On January 9, Beijing time, international computing giants such as NVIDIA, AMD, Intel, and Qualcomm showed off their latest chip products and technical solutions at the 2024 International Consumer Electronics Show (CES 2024). The giants have launched multi-dimensional competition in hardware capabilities and first-class application markets.
With the release of computing power and the emergence of new interactive terminals, companies in China's industrial chain will explore growth opportunities in the field of computing chips, memory, heat dissipation, and battery energy upgrades.
*：bing
At the 2024 International Consumer Electronics Exhibition, the "AI war" of computing giants has started in full swing.
January 8thJeff Fisher, Senior Vice President of GeForce at NVIDIAAnnouncing the launch of the new GeForce RTX 40 Super Series GPUs to power the growing development of generative AI.
amdLaunched the AMD Radeon RX 7600 XT GPU at a speaking event on the same day (January 8) and expanded its portfolio of desktop and mobile processors. According to reports, AMD is bringing the power of a dedicated AI neural processing unit (NPU) to desktop computer processors for the first time through Ryzen AI to unlock more AI capabilities and improve computing productivity and efficiency.
In terms of **,AMD's latest Radeon RX 7600 XT 16GB GPU has an MSRP of $235383 yuan. According to industry insiders, AMD's **GPU is designed to benchmark against Nvidia's GeForce RTX 4060. Although AMD's technology accumulation in the GPU field is not as deep as NVIDIA, this pricing reflects obvious advantages, or it will be favored by customers who do not pursue extreme computing power performance and win some market opportunities.
From the point of view of the app market,NVIDIA's AI computing innovation landscape is mainly in the fields of gaming, creation, generative AI, and robotics. According to Fisher, the most powerful GeForce RTX 4080 Super, for example, supports 4K ray-traced games. In the most graphics-intensive games, the RTX 4080 Super performs 1.1 faster than its predecessor, the GeForce RTX 3080 Ti4 times. Creators are also faster at generating** and generating images.
AMD is focusing on PCs, where AI applications are becoming more and more abundant. According to AMD, at present, Acer, Asus, Lenovo, HP and Razer are all building Windows 11 laptops and handheld gaming systems with AI computing power, and the AI computing power of these products is provided by AMD's processors.
Also eyeing the PC market are the global CPU market leadersIntel。January 8thMichelle, head of Intel's Client Computing GroupIntel's new Core mobile processors were showcased, and it was revealed that it will successively display laptops and other hardware devices jointly launched with partners during the 2024 International Consumer Electronics Show. "Power, performance, graphics, and artificial intelligence, we have it all. Michelle said.
In addition, the world's oldest mobile phone chip manufacturerQualcommIn the new wave of AI, it has opened up a new direction of spatial computing, and is currently working closely with enterprises in the fields of mixed reality (MR) and automotive.
Under the momentum of new products, the share price of computing giants also performed well in the secondary market. As of January 8, U.S. stocks**,NvidiaSoared 643% at 522$53 shares, a record high, with a total market capitalization of $1,290.6 billion; amdSoared 548% at 146$18 shares, with a total market capitalization of $236.2 billion; Intel and Qualcommup 333% and 168%。
*：wind
According to the analysis of a number of brokerage institutions, with the deepening of large model training, the first year of application will be opened in 2024. The product layout and cooperation of overseas computing giants have reflected the increasing demand for AI computing power in terminals such as games, personal computers, mobile phones, smart wearable devices, and automobiles. At the beginning, these needs were mainly reflected in the enterprise-level market, but with the gradual completion of product functions, the exploration of application scenarios, and the vigorous marketing of enterprises, factors will promote the formation of a super-large consumer market.
According to the "2023-2024 Chinese Intelligent Computing Power Development Assessment Report" released by IDC, in 2023, China's artificial intelligence computing power market will reach 66.4 billion yuan, a year-on-year increase of 825%。It is estimated that by 2030, the global computing power driven by artificial intelligence will increase by 500 times, and a blue ocean market of 100 billion intelligent computing power has quietly opened.
From computing power production to consumption, to AI terminal equipment manufacturing, many A-share listed companies have participated in it.
AI computer field, Emdoor Information (001314.)SZ) recently said on the investor interactive platform that the company has maintained all-round cooperation from product development to market development with core device and computer technology manufacturers such as Intel, AMD, Qualcomm, MediaTek, Rockchip, UNISOC, Microsoft, Google, etc., and can deeply participate in the prototype development and verification of its application system. At present, the company has actively followed up on large language models, and the computer platform built for generative AI can run models with up to 10 billion parameters on the terminal side.
Mixed Reality (MR) field, Goertek (002241SZ) recently partnered with Qualcomm to launch a next-generation mixed reality reference design based on the Snapdragon XR2 Gen 2 platform and the Snapdragon XR2+ Gen 2 platform.
Automotive, Thundersoft (300496SZ) has in-depth cooperation with upstream chip manufacturers such as Qualcomm and NVIDIA, and has achieved the world premiere of intelligent cockpit solutions and domain controllers for many times, with leading technological advantages.
Guojin ** said that driven by AI, a large number of printed circuit boards (PCBs), DDR5 HBM memory, server heat dissipation, optical chips and optical modules are used in the shipment of computing power servers, and the A-share segment is expected to continue to benefit.
*: China ** Daily.
Review: Yu Zaozao
Editor-in-charge: Huo Yue.
Editor: Hu Na