Artificial intelligence is currently the hottest area, and the Internet of Things has been tepid, but despite this, ARM chose the latter.
Recently, Ian Ferguson, vice president of the ARM Global Marketing and Strategy Alliance, said that there are still too many uncertainties in artificial intelligence, and ARM will invest more energy in the more grounded IoT market.
"ARM is still too early to talk about AI. It will not launch a dedicated AI chip design next year, but will focus on the Internet of Things market."
In fact, ARM's IoT ambitions are no longer a secret. Starting from ARM's launch of the mbed platform in 2014, the IP company officially announced its entry into the IoT market. They hope to connect hardware vendors and software service providers based on the ARM mbed platform. Cloud service providers, rather than purely providing IP to chip vendors, have caused heated debates from many domestic and foreign players, but the voice of singing has come more.
At the ARM mbed connect 2016 conference yesterday, ARM announced the latest developments in the mbed platform.
According to Mihail Stoyanov, head of ARM partner technology, there are more than 200,000 registered developers on its latest mbed OS 5, which is clearly not the same as the data released on the 25th anniversary of ARM last December (150,000). Great improvement.
However, ARM is still doing its best in ecological construction. Last year, ARM announced 55 mbed eco partners, including chip providers, development board manufacturers and module manufacturers, such as Atmel, Freescale, IBM, KDDI, Marvell, Nordic Semiconductor, NXP and other industry chain giants; this year, This number has increased by 15: Advantech, Arrow, Avnet, Comtech TelecommunicaTIon Corp., Elan Electronics, Fuchang Electronics, Lierda, Myotest, Omnisense, Realtek, Roma, Softbank Technologies, Toshiba, WPG, and Shenzhen Innovation Micro Technology, which was signed at the conference yesterday.
This may not be a worthy performance for ARM. After all, mbed has become a label in the field of Internet of Things, and ARM has high hopes for mbed, and its energy on the platform is even far beyond Industry expectations.
The mbed line that ARM released at the TechCon 2014 conference has now been upgraded to ARM mbed 5.0
What kind of changes have mbed changed?In fact, since its launch two years ago, mbed has completed several upgrades. Mihail Stoyanov said that the platform has been upgraded to ARM mbed 5.0, and the function has been improved a lot compared with the original version. For example, in the communication protocol support, the original Bluetooth, WiFi, 6LoWPAN, Thread, etc. have been added this year. The most popular low-power WAN NB-IoT and LoRa, mbed OS support for the network is not powerful.
In November of this year, ARM did not follow the common sense and released a new IoT device management solution ARM mbed Cloud. In other words, ARM also did the cloud. According to ARM, mbed Cloud is a SaaS solution that provides secure IoT device management services. It can access devices connected to the cloud through the "mbed Device Connector" to simplify OEM work, for example,
Simplify the task of connecting, protecting, configuring, and updating devices in complex networks;
Accelerate expansion by enabling developers to use any device on any cloud to reduce time to market;
. . .
ARM official said that the first version of mbed Cloud is still on the line, and the official version will be launched in the first quarter of 2017. Therefore, mbed's product line will be composed of mbed Client, mbed Device Connector and mbed Cloud.
But everyone doesn’t seem to pay for it.
In the past two years, ARM has invested more in mbed's R&D investment than most people think, especially in the Chinese market.
From the above-mentioned 14 additional ecological partners, we can also find that the proportion of domestic enterprises is still high, and ARM's emphasis on the Chinese market can be seen. However, ARM mbed has encountered a lot of resistance in landing localization applications. At the conference, ARM seems to be unable to show enough cases to show the outside world.
Some developers at the scene told Lei Feng. "It is worthy of recognition that ARM mbed has lowered the threshold of hardware development. Its development environment is more concise than many development tools, but now it is doing platform. At the real application level, the characteristics of mbed It is not fully reflected, and there is no advantage over the platform like Arduino, and the stability of the product has yet to be verified."
Therefore, although ARM has pulled over chip providers, development board manufacturers and module manufacturers, whether ODM and OEMs are willing to pay for this is still a question mark, which I am afraid is not expected.
In July of this year, ARM was acquired by Softbank for US$32 billion. Afterwards, Softbank CEO Sun Zhengyi made it clear that the Internet of Things was an important reason for the acquisition. “ARM will become an excellent strategic cooperation within the Softbank Group, so that we It can capture a lot of opportunities brought by the Internet of Things.†But from the current point of view, ARM’s future performance in the field of Internet of Things is still full of uncertainty, at least it has not yet enjoyed the wave of Internet of Things, and mbed Undoubtedly it will be a barometer of the ARM Internet of Things.
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