China Business Information Network News: As the digital economy era is fully opened, the computing power has penetrated into various areas of production and life, and it is using a new productive forces.Forms inject new kinetic energy into the digital transformation of various industries.In recent years, artificial intelligence, chips, servers, supercomputers and other industries have developed rapidly globally, and the global computing power network market has continued to grow.Recently, Openai released the first Wensheng video model Sora, which has aroused widespread market attention.Due to the large computing power consumption of Wensheng video applications, it is expected that the demand for computing power is expected to increase the construction and upgrade of the intelligent computing power market.
1. The current status of the development of the computing power market
1. Global computing power scale and market distribution
In recent years, with the development of chips, servers, supercomputers and other industries worldwide, the global computing power network market has grown rapidly.The scale reached 906EFLOPS (the number of floating -point operations per second), an increase of 47%year -on -year.Affected by the great growth of computing power demand and the rapid development of artificial intelligence technology, computing power networks will become a new focus worldwide. It is expected that the market size will increase by more than 50%in the future. In 2025, the scale will exceed 3000EFLOPS.
Data Source: Credit Institute, IDC, China Commercial Industry Research Institute
In terms of force structure, computing power mainly includes basic computing power, intelligent computing power, and super computing power.According to the calculation data of the Xintong Institute, the global basic computing power scale in 2022 was 440EFLOPS, accounting for 48%; the scale of intelligent computing power was 451EFLOPS, accounting for 50%, and the scale of super basic computing power;It accounts for 2%.
Data Source: Senior Institute of Xintong Institute, China Commercial Industry Research Institute
At present, computing powerIt has become an important means of seizing the dominance of development. Major countries and regions around the world have accelerated the strategic layout process, increased incentives and investment, and accelerated the development of computing power.In 2022, the United States ranked first with a market share of 34%, and the scale of Chinas computing power accounted for 33%of the second place. The share of the two countries was the same as the previous year.In addition, European and Japans share of global computing power is 17%and 4%, respectively.
Data Source: Senior Institute of Xintong Institute, China Commercial Industry Research Institute
2 The scale and distribution of Chinas computing power
From the perspective of the supply side, my countrys computing equipment computing power scale continues to grow.According to the calculation data of the Xintong Institute, in 2022, my countrys total computing equipment computing power reached 302EFLOPS, with a growth rate of about 50%, higher than the global growth rate.With the rapid development of cloud computing, the Internet, and artificial intelligence, the continuous expansion of my countrys server demand will continue to increase the scale of computing equipment computing power.Analysts of the China Business Industry Research Institute predict that the scale of computing power computing power in China will reach 550EFLOPS in 2024.
Data Source: China Xintong Institute, China Commercial Industry Research Institute sorted
from computing power From the perspective of market structure, benefiting from the outbreak of AI server demand, intelligent computing power has gradually become the main driving force for my countrys computing power scale.According to the data of China Information and Communication Research Institute, in 2022, China ’s intelligent computing power scale, basic computing power scale, and super computing computing power scale were 120EFLOPS, 178.5EFLOPS, and 3.9EFLOPS, respectively, accounting for 40%, 59%, and 1%, respectively.With the development of generative AI and the application of large artificial intelligence models, it is expected that the proportion of intelligent computing power and supercompity computing power in the future will be further expanded.
Data Source: China Xintong Institute, China Commercial Industry Research Institute compiled
3. Computing power industry related enterprise layout
According to the "2023 Hurun China Digital Technology Algorithm Top Power List" released by the Hurun Research Institute, my countrys algorithm computing power There are 29 companies with more than 100 billion enterprises in the industry. Tencent Holdings, Alibaba, China Mobile, Douyin, Huawei, Meituan, Act Technology, BYD, Pinduoduo, JD.com is at the forefront of the algorithm industry.From the perspective of the number of enterprises in computing power, there are 37, 17, 17, 15, and 14 companies in the areas of smart applications, ICT infrastructure, underlying intelligent algorithms, computing chips, and computing networks and platforms.Essence
Source: Hurun Research Institute, China Commercial Industry Research Institute sorted
4. The list of the top 20 in my countrys computing power
According to the "China Computing Power Development Index White Paper (2023)" released by the Xintong Academy, according to the Chinese computing power The evaluation method of the Development Index 2.0 obtained the list of the top 20 computing power in my country.Among them, Beijing and Shanghais computing power has an obvious advantage, ranking among the top two on the list; Guangdong and Jiangsu have the largest number of cities, each with three cities.The advantages of the development of computing power in the three major regions of the Yangtze River Delta, the Guangdong -Hong Kong -Macao Greater Bay Area and the Beijing -Tianjin -Hebei region are obvious, and the level of computing power development in the central and western regions has increased.
Data Source: Senior Corps of Xintong Institute, China Commercial Industry Research Institute
5. Domestic Intelligence Center
The Artificial Intelligence Computing Center is based on an artificial intelligence computer cluster based on artificial intelligence chips, covering infrastructure infrastructure (computer room infrastructure),The complete system of hardware infrastructure and software infrastructure provides a full capacity of artificial intelligence full stack from the underlying chip computing power to the top -level application.According to the "Guidelines for Innovation and Development of Innovation and Development of the Intelligent Computing Center" jointly released by the National Information Center and Inspur Information, more than 30 cities in the country are currently being built or proposed to build an intellectual calculation center. During the "Fourteenth Five -Year Plan" periodThe core industry of artificial intelligence has increased by about 2.9-3.4 times.
Source: Corresponding to the China Commercial Industry Research Institute
Second, computing powerProspects for market development
1. Policy support the development of the computing power industry
In recent years,Computing power development planning policies have been introduced one after another, and the system guarantee is strong and effective.For example, in October 2023, the Ministry of Industry and Information Technology, including the Ministry of Industry and Information Technology, issued the "High -quality Development Action Plan for Computing Power Infrastructure" and proposed to promote the high -quality development of computing power infrastructure; in December 2023, the Development and Reform Commission, the National Data Bureau, the Ministry of Industry and Information Technology and other departments released the "In -depth implementation of the "East Digital West Calculation" project to accelerate the construction of the National Integrated Computing Equipment Network ", put forward the content of high -quality development of high -quality economic development with high -quality computing power, and coordinated the" East Digital West Calculation "project.Various localities have successively introduced many policy measures to support the development of the computing power industry.
Source: Corresponding to the China Commercial Industry Research Institute
2. Computing power Speed upward improvement of infrastructure supply
In terms of computing power infrastructure, since 2018, the number of compound annual growth rates of my countrys data center racks has exceeded 30%. As of the end of 2022, the end of 2022 In the use of standard racks exceeding 6.5 million, the total computing power scale reaches 180EFLOPS, second only to the United States, and the total amount of profile exceeds 1,000eb (1 trillion GB).In 2023, the selection of the Ministry of Industry and Information Technology announced the list of typical cases of the National New Data Center in 2022, setting a benchmark for promoting the high -quality construction and application of computing power infrastructure, and better supporting the digital transformation of various fields of economic and social fields.With the full start of the "East Digital and West Calculation" project, computing power resources have been improved to the height of basic resources such as water, electricity, and gas, and the construction of my countrys computing power infrastructure continues to speed up. promote.
3. Wensheng video model is expected to drive computing power requirements
Recently, Openai released the first Ventuson video videoModel SORA has aroused widespread market attention.According to information, the Sora model can generate 60 seconds of videos through text description, and contains highly detailed background, complex multi -angle lens, and multiple emotional characters.The Sora big model uses the Transformer architecture. Compared with text, audio and images, it requires more massive data and larger computing power consumption, which will bring huge network equipment upgrade demand. It is expected that it will promote the improvement of computing power in the future and accelerate the acceleration of the needs of computing power, accelerate, and accelerateConstruction and upgrade of intelligent computing power market.
For more information, please refer to the "Research Research Research on the China Market Prospects and Investment Opportunities" released by the China Commercial Industry Research Institute. At the same timeBig data, industrial intelligence, industry research report, industry white paper, industry status certificate, business plan, feasibility study report, park industrial planning, industrial chain investment map, industrial investment guidelines, industrial chain investment inspection & amp; promotion serviceEssence
