hyun/The Korea Herald (firstname.lastname@example.org)