Investment Rating - The report does not provide a specific investment rating for the industry Core Insights - The report highlights the challenges faced by large-scale intelligent computing clusters, including high coupling between intelligent computing services and underlying computing power, difficulties in fault detection and performance tuning, and the complexity of managing millions of devices [11][20][30] - It discusses operational and management strategies for addressing these challenges, emphasizing practical solutions and real-world applications [4][20][30] - The report presents the Yunxiao intelligent computing platform, which integrates heterogeneous computing, high-speed storage, lossless networking, computing acceleration, and efficient operation capabilities [21][27] - Future prospects for intelligent computing platforms are explored, focusing on the evolution of non-CUDA technology routes and the automation of basic component delivery [30] Summary by Sections Large-Scale Intelligent Computing Clusters - Pain points include high coupling with underlying computing power and complex device management [11][20] - Operational strategies and management solutions are discussed [4][20] Yunxiao Intelligent Computing Platform - The platform offers high-performance computing infrastructure and services for intelligent computing [21][27] - It supports large model training and inference capabilities based on domestic GPU technology [27] Future Outlook - The report anticipates advancements in intelligent computing platforms, including automation and performance optimization [30]

Industry Overview - Low-altitude economy has become a significant representative of new productive forces, with the development of low-altitude economy being an inherent requirement and important focus for promoting high-quality economic and social development in China [2] - The 5th Generation Mobile Communication Technology (5G) can provide faster data transmission speeds, lower latency, and broader device connectivity, meeting the complex communication needs of low-altitude networked terminals such as drones and flying cars [2] - The low-altitude economy is rapidly developing and becoming a new economic growth point, with the market size exceeding 500 billion yuan in 2023 and expected to reach 1.5 trillion yuan by 2025 [17] Policy and Standards - National policies have provided strong support for the development of the low-altitude economy, with key documents such as the "National Comprehensive Three-Dimensional Transportation Network Planning Outline" and the "General Aviation Equipment Innovation Application Implementation Plan (2024-2030)" [9][10] - Local governments, including Guangdong, Jiangsu, Jiangxi, and Sichuan, have introduced policies to promote the development of the low-altitude economy, focusing on infrastructure construction and low-altitude airspace management [10] - International standards organizations such as ITU, 3GPP, IEEE, and CCSA have made significant progress in standardizing low-altitude network technologies, with various standards and recommendations issued to support the application of drones and low-altitude networks [11][12][13][14][15][16] Technological Challenges and Requirements - The main technical challenges for low-altitude networks include achieving wide-area 3D coverage, integrating communication and sensing capabilities, managing interference between ground and low-altitude networks, and addressing mobility management in 3D space [37] - The network capability requirements for low-altitude networks include high-speed and ubiquitous access, efficient resource management, and intelligent optimization and management to support various low-altitude service scenarios [39][40] - The integration of communication and sensing (C&S) is crucial for real-time monitoring and ensuring flight safety, requiring high-precision and high-resolution sensing capabilities [41] Network Design and Innovation - The report proposes a reference model for air-ground integrated sensing coverage, including a cell radius reference model and a beam coverage reference model, to achieve seamless 3D coverage for low-altitude networks [44][45] - Five air-ground integrated communication networking schemes are proposed, including 3.5G single-carrier air-ground heterogeneous frequency, 3.5G dual-carrier air-ground heterogeneous frequency, and 2.1G dual-wing radiation schemes, to meet different deployment scenarios [52][53][54][55][60] - Base station planning and design should follow traditional ground network principles, with considerations for site selection, antenna height, and interference control to ensure optimal network performance [62][63][64][65][66][67][68] Applications and Future Outlook - The low-altitude economy has diverse application scenarios, including smart cities, public safety, emergency response, smart water management, and agricultural protection, with drones playing a key role in these areas [23][24][25][26][27][28][29][30][31][32][33][34][35] - The "Tianyi Star Patrol" low-altitude service supervision platform developed by China Telecom provides comprehensive capabilities for low-altitude flight management, including communication, navigation, airspace monitoring, and intelligent scheduling [73][74][75] - The future of air-ground integrated low-altitude networks lies in further enhancing services through C&S integration, AI, and 5G-Advanced technologies, supporting low-altitude safety, drone applications, and emergency communication, while fostering new business models and market opportunities [76][77]

Industry Overview - The industrial sector is the foundation of comprehensive national strength, the main engine of economic growth, and the primary battlefield for technological innovation [4] - Industrial internet networks are critical infrastructure for achieving comprehensive connectivity of people, machines, and things in industrial environments [5] - Traditional factory networks exhibit a "two-layer, three-level" structure, with IT and OT networks forming two technically heterogeneous layers [6] Network Architecture Evolution - Industrial networks are trending towards convergence, openness, and flexibility, with IT and OT networks gradually integrating [7] - Three typical deployment models have emerged based on cloud-network convergence: independent deployment, partially independent deployment, and shared deployment [8][9] - The 5G+Industrial PON converged networking model enables centralized deployment of network equipment and private clouds for industrial data acquisition and control [10] Industrial PON Technology - Industrial PON technology has achieved end-to-end system latency of tens of microseconds and jitter at the microsecond level [11] - Industrial PON supports different bandwidth capabilities through various modes, with XGS-PON providing 640Mbps uplink bandwidth and 50G-PON expected to offer 1600Mbps by 2025 [12][13] - The system achieves reliability up to 99.999% through dual-OLT hand-in-hand protection chain networking [14][15] 5G Industrial Applications - 5G network capabilities are being developed in tiers to meet different industrial application requirements, with latency ranging from 100ms to 5ms [20][21] - Jitter control in 5G networks is being improved through technologies like uplink pre-scheduling and target BLER 1% [23][24] - 5G LAN technology simplifies industrial network architecture by natively supporting Layer 2 networking [26] Data Acquisition Solutions - The Wing Cloud Acquisition solution integrates IoT, 5G+Industrial PON, and edge computing technologies [29] - The solution supports over 300 industrial device driver protocols and multiple communication interfaces [31] - Edge computing layers provide localized enterprise digital platforms with integrated UPF/BBU or OLT devices [32] Cloud Control Systems - Cloud PLC control technology enables intelligent, reliable, and secure industrial control [35] - The cloud control system architecture includes platform application layer, execution control layer, and field layer [41] - Cloud control systems offer advantages like full hardware-software decoupling and support for mainstream interface protocols [45] Implementation Cases - A home appliance manufacturer achieved 1.5% quality improvement through 5G data acquisition and AI quality inspection [49] - A gas meter manufacturer increased production efficiency by 20% and reduced network failure rate by 15% through 5G+data acquisition [53] - A steel plant achieved 15% energy savings through cloud PLC system implementation [56] - An automotive company successfully implemented 5G-based industrial safety protocols with 7*24 hour uninterrupted operation [60] - An electrical connector manufacturer achieved 25% reduction in production line adjustment time and 15% labor cost reduction through 5G+Industrial PON solution [65]