2022年中国DPU行业白皮书 DPU将成为CPU、GPU后的第三块主力芯片
头豹研究院谨此发布《 2022 年中国 DPU 行业白皮书》。本报告旨在分析 DPU 发展现状、产品特点、技术动向及发展趋势,并识别中国芯片厂商与海外芯片厂商的差异,从而判断中国DPU行业的现状与发展机遇。
核心内容摘要:
1、DPU 将成为继 CPU、GPU 的"第三块主力芯片"
DPU具备高度灵活可编程性,其功能可通过软件定义向网络、存储、安全等应用进行延伸。通过灵活地运用DPU的功能,在满足不同应用场景对于释放算力、提高数据处理效率需求的同时,还具有贴合具体应用场景需求的能力,如助力形成信息安全解决方案等。因此,DPU具有渗透众多应用场景的潜力。
2、产品概念逐步具象化,蓄力延伸众多领域
不断改进产品与应用场景的贴合度,打磨DPU产品在锚定应用领域的商业化能力是现阶段发展的重点, DPU概念在这发展过程中将逐步具象化,行业外部对DPU认知也将逐渐加强。基于现阶段所积累的技术与应用场景理解,芯片厂商将持续扩大DPU 所能覆盖的应用场景。
3、海外与中国芯片龙头厂商发展进度相近
海外芯片龙头厂商基于自身影响力率先打开市场,中国芯片龙头厂商也紧步跟上,产品将逐步落地应用。在行业发展初期,双方皆处于接受终端应用验证的阶段,发展进度相近。
4、打造生态是中国芯片厂商把握机遇的关键
在打磨DPU大规模商业化的阶段,拥有较强适配性并释放客户开发能力的产品更具有竞争优势,软件生态则是形成这一竞争优势的关键。此外,中国芯片厂商还可以打造产业链生态以及横向的协同生态,提高研发效率、打造多样化产品,从而把握行业发展的机遇。以DPU为中心,联合芯片行业各方协同发展,将有望推动中国芯片行业整体发展。
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2 行业发展阶段和市场规模
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来源:头豹研究院
发布日期:2022年5月
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