Loongson Technology(SH:688047)2024-09-13 08:54Group 1: CPU Development - The CPU iteration cycle follows a Tick-Tock rhythm, with the next generation CPU expected to achieve world-leading single-core performance [2] - The upcoming desktop chip 3B6600 is set for tape-out in the first half of 2025, with structural optimizations planned [2] - The company aims to release at least one server or PC chip annually [2] Group 2: Operating System and Ecosystem - The OpenHarmony operating system has been developed for the LoongArch architecture, with basic compiler support expected to be completed by the end of the year [3] - The application ecosystem is being built in three phases: foundational, broad compatibility, and independent applications, currently in the broad compatibility phase [3] Group 3: AI PC Development - AI PCs represent a new demand for PC performance, with the company embracing this trend [3] - The GPGPU architecture integrates graphics and AI, with the 9A1000 graphics card expected to achieve performance four times that of integrated graphics [3] - The 9A2000 is planned to deliver 8-10 times the performance of the 9A1000, targeting NVIDIA's RTX 2080 [3] Group 4: Market Transition and Strategy - The company is transitioning from a policy-driven market to an open market, focusing on converting self-reliance advantages into cost-performance and software ecosystem advantages [3] - Continuous progress in technology accumulation and process iteration is expected to enhance GPU products and ecosystems [3]