Toubao Research Institute hereby releases the "2022 China DPU Industry White Paper". This report aims to analyze the development status, product characteristics, technical trends and development trends of DPU, and identify the differences between Chinese chip manufacturers and overseas chip manufacturers, so as to judge the status and development opportunities of China's DPU industry.
Summary of core content:
1. DPU will become the "third main chip" following CPU and GPU
DPU is highly flexible and programmable, and its functions can be extended to network, storage, security and other applications through software definition. By flexibly using the functions of the DPU, it not only meets the needs of different application scenarios for releasing computing power and improving data processing efficiency, but also has the ability to meet the needs of specific application scenarios, such as helping to form information security solutions. Therefore, DPU has the potential to penetrate numerous application scenarios.
2. The product concept is gradually concretized, accumulating energy to extend into many fields
Continuously improving the fit between products and application scenarios, and polishing the commercialization capabilities of DPU products in anchored application fields are the focus of development at this stage. The concept of DPU will gradually become concrete in this development process, and the perception of DPU outside the industry will also be gradually strengthen. Based on the accumulated technology and application scenario understanding at this stage, chip manufacturers will continue to expand the application scenarios that DPU can cover.
3. The development progress of overseas and Chinese leading chip manufacturers is similar
Overseas leading chip manufacturers took the lead in opening up the market based on their own influence, and leading Chinese chip manufacturers also followed closely, and their products will be gradually implemented. In the early stage of industry development, both parties are in the stage of accepting terminal application verification, and the development progress is similar.
4. Building an ecosystem is the key for Chinese chip manufacturers to seize opportunities
In the stage of polishing the large-scale commercialization of DPU, products with strong adaptability and release of customer development capabilities have more competitive advantages, and the software ecology is the key to forming this competitive advantage. In addition, Chinese chip manufacturers can also create an industrial chain ecology and a horizontal collaborative ecology, improve R&D efficiency, and create diversified products, so as to seize opportunities for industry development. Centered on DPU, the coordinated development of all parties in the chip industry is expected to promote the overall development of China's chip industry.
2 Industry development stage and market size
Source: Head Leopard Research Institute
Release Date: May 2022
ICZOOM (iczoom.com) is a fast matching component trading platform, a one-stop component supply and procurement and comprehensive supply chain service platform, focusing on providing electronic industry Internet services for small, medium and micro customers, including matching services, In-depth vertical services such as order distribution service, consignment purchasing, customs declaration and inspection, software customization, intelligent warehousing, intelligent logistics, and supply chain finance.
1、We respect intellectual property rights. Contents such as pictures, data, and videos are quoted from the Internet or other public materials. The copyright belongs to the original author and the source of the original publication. Our website only provides a storage platform. If the copyright owner has any objection to the quotation of this official account, please leave a message at the end of the article or send a private message to us, and we guarantee to deal with it in a timely manner.
2. The content provided by this official account is only for readers' exchange, study and reference, and does not involve commercial purposes.
3. The content of this official account only represents the author's point of view, and we do not undertake express or implied guarantees for the accuracy, reliability or completeness of the content. Any decision or behavior made by readers after reading is based on their own will and independent judgment. Please clarify the relevant results.