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2()1()S 2023 11 08 2*2023-10-19 300 1M 3M 12M 0.5%-10.5%10.1%300-1.9%-9.3%-4.1%-0.050.050.140.230.330.42 300WUDWuNrMmPpOqOoNsPpQoP8O8Q8OsQmMnPnOjMqRnMlOoOzQ8OqRqRvPnMnNvPnQqR 昇 AI AI 昇 昇 AI NPU AI 昇 310 昇 910 A100 AI 昇 AI CANN CUDA 昇 AI 昇 AI 1 昇 昇 IHV 昇 2 昇 昇 Atlas AI AI 昇 昇 Atlas 900 AI AI 昇 3 AI AI 70%AI 昇 1 AI AI 2023 10 A100A800H100H800L40S 2 AI 2023 10 2025 50 AI AI 昇 AI 1 AI 1 AI 2 3 4 5 6 7 8 2 1 2 3 4 5AI AI 7 0%+/Atlas 800 920*4 昇 910*8 CPU NPU NPU Nvidia DGX H100 CPU 1.9%Intel AMD 0.6%1 2 BIOS/BMC 1 2 AI-GPU NPU 72.5%NVIDIA AMD Intel NAND 1.3%SK 0.2%I/O 4.1%Mellanox NVIDIA 0.4%0.2%鋐 DIMM DRAM 2.9%SK 0.3%Intel Supermicro 昇 Semianalysis 昇 AI 1.1 昇 昇 910 A1001.2 昇 AI 昇 1.2.1 昇 CANN CUDA 1.2.2 昇 MindSpore AI 1.2.3 MindStudio/CPU 昇 2.1 ARM 2.2 Boostkit DevKit 2.3 2.4 昇 AI 3.1 昇 3.2 昇 3.3 昇 AI 3.4 AI AI/AI 昇 4.1 AI 4.2 AI AI 昇 7 昇 AI 81.1 昇 AI AI 昇 2018 2019 2020 2021 2022MD C/D C 8 TFLOPS FP1616 TOPS Int8Up to 16GB LPDDR4X 3200MHz16*FHD video decoder1*FHD video encoder50+TFLOPS FP16100+TOPS Int8LPDDR5 6400MHz96*FHD video decoder24*FHD video encoder256 TFLOPS FP16512 TOPS Int8100G RoCE v2PCIe Gen4*16128 channel H264/265 decoderSupport mixed precision trainingTBDTBDTBD310910 昇 昇 NPU 2018-2019 昇 310 910 NPU NPU AI 3DCube 4096 MAC AI 昇 AI 昇 AI IP 昇 MindSpore NPU ModelArts HiAI ServiceTensorflowPytorch/昇 Mindstudio FusionDirector/SmartkitsMindX 昇 昇 91.1 昇 昇 910 A100 昇 310 昇 310 2018 8W 16TOPS AI IT 昇 910 A100 昇 910 2019 AI 昇 910 640 TOPS INT8 320TFLOPS FP16 A100 80GB PCIe AI IDC 2022 AI 109 85%10%2%1%NVIDIA NVIDIA AMD 310 910 A100 80GB PCIe H100 SXM MLU370-X4 104P MI100GPU HUAWEI Da Vinci HUAWEI Da Vinci Ampere Hopper GPGPUCambriconLUarch03 CDNA INT8 16 TOPS 640 TOPS 624 TOPS 3958 TOPS-256 TOPS 1024 TOPS 184.6TOPS(FP16)8 TOPS 320 TFLOPS 312 TFLOPS 1979 teraFLOPS-96 TFLOPS-184.6 TFLOPs(FP64)-19.5 TFLOPS 34 teraFLOPS-11.5 TFLOPs-80GB HBM2 80GB 32GB HBM2 24GB LPDDR5 32GB HBM2e 32GB HBM2 8W 310W 300 W 700 W 350W 75 W 300 W 300 W 12nm 7nm 7nm 4nm 7nm 7nm 7nm 7nm 2018Q4 2019Q3 2020Q2 2022Q2 2021H2 2021Q4 2022Q3 2020Q4 101.2 昇 AI 昇 昇 昇 昇 AI 昇 昇 AI Atlas CANN CUDA+CUDNN 昇 AI 昇 MindSpore AI 2023 11%昇 AI AI AI TensorFlow/PyTorch 昇 MindX DL MindX Edge ModelZoo MindX SDK Mind X ModelArts HiAI Service MindStudio 昇 AI AI111.2.1 昇 CANN CU D A 昇 CANN AI AI CUDA CUDA AI 昇 CANN 昇 AI 昇 Driver Runtime DVPP CANN Lib/HCCL 昇 100G RoCE 昇 AI Graph Engine 昇 AscendCL CANN昇 MindSpore AI 昇 AI AI TensorFlow/PyTorch CANN CUDA CANN CANN7.0 AI CANN 1 AI 2 昇 昇 昇 121.2.2 昇 M i n d S p o re 20+昇 MindSpore AI MindSpore MindSpore 1.0 AI 1.5 2023 6 MindSpore 2.0 MindSpore 20+22+2023 6 MindSpore 20 Ascend/GPU/CPU AI 22+LLaMA Bloom GLM GPT 2023 Omdia MindSpore 11%昇 MindSpore AI MindFormers 10-MindPet 5%30%MindRLHF 20 SOTA RLHF ServingCANN NPU CUDA GPU Eigen CPU oneDNN CPU Ascend|ARM CPU|Mail GPU|Adreno GPU|Kirin NPU|Nvidia GPU|x86 GPU|TI TDA4|Hisilicon NNIE 昇 mindspore MindSpore13Ascend InsightMindStudioTensorBoardPlugin 1.2.3 M i n d S t u d i o 340%昇 MindStudio 昇 AI MindStudio 昇 AI C/C+340%300%昇 OCR Profiling 340%300%CV PytorchGPU2Ascend YOLOV3 centernet 昇 MindStudio MindStudio 昇 14CPU 昇 152.1 昇 CPU 51CTO CPU 2004 2019 2018 2017 2016 2015 2014 2011 2020 2021 2022 CPU Kunpeng 1 Kunpeng 2 Kunpeng 3 KunpengPC 3 Kunpeng 4 KunpengPC 2 920 CPU 2019 920 7nm ARMv8.2 30%920 CPU 昇 AI+昇 AI CPU X86 ARM MIPS Alpha RISC-V Intel ARM MIPS DEC AMD VIA ARM v8 MIPS LoongAch Alpha x86 ARM 1.5 162.1 920 7nm ARM CPU 920 64 1 CPU 920 2.6GHz S2500 7285 2 CPU 920 S2500 64 3 I/O 920 8 Intel AMD Intel AMD Xeon6354EPY C7542 7285 KH-30000 920-7260S2500 3C5000L 1621 x86 x86 x86 x86 ARM ARM LoongArch SW_64 GHz 3.0 2.9 2.0 3.0 2.6 2.2 2.2 2.0 18 32 32 8 64 64 16 16 DDR4 DDR4 DDR4 DDR4 DDR4 DDR4 DDR4 DDR3 8 8 8 2 8 8 4 8 MHz 3200 3200 2666 2666 2933 3200 3200 2133PCIe 64 128 128 16 40 17 32 16 nm 10 7 14 16 7 16 14 28 2021 2019 2020 2019 2019 2020 2021 2016 CPU AMD 172.2 Boost k i t 90%BoostKit 23.0 BoostKit ARM KAE(BoostKit 23.0 HPC 5 BoostKit BoostKit 90%+BoostKit 51CTO OpenHarmonyHPC TrustZone/NUMA IO IO EC 2020.09 2021.09 2022.06 2023.05 182.2 DevK i t x86 Hour Day 10%SDK-SDK 2.0 TOP10 100%昇 昇JDKGCC for openEuler-AI Java&Jenkins CodeArts 2019 2020 2021 2022 2023 昇 DevKit 23.0 DevKit 2023 5 DevKit 23.0 x86 10%DevKit 192.3 2.0 2020 2.0+2.0+BIOS/BMC CPU+1 2 3 BIOS/BMC 2020 1.0+2019|Taishan 202.4 openGauss 2 74%100TopenEuler 15%30%Kunpeng BoostKit 2040%Kunpeng DevKit SDK OEM 160+OSV/DBV60+/ISV 14500+20+%21 昇 AI 昇 223.1 昇 昇 昇 2023 10 23 昇昇 MindSpore CANNNPU ModelArtsHiAIServiceTensorflow/Pytorch/昇 Mindstudio FusionDirector/SmartkitsMindX IHVISVOEMODMC&SI IHV 233.2 昇+Atlas Atlas 300 AI Atlas 800 Al 30009000 Atlas 900 AI Atlas 200 AI+AI OEM/ODM AI 昇 AI 昇 310 昇 910 CPU 920 Atlas 500 昇 243.2 昇 昇 昇 昇 昇 昇 昇 2023 10 23 iFind 昇 昇 iFind 70%80%/30%/70%75%/25%70%30%昇 2023 10 23 iFind 253.3 昇 At l as 900 AI AI1010.5 SOTAAtlas 900 8K Atlas 900 16K 330 SOTAAtlas 900 4K8K16K2020.06 2023.06 2023.12 AI 2023 1.6 1750 100B 30 昇 28 AI 昇 AI 昇 Atlas 900 AI AI Atlas 900 AI 9000 Atlas 900 AI HCCS PCIe 4.0 100G RoCE AI 263.3 昇 CPU 昇 GPU A100 2023 8 CPU 昇 GPU FP16 2.5petaFLOPS A100 昇 AI 1 昇 AI 30 70 昇 昇 GPU 1.1 2 昇 910B 昇 910 910B AI CPU 昇 GPU 昇 AI 2.5P FP16 CPU+GPU 5 3 13B/65B/175B 10+|20062020 2020 1 64 2021 1 2021 7 HC 2021 9 2022 10 2.02023 5 1000 5000 10000 20000 1000 200P 9 0 273.4 AI AI/Semianalysis AI CPU 25 AIGPU 15.7(3)(2)CPU(1.8)1.5)(1.3 DRAM(1)(0.7)(0.4)NVIDIADGX H100 AI 昇 AI DRAM CPU NAND 3/1-12x Intel Sapphire Rapids Server Nvidia DGX H100 1 2 3 4 CPU 1,850 17.7%5,200 1.9%1.8 8 GPU+4 NVSwitchBaseboard0 0.0%195,000 72.5%-3,930 37.5%7,860 2.9%1.0 1,536 14.7%3,456 1.3%1.3 SmartNIC 654 6.2%10,908 4.1%15.7 395 3.8%563 0.2%0.4 350 3.3%875 0.3%1.5+275 2.6%463 0.2%0.7 300 2.9%1,200 0.4%3.0 495 4.7%1,485 0.6%2.0 Markup 689 6.6%42,000 15.6%60.0 10,474 269,010 24.7 DRAM BOM 37.5%2.9%NAND BOM 14.7%1.3%Memory BOM 52.2%4.2%AI Semianalysis 283.4 A I AI 7 0%+/Atlas 800 920*4 昇 910*8 CPU NPU NPU Nvidia DGX H100 CPU 1.9%Intel AMD 0.6%1 2 BIOS/BMC 1 2 AI-GPU NPU 72.5%NVIDIA AMD Intel NAND 1.3%SK 0.2%I/O 4.1%Mellanox NVIDIA 0.4%0.2%鋐 DIMM DRAM 2.9%SK 0.3%Intel Supermicro 昇 Semianalysis 29 AI 昇 304.1 AI AI AI GIV 2030 YB 56ZFlops 65%IT Counterpoint 2024-2025 IT Capex 35%13%CSP AI TrendForce 2022 CSP AI 66%CSP 11.3%34%30%35%33%32%35%36%34%3.4%6.8%23.8%24.9%7.8%15.1%12.7%0%5%10%15%20%25%30%0500100015002000250030002018 2019 2020 2021 2022 2023E 2024E 2025EIT Capex%2018-2025E 2022 AI 19.0%17.0%16.0%14.0%6.0%2.3%1.5%1.5%22.0%0%5%10%15%20%25%META AWS CSP CSP Counterpoint Trend Force 314.1 AI 2022 10 7 2023 10 17 4800 600GB/s(4800 600GB/S)2022 10 4800 600GB/S TPP PD 22 13 A100 H100 AMD MI300 AMD 3A090.a 1 TPP 4800 2 TPP 1600 PD 5.92 H100 H800 A100 A800 10 24 Max 1100 Max 1550 Gaudi2 Gaudi3 AMD MI250 MI250X MI300 MI300X MI388 3A090.b 1 2400 TPP 4800 1.6 PD 5.92 2 TPP 1600 3.2 PD 5.92 L40S 10 24 Flex Series 170 AMD MI210 MI22 2023 10 17 2022 10 7 A100A800H100H800L40S BIS SemiAnalysis TPP=2 MacTOPS bit length PD=TPP/die 324.1 AI Wind SemiAnalysis GPU TeraFLOPs Bitlength TPP Die size(mm)PD 3A090.a 3A090.bNVIDIAA100 SXM 312 16 9,984 826 12.1 H100 SXM 989 16 15,824 814 19.4 V100 SXM 125 16 2,000 815 2.5 L40S 362 16 5,793 608 9.5 L40 181 16 2,897 608 4.8 L4 121 16 1,936 295 6.6 RTX 4090 661 8 5,285 609 8.7 RTX 4080 320 8 2,560 379 6.8 AMDAMD MI210 181 16 2,896 770 3.8 AMD MI250X 383 16 6,128 1,540 4.0 AMD MI300X 1,200 16 19,200 2,381 8.1 Intel Intel Gaudi2 450 16 7,200 826 8.7 FY2022Q1 FY2022Q2 FY2022Q3 FY2022Q4 FY2023Q1 FY2023Q2 FY2023Q3 FY2023Q4 FY2024Q1 FY2024Q2 1 57 65 71 76 83 67 59 61 72 135 2 20 24 29 33 38 38 38 36 43 103 3 14 17 20 20 21 16 11 10 16 27 4=2 x 3/1 5 6 8 8 9 9 7 6 9 21 5=1-4 52 59 63 68 73 58 52 55 62 114 6=5/1-1-9%-10%-12%-11%-12%-14%-12%-10%-13%-15%2023 10 NVIDIA AMD Intel NVIDIA 33/90%1000 2023 CPU GPU 70%2023-2025 昇 70%2023 10 8 2025 GPU 4.2 AI AI IDC 2023 2024 2025 1(EFLOPS)220 260 3002()30 40 503(%)25 30 35 4(OTN)(%)50 65 805 SRv6(%)20 30 406(%)65 75 80 7(EB)1200 1500 18008(%)25 28 30 344.2 AI 昇 AI 47%2023 10 13 AI 2023-2024 G AI 28 33%1977 47%CPU GPU GPU 昇 昇 18 12 昇 AI 2/3 AI 昇 IDC 昇/100P 2023.3 300P 2023.5 400P 2022.6 99P 2022.8 300P 2022.5 40P 2022.5 300P 2022.5 40P 100P 2021.9 300P 2021.5 200P 2021.1 100P II 2020.1 1000P 昇 G 1 31%8.632 22%6.113 16%4.444 11%3.055 11%3.076 5%1.397 4%1.11 1977 100%27.835 AI 1 AI 1 AI 2 3 4 5 6 7 8 2 1 2 3 4 5.1 375.1 AI EPS/PE 2023/11/7 2023/11/7 2022 2023E 2024E 2022 2023E 2024EAI 688041.SH DCU 67.971,579.85 0.35 0.54 0.78 196.61 126.90 87.53-U688256.SH AI 122.82511.66-3.14-1.50-1.10-688047.SH 89.85360.30 0.13 0.22 0.59 696.20 409.98 153.06300474.SZ GPU 84.03384.36 0.64 0.65 0.93 133.01 128.40 90.22 002463.SZ 21.05401.28 0.72 0.76 1.02 29.47 27.83 20.63300476.SZPCB 21.16182.54 0.92 1.06 1.38 23.09 20.04 15.32 002916.SZPCB AI 74.87383.99 3.20 2.94 3.73 23.42 25.46 20.09600183.SH17.72416.72 0.66 0.60 0.78 27.22 29.41 22.64 300308.SZ 99.20796.40 1.53 2.31 4.54 65.07 42.92 21.84 300502.SZ 800G 39.61281.20 1.78 1.05 1.77 31.12 37.72 22.37 002281.SZ 400G 800G 29.85237.31 0.87 0.78 1.02 39.01 38.32 29.15 000988.SZ 400G 800G 30.41305.77 0.90 1.11 1.44 33.75 27.41 21.16 872808.BJ 36.0872.16 1.47 0.83 1.08 61.74 43.21 33.25 002837.SZ 27.24154.55 0.64 0.69 0.93 55.14 39.65 29.30 300990.SZ 47.7480.43 1.37 1.31 1.97 62.93 36.37 24.29 301018.SZ 28.8476.73 0.69 0.85 1.18 46.15 33.82 24.52 300499.SZ 17.5354.10 0.93 0.12 0.57 18.86 144.27 30.74 Wind iFind Wind 385.1 AI EPS/PE 2023/11/7 2023/11/7 2022 2023E 2024E 2022 2023E 2024E 688008.SH 57.81 657.88 1.15 0.49 1.25 50.63 118.61 46.36 688123.SH SPD 68.55 108.43 2.93 1.55 2.68 30.65 44.17 25.56 301308.SZ 106.95 441.56 0.18-0.40 1.00 606.56-107.09 603986.SH 106.94 713.19 3.08 1.17 2.15 34.75 91.65 49.63 688525.SH 62.18 267.58 0.17 0.25 0.31 375.71 250.07 199.69 300042.SZ 33.76 67.66 0.31 0.27 0.38 108.89 124.52 89.81 688629.SH 27.00 124.47 0.25 0.25 0.35 126.00 109.50 76.83 688668.SH 51.70 51.10 1.70 1.53 2.57 30.33 33.67 20.12 000066.SZ 11.10 358.06 0.04 0.03 0.17 297.69 372.98 65.94 300870.SZ 51.31 51.93 0.89 1.31 2.31 57.59 39.15 22.25 688141.SH DC-DC 36.93 165.03 0.31-0.51-0.06 120.32-Wind iFind Wind 395.1 EPS/PE 2023/11/7 2023/11/7 2022 2023E 2024E 2022 2023E 2024E昇 000034.SZ 31.80 212.93 1.50 1.83 2.09 21.20 17.38 15.21 002261.SZ 17.32 217.17-0.81 0.12 0.24-147.08 72.04 002152.SZ 12.15 301.73 0.33 0.40 0.46 36.47 30.67 26.61 600498.SH 19.85 235.32 0.34 0.45 0.62 57.99 44.07 31.96昇 000938.SZ 20.79 594.61 0.75 0.89 1.02 27.55 23.49 20.32 000066.SZ 11.10 358.06 0.04 0.03 0.17 297.69 372.98 65.94 601138.SH 15.39 3,057.35 1.01 1.21 1.45 15.23 12.68 10.63 603019.SH 40.09 586.75 1.05 1.30 1.68 38.00 30.83 23.84 000977.SZIT 31.56 464.61 1.42 1.46 1.74 22.33 21.63 18.15 688258.SH BIOS BMC 60.25 52.39 0.59 1.11 1.61 102.72 54.48 37.51 Wind iFind Wind 405.1 EPS/PE2023/11/7 2023/11/7 2022 2023E 2024E 2022 2023E 2024E 603985.SH H800 10 3000P50.17 221.18 0.22 0.60 1.27 233.32 83.27 39.48 600602.SH 7,000 2024 13.10 152.72 0.13 0.15 0.19 84.47 72.72 58.74 002229.SZ 50%5 37.41 186.43-0.15-0.06 0.16-227.35 603220.SH AI 10000P 42.96 144.50 0.32 0.57 0.72 132.83 74.81 59.63 300609.SZ 200 1000P27.60 33.64-0.31 0.14 0.93-197.86 29.64 688316.SH NVIDIA A100GPU 61.87 29.57-5.15-3.85-2.83-600186.SH2023 9 H800 7.50 134.54 0.03 0.07 0.20 291.42 107.63 37.37 300738.SZ 52500 2023 9.25 88.20 0.24 0.21 0.30 53.24 44.26 30.40 300383.SZ 5 11 10.55 189.65-0.49 0.29 0.39-36.23 27.00 600845.SH 2023 5 42.98 869.06 1.11 1.11 1.38 39.76 32.57 26.12 603881.SH 20.78 95.69 0.35 0.34 0.45 83.28 61.90 46.28 600850.SH IDC 24.04 164.69 0.76 0.95 1.18 31.67 25.38 20.36 Wind iFind Wind 415.2 1 2 GPU 3 4 5 6 7 42,300 300 300 300 20%300 10%20%300-10%10%300 10%Wind 43 R3/28F 518041 0755-83706353 C1 200023 021-61981300 168 25F 100044 010-88576597
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