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010-83939785S08805230600021 01020304052 openEuleropenGaussopenHarmony3 4/AI/C(PC)IaaS PaaS SaaS1/5/openEuler openGauss2 openGauss openEuler/6/SSD PCopenEuler openGauss openHarmony/MindSpore AI37 10/OEM4 5 10/8 7openGauss6 openEuler8 openHarmony2023 10 openEuler openGaussopenHarmonyopenEuler openGauss openHarmony6767792724962941142092244112408064699775087472133120388491150 20000000 40000000 60000000661071111171332685811000190056000 1000 2000 3000 4000 5000 60001100170022003100330034003800710010400532000 20000 40000 600009 9IT 2020 Linux 2780 License10 11 920 920 2019 1 CPU Arm V8.2 7nm 64 4 SPEC CPU2017 920318 Intel 8180 8.5%8280 7%1 920920 7260 Intel xeon platinum 8180 Intel xeon platinum 8280 Intel xeon platinum 83802019Q1 2017Q3 2019Q2 2021Q27 nm 14 nm 14 nm 10 nm64 28 28 402.6 GHz 2.5 GHz 2.7 GHz 2.3 GHz3.0 GHz 3.8 GHz 4.0 GHz 3.4 GHz64 MB 38.5 MB 38.5 MB 60 MB8 DDR4 6 DDR4 6 DDR4 8 DDR43200 MHz 2666 MHz 2933 MHz 3200 MHz4 8 8 2SPECrate2017int_base 318 293 342 550TDP 180 w 205 w 205 w 270 w$10009.00$11460.00$9359.00SPEC CPU920 CPU12 2020-2021 10.4 57.73%2021-202242.21%2023 2023 9 2.410 100%2023 10 20233.35 4.62 57.97%2 2020-2021 57.73%()()()()124138 49691 40.03%26336 23355 53.00%47.00%69952 24823 35.49%13830 10993 55.71%44.29%138272 28957 20.94%19563 9394 67.56%32.44%332362 103471 31.13%59729 43742 57.73%42.27%()()()()58818 14000 23.80%14000 100.00%200000 53401 26.70%14952 38449 28.00%72.00%163692 49051 29.97%31887 17164 65.01%34.99%1 41004 41004 100.00%17754 23250 43.30%56.70%2 47845 12635 26.41%7200 5435 56.98%43.02%511359 170091 33.26%71793 98298 42.21%57.79%3 2021-2022 42.21%920 CPU13 AI 2018 11 AI-310310 MDC 300F MDC 210 310 Atlas2019 8 AI AI-910910 2020 9 MDC 610AI-61010 AI AIAI31012nm 8w16TOPS int86107nm 60w200TOPS int89107nm 310w512TOPS int82018 2019 2020AI14 AI AI AI AIAI AI AI Altas Altas 200 AI310 AI 8/16/22 TOPS INT8 20 5.5Atlas 900 AI 910FP16 2561024 PFLOPS AI AI11Altas 200 AI Atlas 300I()Atlas 300I()Atlas 500()Atlas 500 Pro()Atlas 800()Atlas 800()Atlas 900 PoD()Atlas 900 AI()AI15 910 AI 910 AIFP16 256 TFLOPS V100 2 2020IDC AI 2020 75%2023 90%4 910310 910 610 V100 A100 H1002018Q4 2019Q3 2020Q3 2017Q2 2020Q2 2022Q1Volta Ampere Hopper(nm)12 7 12 7 4FP16(TFLOPS)8 256 100 125 312 1979INT8(TOPS)16 512 200-624 3958(W)8 310 60 300 300 70075%80%85%90%0%20%40%60%80%100%2020 2021 2022 2023H1英伟达等海外AI 芯片出货量占比12IDCAI16 AI 2023 10 17 AIAI 4800 1600 5.92H800 A800 AI 4800 FP16300 TFLOPS AIAI13GPU 位长(Bit)算力(TFLOPS)总 计算性能TPP(Bit*TFLOPS)面积(mm2)性 能密度PD(TPP/面积)3A909.a 3A090.b TPP4800 或者 TPP1600 且PD 5.92 4800TPP2400 且5.92PD1.6 或者 TPP 1600 且5.92PD3.2 Nvidia H100 SXM 8 1979 15832 814 19.4 是 是 否 否 Nvidia H800 8 1979 15832 814 19.4 是 是 否 否 Nvidia A100 SXM 16 312 4992 826 6.0 是 是 否 否 Nvidia A800 16 312 4992 826 6.0 是 是 否 否 Nvidia V100 16 125 2000 815 2.5 否 否 否 否 Nvidia L40S 8 733 5864 608 9.6 是 是 否 否 Nvidia L40 8 362 2896 608 4.8 否 否 是 是 RTX 4090*8 661 5285 609 8.7 是 是 否 否 RTX 4080*8 320 2560 379 6.8 否 是 否 否 AMD MI210 16 181 2896 770 3.8 否 否 是 是 AMD MI250X 16 383 6128 1540 4.0 是 否 否 是 AMD MI300X 8 2400 19200 2381 8.1 是 是 否 否 Google TPUV4 16 275 4400 564 7.8 否 是 否 否 Google TPUV3 16 123 1968 648 3.0 否 否 否 否 AMD Semianalysis Rhodium*14 AIAI17 AI2023 8 910BA100 910B FP16 A100 312 TFLOPS2023 8 AI50%-60%15 A100IDC16 AI0%10%20%30%40%50%60%70%2020 2021 2022 2023H1互联网行业客户在AI 服务器整体需求中占比AI18 20112017 IT 20182019AI AIPC 5-6 20202019-2022 5.53/7.28/16.5/25.708.53%/31.51%/126.86%/55.76%17AIAI18Wind0%50%100%150%0510152025302019 2020 221 202219 202220%202221%6 2022/40.35%7160 57968 8.10 22.40%3975 29810 7.50 14.11%2504 25062 10.01 17.42%3092 25030 8.10 4.13%734 6178 8.42 1.59%282 2740 9.73/26.24%1889 15572 8.24 23.76%1711 14079 8.23 15.97%1150 9700 8.44 14.74%1061 9196 8.67 11.96%861 6947 8.07 5.02%361 2828 7.83 2.32%167 947 5.68 7 2022/37%4513 30989 6.87 31%3771 25108 6.66 21%2534 17276 6.82 7%884 5749 6.51 3%407 2881 7.09 5 202220 20192021 4PC 2021 3AI2022 11 2022 openEuler openHarmony19 PC AI 2021 AI2022 12IT 1.83 2022 61.04 2.96 100P 200P2022 2 2022 44%0.63 2022 23600 PFLOPS2000 PFLOPS 2026 274 PFLOPS8202212 1.83 2026 274P202206 1.04200P 100P2025 1000P202206 2.96400P 200P1000P2022 202202 0.63 44%2021-2022 202202 1.18 50%2022-2023 202202 1.82 5%0%100%200%300%400%500%02468102020 2021 202221Wind22 2023 10 1970%AI1002023 9 AI2023 10 AI31%8.63 2023 9 GLMAI AI22 100 24 AI2323 AI2021 2022 2023 10.86 34.24 39.49 202380 8.96%10.24%13.11%1.05%1.27%1.19%25Wind26Wind10.8634.2439.49010203040502021 2022 2023Q1-Q38.96%10.24%13.11%1.05%1.27%1.19%0%2%4%6%8%10%12%14%2021 2022 2023Q1-Q324 164 openEuler openGauss openHarmony7 5 4 MindSporopenEuler openGaussopenHarmony SwanLinkOS 2023 11openHarmony SwanLinkOS PC27Wind28 PC0%10%20%30%40%50%60%0204060801002018 2019 2020 2021 202225 2023 11 10 100%100%51%PC CPU GPU PC ODM 2022 40.32 54.55 0.99 1.04 2023 16.37 35.75 0.63 0.28 29Wind30-1.5-1-0.500.501020304050602022 2023H126 03openEuler27 CentOS Linux IDC 2021 Windows RHELSUSE 36.25%490 13.71%186 2.26%31CentOS Linux Linux 62946.46%Windows 472 34.87%Linux 230 17.01%31 Windows RHEL SUSE 32 Linux Windows Linux45.80%43.96%38.24%36.25%12.60%13.47%13.35%13.71%1.30%1.48%2.16%2.26%39.89%40.71%45.89%47.50%0%10%20%30%40%50%2018 2019 2020 2021Windows RHEL(Linux)SUSE(Linux)Linux43.27%41.59%36.51%34.87%2.53%2.37%1.73%1.38%15.07%16.02%16.57%17.01%38.71%39.63%44.84%46.46%0%10%20%30%40%50%2018 2019 2020 2021Windows Windows LinuxLinuxIDC IDCCentOS28 2024 CentOS 2019 9 CentOS 8 RHEL 8 4 2029CentOS 6 2020 CentOS 8 2020 12 CentOS 8 202112 31 8 CentOS 7 2024 6 30 CentOSCentOS 8 RHEL CentOS Stream CentOS Stream REHLCentOSRHEL33 CentOS RHELCentOS29 RHEL 2021 RHEL 1/RHEL 3.4/CentoS4000-5000 License License 15%9 RHEL/RHEL 320 9,472,038.37 9,866.71RHEL 400 10,689,753.42 8,908.13RHEL 32 3,266,980.82 34,031.05RHEL 32 3,266,980.82 34,031.05CentOS30 CentOS 202179.1%Linux 20.1%Windows 0.8%Unix LinuxLinux 15.6pcts 2019-2021 45%46%47%Windows Unix2021 26.1%Linux 53%LinuxCentOS CentOS34 2021 79.1%LinuxLinux,79.10%Windows,20.10%其他,0.80%44.99%46.00%47.01%43.5%44.0%44.5%45.0%45.5%46.0%46.5%47.0%47.5%2019 2020 202135 2021 47%CentOS31 Linux 2009 Linux Fedora 9 108 Linux 36 LinuxEulerOSCentOS EulerOS CentOS CentOS EulerOS LinuxopenEuleropenEuler32 openEuler 2010 Linux ICT 2015 2019 9 19 openEuler openEuler 2019 12 31 openEuler 2020 3 27 openEuler 20.03 openEuler CentOS 2021 11 9 openEuler 37 openEuler2010LinuxICT20152019 9openEuleropenEuler2019 12openEuler2020 3 openEuler20.03openEuler2021 11 openEuleropenEuleropenEuler33 openEuler openEuler 18 openEuler 10 openEuler openEuler 2023-2024 openEuler 38 18 openEulerSUSE10 openEuler3 6 0 10 openEuleropenEuler openEuleropenEuler34 多方合作共同推动openEuler 不断 拓 宽硬件架构支持范围、丰富 适用场 景、优化用户体验、提高运维效 率。openEuler UKUI NestOS nestos-assemble LoongArch SW-64 opensd openStack 11 openEulerUKUI NestOS nestos-assemble DDE OpenStack YogaopenEuler RISC-V firefox chromiun LibreOfficeGNOME Xfce Cinnamon Kiran-destop 2.3 Qt Opensd OpenStack YogaSUSE Rancher 2.5openEuler Loong Arch Intel SPRopenEuler SW-64 openEuler SW-64 openEuleropenEuler35 openEuler openEulerCentOS openEuler 2020-2022 openEuler 3.5 53.2 103.3 1.1%15.1%25.7%2022 openEuler 32.7 19.8 11.5 50.3%40.6%30.6%2023 openEuler 35%openEuler39 openEuler3.553.2103.31.1%15.1%25.7%35.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%0204060801001202020 2021 2022 202340 2022 openEuleropenEuler36 2022 openEuler。6000 V10 openEuler 5000 openEuler 2022 openEuler 12 2022 openEulerCTyunOS 510086 openEuler 1.86000CUlinux 3500V10 openEuler 6000100 V10 openEuler 4500V10 openEulerV20 openEuler1V20 openEuler 5000openEuler 6000openEuler 5000openEuleropenEuler37 12 Linux 40.25%1989 Unix COSIX 1999 Linux2009 Linux 3.0 2010Linux 2014 2018 Linux20192012-2022 12 Linux2020-2022 6.14 11.34 11.56 1.65 2.75 3.2941 300510152020 2021 202242WindopenEuler38 openEuler V10 openEuler2023 2OS 90%5 7 60000 OS11 1964 OS 2022 2023 4 7OS 7 openEuler43 V10 openEuler44 6000 V10openEuler39 UOS 2004 hiweed hiweedlinux Ubuntu 2009 hiweedDeepin 2011 deepin 2015 Debian deepin V15 201932.31%deepin UOS 2020 Linux 5.4 5.7 deepin V20 UOS V20 2022 5Linux deepin 2020 2021 4.29 6.80 2022PC 3.642021 2022 2.38 5.622004ubuntuhiweed linux2009 hiweedDeepin2011Deepin2015Debiandeepin V152019deepinUOS2020 Linux 5.45.7 deepin V20UOS V202022Linuxdeepin45openEuler40 openEuler PC openEulerV20 openEulerOA V20 openEuler CentOS40046 UOS OA 400openEuler41 2006 BSD2007 BSD2009-2010 2010Linux 2015 20212010 Linux47 Linux2006BSD20072009-20102010Linux2015202142 openEuler openEuleropenEuler MB10010 14843 openGauss44 openGauss openGauss402019 5 15 GaussDB 2020 6 30 openGauss49 OpenGaussopenGaussopenGauss45 openGauss openGauss 2 MySQL 310s AIGPL MySQL50 openGaussopenGaussopenGauss46 openGauss+GaussDB for openGauss IT openGaussopenGauss51 openGauss+openGaussopenGauss47 openGauss openGaussopenGauss12 200 2022 500 2023 1500 2023openGauss52 openGauss 20 53 openGauss 2023openGauss openGaussopenGauss48 openGauss2022openGauss 53%1 81054 openGaussopenGauss openGauss55 openGaussopenGauss49 openGauss IDC 202294.9 18.6%2027 186 2022 202714.4%2021 202280%2027 70%2022 76 2027 13056IDC0%5%10%15%20%25%30%35%40%0204060801001201401601802002020 2021 2022 2023E 2024E 2025E 2026E 2027E50 IDC 202177%4%-9%Oracle Microsoft SAP IBM 45.8%13.1%2-4 2022 openGauss 2021 2022 openGauss1 2 2022 openGauss 10%2021 2022openGauss 3.75%8%openGauss57 2021 58 2022 openGaussOracle,22.43%,13.14%,8.76%Microsoft,8.75%SAP,7.92%IBM,6.74%,5.00%,4.37%openGauss,3.75%,19.13%0%2%4%6%8%10%00.511.522.52021 2022openGaussopenGaussIDC51 openGauss2014 PostgreSQL 2020 6openGauss openGauss PGOracle openGauss 2021 9openGauss 2022 202259 openGaussopenGauss52 VastBase G100openGauss 99%G100 openGaussOracle MySQL PostgreSQLG100 exBaseVastBase G10060 VastBase G100 61 VastBase G100openGauss53 openHarmony54 openHarmony HarmonyOS 2019 8HarmonyOS 1+8+N 2020 9 HarmonyOSopenHarmony openHarmony openHarmonyAPP62 HarmonyOS 1+8+N openHarmonyopenHarmony55 IPC 128KB IoT 12GB 分布式 openHarmony openHarmony 63 64 openHarmonyopenHarmony56 openHarmony 2020 12openHarmony 332023 10 31 openHarmony 210 4221065 openHarmonyopenHarmonyopenHarmony57 openHarmony AopenHarmony 2021 openHarmony HiHopeOS72020 openEuler HopeStage2022 3.35 11.26%2023 1.73 12.02%66 openHarmony HiHopeOS3.351.7311.26%12.02%10.80%11.00%11.20%11.40%11.60%11.80%12.00%12.20%00.511.522.533.542022 2023H167WindopenHarmony58 59 Wind Wind1320231119PE2023E 2024E 2025E 2023E 2024E 2025E000034 237.77 12.13 15.03 17.94 19.60 15.82 13.25 002261 231.09 1.50 3.01 4.77 154.06 76.66 48.45 000628*201.15-301236*422.72 9.96 12.42 15.07 42.46 34.05 28.04-openEuler600536*314.32 1.26 2.97 4.61 249.96 106.01 68.15-300598*81.52-688152*57.24 1.36 1.83 2.43 42.04 31.27 23.57-openGauss603138*52.78 0.19 0.45 0.81 275.84 117.63 64.78-openHarmony300339*231.68 1.94 3.47 5.46 119.63 66.77 42.41-60 61/6263
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