遥遥领先瑞萨低抖动差分晶振系列，瑞萨文艺复兴我们的长期发展战略是如何将公司定位为一家全方位的全球技术解决方案提供商，在美国、欧洲和中国都有广泛的业务。由于收购了Intersil、IDT、Dialog Semiconductor和Celeno，我们现在拥有了丰富的设计能力市场领先的嵌入式处理器专业知识拥有四项核心模拟和混合信号能力:传感器和传感器信号调理, 连通性，驱动和动力管理.

在每一种情况下，这些公司及其工程师和科学家都为我们的关键增长目标做出了重大贡献，2019年至2021年期间，总收入的CAGR增长了17.7%，同期营业利润率增长了16.9%。也许最能说明问题的事实是，在2020年至2022年期间，我们的基础设施和工业业务分别增长了33%和37%，而我们的物联网(IoT)部门在CAGR的增长惊人地达到了79%(有机增长37%)。

工业物联网(IIoT)市场以如此迅猛的速度扩张并不令人惊讶。对于Renesas Crystal来说，它标志着一个机会，通过实现几乎同时成熟的三个关键技术领域的融合，加速我们的客户和生态系统合作伙伴的采用:物联网、5G连接和人工智能(AI)。我们称之为人工智能物联网，或AIoT，这一趋势正在推动我们收集、存储、处理、分发、保护和增强数据的方式发生转变，以便将其转化为我们可以学习的可操作情报。

这种巨大的变化需要从集中式的基于云的架构转向分布式的基于边缘的设计，这种设计使用微处理器和微处理器等微小的机器学习(ML)节点来定义端点，加速数学模型并提高深度神经网络的性能。

虽然许多人可能会将人工智能与机器人助手等未来的消费应用联系起来，这些产品都需要用到高质量的有源晶振，但事实是，当物联网端点节点创建以85%的CAGR (2017-2025)爆炸式增长时，工业领域将感受到很大一部分初步影响，根据IDC的数据，产生了几乎令人难以置信的73 zetabytes的数据。从应用的角度来看，这些增长线将在预测性维护、快速缺陷检测、生物识别和资产跟踪等领域开辟新的市场和收入渠道。

这就是我们2022年最新、最重要的收购之一——Reality AI的原因。该公司在开发工业领域的算法方面尤其强大，这有助于实现我们的长期愿景，即将高级信号处理和数学建模与人工智能相结合，以构建我们可以在嵌入式处理器上实现的机器学习模型——从16位到64位。

Reality AI收购是实现我们AIoT愿景的重要组成部分，今年还包括对Syntiant和Arduino等公司的投资，这些公司正在将我们的触角延伸到更复杂的用例，以及与Tiny ML财团的白金赞助。

对于瑞萨来说，这些战略投资是实现AIoT的长期三管齐下方法的一部分，其中包括获得世界一流的MCU和MPU设备以及差分晶振，还有对更广泛的AIoT生态系统的承诺，我们在该生态系统中有200多个技术合作伙伴。加上5G和其他形式的无线连接，如WiFi 6/6E/7和近场通信(NFC)，我们正在实现一个完全分布式的AIoT网络，通过将持续的设备上学习和决策带到工厂车间，这将彻底改变工业工作场所的管理方式。遥遥领先瑞萨低抖动差分晶振系列.

In each case, these companies and their engineers and scientists are contributing significantly to our key growth objectives, with overall revenue increasing at a CAGR of 17.7% between 2019 and 2021 and operating margin growing 16.9% over the same period. Perhaps most telling is the fact that, between 2020 and 2022, our infrastructure and industrial businesses grew by 33% and 37%, respectively, while our internet of things (IoT) segment saw an astounding 79% jump (37% organically) in CAGR.

That the industrial IoT (IIoT) marketplace is expanding at such a torrid pace is not surprising. For Renesas it signals an opportunity to accelerate adoption among our customers and ecosystem partners by enabling the convergence of three key technology areas that are maturing at roughly the same time: IoT, 5G connectivity and artificial intelligence (AI). We call this AI IoT, or AIoT, and the trend is driving a shift in how we collect, store, process, distribute, secure and power data in order to turn it into actionable intelligence we can learn from.

Such a sea change entails a move away from centralized, cloud-based architectures to distributed, edge-based designs that use tiny machine learning (ML) nodes like MCUs and MPUs to define the endpoint, accelerate mathematical models and improve the performance of deep neural networks.

While many people might associate AI with futuristic consumer applications like robotic assistants, the fact is that much of the initial impact will be felt in the industrial space where when IoT endpoint node creation is exploding at an 85% CAGR (2017-2025), yielding an almost unfathomable 73 zetabytes of data, according to IDC. From an applications perspective, these growth lines will open new markets and revenue channels in areas such as predictive maintenance, rapid defect detection, biometric recognition and asset tracking to name just a few.

That’s what led us to one of our most recent and significant 2022 acquisitions – Reality AI. The company is especially strong in developing algorithms for the industrial space, which is helping to fulfill our long-term vision of combining advanced signal processing and mathematical modeling with AI to build machine learning models that we can implement on our embedded processors – from 16 to 64 bits.

The Reality AI acquisition is an important component of realizing our AIoT vision, which this year also included investments in companies like Syntiant and Arduino that are extending our reach into more complex use cases, as well as a platinum sponsorship with the Tiny ML Consortium.

For Renesas, those strategic investments are part of a long-term, three-pronged approach to enabling AIoT, which includes access to world-class MCU and MPU devices and a commitment to the broader AIoT ecosystem, where we have more than 200 technology partners. Together with 5G and other forms of wireless connectivity, such as WiFi 6/6E/7 and near-field communications (NFC), we are enabling a fully distributed AIoT network that will revolutionize how the industrial workplace is managed by bringing constant, on-device learning and decision making to the factory floor.