联发科的下一个巨变！抱上NVIDIA，杀入云服务器

华尔街见闻06-07

联发科在ARM时代，将迎来全业务增长。联发科这次要翻身了？在Computex大会上，联发科宣布加入Arm Total Design Alliance（Arm总体设计联盟），并获得Arm的NeoversecSS授权。该授权是Arm面向数据中心、边缘计算和高性能计算（HPC）等领域的解决方案服务。联发科取得该授权，意味着公司继AI手机、汽车电子之后，正式进军云服务器领域，打开全新增长领域。大摩推测，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

勇敢牛牛不怕困难哈
06-07
勇敢牛牛不怕困难哈
联发科作为本土芯片企业，应该更专注于自主研发，而不是去抱NVIDIA的大腿。这种“傍大款”的行为，只会让我们自己的技术更加落后

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2441087764?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/8ad4e3c97d17a1f6c7cb616ff8702024","is_english":false,"pubTime":"2024-06-07 15:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2441087764","market":"us","top_or_hot":-1,"title":"联发科的下一个巨变！抱上NVIDIA，杀入云服务器","media":"华尔街见闻","content":"<div>\n<p>联发科在ARM时代，将迎来全业务增长。联发科这次要翻身了？在Computex大会上，联发科宣布加入Arm Total Design Alliance（Arm总体设计联盟），并获得Arm的NeoversecSS授权。该授权是Arm面向数据中心、边缘计算和高性能计算（HPC）等领域的解决方案服务。联发科取得该授权，意味着公司继AI手机、汽车电子之后，正式进军云服务器领域，打开全新增长领域。大摩推测，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3716774\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>联发科的下一个巨变！抱上NVIDIA，杀入云服务器 </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n联发科的下一个巨变！抱上NVIDIA，杀入云服务器 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-07 15:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3716774><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>联发科在ARM时代，将迎来全业务增长。联发科这次要翻身了？在Computex大会上，联发科宣布加入Arm Total Design Alliance（Arm总体设计联盟），并获得Arm的NeoversecSS授权。该授权是Arm面向数据中心、边缘计算和高性能计算（HPC）等领域的解决方案服务。联发科取得该授权，意味着公司继AI手机、汽车电子之后，正式进军云服务器领域，打开全新增长领域。大摩推测，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3716774\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0061474705.USD","symbol_name":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3716774","article_id":"2441087764","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/8ad4e3c97d17a1f6c7cb616ff8702024"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3716774","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2441087764","pubTimestamp":1717746324,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"联发科在ARM时代，将迎来全业务增长。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4529":"IDC概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4587":"ChatGPT概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4543":"AI","LU0080751232.USD":"富达环球多元动力基金A","BK4527":"明星科技股","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4579":"人工智能","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4581":"高盛持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4503":"景林资产持仓","LU0109392836.USD":"富兰克林科技股A","BK4551":"寇图资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD"},"translate_title":"MediaTek's next big change! Embrace NVIDIA and enter the cloud server","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c61b4d9da4d40c891663b7390a7b2a28","symbols_score_info":{},"content_text":"联发科在ARM时代，将迎来全业务增长。联发科这次要翻身了？在Computex大会上，联发科宣布加入Arm Total Design Alliance（Arm总体设计联盟），并获得Arm的NeoversecSS授权。该授权是Arm面向数据中心、边缘计算和高性能计算（HPC）等领域的解决方案服务。联发科取得该授权，意味着公司继AI手机、汽车电子之后，正式进军云服务器领域，打开全新增长领域。大摩推测，联发科进入云服务器市场后，或将成为NVIDIA的合作伙伴，并参与下一代Rubin架构的设计。此外，AI PC方面，大摩预测联发科与NVDA合作开发的WoA PC芯片，将于明年1月的CES上亮相。一、云服务器业务联发科认为，到2028年，定制的基于ARM的服务器CPU TAM将达到50亿美元，而定制的AI加速器将达到400亿美元。目前，联发科的AI布局主要涉及的是AI手机以及汽车电子领域。此次获得Arm的NeoversecSS授权后，标志着联发科正式进军云服务器领域。大摩认为，联发科进入云服务器市场后，或将成为NVIDIA的合作伙伴，并参与下一代Rubin架构的设计。Computex大会上，NVIDIA的首席执行官提到，公司与联发科的合作方式主要是通过提供IP，并允许联发科基于IP开发的形式来合作。大摩表示，这种IP开发的合作方式，可能意指“ASIC+GPU混合设计”。因此，预测联发科或将参与NVDA下一代Rubin架构的方案设计。为了进一步支持这种预测，大摩提到，同为台湾芯片设计厂商的AIchip先前透露，2nm的AI芯片非常复杂，涉及到了多种芯片设计。这与两天前NVIDIA发布的“CPU+GPU+HBM+网络和高速接口“Rubin多芯片架构刚好呼应。另外，大摩提到，联发科与谷歌的合作也同样值得关注。虽然由于设计效能不理想，目前联发科暂未通过谷歌的验证，TPU的订单被Broadcom接下。但市场传言指出联发科正在寻求接下来3奈米TPUv7芯片订单的可能性。最后，在AI服务器市场空间上，联发科透露了自己的观点。联发科预测AI定制芯片TAM到2028年将达到450亿美元，该数字超过了大摩预测的370亿美元。联发科进一步补充到，到2028年，定制的基于ARM的服务器CPU TAM将达到50亿美元，而定制的AI加速器将达到400亿美元。二、AI 手机业务与云服务器的布局不同，联发科在手机业务上的AI布局十分清晰。手机业务占联发科总营收的61%，也是联发科一直以来深度布局的业务领域。最新发布的两款面向AI手机的芯片：• 天玑9300：面向高端，2023年11月发布，支持在手机端侧运行高达330亿参数的AI大模型；• 天玑8300：面向中端，2023年11月发布，至高支持100亿参数AI大语言模型；与同为智能手机SoC巨头的高通骁龙8Gen3、苹果A17 Pro比较，联发科天玑9300虽然综合性能略低，但在功耗上有优势。根据科技博主手机芯片达人近日透露的消息，联发科下一代天玑9400功耗优势依然存在。同时，公司也透露荣耀下一代旗舰将搭载天玑9400 SoC。不过，来自高通的竞争将会更加激烈。三、AI PC大摩预测联发科+NVIDIA的WoA PC芯片将在2025年的出货500万台，2026年出货1500万台。鉴于目前微软和高通达成的WoA独家协议，在今年夏天协议到期之前，高通依然是唯一一家为微软的Windows系统提供ARM CPU的供应商。也许是因为这个原因，这次Computex大会上，英伟达和联发科还没有宣布他们的新WoA PC芯片。但市场依然看到了NVIDIA+联发科WoA PC芯片的巨大潜力，大摩预测，该WoA PC芯片可能会在明年1月的CES上公布，并预计该芯片会在25年下半年推出。考虑到微软的WoA Surface笔记本和Copilot应用程序的成功发布，大摩预测MediaTek+NVIDIA的WoA PC芯片在2025年的出货量为500万台，2026年为1500万台。此外，大摩根据供应链验证发现，联发科推出的WoA PC芯片将采用ARM Cortex-X5核心，并采用台积电3nm制程，且性能比预期的更强。考虑到该芯片与英伟达优秀的图形处理器相结合，大摩预计这款芯片的售价为300美元，将高于高通的X Elite（售价230美元）。值得注意的是，目前已经有多家PC OEM厂商对NVIDIA和MediaTek的未来产品表现出了兴趣。","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":314259701317904,"gmtCreate":1717746836950,"gmtModify":1717746838994,"author":{"id":"4179029389192100","authorId":"4179029389192100","name":"勇敢牛牛不怕困难哈","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4179029389192100","authorIdStr":"4179029389192100"},"htmlText":"联发科作为本土芯片企业，应该更专注于自主研发，而不是去抱NVIDIA的大腿。这种“傍大款”的行为，只会让我们自己的技术更加落后","listText":"联发科作为本土芯片企业，应该更专注于自主研发，而不是去抱NVIDIA的大腿。这种“傍大款”的行为，只会让我们自己的技术更加落后","text":"联发科作为本土芯片企业，应该更专注于自主研发，而不是去抱NVIDIA的大腿。这种“傍大款”的行为，只会让我们自己的技术更加落后","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314259701317904","repostId":2441087764,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2441087764"}