# Episode 49: CES Semiconductor Trends, Where was AI? 2024 Outlook

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2024-01-16
- Length: 40m
- Episode: 51
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2024-01-16-episode-49-ces-semiconductor-trends-where-was-ai-2024-outlook
- Listen: https://share.transistor.fm/s/180c4a0a

## Summary

Ben Bajarin and Jay Goldberg analyze CES 2024, noting a muted presence of AI in major vendor booths compared to the hype-filled Eureka Park. They discuss how semiconductor companies like Nordic Semi and Intel are re-architecting roadmaps for on-device AI and sensor fusion, while John Deere demonstrates advanced autonomous compute without marketing it as AI. The hosts conclude that 2024 will be a cyclically good year for semiconductors, but significant consumer AI hardware shifts are delayed until 2025-2026 due to long silicon design cycles.

## Outline

1. Introduction: CES Experience and Massage Chairs
2. The Muted Presence of AI at CES Main Floor
3. AI in Eureka Park and Startup Hype
4. Semiconductor Roadmaps and On-Device AI
5. Cloud vs. Edge AI: The John Deere Example
6. 2024 Semiconductor Outlook and Silicon Timelines
7. VR/AR Revival and Transparent Displays

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Sensors & measurement in products](https://hardwarepodcasts.com/topic/sensors)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Robotics & autonomy](https://hardwarepodcasts.com/topic/robotics-and-autonomy)

## Most relevant to

large enterprises

## Mentioned

- Nordic Semi (company)
- Intel (company)
- John Deere (company)
- Qualcomm (company)
- Apple (company)
- Nvidia (company)
- Microsoft (company)
- OpenAI (company)
- LG (company)
- Samsung (company)
- Lenovo (company)
- Kohler (company)
- OSIM (company)
- Blue River (company)
- TiVo (product)
- Replay TV (product)
- Alexa (product)
- Google Assistant (product)
- ChatGPT (product)
- Vision Pro (product)

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- [AI Hardware Summit | India’s Silicon Ambitions | Frankfurt Motor Show](https://hardwarepodcasts.com/podcast/ee-times-current/2019-09-20-ai-hardware-summit-indias-silicon-ambitions-frankfurt-motor-show) (EE Times Current)
- [EE Times Weekly Briefing: Friday, January 18, 2019](https://hardwarepodcasts.com/podcast/ee-times-current/2019-01-18-ee-times-weekly-briefing-friday-january-18-2019) (EE Times Current)
- [Silicon 100: Startups Worth Watching in 2023](https://hardwarepodcasts.com/podcast/ee-times-current/2023-08-01-silicon-100-startups-worth-watching-in-2023) (EE Times Current)
- [Navigating the Semiconductor Space for IoT | Rand Technology's Jennifer Strawn | Internet of Things Podcast](https://hardwarepodcasts.com/podcast/iot-for-all-podcast/2023-11-07-navigating-the-semiconductor-space-for-iot-rand-technologys-jennifer-strawn-inte) (IoT For All Podcast)
- [Monte Carlo Formula E Race | Trade War: China’s View | AI @ Hot Chips](https://hardwarepodcasts.com/podcast/ee-times-current/2019-05-31-monte-carlo-formula-e-race-trade-war-chinas-view-ai-hot-chips) (EE Times Current)

## Citing this page

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