赛道Hyper | 英伟达携手联发科入局电竞本市场

Core Insights - NVIDIA is collaborating with MediaTek to develop high-performance APU, aiming for a market launch in early 2026, which could disrupt AMD's dominance in the APU sector and reshape the gaming laptop market [1][10] Group 1: APU Development - The APU will integrate NVIDIA's latest Blackwell architecture GPU module and MediaTek's custom Arm architecture CPU core, focusing on heterogeneous computing [1] - Blackwell architecture, based on TSMC's 4nm process, features significant performance enhancements, including a 2x improvement in ray tracing performance and a 4x increase in AI inference speed [1] - The APU's thermal design power (TDP) is targeted at around 65W, which is approximately 30% lower than traditional "CPU + discrete GPU" configurations [2] Group 2: Market Opportunities - The collaboration targets two major market opportunities: performance innovation in gaming laptops and computational upgrades for AI PCs [4][7] - The APU design aims to reduce laptop thickness by 15%-20%, catering to the demand for lightweight gaming devices, with IDC forecasting a 9% year-on-year growth in global gaming laptop shipments in 2024 [6] - The integrated NPU in the APU will support real-time voice recognition and image generation, positioning the new devices for the enterprise AI PC market [8] Group 3: Competitive Landscape - The partnership is expected to impact AMD's market share, as AMD's Ryzen APU currently holds an advantage in the lightweight laptop market [9] - Intel is also likely to face challenges from this collaboration, as it accelerates its own technology developments [9][10] - The introduction of the APU signifies a shift towards a "high-performance era" in APU technology, potentially leading to significant innovations in product design and industry standards [10][11]