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|2023 05 21 AI AI AI GPT-3.5 5 14 OpenAI AI AI AI AI AI AI AI 1 ARM ARM 2 3 M IOT 8155 AI QCM8550+PCB AI MLC-LLM AI AI AIOT 5G/S0680519010002 S0680519050002 S0680522120003 1 2023-05-19 2 800G LPO AI 2023-05-16 3 AI 2023-05-14-32%-16%0%16%32%48%64%2022-05 2022-09 2023-01 2023-05 3002023 05 21 P.2 1.4 2.AI.5 3.9 4.AI.16 5.AI.21 6.26 7.28 2 DeepSpeed.5 2 MLC.6 3 Lora.6 4 StableDiffusion.7 5 AI.7 6 PaLM2.8 7 Rubik.8 8.9 9.10 10.11 11.12 12.12 13.14 14.14 15.15 16.16 17 M2.16 18 8550.17 19 8550.17 20.17 21.17 22.18 23 MAXHUB.18 24.18 25 SNM970.19 26 110.20 27.21 28.21 29.22 30.22 31.23 32.23 33.24 34 M9.24 XVEVzQqNsRnMoQoNmRtMpObRaObRnPmMnPmPlOoOtOlOsQsQ9PnNwPNZoOpRxNnRsO2023 05 21 P.3 35 ChatGPT.24 36 Rewind.25 37.26 38 Wind.27 2023 05 21 P.4 1.AI AI AI AI Token TOKEN ARM AI AI AI AI AI AI 1.2./1.2.2023 05 21 P.5 2.AI Chatgpt LLM Chatgpt AI Chatgpt AI GPT-4 4 OPENAI SAM Altman MIT AI OPENAI 4 12 DeepSpeedchat ChatGPT DeepSpeed-RLHF DeepSpeed-RLHF DeepSpeed-HE 15 RLHF DeepSpeed-HE Azure 9 OPT-13B 18 OPT-30B 300 600 GPU DeepSpeed-HE 130 1 DeepSpeed GPUs OPT-67B OPT-13B OPT-30B OPT-66B 8x A100-40GB 5.7 hours 10.8 hours 1.85 days NA 8x A100-80GB 4.1 hours 9 hours($290)18 hours($580)2.1 days($1620)DeepSpeedchat AI MLC-LLM MLC LLM iPhone Mac Web MLC 1 CPU GPU 2 python 3 MLC LLM AI Python MLC LLM pass 2023 05 21 P.6 2 MLC Meta LLaMA AI LLaMA Lora Lora Transformaer finetune 3 Lora arXiv DeepspeedChat MLC-LLM Lora Deepspeed Lora MLC-LLM AI Chatgpt 2023 05 21 P.7 2 IOT 8Gen2 StableDiffusion 15 5 12 4 StableDiffusion AI stable diffusion FP32 INT8 AI INT8 Hexagon AI OEM AI 5 AI 5 PaLM2 AI PaLM2 4 Gecko Otter Bison Unicorn PaLM 2 Gecko 20 tokens 16 17 AI 2023 05 21 P.8 6 PaLM2 5 Rubik Rubik 7 Rubik 2023 05 21 P.9 3.2022 1 3nm 3 3 3 SoC 855 7 200 8 IBS 128 2 4 1.74 128 256 1.2 1.16X 33436410826305010015020025030016nm 10nm 7nm 5nm 3nm2023 05 21 P.10 9 2 2023 05 21 P.11 10 5G 4G IDC 3 10 PUE 2020 2000 2.7%IDC AR/VR AR/VR 2023 05 21 P.12 11 AR/VR 2030 2018 12 AR/VR VR L4 100Mbps 5-10ms 1Gbps 5-10ms 180Mbps 20ms 2040 2030 2018 390 2030 2018 110 2025 IoT 215 2030 2018 2000 2030 2018 300 IoT ASICS FPGA AR/VR/IDC 2023 05 21 P.13 VR/AR L3 10-20 L4&L5 10 Gbps 5ms-10ms VR/AR 20 token token AI 2021 5 24 2023 05 21 P.14 13 8 1 2 14 2023 05 21 P.15 2022 2 3 17 8 70 60 AI AI AI 4+N+31+X 4+N+31+X 900 71 1000 15 2022 3.0 6+31+N+X AI 20222025+X 2023 05 21 P.16 4.AI AI PCB Iphone Ipad Orin IOT X86 16 17 M2 4 QCS8550A/QCM8550 AI Wi-Fi 7 AI QCS8550 QCM8550 AI 8550 AI 2023 05 21 P.17 18 8550 19 8550 SOC 20 21 SOC+PCB 2023 05 21 P.18 PCB 22 23 MAXHUB+24 AI CPU 8550 SNM970 SoC 2023 05 21 P.19 2x2 MIMO Wi-Fi 7 5.3 LCM Display Port PCle USB I2C UART SPI OpenGL ES 3.2 Vulkan1.2 OpenCL 3.0 full profile 25 SNM970 4 2020 4 110 632 7 172 2023 05 21 P.20 26 110 A IDC IT+IDC 2023 05 21 P.21 5.AI CHATGPT Midjourney Copilot AI AI AI Orin AI C-V2X MA925 T-BOX GNSS V2X T-BOX 27 28 5G SRM815+2023 05 21 P.22 29 POS 14NM 30 V-2X AI 2U 80 AI 2023 05 21 P.23 31 32 AI AI AI AI AI AI 1 SIRI AI ChatGPT AI AliOS M9 2023 05 21 P.24 33 34 M9 5 18 OpenAI ChatGPT OpenAI APP 35 ChatGPT AppStore Rewind 2023 05 21 P.25 36 Rewind Rewind Prompt Token Rewind 2 AIGC Optimus Atlas Spot Dojo AI VIMA AIGC AI DOJO D1 362 TFLPOSFP82023 05 21 P.26 Optimus IDC 37 L4 100 Mbps 5-10ms AI 6.SoC 2023 05 21 P.27 SoC SoC IP Wi-Fi MCU IDC 4G NB-loT Cat-M 4GLTE 4GLTE-A 5GSub-6G 5G Wif6 2G 3G 4G NB IOT 38 Wind 2022 2023E PE 2022 PE 2023E 603893.SH 353.5 3.0 4.2 118.8 84.1 300458.SZ 201.1 2.1 3.5 95.3 58.3 688099.SH 356.1 7.3 9.3 49.0 38.3 688220.SH-U 297.3-2.5-2.1 688018.SH 109.4 1.0 1.6 112.4 68.2 QCOM.O(QUALCOMM)1191.5 129.4 9.2 002881.SZ 83.9 1.3 2.0 65.6 41.2 300638.SZ 164.3 3.6 5.9 45.1 27.9 603003.SH 37.0 0.3 114.2 Wind 2023 05 21 P.28 7.1.AI 2.2023 05 21 P.29“”,“”“”6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%26 3 100032 010-57671718 868 One56 1 10 200120 021-38124100 1115 330038 0791-86281485 100 24 518033
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