Recently, the release of RTX 30 series graphics card, let NV and Lao Huang once again on the hot search.
Although, PC GPU has been monopolized by NVIDIA, AMD and Intel. But the development of domestic GPU is also concerned. According to the calculation of Soochow securities,In the field of GPU, the market space for domestic substitution is more than 5 billion US dollars.
In May this year, jingjiawei said at the shareholders' meeting that the next generation of jm9 series GPU will be carried out as planned, and the back-end design is in progress at this stage.
At present, jm5400 series developed by jingjiawei has replaced a card in military productsThe main parameters of jm7200 series are: core frequency 1.2Ghz, 28nm process technology, and 4GB DDR3 memory. The performance of jm7200 is similar to that of NVIDIA's GT 640, but the power consumption is less than 10W, which is nearly 40W lower than that of GT 640.
It is reported that jm9 series is shown in the information of the prospectus,
Does domestic GPU catch up with NVIDIA and AMD? According to trendforce,There is a big gap between domestic GPU and NVIDIA and AMD at present.
In addition to the existing game market, there is still room for further development in industry, medical, military aerospace and AI。
In the low-level graphics card, for the game market area,Domestic GPU also needs deeper cooperation with important game players. But overall, it is difficult to catch up with NVIDIA and AMD in the short term。
However, in the field of industrial control and military, stability and strength are more important, so performance is not the focus. The domestic GPU can start from the strategic perspective of domestic substitution, and may gradually gain market share in low-level industrial or military markets.