세계의 AI 하드웨어 스타트업 : 전략적 포지셔닝과 새로운 기회(사전 주문)

Amid the AI development landscape dominated by global AI hardware giants and cloud leaders, international AI hardware startups are entering the market from various sectors, addressing gaps and driving new technological and product advancements. This report examines five representative international AI hardware startups from the perspectives of AI chips, AI consumer devices, and AI edge hardware. It also analyzes their competitive and collaborative dynamics, offering insights into AI technology trends and product development directions for industry players.

Table of Contents

1. Overview of Global AI Hardware Startups in 2024

2. AI Chip Innovation: Challenging Nvidia’s Dominance

• 2.1 SambaNova: Lower-TCO Enterprise LLM Solutions
• 2.2 Cerebras: Partnering with TSMC on the Largest Wafer-Scale AI Chip

3. AI Edge Computing Hardware: Focusing on Vertical Application Specialization

• 3.1 Humane AI Pin: A High-End AI Device Integrating Taiwan’s Supply Chain
• 3.2 Rabbit R1: A Lightweight AI Agent Service Exploring Viable AI Device Business Models

4. Global AI Hardware Startups: Product and Technology Trends

• 4.1 Insight 1: AI Chip Architecture Startups Strategically Target Gaps in Nvidia's Dominance
• 4.2 Insight 2: Mid-to-low-cost AI devices Present Potential Market Opportunities
• 4.3 Insight 3: The Independent Edge NPU Ecosystem Creates Opportunities for Small and Mid-Sized Startups

5. MIC Perspective

Appendix

• List of Companies