2024130_艾瑞咨询_2023年中国隐私计算行业研究报告（51页）.pdf
TMT 2023 iResearch Inc.2023 2 2016 2023 2024 2026 1 2 2023 3 4 3 Privacy Preserving Computing Privacy Preserving Computing 4 4 1 2 3 5 CONTENTS01 02 2023 03 0405 6017 2024.2 iResearch I 2023 2 2025 2023 12 2024 2026 2023 2023.12“”2024 2026 2026 300 2023.02 2025 2022.12 2022.04 2023.01 2023 4 8 2024.2 iResearch I iResearch 2016 2016-2020 2023“”2024 2026 2021 2022 2019-2020 2019-2021 2021 T The Hype Cycle 21 2022 2023 2016 2025 2019 2016-2023 2000 2016-2021 9 2024.2 iResearch I 2023 IT MPC FL TEE 10 2024.2 iResearch I2023 1.logo 2./AI/11 2024.2 iResearch I 2021/12 2024.2 iResearch I APP 1 3/A B PSI C X Y X Y 2 1 2 13 2024.2 iResearch I 1 2/14 2024.2 iResearch I-1 2 1 2:1 2:1 2 15 2024.2 iResearch I-10-20 X Y Z X Y Z.X 162023 0217 2024.2 iResearch I 2024.2 iResearch I 1.2021-2022+2 2023 2025 3 5 1.2023 2023 12 20 2.IT 2020 2021 A+Pre-B C 2021 2022 2023 4 2 1 1343511115 14311121112321111122124791417422016 2017 2018 2019 2020 2021 2022 20232016-2023 12 C B+B Pre-B A+A Pre-A 2022 2023 75.8%2023 21.9 2025 145.8%103.8&4.7 11.7520.639.193.60.40.721.43.110.25.112.521.942.2103.8144.5%75.8%92.6%145.8%-20.00%30.00%80.00%130.00%180.00%-1010305070901101301502021 2022 2023E 2024E 2025E2021-2025%2023 2024 2021 2022 12.5 2023 21.9 2025 103.8 18 2024.2 iResearch I 1.N=286 151 135 2.N=135 IT/&81.8%76.9%69.6%66.4%61.9%58.7%45.5%45.1%33.2%32.5%12.2%2.8%&28.9%POC&81.8%76.9%1&2 2 28.9%POC 19 2024.2 iResearch I&2021 13 3 2021 2023 2023 123 2021 2023 20 2024.2 iResearch I&/2023.12“”2024 2026 2026 300 2023 2022.12 2022 12 2023 21 0322 2024.2 iResearch I&GPU 2024 2026 23 iResearch 24 2024.2 iResearch I 0,10)20%10,50)26%50,100)33%100,300)20%3001%2021 2022 Insight 1 100 Insight 2Insight 325 2024.2 iResearch I 90 Insight 1+56.7%83.3%Insight 217.8%40.0%38.9%43.3%43.3%16.7%2021202226 2024.2 iResearch I Knowhow knowhow 1Section Knowhow knowhow Knowhow 2Section 27 2024.2 iResearch I TDaaS/TDaaS TDaaS TDaaS TDaaS TDaaS DaaS AI TDaaS 2.0 TDaaS 3.0 TDaaS 1.0 TDaaS Insight 1 TDaaS Insight 2 AI 28 2024.2 iResearch I IT IT 29 2024.2 iResearch I 30 0431 2024.2 iResearch IiResearch-45 39 1 2 3 4 17 20%80%=&0.25+0.25+0.20+0.15+&0.15&25%25%20%15%&15%32 2024.2 iResearch IiResearch-/3 33 2024.2 iResearch I 20+2 5 4 10 7-A 3-B 34 2024.2 iResearch I 1 Part 1 2 2Part DataTrust ID ROI 25%DataTrust DataTrust DataTrust ID ID PSI 1+ID 2 ID PSI 35 2024.2 iResearch I AI API:+X86 ARM+36 2024.2 iResearch I-1 Part 2 Part AUC 0.8+KS 0.5+3-4 6 FATE IO IO InsightOne ID 2800 POS ATM 37 2024.2 iResearch I 20 20+Morse DaaS Morse MaaS Morse CaaS APIMorse OpenAPI Morse Station Morse App+Morse Flow Morse EdgeMPC/FL/TEE SaaS MORSE 6+20 BCTC MPC TEE FL 300+/+/TEE/GPU open api Flow QPS 5-60 10 MPC CPU 80%50%PK 300+10+20+20+1100+38 2024.2 iResearch I 2017 6 10+300 3 DPM 124.3%90%ROI ID ID/A B 39 2024.2 iResearch I 2020 TB ID AI 50+80+34 Tusita 40 2024.2 iResearch I 1 Part 2 Part 1 2 3 4&ID ID 1.1 1.2 ID 1.2.ID ID 41 2024.2 iResearch I 2007 IT 140+K8S 42 2024.2 iResearch I Micro Service|Kubernetes+Docker PaaS RSA IaaSGPU CPU MPC 3000A CPU CPU AMD Phenom(tm)9550 Quad-Core Processor CPU ARMv8 CPU 43 0544宋一民数 牍 科 技 创 始人&CEO 45李博洞 见 科 技 合 伙人、副总裁+-+46黄奉孝（花 名：宝 马）蚂 蚁 数 科 金 融解决 方案专 家36kr、零壹财 经、算 力智库 等隐 私 计 算 特 邀专栏 作者 47张磊阿 里 巴 巴 集 团数据 中台技 术总监数 据 流 通 与 治理负 责人 48谢鲁杭 州 金 智 塔 科技有 限公司合 伙 人、产 品总监 APP 49BUSINESS COOPERATION400-026-50 LEGAL STATEMENTTHANKS
