先进计算暨算力发展指数蓝皮书（2024年）

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Advanced computing has become a core driver for economic and social transformation, significantly impacting the development of the digital economy [7][14] - The demand for computing power is rapidly increasing, particularly driven by the deep development and application of artificial intelligence large models [7][15] - China's computing power development level has steadily improved, with a total computing power scale reaching 230 EFlops in 2023, ranking second globally [7][41] Summary by Sections Advanced Computing Development - Advanced computing encompasses three main areas: computing power, algorithms, and data, and includes various computing methods such as cloud, edge, and terminal computing [7] - In 2023, China's computing power scale reached 230 EFlops, with general data centers and intelligent computing centers rapidly deployed [7][41] - The overall computing power in China reached 435 EFlops, accounting for 31% of the global total, with a growth rate of 44% [7][41] Technological Innovations - Significant breakthroughs in computing technologies have emerged, including advancements in algorithms, computing chips, and software [8][49] - The number of computer-related patent applications has exceeded 30,000 for four consecutive years, indicating a robust innovation environment [8][49] - The integration of advanced computing technologies is driving the development of a complete industrial ecosystem in China [9][47] Industry Empowerment and Environment - The internet remains the largest sector for computing power demand in China, accounting for 38.6% of general computing power and 52% of intelligent computing power [9][55] - The development environment for computing power is continuously improving, with significant advancements in network infrastructure and data resource sharing [9][50] - The average annual growth rate of computing power in China over the past eight years has been 46%, outpacing the global average [9][60] Global Computing Power Trends - The global computing power scale reached 1,397 EFlops in 2023, with a growth rate of 54% [23][24] - Intelligent computing power accounted for 63% of the total global computing power, reflecting a significant increase from the previous year [24] - The global market for AI servers reached $47 billion in 2023, with a year-on-year growth of 157% [29] Competitive Landscape - The competition in computing power is intensifying, with major countries accelerating their strategic layouts in advanced computing technologies [32][34] - The United States and China remain the leaders in global computing power, with the U.S. holding a 41% share and China 31% [37] - Countries are increasingly recognizing the strategic importance of computing power in economic development and national security [38][34]