20240724_海通证券_电子行业：服务器下ARM芯片的机遇_26页.pdf
SAC S0850523030002 SAC S0850521090001 2024 7 24 ARM 8926 1 Arm Azure Arm IDC 2022 575.9 18.3%134.8 18.4%Trend Force 2025 ARM 22 2 Arm X86 Arm Ampere CPU x86 3 4 x86 CPU Ampere Altra 50%200%ARM 2 XVFUyRtOsRrQrPoNsPtMpOaQcM9PmOmMmOqMeRpPoRfQsRpP7NnNzQvPmNoOuOoNrM 1.Part I CPU CPU+GPU 2.Part II arm ARM 3.Part III Arm 3 1.CPU 1.1 CPU CPU 1.2CISC RISC 1.3 CISC X86 1.4 RISC Arm 1.5 RISC PowerPC 1.6 RISC RISC-V 1.7 RISC mips 1.8CPU 1.9CPU+GPU 2.Arm 2.1Arm 2.2Arm 2.3Arm X86 2.4Arm V8 V9 2.5NVIDIA Arm 2 6AWS Arm 2.7 Arm Graviton 2.8 A64FX&FUJITSU-MONAKA 2.9 710 2.10Google Ampere Arm 2.11 Arm CPU CPU CSDN 1.1 CPU CPU 4 CPU CPU CPU CPU 365 72 CPU CPU CPU OJLASe3ZJepX1YTv80GtvknPyPSCGvG90wyKf2tEx5uZskDlm6PQ7MoRgNzEXebd CISC Complex Instruction Set Computer PC PC RISC Reduced Instruction Set Computing CPU CPU 1.2CISC RISC 5 CISC RISC 200 100 4 4 Load/Store CISC RISC X86 Intel 8086 8086 1978 Intel 16 80 x86 8 6”Intel 8086 80186 80286 80386 80486 x8 6”1.3 CISC X86 6 1978 x86 1982 16 1985 1989 1993 1995 32 x64 2000 x86 x86-64 64 X86 Arm Advanced RISC RISC ARM Arm CSDN 1.4 RISC Arm 7 ARM/ARM ARM ARM ARM Arm PowerPC(Performance Optimization With Enhanced RISC Performance Computing)RISC CPU IBM POWER PowerPC I/O CPU logodix 1.5 RISC PowerPC 8 Power PC Power PC RISC-V RISC RISC-V RISC-V 1.6 RISC RISC-V 9 RISC-V BSD RISC-V 40 RISC-V Linux UNIX RISC-V RISC-V RISC-V GCC QEMU RISC-V MIPS Microprocessor without Interlocked Pipeline Stages RISC MIPS MIPS 32 64 ARM RISC-V MIPS MIPS32/64 Release 6 MIPS-3D MDMX MIPS16e MIPS MT MIPS Alpha 2021 3 MIPS RISC-V cpushack 1.7 RISC mips 10 LSILR3000GC 20 MIPS CPU MIPS 3 CPU x86 ARM RISC-V MIPS CSDN 1.8CPU 11 X86 CISC Intel Core i9,AMD Ryzen 9 ARM RISC 710 Ampere Altra Graviton RISC-V RISC SiFive Freedom U740,Alibaba XuanTie C910 MIPS RISC 3A5000,Loongson 3A4000 GPU CPU GPU GPU GPU CSDN 1.9CPU+GPU 12 CPU GPU CPU CPU CPU GPU CPU GPU digitimes Redefining Computing:Rise of ARM from consumer to Cloud for energy efficiency Tahmid Noor Rahman,etc 2.1ARM 13 X86 Arm X86 Arm TrendForce ARM 2025 ARM 22%0%10%20%30%40%50%60%70%80%90%100%2020 2021 2022e 2023fintel AMD Arm Others Arm Oracle Amazon 2.2Arm 14 2017 Ampere Arm 2018 AmazonGraviton AWS 2019 920 2021 710 2017 2018 2019 2021 2024 ARM Arm x86 Arm Ampere Altra Arm Arm cloudpanel 2.3Arm X86 15 Arm X86 Armv9 Arm CCA Armv8 DSP 64 Armv8 v9 v9 32 v8 Arm Armv9 Neoverse N2 Neoverse V2 HPC linuxeden 2.4Arm V8 V9 16 Armv9 NVIDIA Grace AI(HPC)NVIDIA Grace NVIDIA 2.5NVIDIA Arm 17 Grace Grace Amazon Graviton AWS 64 Arm Neoverse Amazon EC2 Graviton Graviton2 7 4 5 2 2.6AWS Arm 18 Graviton Graviton2 Graviton 3 Arm Cortex-A72 Neoverse N1 Neoverse V1 Arm Armv8 Armv8.2 Arm8.4 16 64 64 7 2 25%2 3 16nm 7nm 5nm 95W-100W Graviton 2 60%Graviton Graviton3 Graviton GA Graviton2 25%2 2 Graviton2 Graviton3 3 bfloat16 Milvus on Graviton3(m7g)Intel Xeon Platinum 8375C(m6i)QPS(13.7%)2.7 Arm Graviton 19 Intel Graviton3 2018 A64FX 7nm ArmV8.2A SVE Arm 2.7TFLOPS FUJITSU-MONAKA/K Computer Fugaku Armv9-A 2nm chiplet 3D 150 Armv9-A 2(SVE2 monoist 20 A64FX MONAKA 2.8 A64FX&FUJITSU-MONAKA 710 Arm Armv9 710 2.5D DIE Armv9 128 2.9 710 21 710 710 Axion Arm CPU Axion Ampere Siryn CPU Ampere One Arm x86 CPU Altra 50%200%2.10Google Ampere Arm 22 Ampere Altra Ampere Altra Arm Armv9 SVE2 Arm GPU VRS Ray Tracing Arm Arm 2.11 Arm 23 Arm CPU Arm SAC S0850523030002 Email SAC S0850521090001 Email 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%26
