资源描述
AI+S0850517080008 S0850517090006 S0850523030002 S0850518080001 S0850519070002 S0850523100002 2024 3 28 1.2023 2024 AI2B AI2C AI 2.AI 1 GPU AI 2 100G 400G 800G 1.6T 3 LPO CPO 3.1 AI DRAM SSD HBM 2 AI 2024 AI 15 20%(9%)3 AI PC AIoT AI AI PC AI PC 2024 PC AI PC 20%Micro LED+AR AI 4.AI 2023 AI 2024 AI IP AI 2024 AI AI 01 AI 2 XVAZyRrMpMoPqOtQmRrOqRbR8Q7NsQqQpNnRiNrRmPjMnPuN9PpPuMMYnOyQNZrQrR1.1.1 1.2 AI AI 2.2.1 2.2 AI 3.4.3 4 AI AI IDC AI MzChsNKhxV1BtbSDo5JnNrzkDSe1RnSOm2svFrHBRVmobfXsIVaJ9kE3gYkIAtpO 5 2022 302EFlops 33%50%120EFlops 26%40%,2022 384.6,3%2091 2022 178.5EFlops 72%59%0%10%20%30%40%50%60%70%80%90%100%2018 2019 2017 2021 2022 2020 0%10%20%30%40%50%60%70%80%90%100%0501001502002503003502017 2018 2019 2020 2021 2022基础算力 智能算力 超算算力 IDC 6 AI AI IDC AI 2022 195 2026 347 CAGR 17.3%AI AI 2023 11.9%2026 31.7%AI AI IDC 2023 AI 95 80.5%2027 134 CAGR 21.8%AI AI AI 819 2946 5466 8203 10988 18684 21818 23512 23590 23674 2022 2023 2024E 2025E 2026E生成式 AI 其他 AI 5310 9586 7586 10000 11793 13455 02000400060008000100001200014000160002022 2023 2024E 2025E 2026E 2027E7 AI AI AI AI+AI+AI+AI+AI+AI+AI+AI+AI+AI+AI+AI+AI+AI+AI AI AI AI Fabless AI 8 OpenAI Meta Wayne Xin Zhao A Survey of Large Language Models OpenAI Meta B Open AI 2022.5 GPT-3-175 300B tokens 2021.12 WebGPT GPT-3 2022.3 InstructGPT GPT-4 175 2022.11 ChatGPT GPT-3 2023.1 GPT-4-2024.1.25 GPT-4 Turbo 1760 16T tokens 2019.1 T5-11 1T tokens 2020.6 Gshard-600 1T tokens 2021.9 FLAN LaMDA-PT 137 2021.12 GLaM-1200 280B tokens 2022.1 LaMDA-137 768B tokens 2022.4 PaLM-540 2022.7 Flan-T5 T5 11 2022.10 Flan-PaLM-540 2023.1 Bard-2023.5 PaLM2-16 100B tokens 2023.12 Gemini 2024.2 Gemini 1.5-Meta 2022.5 OPT-175 180B Tokens 2022.6 NLLB-54.5 2022.11 OPT-IML OPT 175 2023.1 LLaMA-65 1.4T Tokens 2023.6 LLaMA2-70 2T Tokens 9 2023 ERNIE PLATO 2023 4 10 2.0 10 2.0 GPT-3.5 GPT-4 2021 4 NLP 3.0 NLP CV 2023 9 2 tokens 2023 5 6 V1.5 V2.0 V3.5 GPT-4 Turbo 96%91%2023 3 14 INTERN 2.5 2024 1 17 AI 2.0 InternLM2 2.6 token 7B 20B 10 AI 11 AI AI+APP AI+LLM 40 26%12 AI AI+AI+2023 4 WPS AI WPS AI 2023 11 WPS AI WPS AI 13 领域 公司名称 2024 营业收入（百万元）2024 营业收入 增长率（%）2024 净利润（百万元）2024 净利润 增长率（%）2024 PE 2024 PS 芯 片 寒武纪-U 1528 115.35-557 33.38-126.60 46.13 海光信息 8421 40.07 1677 32.86 104.25 20.77 景嘉微 1292 60.86 254 266.45 131.22 25.84 龙芯中科 1127 121.59 53 116.16 645.14 30.48 英伟达 111132 82.42 56833 90.97 40.72 20.82 服务器 浪潮信息 79833 13.97 2197 32.00 27.02 0.74 中科曙光 17179 19.68 2427 32.09 28.37 4.01 神州数码 130723 6.48 1469 18.62 13.67 0.15 软通动力 23331 16.02 1127 30.27 38.07 1.84 中国长城 18442 21.66 360 231.82 85.87 1.68 拓维信息 4022 32.68 302 107.78 60.06 4.51 协创数据 5924 27.19 484 68.47 28.86 2.36 Wind Wind 2024.03.27/14 领域 公司名称 2024 营业收入（百万元）2024 营业收入 增长率（%）2024 净利润（百万元）2024 净利润 增长率（%）2024 PE 2024 PS 大模型 科大讯飞 25584 24.44 1250 54.26 84.90 4.15 拓尔思 1266 26.05 282 154.82 43.52 9.69 中控技术 11642 35.08 1349 22.71 25.82 2.99 商 汤-W 5165 51.66-3357 47.87-6.98 4.54 应用 海康威视 100059 11.98 17019 20.56 17.79 3.03 金山办公 5880 29.05 1709 29.66 79.19 23.01 新国都 5586 46.96 959 27.07 12.45 2.14 赛意信息 3157 23.12 357 29.28 21.05 2.38 大华股份 37851 15.39 4442-10.54 13.44 1.58 万兴科技 1922 26.58 145 52.60 88.06 6.66 虹软科技 861 28.50 200 123.62 62.64 14.58 新致软件 2199 30.29 167 136.75 27.29 2.07 微软 239184 12.87 87964 21.56 35.62 13.10 Wind Wind 2024.03.27/1.2.3.AI 15 1.1.1 NVIDIA H100 1.2 GH200 1.3 OCS 2.2.1 2.2 2.3 800G 2.4 LPO CPO 3.4.16 NVIDIA H100 NVIDIA H100 17 GH200 IT GH200 2023 5 29 AI NVIDIA CEO COMPUTEX 2023 AI NVIDIA GH200 Grace Hopper NVIDIA NVLink Switch System NVIDIA DGX AI 18 OCS OCS TPU TPU TPU v4 TPU v3 2.1 2.7 TPU v4 4096 10 19 2B 2B 2C AR PCB 73%TOSA()ROSA()TOSA 48%;ROSA 32%PLC/PLC WDM/DWDM VOA/FOA Finisar Oclaro Sumitomo Lumentum II-IV Acacia Fujitsu II-VI Lumentum Sumitomo Finisar NPTN CoAdna NEL Finisar Oclaro Sumitomo Lumentum Acacia Fujitsu NPIN AAOI Source Photonic NeoPhotonics Lumentum NEL Finisar NeoPhonics Lumentum Avago Sumitomo II-VI/AWS Facebook 20 OFweek ofweek Wind Lightcounting 2021 TOP10 Ofweek LightCounting 2022 TOP10 2010 WTD 2022 Coherent TOP10 Cisco Acacia Intel 2021 Lightcounting 5 CAGR14%2026 176 5G 21 LightCounting AI 800G 2021 Lightcounting 800G MSA 2016-2026 22 LPO linear drive pluggable optics Linear Driver DSP CDR DSP DSP Co-packaged optics(CPO)CPO switch AI LPO CPO LPO CPO Lightcounting ficonTEC 23 PCB Wind 20240327 WIND 24 PE 24%300308.SZ 154.20 1238 29 42.42 36.57 300502.SZ 67.01 476 38 12.58 35.87 002281.SZ 35.94 285 40 7.16 26.11 300620.SZ 48.62 121 78 1.56 7.33 300394.SZ 151.00 596 51 11.61 64.99 000988.SZ 31.16 313 23 13.58 4.70 PCB 002916.SZ 87.33 448 26 17.07 23.02 PCB 002463.SZ 30.08 575 27 21.65 35.99 000063.SZ 26.15 1156 11 108.20-1.25 000938.SZ 20.63 590 21 28.08 6.61 301165.SZ 35.41 201 27 7.34-6.55 600498.SH 16.87 200 27 7.41 1.38 301191.SZ 81.36 56 19 2.95-11.76 688498.SH 122.17 104 114 0.91-18.00 688048.SH 41.70 74 63 1.16-33.46 600702.SH 77.41 258 12 20.78-19.95 24 1.2.3.AI 25 1.DRAM 2.AI+2.1:AI 2.2 AI PC Copilot AI 2.3 AI+AR 2.4 AI 3.26 27 DRAM TrendForce AI DRAM 500-600GB AI 64128GB 1.21.7TB AI GPGPU A100 80GB 4 8 HBM 320640GB HBM3 2024 HBM3 2024 HBM2e 60%HBM AI DRAM SSD HBM TrendForce AI AI AI E DRAM 500-600GB 1.2-1.7TB 2.2-2.7TB NAND 4.1TB 4.1TB 8TB HBM-320-640GB 512-1024GB 2022-2024E HBM 8%39%60%70%50%25%22%11%15%0%10%20%30%40%50%60%70%80%90%100%2022 2023 2024EHBM3 HBM2E 28 AI AI AI Deloitte AI()2018 60 2025 900 45%2024 AI 15 20%(9%)AI AI AI ADAS/AI(AGV)Deloitte AI 29 AI PC Copilot AI AI AI PC Canalys AI PC/AI NPU AI Canalys 2024 PC AI PC 20%2027 AI PC 60%AI PC 2023 NPU Ultra X Elite AI PC Copilot Canalys 36kr IT AI PC 2022-2027 AI PC 30 AI+AR AR Micro OLED+Birdbath Micro LED+Micro LED+AR AI Meta Ray-ban AI MYVU Flyme AI VR IT MYVU Discovery 31 AI AI 2024 1 AI Galaxy S24 28 100 Galaxy S24 AI 3 3 Galaxy AI WPS MiracleVision WPS AI OTA AI 36kr IT Galaxy S24 Galaxy S24 1.2.3.AI 32 1.AI 2.AI 2.1 IP AI IP 2.2 AI 2.3 AI“2.4 2.5 AI 2.6 AI 3.4.33 2023 3 OpenAI ChatGPT-4 2024 2 OpenAI Sora 2023 AI 2023.3-2024.3 AI 3 13 OpenAI ChatGPT-4 3 16 4 10 SenseChat 4 11 5 6 6 15 Baichuan-7B 7 7 7 11 Baichuan 13B 8 15 V2.0 9 7 8 17 AI 6 25 ChatGLM2-6B 8 31 11 16 Kimi Chat 2023 2024 1 29,Baichuan 6 16 2.0 11 7 OpenAI GPT-4 Turbo/GPTs 2 16,OpenAI 34 2023 AI 2024 AI IP AI 2024 AI AI 01 AI AI AI AI IP iNEW iPAi AI IP IP AI AIGC AI 2023 9 BLUE AI 2024 AI Agent KreadoAI AIGC 2024 2 AI App AI 35 36 IP AI IP Sora 3D Sora IP IP AIGC AI AI IP PGC Sora iNEW iPAi AI IP IP IP 2023 IP GMV 10 IP 5 30 500 30 GMV iPAi IP AI+AI+AI+VR AR+AI+IP 37 AI AI AI+AI 38 AI AI AI UGC AIGC AI AI AI 2022 39 2023 9 BLUE AI 2024 Blue AI AI Agent 2023 AI 30%1000%2023 AI 300 1/3 AI 1 2023 7 AIGC KreadoAI KreadoAI AI AIGC KreadoAI AI+2023 AI AI vivo vivo s18 AI AI 11.11 AIGC AI MPV AI AIGC AI KreadoAI 40 AI AI 2023 7 AI 100 2024 2 AI App Agent AI AI 41 AI AIGC AI AI+2023 AI+AI AI AI AI AI AI+AI 2024 AI 1 IP 2 TOC 3 4 AI+42 1.AI 2.3.43 S0850517080008(021)23154174 Email:S0850517090006(010)50949926 Email:S0850523030002 Email:Tel:(021)23185620 Email:S0850519070002:(021)23219104 Email:S0850523100002:(021)23185690 Email:S0850518080001(010)58067907 Email:44 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%45
展开阅读全文