20230216_中航证券_科技行业证券研究报告：ChatGPT狂飙破壁现象级AI应用引发范式革命_30页.pdf
2023 2 16 ChatGPT AI S0640522040001 AI ChatGPT ChatGPT 2023 1 1 OpenAI 2023 2 1 20 C ChatGPT AI AI GPT-3 AIGC ChatGPT 300/AI AI AIGC ChatGPT AIGC AIGC(synthetic data)Gartner 2030 AI GPU AI AI AI ChatGPT AI XVDWxOnQpMoPsMtQtOpQrQ8O9R8OsQnNsQpMfQrRtRkPtRrQ9PqQzQMYnQvNwMoMvN AI ChatGPT AI AIGC ChatGPT UBS ChatGPT Chat Generative Pre-trained Transformer OpenAI 2022 11 ChatGPT 2023 1 1 TikTok 1 9 Instagram 2 1 Openai ChatGPT ChatGPT ChapGPT bug AI ChatGPT ChatGPT ChatGPT prompt GPT-3 AIGC ChatGPT AIGC 2022 AIGC AI Generated Content AIGC GPT-3 GPT-3 ChatGPT GPT-3.5 GPT-3 AIGC AIGC C AIGC C AI OpenAI 2023 2 1 ChatGPT Plus 20 OpenAI 2023 ChatGPT 2 ChatGPT Office Azure ChatGPT Azure OpenAI AI ChatGPT/GPT-3 ChatGPT Azure APP Office API to B SaaS AI to B MaaS C 2023 2 13 2022 ChatGPT ChatGPT ChatGPT 2023 3 ChatGPT 2020 2021 AI AI Effidit M6-OFA AI ChatGPT ChatJD,ChatJD 125 AI AI 300/OpenAI Meta AI ChatGPT AI AIGC Transformer NLP CV OpenAI GPT ERNIE Transformer Al(foundation model)()2018 Transformer BERT AI AI 2014 VAE GAN2015 2017 Transformer 2020 NeRF2021 CLIP AIGC NLP LAMDA BERTOpenAI GPT ERNIE(CV)Florence Deep Mind GatoOpenAI CLIP&DALL-E AI AI 300/AI Open AI 1000 AI AI IDC IDC 2021-2026 52.3%2022 268.0 EFLOPS 2026 ZFLOPS 1,271.4 EFLOPS AI/EFLOPS 2012 2019 30 AI IDC IDC 2025 726 IDC 2 GPU 18 GPU ASIC FPGA AI 2021 GPU GPU 90%ASIC FPGA NPU GPU 10%AI AI+AI+AI GPU ASIC AI AI(L1 L5)CPUCPU CPU,L1GPU AI,GPU,CPU,AI AMD L2DSP IP DSP,IP,Cadence L3FPGAFPGA:,FPGA,L4TPU/ASIC,ASIC FPGA,L5 TrueNorth,IBM AI AI AI AI AI NOR Flash SRAM RRAM MRAM SK IBM NOR Flash SRAM NOR FLASH RRAM MRAM PCM 5nm 28nm 28nm 16nm 28nm 2nm 14nm 5nm 5nm 5nm(F2/bit)300 7.5 2040 30 24 106 108 1015 108 lightCounting 2021 200G 400G 800G 222 2022 600 170%800G 2022 lightcounting2022 3 AI 2027 100.11 lightcounting CPO CPO ASIC Co-packaging CPO lightcounting CPO AI HPC CPO GPU TPU InfiniBand NVLink FPGA CPO 2027 CPO 800G 1.6T 30%CIR CPO 2025 13 2027 27 CPO CPO lightcounting CSDN CPO AOC Silicon-On-Insulator SOI(Complementary Metal OxideSemiconductor CMOS CMOS 4x25G 500m 100G QSFP28 PSM4 1x100G 100G QSFP28 DR1/FR1 LR1 500m-10km 400G 2km 400G DR4 CPO AI ChatGPT AI AIGC ChatGPT AIGC AIGC AI AIGC 2025 10%Generative AI A Creative New World AIGC ChatGPT AIGC ChatGPT AIGC PGC,.UGC,AIGC,ChatGPT PGC UGC AIGC AIGC AI AIGC ChatGPT AIGC AIGC(synthetic data)Al AIGC1 2 3 AI AI 2.0 Forrester Transformer 2.0 1.0 Gartner 2030 AI/AI Al Al AI AI Gartner Cognilytica 2021 1.1 2027 11.5 Grand View Research Al 2030 86 Gartner 2024 Al 60%2030 AI AI ()()(test data)AI(synthetic data asa service SDaas)AI.Reverie AI 2021 Meta AI AI ChatGPT AI AIGC AI AI ChatGPT AI 300 10%300-10%-10%300 10%300 300 300 SAC S0640122030028 SAC S0640522040001 2022 1 SAC S0640122080006 2022 7 SAC S0640122040021 2022 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
