谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图 | 投研报告

中国能源网12-18 11:15

山西证券近日发布通信周跟踪：谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图，以下为研究报告摘要：行业动向： 1）谷歌Willow芯片量子纠错能力出现“里程碑式”提升，量子计算迈向商业化节奏有望加速。山西证券近日发布通信周跟踪：谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图。以下为研究报告摘要：行业动向：1）谷歌Willow芯片量子纠错能力出现“里程碑式”...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2492925398?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-18 11:15","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2492925398","market":"us","top_or_hot":-1,"title":"谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图 | 投研报告","media":"中国能源网","content":"<div>\n<p>山西证券近日发布通信周跟踪：谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图， 以下为研究报告摘要： 行业动向： 1）谷歌Willow芯片量子纠错能力出现“里程碑式”提升，量子计算迈向商业化节奏有望加速。山西证券近日发布通信周跟踪：谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图。以下为研究报告摘要：行业动向：1）谷歌Willow芯片量子纠错能力出现“里程碑式”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241218120025ab80cf93&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图 | 投研报告</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谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图 | 投研报告\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 11:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241218120025ab80cf93&s=b><strong>中国能源网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>山西证券近日发布通信周跟踪：谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图， 以下为研究报告摘要： 行业动向： 1）谷歌Willow芯片量子纠错能力出现“里程碑式”提升，量子计算迈向商业化节奏有望加速。山西证券近日发布通信周跟踪：谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图。以下为研究报告摘要：行业动向：1）谷歌Willow芯片量子纠错能力出现“里程碑式”...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241218120025ab80cf93&s=b\">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":"LU0477156953.USD","symbol_name":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241218120025ab80cf93&s=b","article_id":"2492925398","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241218120025ab80cf93&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2492925398","pubTimestamp":1734491700,"columns":[{"name":"产品发布","id":31,"label_key":"productRelease"}],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"山西证券近日发布通信周跟踪：谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图。以下为研究报告摘要：行业动向：1）谷歌Willow芯片量子纠错能力出现“里程碑式”提升，量子计算迈向商业化节奏有望加速。Willow被证明首次实现了量子比特扩展的错误率“指数下降”，在随机电路采样测试中表现出较最快超算超高指数级性能优势。2）博通ASIC定制业务超预期并带来市场空间积极指引，配套网络通信设备有望深度受益。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","LU0056508442.USD":"贝莱德世界科技基金A2","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4579":"人工智能","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","AVGO":"博通","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","ON":"安森美半导体","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4602":"量子计算概念","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","GOOG":"谷歌","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","GOOGL":"谷歌A","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4576":"AR","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC"},"translate_title":"Google's Willow quantum computing chip has made great progress, Broadcom guides the ASIC industry's beautiful blueprint investment research report","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1,"GOOG":1,"GOOGL":1,"ON":1,"USJW.SI":0.6},"content_text":"山西证券近日发布通信周跟踪：谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图， 以下为研究报告摘要： 行业动向： 1）谷歌Willow芯片量子纠错能力出现“里程碑式”提升，量子计算迈向商业化节奏有望加速。山西证券近日发布通信周跟踪：谷歌Willow量子计算芯片巨大进步，博通指引ASIC产业美好蓝图。以下为研究报告摘要：行业动向：1）谷歌Willow芯片量子纠错能力出现“里程碑式”提升，量子计算迈向商业化节奏有望加速。谷歌上周推出全新量子芯片Willow，该芯片具有105个量子比特，在量子纠错和随机电路采样两项基准测试中表现出同类最佳性能，其T1时间（量子比特保持激光态的时间）达到100微妙较上一代提升5倍。实现量子计算机商业化的关键是拥有足够多的“逻辑比特”，通常将多个量子比特组成的晶格划为一个逻辑比特，需要克服物理量子比特错误率叠加的问题，当错误率低到足够阈值，量子纠错就会表现出指数级错误率下降。Willow被证明首次实现了量子比特扩展的错误率“指数下降”，在随机电路采样测试中表现出较最快超算超高指数级性能优势。我们认为量子计算将是继Transformer大模型scalinglaw出现以来计算机领域最重要的技术革命，在搜集经典计算机无法获取的训练数据、训练和优化某些学些架构以及建模量子效应重要的系统方面具有无可比拟的优势，在药物发现、核聚变研发、新能源电池研发等方面发挥重要作用。我们建议关注量子计算的主题催化及量子通信在各行业保密通信专网和运营商专网建设投资增加带来的机会。2）博通ASIC定制业务超预期并带来市场空间积极指引，配套网络通信设备有望深度受益。博通24Q4实现营收140亿美元，同比+51%，其中半导体解决方案部门营收82亿美元，同比+12%，基础设施软件部门营收58亿美元，同比+196%。在半导体部门内，其全年人工智能收入增长了220%达到122亿美元，并预计AI收入在25Q1财季继续同比增长65%。博通还预测，到2027财年，其ASIC组件设计潜在市场规模高达900亿美元，公司正在与三家hyperscale客户合作，预计2027年XPU和AI网络组件总体市场机会增至每年600亿至900亿美元。而市场预期，苹果、OpenAI等新客户也在积极开启ASIC研发工作，加上多种AI终端、agent应用爆发，针对推理更高效的ASIC部署将大大加快。博通的ASIC配套网络业务包括以太网交换芯片、PCIE/CXLRETIMER、AECRETIMER、硅光OIO光引擎芯片、光模块DSP以及高速SERDESIP等。我们认为与ASIC相配套的网络设备（光模块、高速铜缆）也将深度受益，目前光模块受益逻辑主要是集群规模的扩大导致光模块与XPU配比的提升以及DCI分布式训练的开展；高速铜连接受益逻辑是ASIC客户高速线背板、AEC（用在Scaleup网络P2P连接、网卡至TOR连接以及交换机柜内柜间短距互联）的增量需求。此外我们认为长期来看，国产算力配套的超节点服务器将加速发展，将是国产交换芯片、国产RETIMER和高速铜连接均深度受益的增量市场。市场整体：本周（2024.12.09-2024.12.13）市场涨跌不一，申万通信指数涨1.91%，上证综指跌0.36%，深圳成指跌0.73%，沪深300跌1.01%，创业板指数跌1.40%，科创板指数跌2.43%。细分板块中，周涨幅最高的前三板块为物联网（+47.5%）、IDC（+25.8%）、云计算（+6.0%）。从个股情况看，移远通信、高澜股份、拓邦股份、和而泰、光环新网领先，涨幅分别为24.26%、14.00%、12.34%、10.72%、9.15%。震有科技、源杰科技、东土科技、英维克、长光华芯跌幅居前，跌幅分别为-14.11%、-9.76%、-7.44%、-5.53%、-4.45%。风险提示：海外算力需求不及预期，国内运营商和互联网投资不及预期，市场竞争激烈导致价格下降超出预期，外部制裁升级。（山西证券 高宇洋,张天,孙悦文 ）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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":"4.29.3","shortVersion":"4.29.3","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/2492925398"}