苹果M4开启AI PC大战：TOPS将成未来换机硬指标？

华尔街见闻05-09

本文作者：赵颖本文来源：硬AI 苹果本周发布史上最贵iPad Pro，将最强M4芯片首发在iPad上，拉开AI PC大战的帷幕。美银美林在周三的报告中介绍称，苹果M4芯片使用Arm架构，是一款片上系统 (SoC)，拥有超过280亿个晶体管，基于台积电的第二代3nm工艺，配备10核CPU和10核GPU。美银美林指出，值得一提的是，M4包含一个16核神经处理单元（NPU），SoC中专门用于加速...

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href=https://wallstreetcn.com/articles/3714517><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文作者：赵颖\n本文来源：硬AI\n苹果本周发布史上最贵iPad Pro，将最强M4芯片首发在iPad上，拉开AI PC大战的帷幕。\n美银美林在周三的报告中介绍称，苹果M4芯片使用Arm架构，是一款片上系统 (SoC)，拥有超过280亿个晶体管，基于台积电的第二代3nm工艺，配备10核CPU和10核GPU。\n美银美林指出，值得一提的是，M4包含一个16核神经处理单元（NPU），SoC中专门用于加速...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3714517\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B1XK9C88.USD","symbol_name":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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PC之战\n美银美林指出：\n\n苹果M4的TOPS性能为38，媒体报道称，微软将把AI PC的“最低规格”设为40 TOPS，目前还没有PC能够达到这一标准，尽管有多个即将推出的选项可能提供45 TOPS。\n英特尔的Meteor Lake（首款“AI PC”品牌“Core Ultra”）中的NPU支持11 TOPS，但它承诺今年用Lunar Lake达到45 TOPS。\n高通也计划在不久的将来推出一款45-TOPS的Snapdragon Elite X CPU。\n但根据英伟达的说法，大约45 TOPS的PC只能执行非常基本的AI任务，而更高性能的AI任务则需要PC中有一个专用的GPU，有超过1亿个RTX GPU（100-1300+ TOPS）的部署基础，尽管需要2到5倍的电力。\n\n内存和NPU市场将受益\n同时，美银美林指出，内存是被低估的受益者：\n\n更大的AI模型意味着需要更多的处理能力，更大尺寸、更快带宽和更高能效，更高平均售价ASP的内存规格，内存将成为端侧AI升级的独特受益者。\n根据Anandtech的说法，苹果的新M4拥有更快的LPDDR5X内存，可能比传统LPDDR快1.2倍（120 GB/s）并且能效更好。\n\n此外，NPUs对于端侧AI也是必要的，美银美林表示：\n\n随着AI（如微软的Copilot）向端侧/设备上（PC、手机、平板电脑）转移，它需要除了CPU、GPU之外的额外专用芯片NPU。\nNPU的AI推理性能潜力以TOPS来衡量，可以将NPU视为数据中心中使用的GPU/ASIC加速器的较小规模版本。NPU虽然规模较小，但具有类似的处理能力，能够在一定的频率和精度下处理MAC操作，这种处理涉及在速度和准确性之间做出权衡。\n根据高通的说法，高精度的AI模型使用32位或16位浮点数来确保准确性，而低精度、高速度的模型使用8位或4位整数精度。目前，行业标准通常采用8位或INT8精度，这在保持可接受精度的同时，提高了处理速度。\n\n本文来自微信公众号“硬AI”，关注更多AI前沿资讯请移步这里\n风险提示及免责条款\n\n            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