智能计算芯片行业分析报告Word下载.docx

智能计算芯片行业分析报告Word下载.docx

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CPU作为运算和控制核心在人工智能计算中占有重要基础地位.............................12

CPU重点公司介绍..................................................................................................13

Intel英特尔......................................................................................................13

AMD................................................................................................................15

GPU：

智能时代的通用高性能计算芯片，生态完整迅速崛起.........................................17

GPU的介绍和分类..................................................................................................17

GPU计算能力和通用性强，软件生态完备非常适合人工智能计算.........................18

GPU重点公司介绍..................................................................................................19

NVIDIA英伟达.................................................................................................19

AMD（ATI）....................................................................................................20

ARMMali.........................................................................................................22

Imagination......................................................................................................23

景嘉微..............................................................................................................23

FPGA：

可编程配置灵活，高性能低功耗优势明显.........................................................26

FPGA的介绍和工作原理........................................................................................26

FPGA具有可编程、高性能和低功耗三大优点........................................................26

FPGA重点公司介绍................................................................................................27

Xilinx................................................................................................................27

Intel（Altera）.................................................................................................28

Microsemi美高森美.........................................................................................28

Lattice莱迪思..................................................................................................29深鉴科技DeephiTech.....................................................................................29成都华微电子...................................................................................................29

ASIC专用电路：

神经网络处理器是人工智能计算终极解决方案....................................30工作原理..................................................................................................................30人工智能专用处理器重点公司和产品介绍...............................................................30

IBM..................................................................................................................30

Google.............................................................................................................31

ARMDynamIQ................................................................................................31

Mobileye..........................................................................................................32

寒武纪科技CambriconTechnologies..............................................................33

华为麒麟970芯片...........................................................................................34苹果A11处理器..............................................................................................36百度DuerOS智慧芯片....................................................................................37中星微NPU.....................................................................................................37

投资建议：

看好智能计算芯片在国产安全及人工智能领域的前景..................................39景嘉微：

显控芯片独家标的，GPU未来之星..........................................................39中科曙光：

城市云积极推进，CPU未来可期..........................................................39科大讯飞：

与寒武纪强强联合，AI时代重塑辉煌...................................................40中科创达：

与华为深度合作，共筑AI软硬生态......................................................40风险提示..................................................................................................................41

图表目录

图表1：

CHiME语音识别竞赛历届冠军准确率..............................................................................................5图表2：

ImageNet图像识别竞赛历届冠军准确率..........................................................................................5图表3：

围棋人机大战...................................................................................................................................5图表4：

德州扑克人机大战............................................................................................................................5图表5：

人工智能在众多行业领域应用进入落地阶段.....................................................................................6图表6：

全球人工智能投资额及投资笔数.......................................................................................................6图表7：

2015年以来IT和互联网巨头AI领域布局........................................................................................7图表8：

孙正义复活方程式............................................................................................................................8图表9：

全球AI市场规模............................................................................................................................10图表10：

中国AI市场规模..........................................................................................................................10图表11：

美国干预中国收购海外半导体企业................................................................................................11图表12：

2016年全球数据中心AI应用统计...............................................................................................12图表13：

Intel2017年中报各业务营收.......................................................................................................13图表14：

Intel人工智能NERVANA平台.....................................................................................................13图表15：

Intel人工智能架构LakeCrest微结构.........................................................................................14图表16：

Intel全领域“端到端”方案.........................................................................................................14图表17：

PC端CPU市场份额...................................................................................................................15图表18：

AMD服务器端EPYC与IntelXeon芯片性能对比........................................................................15图表19：

AMDPC端Ryzen芯片与IntelI7芯片全面对比..........................................................................16图表20：

集成显卡GPU市占率..................................................................................................................17图表21：

独立显卡GPU市占率..................................................................................................................17图表22：

CPU和GPU微结构对比.............................................................................................................18图表23：

NvidiaTeslaV100相比于P100的性能提升.................................................................................19图表24：

英伟达近十年来年报业绩表现......................................................................................................20图表25：

“KabyLake-G”处理器..................................................................................................................21图表26：

AMD最新VegaGPU性能测试....................................................................................................21图表27：

AMDAPU功能示意.....................................................................................................................22图表28：

ARM的Mali-G51GPU................................................................................................................22图表29：

Imagination的PowerVR系列.....................................................................................................23图表30：

军用图形显控产品应用示意..........................................................................................................24图表31：

主动防护雷达系统........................................................................................................................24图表32：

FPGA架构图...............................................................................................................................26图表33：

CPU和FPGA协同工作...............................................................................................................27图表34：

Xilinx近年来年报业绩表现（亿美元）.........................................................................................28图表35：

IBM神经网络处理器结构.............................................................................................................30图表36：

GoogleTPU架构.........................................................................................................................31图表37：

ARM发布DynamIQ架构.............................................................................................................32图表38：

mobileyeEyeQ5芯片的电路系统块图.........................................................................................32图表39：

寒武纪芯片微结构........................................................................................................................33图表40：

华为麒麟970芯片重要技术参数.......