The edge computing market will reach US$445 billion in 2030! Edge AI opens up industry imagination space

Recently, NVIDIA announced that it will display the NVIDIA Jetson edge computing platform suitable for autonomous machines and many other embedded applications at the 2023 Shanghai International Embedded Show, and will bring ecological partners based on related software and hardware in transportation, industry , robots and other vertical industry fields.

Minsheng Securities pointed out in the research report that AIGC promotes the application revolution, artificial intelligence empowers thousands of industries, and the deployment of large models on the edge and mobile terminals has become a future trend. Edge AI is becoming the next piece of technology giants to seize. Highlands.

The global potential market size in 2030 is US$445 billion

It is understood that edge computing is a distributed computing architecture that moves the calculation of data, applications, and services from the network center node to the logical edge nodes of the network for processing. Edge computing decomposes the original large-scale services that are completely processed by central nodes, cuts them into smaller and more manageable parts, and distributes them to edge nodes for processing.

The significant advantage of edge nodes is their proximity to user terminal devices, which increases data processing and transmission speed while reducing latency. This framework is more suitable for dealing with big data because it involves more closely the generation of knowledge and the analysis of data, which is closer to the nature of the data source.

Compared with cloud computing, the advantages of edge computing are more obvious. Edge computing not only reduces the pressure on network bandwidth and data center power consumption, but also reduces system latency and enhances service response capabilities. It also reduces the risk of data leakage and protects users' data security and privacy.

From the perspective of market size, according to STL Partners edge computing key data statistics, the global edge computing potential market size will reach 445 billion US dollars in 2030, with a 10-year compound growth rate of 48%. According to a report from Yiou Think Tank, by 2025, the size of my country's edge computing market is expected to reach 198.768 billion yuan, with huge development potential.

Edge AI opens up market imagination space

Edge intelligence is a brand new concept, which refers to the edge AI formed by the combination of artificial intelligence and edge computing. Edge computing can provide a platform for AI to develop potential, while AI provides edge computing with problem-solving technologies and solutions. Edge intelligence provides support for AI applications. For example, in scenarios such as autonomous driving, smart cities, and smart homes, more data is created by edge network devices.

The Jetson edge computing platform released by Nvidia this time is a platform for developing robotic solutions. It is a drone airborne platform and a miniaturized robot main control platform developed based on Jetson Orin NX/Orin Nano. This platform is small, lightweight and highly protective, and is suitable for various types of intelligent robot products.

It is understood that the Jetson edge computing platform can be used in many fields such as intelligent manufacturing, smart cities, and autonomous driving.

NVIDIA Jetson can bring powerful AI inference computing capabilities to industrial scenarios in the field of intelligent manufacturing, allowing it to solve more complex problems. Using GPU-accelerated artificial intelligence visual reasoning can solve problems such as defect detection and flexible manufacturing on the assembly line.

In the field of smart cities, the AI ​​video analysis system built by NVIDIA Jetson hardware and NVIDIA Metropolis application framework can integrate artificial intelligence and visual data to help humans understand and use massive data to make cities safer and more wisdom.

In the field of autonomous driving, the new Jetson AGX Orin module can provide 275 TOPS of AI computing power, a full 8 times improvement in performance. It can support the access of multiple high-speed interface sensors and can give the autonomous driving domain controller powerful multi-sensor fusion perception, prediction, decision-making and other computing capabilities to adapt to various complex scenarios.

Also working with Nvidia on the edge computing business is the communications giant Qualcomm. Qualcomm has previously announced that the company will transform from a communications company to an edge computing company. Research institutions predict that future IoT modules may be equipped with Qualcomm's edge computing capabilities to provide global developers with more cost-effective terminal computing capabilities.

Domestic companies are scrambling to deploy and promote application implementation

International Internet giants are rapidly entering the field of edge computing and launching mature products and high-quality services to accelerate the industrialization process. Many domestic listed companies have also begun to get involved in the field of edge computing and actively promote the practical application of related products.

Alto Electronics (002587.SZ), which has recently acquired two consecutive boards, is committed to providing one-stop smart video solutions for film and television, advertising, government and enterprise and other industries. In terms of new technology applications, the company won the bid for the "China Postal Savings Bank Big Data Platform Security Protection System Engineering AI Information Security System" project, applying edge computing technology to bank information security systems for the first time.

Chuling Information (300250.SZ) focuses on the field of edge computing, builds a data base through intelligent connection of edge data, and uses the company's core technologies such as DPI to collect, mine, and analyze data in the pipeline to form valuable information. And it is applied in industries such as operators, video, Internet of Things and data security. It is understood that the company is gradually establishing three core capabilities in edge computing.

Nanling Technology (300921.SZ), which gained a daily limit of 20CM today, is committed to providing safe, stable and intelligent "cloud network" overall solutions, digital engineering and other services for large and medium-sized enterprises. Nanling Technology stated on the interactive platform that the company has in-depth cooperation with VMware under the VCPP model. Based on VMware's virtualization technology and using Nanling Technology's backbone network nodes as resources, the Lingyun edge computing service provides new edge computing services. product model.

Huaxi Securities believes that with the in-depth development of the Internet of Things and the continued deepening of 5G network construction, edge-side related products and applications are expected to open up massive space.

In the future, you can pay attention to the following three main lines of logic: on the edge signal side, the beneficiary targets include iFlytek (002230.SZ), Hikvision (002415.SZ), Dahua Technology (002236.SZ), etc.; On the edge chip side, the beneficiary targets include Yuntian Lifei (688343.SH), Cambrian-U (688256.SH), Haiguang Information (688041.SH), etc.; on the edge computing power side, you can pay attention to Capital Online (300846.SH). SZ), Wangsu Technology (300017.SZ), Youked-W (688158.SH) and other companies.

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