AI ASIC:价格、功耗优势显著,市场规模快速增长。1)价格优势:由于GPU 芯片强大的通用性、灵活性,其设计及流片成本较高,进而导致GPU 的平均单价较高;根据IDC 统计数据,2024年GPU 平均单价为8001 美元,AI Asic平均单价为5236 美元,AI ASIC 具备价格优势;2)功耗优势:由于AI AISC芯片偏定制化设计,专为特定任务(例如AI 大模型的训练或推理)优化,因此...
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