算力行业：算力时代全光运力应用研究报告（2024年）

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report emphasizes the growing demand for computing power resources driven by the digital transformation of industries and households, highlighting the importance of all-optical capacity as a foundational support for connecting users and computing resources [3][4] - It identifies key application scenarios in various sectors such as smart transportation, industrial simulation, digital cultural tourism, and smart home entertainment, while also exploring distributed model training scenarios [3][4] - The report outlines critical technologies required to meet the quality computing needs of enterprises and users, including ultra-large bandwidth, determinism, high reliability, business awareness, and collaborative computing [3][4] Summary by Sections Overview - The report discusses the emergence of various computing applications that create new demands and challenges for networks, driven by the growth of consumer internet and industrial internet applications [7][8] - It notes that the construction of all-optical networks has made significant progress, with China having the largest optical fiber communication network globally, and highlights the rapid increase in the number of users with gigabit and above internet access [7][8] All-Optical Capacity Application Demand - Smart Transportation: The report details the upgrade of traffic cameras to smart cameras, which necessitates increased bandwidth from 9 Mbps for traditional cameras to 103 Mbps for high-definition smart cameras [9][10] - Industrial Simulation: It highlights the integration of cloud technology and AI in industrial simulation, emphasizing the need for high-performance computing and the ability to dynamically adjust bandwidth for data transmission [16][20] - Digital Cultural Tourism: The report discusses the trend of internet cafes moving to cloud services, with expectations of cloud adoption increasing from 6% in 2023 to 15% in 2024, requiring stable and high bandwidth for seamless user experience [22][26] - Smart Home Entertainment: It outlines the requirements for cloud gaming and VR applications, emphasizing the need for low latency and high bandwidth to ensure a smooth user experience [38][40] Key Technologies for All-Optical Capacity - The report identifies essential technologies such as ultra-large bandwidth, deterministic carrying, high reliability, business awareness scheduling, and collaborative computing control as critical for supporting industry applications [3][4] Industry Application Cases - The report presents various innovative application cases across sectors, including smart transportation, digital cloud internet cafes, smart home computers, and remote computing [3][4] Conclusion and Outlook - The report concludes by emphasizing the need for collaborative efforts in advancing all-optical capacity technologies and applications to support the digital economy's high-quality development [3][4]