Orders are scheduled for next year! Intel’s “special edition” chip Gaudi 2 is fully booked [with analysis of the development status of the AI ​​chip industry]

Photo source: Photo Network Rewritten content: Photo source: Photo Network

In July this year, Intel launched a new Gaudi2 processor for the Chinese market. This is an ASIC (Application Specific Integrated Circuit) chip, which is mainly used to accelerate AI training and reasoning. According to sources in the supply chain, orders for Gaudi, the "special edition" AI processor launched by Intel in the domestic market, have been rising sharply in recent months.

Gaudi 2 uses TSMC's 7nm process. Intel is now chasing orders from TSMC. It is understood that the order visibility has reached mid-2024, and the next generation will use TSMC 5/4 Nano-process Gaudi 3 is also accelerating its launch in 2024.

With the rapid development of artificial intelligence technology and the continuous expansion of application fields, the demand for high-performance, low-power artificial intelligence chips is increasing. Major technology companies have increased their research and development efforts and launched a new generation of artificial intelligence chips to meet market demand. At the same time, competition in the artificial intelligence chip market is fierce, with various companies actively seeking technological breakthroughs and innovations to compete for market share. However, the high cost and technical threshold of artificial intelligence chips are also challenges to market development.

The chip field of China's artificial intelligence industry is showing vigorous vitality

With the rapid development of artificial intelligence and the continuous improvement of machine learning and algorithm levels, industries such as cloud computing, big data, the Internet of Things, and autonomous driving have continuously increased the number and performance requirements for artificial intelligence chips, driving the development of artificial intelligence chips. The industry continues to develop. The core technology sector of artificial intelligence includes artificial intelligence chips, integrated circuits, computer vision, machine learning, natural language, biometric technology, big data processing, etc., and artificial intelligence chips are an emerging industry based on artificial intelligence and semiconductor chips; among them , in 2021, the scale of China's artificial intelligence industry will be 744.2 billion yuan, driving the industry market size to 151.3 billion yuan.

——China’s artificial intelligence chips penetrate into multiple industries

Artificial intelligence chips include the fields of computer science and semiconductor chips; the field of computer science refers to high-efficiency intelligent algorithms, that is, software; the field of semiconductor chips refers to the effective implementation of algorithms on silicon wafers, and ultimately becomes capable and supporting A physical product combined with supporting software. Currently, artificial intelligence chips can be divided into CPU, GPU, FPGA, ASIC, and brain-inspired chips according to their technical architecture; according to their position in the network, they can be divided into cloud AI chips, edge AI chips, and terminal AI chips; according to their practical The targets in can be divided into training chips and inference chips.

Artificial intelligence chips are widely used in a variety of scenarios due to their powerful algorithm carrying capacity and ultra-high processing speed. For example, it can be used for intelligent face recognition or intelligent speech recognition, server big data analysis that processes large-scale databases, the field of autonomous driving that processes traffic information and various sensor information in real time, and the intelligence of robots, etc.

——The scale of China’s artificial intelligence chip market is increasing year by year

The artificial intelligence chip industry is the core of the information industry and a key force leading a new round of technological revolution and industrial transformation. In recent years, with the rapid development of big data, cloud computing, the Internet of Things, and autonomous driving, market demand has expanded year by year. According to data disclosed by CCID, the scale of my country's artificial intelligence chip market will reach 31.06 billion yuan in 2021; forward-looking preliminary forecast , in 2022, the size of my country's artificial intelligence chip market will reach 46.59 billion yuan.

——ASIC low power consumption and high performance

The demand in the domestic artificial intelligence chip market continues to expand, and ASIC has the characteristics of being oriented to specific user needs. Compared with general-purpose integrated circuits, ASICs have the advantages of smaller size, lower power consumption, improved reliability, improved performance, enhanced confidentiality, and reduced costs during mass production. According to estimates, the ASIC market size of China's artificial intelligence chip industry in 2021 will be approximately 470 million yuan, and the size of China's ASIC market will continue to grow in the future

Qianzhan Industry Research Institute analyzes that with the gradual development of third-generation semiconductor technology, computing power levels and terminal applications are gradually implemented; currently, the development of my country’s artificial intelligence chips is still in the nascent stage of the life cycle, and technology research and development and There is still broad room for development in the implementation of terminal applications. In the future, with the combined effects of policies, markets, and technology, China's artificial intelligence chip industry will continue to grow steadily. It is expected that the market size will exceed 100 billion yuan in 2024; by 2027, China's artificial intelligence chip market size will reach 2881.9 billion.

Foresight Economist APP Information Group

For more detailed research and analysis on this industry, please see the Qianzhan Industry Research Institute.

At the same time, Qianzhan Industry Research Institute also provides solutions such as consulting and consultation. Quoting the content of this article in any public information disclosure such as prospectuses and company annual reports requires formal authorization from the Qianzhan Industry Research Institute.

More in-depth industry analysis is available in [Forward-looking Economist APP], and you can also communicate and interact with 500 economists/senior industry researchers.

The above is the detailed content of Orders are scheduled for next year! Intel’s “special edition” chip Gaudi 2 is fully booked [with analysis of the development status of the AI ​​chip industry]. For more information, please follow other related articles on the PHP Chinese website!