国产算力：竞争力分析框架

Key Points Industry and Company Involved - Industry: Semiconductor industry, specifically focusing on GPU and DSA (Domain-Specific Architecture) chips. - Company: Not explicitly mentioned, but references to "国内芯片" (domestic chips) and "海光" (a Chinese company) suggest involvement of domestic semiconductor companies. Core Views and Arguments - Performance Improvement: The new generation of domestic chips, particularly the 910C, is expected to have significant performance improvements compared to the previous generation. - Market Landscape: The market for large chips is expected to become more concentrated in the future, with leading companies benefiting significantly. - GPU vs. DSA: The two types of chips have different characteristics and are not directly comparable. GPU offers a broader software ecosystem but at a higher cost and lower efficiency, while DSA offers higher efficiency and lower cost but a weaker software ecosystem. - GPU and DSA Integration: GPU is expected to benefit significantly from integrating DSA features, as seen with the evolution of NVIDIA's chips. - Software Ecosystem: The software ecosystem is crucial for chip success. Compatibility with existing software libraries and tools is essential. - Market Trends: The market for chips is expected to grow rapidly, with a potential for increased concentration among leading companies. Other Important Points - Dynamic Scheduling: Dynamic scheduling is a key feature of DSA that can significantly improve efficiency. - Software Libraries: The availability and compatibility of software libraries are crucial for chip adoption. - Market Concentration: The semiconductor industry has historically shown a trend towards market concentration among leading companies. - Transformer Algorithms: The rise of Transformer algorithms has driven the integration of GPU and DSA features. References - [1] - [2] - [3] - [4] - [5] - [6] - [7] - [8] - [9] - [10] - [11] - [12] - [13] - [14] - [15] - [16] - [17] - [18] - [19] - [20] - [21] - [22] - [23] - [24]