{"id":65559,"date":"2023-09-22T17:45:45","date_gmt":"2023-09-22T09:45:45","guid":{"rendered":"https:\/\/www.cnledw.com\/?p=65559"},"modified":"2023-09-25T09:13:23","modified_gmt":"2023-09-25T01:13:23","slug":"%e9%9b%86%e9%82%a6%e5%92%a8%e8%af%a2%ef%bc%9a%e7%ac%ac%e4%ba%8c%e5%ad%a3%e5%85%a8%e7%90%83%e5%89%8d%e5%8d%81%e5%a4%a7ic%e8%ae%be%e8%ae%a1%e8%90%a5%e6%94%b6%e7%8e%af%e6%af%94%e5%a2%9e%e9%95%bf12-5","status":"publish","type":"post","link":"https:\/\/www.cnledw.com\/Research\/newsdetail-65559.html","title":{"rendered":"\u96c6\u90a6\u54a8\u8be2\uff1a\u7b2c\u4e8c\u5b63\u5168\u7403\u524d\u5341\u5927IC\u8bbe\u8ba1\u8425\u6536\u73af\u6bd4\u589e\u957f12.5%"},"content":{"rendered":"
\u6839\u636eTrendForce\u96c6\u90a6\u54a8\u8be2\u8868\u793a\uff0cAI\u523a\u6fc0\u76f8\u5173\u4f9b\u5e94\u94fe\u5907\u8d27\u70ed\u6f6e\uff0c\u9664\u4e86\u6fc0\u52b1\u7b2c\u4e8c\u5b63\u5168\u7403\u524d\u5341\u5927IC\u8bbe\u8ba1\u516c\u53f8\u8425\u6536\u8fbe381\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f12.5%\uff0c\u4e5f\u63a8\u5347NVIDIA\uff08\u82f1\u4f1f\u8fbe\uff09\u5728\u7b2c\u4e8c\u5b63\u6b63\u5f0f\u53d6\u4ee3Qualcomm\uff08\u9ad8\u901a\uff09\u767b\u4e0a\u5168\u7403IC\u8bbe\u8ba1\u9f99\u5934\uff0c\u5176\u4f59\u6392\u540d\u5219\u65e0\u53d8\u52a8\u3002<\/p>\n
\u65fa\u5b63\u5907\u8d27\u52a8\u80fd\u5f31\uff0cAI\u652f\u6491IC\u8bbe\u8ba1\u8425\u8fd0\u8868\u73b0<\/strong><\/p>\n \u4ece\u5404\u5bb6\u8425\u6536\u8868\u73b0\u6765\u770b\uff0cNVIDIA\u53d7\u60e0\u4e8e\u5168\u7403CSP\uff08\u4e91\u7aef\u670d\u52a1\u4f9b\u5e94\u5546\uff09\u3001\u4e92\u8054\u7f51\u516c\u53f8\u4e0e\u4f01\u4e1a\u751f\u6210\u5f0fAI\u3001\u5927\u578b\u8bed\u8a00\u6a21\u578b\u5bfc\u5165\u5e94\u7528\u9700\u6c42\uff0c\u5176\u6570\u636e\u4e2d\u5fc3\u8425\u6536\u5b63\u589e\u9ad8\u8fbe105%\uff0c\u5305\u542bHopper\u4e0eAmpere\u67b6\u6784HGX system\u3001\u9ad8\u6548\u8fd0\u7b97\u4ea4\u6362\u5668InfiniBand\u7b49\u51fa\u8d27\u907d\u589e\u3002\u6b64\u5916\uff0c\u6e38\u620f\u53ca\u4e13\u4e1a\u53ef\u89c6\u5316\u4e24\u9879\u4e1a\u52a1\u8425\u6536\u4ea6\u5728\u65b0\u54c1\u9a71\u52a8\u4e0b\u6301\u7eed\u6210\u957f\uff0c\u7b2c\u4e8c\u5b63\u6574\u4f53\u8425\u6536\u8fbe113.3\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f68.3%\u3002\u6574\u4f53\u8425\u6536\u8d85\u8d8aQualcomm\u53caBroadcom\uff08\u535a\u901a\uff09\u767b\u4e0a\u5168\u7403IC\u8bbe\u8ba1\u516c\u53f8\u9f99\u5934\u3002<\/p>\n Qualcomm\u7b2c\u4e8c\u5b63\u7531\u4e8eAndroid\u9635\u8425\u667a\u80fd\u624b\u673a\u9700\u6c42\u4e0d\u632f\uff0c\u4ee5\u53caApple 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AMD\uff08\u8d85\u5a01\uff09\u7531\u4e8e\u7b2c\u4e8c\u5b63\u6e38\u620fGPU\u9500\u552e\u4e0e\u5d4c\u5165\u5f0f\u4e1a\u52a1\u4e0b\u6ed1\uff0c\u6574\u4f53\u7b2c\u4e8c\u5b63\u8425\u6536\u5927\u81f4\u4e0e\u524d\u5b63\u6301\u5e73\uff0c\u7ea653.6\u4ebf\u7f8e\u5143\u3002MediaTek\uff08\u8054\u53d1\u79d1\uff09\u7ecf\u5386\u51e0\u5b63\u5e93\u5b58\u4fee\u6b63\u540e\uff0c\u90e8\u5206\u96f6\u90e8\u4ef6\u5982TV SoC\u3001WiFi\u7b49\u5e93\u5b58\u6c34\u4f4d\u9010\u6e10\u8f6c\u4e3a\u5065\u5eb7\uff0c\u52a0\u4e0a\u7535\u89c6\u6025\u5355\u51fa\u73b0\uff0c\u624b\u673a\u3001\u667a\u6167\u7ec8\u7aef\u5e73\u53f0\u4e0e\u7535\u6e90\u7ba1\u7406IC\u7b49\u5e73\u53f0\u76f8\u5173\u51fa\u8d27\u4e0e\u5e93\u5b58\u56de\u8865\u4ea6\u9646\u7eed\u542f\u52a8\uff0c\u5e26\u52a8\u7b2c\u4e8c\u5b63\u8425\u6536\u6210\u957f\u81f332\u4ebf\u7f8e\u5143\u3002<\/p>\n Marvell\uff08\u7f8e\u6ee1\u7535\u5b50\uff09\uff0c\u5c3d\u7ba1\u6570\u636e\u4e2d\u5fc3\u53d7\u60e0AI\u5e94\u7528\u90e8\u7f72\u52a0\u901f\uff0c\u5e26\u6765\u65b0\u8ba2\u5355\uff0c\u4f46\u53d7\u5230\u4f01\u4e1aOn Premise Server\uff08\u5730\u7aef\u670d\u52a1\u5668\/\u4f01\u4e1a\u79c1\u6709\u4e91\uff09\u4e0b\u8dcc\u76f8\u4e92\u62b5\u6d88\u3002\u540c\u65f6\uff0c\u53d7\u90e8\u5206\u5ba2\u6237\u4ecd\u5904\u5e93\u5b58\u4fee\u6b63\u671f\uff0c\u53ca\u7ec8\u7aef\u9700\u6c42\u4ecd\u75b2\u5f31\u7b49\u51b2\u51fb\uff0c\u5bfc\u81f4\u7b2c\u4e8c\u5b63\u6570\u636e\u4e2d\u5fc3\u3001\u7535\u4fe1\u57fa\u7840\u5efa\u8bbe\u3001\u4e0e\u4f01\u4e1a\u7f51\u901a\u7b49\u4e3b\u6d41\u9886\u57df\u8425\u6536\u5747\u4e0b\u6ed1\uff0c\u5f71\u54cd\u7b2c\u4e8c\u5b63\u8425\u6536\u73af\u6bd4\u51cf\u5c111.4%\uff0c\u7ea613.3\u4ebf\u7f8e\u5143\u3002<\/p>\n IC\u8bbe\u8ba1\u516c\u53f8Novatek\uff08\u8054\u548f\uff09\u4e3b\u8981\u53d7\u60e0\u5ba2\u6237\u56de\u8865TV\u76f8\u5173\u5e93\u5b58\u4e0e\u65b0\u54c1\u91cf\u4ea7\u51fa\u8d27\uff08\u5982OLED DDI\uff09\uff1bRealtek\uff08\u745e\u6631\uff09\u5219\u53d7\u60e0\u4f9b\u5e94\u94fe\u56de\u8865PC\/NB\u76f8\u5173IC\u5e93\u5b58\uff0c\u5206\u522b\u73af\u6bd4\u589e\u957f24.7%\u4e0e32.6%\u3002\u7136\u800c\uff0c\u7531\u4e8e\u6574\u4f53\u7ec8\u7aef\u9500\u552e\u5e76\u65e0\u5168\u9762\u56de\u6696\u8ff9\u8c61\uff0c\u5e93\u5b58\u56de\u8865\u652f\u6491\u52a8\u80fd\u4e0d\u8db3\uff0c\u4e0b\u534a\u5e74\u6210\u957f\u52a8\u80fd\u5c06\u56e0\u6b64\u53d7\u538b\u6291\u3002<\/p>\n \u7b2c\u4e5d\u540d\u4e0e\u7b2c\u5341\u540d\u5219\u5206\u522b\u4e3aWill Semiconductor\uff08\u97e6\u5c14\u534a\u5bfc\u4f53\uff09\u4e0e\u7f8e\u7cfb\u7535\u6e90\u7ba1\u7406IC\u5382MPS\uff0c\u524d\u8005\u7b2c\u4e8c\u5b63\u8425\u65365.3\u4ebf\u5143\u3001\u73af\u6bd4\u8870\u9000\u7ea61.9%\uff1b\u540e\u8005\u7b2c\u4e8c\u5b63\u8425\u65364.4\u4ebf\u7f8e\u5143\u3001\u73af\u6bd4\u51cf\u5c11\u7ea62.2%\u3002<\/p>\n \u5c55\u671b\u7b2c\u4e09\u5b63\uff0c\u867d\u5404\u5bb6\u516c\u53f8\u5e93\u5b58\u6c34\u4f4d\u7686\u8f83\u4e0a\u534a\u5e74\u6709\u660e\u663e\u6539\u5584\uff0c\u4f46\u57fa\u4e8e\u591a\u6570\u7ec8\u7aef\u9700\u6c42\u8868\u73b0\u75b2\u5f31\uff0c\u5bf9\u4e8e\u4e0b\u534a\u5e74\u5c55\u671b\u8d8b\u4e8e\u4fdd\u5b88\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u5168\u7403CSP\u3001\u4e92\u8054\u7f51\u516c\u53f8\u53ca\u79c1\u4eba\u4f01\u4e1a\u751f\u6210\u5f0fAI\u3001\u5927\u578b\u8bed\u8a00\u6a21\u578b\u90e8\u7f72\u98ce\u6f6e\u6d8c\u73b0\uff0c\u9884\u671f\u4e0b\u534a\u5e74AI\u5bf9\u76f8\u5173\u4f9b\u5e94\u94fe\u8425\u8fd0\u7684\u52a9\u76ca\u4f1a\u66f4\u660e\u663e\uff0c\u4e14\u8be5\u7c7b\u4ea7\u54c1\u5e73\u5747\u9500\u552e\u5355\u4ef7\u8f83\u6d88\u8d39\u578b\u4ea7\u54c1\u66f4\u9ad8\u3002<\/p>\n \u56e0\u6b64\uff0cTrendForce\u96c6\u90a6\u54a8\u8be2\u9884\u671f\uff0c\u7b2c\u4e09\u5b63\u5168\u7403\u524d\u5341\u5927IC\u8bbe\u8ba1\u8425\u6536\u5c06\u6301\u7eed\u6709\u53cc\u4f4d\u6570\u7684\u5b63\u6210\u957f\u5e45\u5ea6\uff0c\u4e14\u4ea7\u503c\u6709\u671b\u521b\u65b0\u9ad8\u3002<\/p>\n