{"id":66403,"date":"2024-12-11T16:11:15","date_gmt":"2024-12-11T08:11:15","guid":{"rendered":"https:\/\/naipnews.naipo.com\/?p=66403"},"modified":"2026-06-23T16:25:44","modified_gmt":"2026-06-23T08:25:44","slug":"2025%e5%b9%b4%e5%8d%81%e5%a4%a7%e7%a7%91%e6%8a%80%e5%8f%98%e9%9d%a9","status":"publish","type":"post","link":"https:\/\/naipnews.naipo.com\/zh-hans\/66403\/","title":{"rendered":"2025\u5e74\u5341\u5927\u79d1\u6280\u53d8\u9769"},"content":{"rendered":"<figure id=\"attachment_1995\" aria-describedby=\"caption-attachment-1995\" style=\"width: 1024px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1995\" src=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/12\/F1.jpg\" alt=\"\" width=\"1024\" height=\"691\" srcset=\"https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/12\/F1.jpg 1024w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/12\/F1-300x202.jpg 300w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/12\/F1-622x420.jpg 622w, https:\/\/naipnews.naipo.com\/wp-content\/uploads\/2024\/12\/F1-696x470.jpg 696w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-1995\" class=\"wp-caption-text\">\u56fe\u7247\u6765\u6e90 : shutterstock\u3001\u8fbe\u5fd7\u5f71\u50cf<\/figcaption><\/figure>\n<blockquote><p>2024\u5e74\u8fc8\u5165\u6700\u540e\u5012\u6570\u9636\u6bb5\uff0c\u5e02\u573a\u7814\u7a76\u53ca\u8c03\u67e5\u673a\u6784TrendForce\u9488\u5bf92025\u5e74\u63d0\u51fa\u5341\u5927\u79d1\u6280\u53d8\u9769\uff0c\u5305\u62ecAI\u7b14\u7535\u3001\u4eba\u578b\u673a\u5668\u4eba\u3001\u7acb\u65b9\u536b\u661f\u5e94\u7528\u4e0e\u7535\u52a8\u8f66\u9a71\u52a8\u7535\u6c60\uff0c\u90fd\u5c06\u5728\u660e\u5e74\u6709\u7a81\u7834\u6027\u7684\u589e\u957f\u3002<\/p><\/blockquote>\n<p class=\"Article_tittle_3_blue_bold\" style=\"font-size: 36px;\"><span style=\"color: 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class=\"Article_tittle_3_blue_bold\" style=\"font-size: 36px;\"><span style=\"color: #026292;\">2025\u5e74AI\u670d\u52a1\u5668\u51fa\u8d27\u6210\u957f\u5c06\u903e28%\uff0cHBM 12hi\u91cf\u4ea7\u826f\u7387\u63d0\u5347\u901f\u5ea6\u6210\u7126\u70b9<\/span><\/p>\n<p>\u53d7\u60e0\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\uff08CSP\uff09\u53ca\u54c1\u724c\u5ba2\u7fa4\u5bf9\u5efa\u7f6eAI\u57fa\u7840\u8bbe\u65bd\u9700\u6c42\uff0c\u4f30\u8ba12024\u5e74\u5168\u7403AI\u670d\u52a1\u5668\uff08\u542b\u642d\u8f7dGPU\u3001FPGA\u3001ASIC\u7b49\uff09\u51fa\u8d27\u6210\u957f\u53ef\u8fbe42%\u30022025\u5e74\u5728CSP\u53ca\u4e3b\u6743\u4e91\u7b49\u9ad8\u9700\u6c42\u4e0b\uff0cAI\u670d\u52a1\u5668\u51fa\u8d27\u5e74\u589e\u7387\u53ef\u671b\u8d85\u8fc728%\uff0c\u5360\u6574\u4f53\u670d\u52a1\u5668\u6bd4\u4f8b\u8fbe15%\u3002<\/p>\n<p>NVIDIA \u6700\u65b0\u4ea7\u54c1\u4f1a\u9010\u6b65\u8f6c\u5f8012\u5c42HBM3e\uff0cNVIDIA B300\u3001GB300\u91c7\u7528HBM3e 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class=\"Article_tittle_3_blue_bold\" style=\"font-size: 36px;\"><span style=\"color: #026292;\">\u5148\u8fdb\u5236\u7a0b\u4e0eAI\u63a8\u52a8\u4e0b\uff0c\u534a\u5bfc\u4f53\u6280\u672f\u8fce\u6765\u9769\u65b0\u4e0e\u5927\u5e45\u6210\u957f<\/span><\/p>\n<p>\u6676\u4f53\u7ba1\u6280\u672fFinFET\u7ed3\u6784\u81ea3nm\u5f00\u59cb\u9010\u6e10\u9762\u4e34\u7269\u7406\u6781\u9650\uff0c\u534a\u5bfc\u4f53\u5148\u8fdb\u5236\u7a0b\u6280\u672f\u81ea\u6b64\u51fa\u73b0\u5206\u6b67\u3002\u53f0\u79ef\u7535\u53caIntel\u5ef6\u7eedFinFET\u7ed3\u6784\uff0c\u4e8e2023\u5e74\u91cf\u4ea73nm\u4ea7\u54c1\uff1b\u800cSamsung\u5c1d\u8bd5\u75313nm\u9996\u5148\u5bfc\u5165\u57fa\u4e8eGAAFET \uff08Gate all around Field Effect Transistors\uff09\u7684MBCFET\u67b6\u6784\uff08Multi-Bridge Channel Field-Effect 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#026292;\">2025\u5e74\u8d44\u5b89\u805a\u7126\uff1a\u5f3a\u5316\u9632\u5fa1\u4e0e\u5a01\u80c1\u4fa6\u6d4b\u6210\u53cc\u5203\u5251<\/span><\/p>\n<p>\u5168\u7403\u73b0\u884c\u8d44\u5b89\u53d1\u5c55\u91cd\u70b9\u4ee5\u4e91\u7aef\u7269\u8054\u7f51\u65f6\u4ee3\u7684\u8f6f\u786c\u4ef6\u4e3a\u4e3b\uff0c\u968f\u5404\u9879\u6280\u672f\u6301\u7eed\u7cbe\u8fdb\uff0c\u653b\u9632\u4e24\u7aef\u590d\u6742\u6027\u8f83\u8fc7\u5f80\u5927\u5e45\u4e0a\u5347\uff0c\u9042\u4f7f\u5382\u5546\u5728IoT\u57fa\u7840\u4e0a\uff0c\u9010\u6b65\u8f6c\u79fb\u91cd\u5fc3\u81f3AI\u3002\u4ee5\u751f\u6210\u5f0fAI\uff08Gen AI\uff09\u800c\u8a00\uff0c\u5176\u5f3a\u5316\u8d44\u5b89\u9632\u5fa1\u5177\u6709\u4e24\u5927\u5e94\u7528\u8d8b\u52bf\uff0c\u9996\u5148\u662f\u652f\u6301\u64cd\u4f5c\u4eba\u5458\u900f\u8fc7\u81ea\u52a8\u7ffb\u8bd1\u4e0e\u6c47\u6574\uff0c\u4f7f\u7528\u81ea\u7136\u8bed\u8a00\u4fbf\u53ef\u641c\u5bfb\u4e0e\u5e94\u5bf9\u91cd\u5927\u98ce\u9669\uff1b\u5176\u6b21\u662f\u52a0\u901f\u5a01\u80c1\u4fa6\u6d4b\uff0c\u5f15\u5bfc\u7528\u6237\u66f4\u5feb\u901f\u5bfb\u627e\u76f8\u5173\u6f0f\u6d1e\uff0c\u5e76\u63d0\u51fa\u64cd\u4f5c\u5efa\u8bae\uff0c\u51cf\u5c11\u4fa6\u6d4b\u5468\u671f\u3002<\/p>\n<p>\u4f46\u53e6\u4e00\u65b9\u9762\uff0cGen AI\u540c\u6837\u4e3a\u9ed1\u5ba2\u653b\u51fb\u6240\u7528\uff0c\u8bf8\u5982\u5217\u4e3e\u5206\u6790\uff08Enumeration\uff09\u3001\u7f51\u7edc\u9493\u9c7c\uff08Phishing\uff09\u7b49\u7686\u662f\u80fd\u88ab\u5f3a\u5316\u7684\u653b\u51fb\u624b\u6bb5\u3002\u82e5\u8fdb\u4e00\u6b65\u5206\u6790\u5927\u8bed\u8a00\u6a21\u578b\uff08large language model\uff0cLLM\uff09\u7684\u521b\u5efa\u98ce\u9669\uff0c\u5305\u62ec\u64cd\u4f5c\u8f93\u5165\u4ea7\u751f\u9519\u8bef\u8f93\u51fa\u3001\u8bad\u7ec3\u9636\u6bb5\u5f15\u5165\u6f0f\u6d1e\u3001\u7f3a\u4e4f\u5b8c\u6574\u7684\u8bbf\u95ee\u63a7\u5236\u3001\u8fc7\u5ea6\u7684\u529f\u80fd\u81ea\u6cbb\u6743\u7b49\uff0c\u90fd\u662f2025\u5e74\u4f01\u4e1a\u53d1\u5c55AI\u4ea7\u54c1\u670d\u52a1\u65f6\u987b\u805a\u7126\u7684\u8d44\u5b89\u6311\u6218\u3002<\/p>\n<p class=\"Article_tittle_3_blue_bold\" style=\"font-size: 36px;\"><span style=\"color: #026292;\">AMOLED\u8fdb\u519b\u4e2d\u5c3a\u5bf8\u5e94\u7528\uff0c\u63a8\u52a8\u7b14\u7535\u5e02\u573a\u6e17\u900f\u7387\u8fbe3%<\/span><\/p>\n<p>2024\u5e74\u82f9\u679c\u6b63\u5f0f\u63a8\u51fa\u91c7\u7528RGB\u4e09\u539f\u8272AMOLED\u9762\u677f\u7684iPad Pro\u7cfb\u5217\uff0c\u63ed\u793a\u4e86RGB AMOLED\u9762\u677f\u7684\u4e0b\u4e00\u6b65\u5c06\u6269\u5927\u81f3\u4e2d\u5c3a\u5bf8\u4ea7\u54c1\u5e94\u7528\u3002\u9664\u4e86\u5e73\u677f\u8ba1\u7b97\u673a\uff0c\u7b14\u8bb0\u672c\u7535\u8111\u91c7\u7528AMOLED\u9762\u677f\u7684\u8d8b\u52bf\u4e5f\u5728\u915d\u917f\u4e2d\u3002\u867d\u7136\u82f9\u679c\u8ba1\u5212\u57282026\u81f32027\u5e74\u95f4\u4e8eMacbook\u7cfb\u5217\u5bfc\u5165AMOLED\u9762\u677f\uff0c\u4f46\u5176\u65e9\u5df2\u5f00\u59cb\u63a8\u8fdb\u9762\u677f\u5382\u6269\u5927\u6295\u8d44\uff0c\u5c06RGB AMOLED\u9762\u677f\u7684\u4ea7\u7ebf\u914d\u7f6e\u4ece6\u4ee3\u7ebf\u6269\u5927\u81f38.6\u62168.7\u4ee3\u7ebf\u89c4\u6a21\uff0c\u4ee5\u5bf9\u5e94\u540e\u7eed\u6f5c\u5728\u9700\u6c42\u3002\u5728\u8d8b\u52bf\u5df2\u7136\u786e\u7acb\u4e0b\uff0c\u5e26\u52a8\u5176\u4ed6\u54c1\u724c\u63d0\u524d\u5e03\u5c40\uff0c\u5229\u7528\u73b0\u6709\u4ea7\u7ebf\u5148\u5f00\u62d3\u5e02\u573a\u3002\u4ee52025\u5e74\u7684AMOLED\u7b14\u7535\u89c4\u6a21\u6765\u770b\uff0c\u9884\u8ba1\u6709\u671b\u7a81\u7834600\u4e07\u53f0\uff0c\u5e02\u573a\u6e17\u900f\u7387\u9884\u4f30\u5c06\u8fbe3%\u3002<\/p>\n<p class=\"Article_tittle_3_blue_bold\" style=\"font-size: 36px;\"><span style=\"color: #026292;\">AR\u773c\u955c\u518d\u6b21\u6210\u4e3a\u5e02\u573a\u5173\u6ce8\u7126\u70b9<\/span><\/p>\n<p>2024\u5e74VR\/MR\u5934\u6234\u88c5\u7f6e\u53d1\u5c55\u6700\u5173\u952e\u7684\u4e8b\u4ef6\uff0c\u5c31\u662fApple\u63a8\u51faVision Pro\uff0c\u6210\u529f\u5c06VR\/MR\u88c5\u7f6e\u4ece\u5a31\u4e50\u4f11\u95f2\u7528\u9014\u5bfc\u5f15\u81f3\u751f\u4ea7\u529b\u5de5\u5177\u7684\u65b0\u5b9a\u4f4d\uff0c\u5e26\u52a8\u66f4\u591a\u5382\u5546\u5c1d\u8bd5\u63a8\u51fa\u65b0\u54c1\u3002\u800cVision Pro\u663e\u793a\u5668\u91c7\u7528\u65b0\u4e00\u4ee3OLEDoS\uff08OLEDonSilicon\uff09\u6280\u672f\uff0c\u80fd\u63d0\u4f9b\u9ad8\u8fbe3,000 PPI\u4ee5\u4e0a\u7684\u5206\u8fa8\u7387\uff0c\u4e00\u8dc3\u6210\u4e3a\u63a5\u4e0b\u6765\u9ad8\u9636VR\/MR\u8fd1\u773c\u663e\u793a\u65b9\u6848\u7684\u9996\u9009\u3002\u6839\u636eTrendForce\u9884\u4f30\uff0cVR\/MR\u88c5\u7f6e\u51fa\u8d27\u89c4\u6a21\u5c06\u4e8e2030\u5e74\u8fbe\u52303,700\u4e07\u53f0\u3002<\/p>\n<p>\u53e6\u4e00\u65b9\u9762\uff0c\u4ee5\u8f85\u52a9\u529f\u80fd\u5b9a\u4f4d\u7684AR\u773c\u955c\uff0c\u56e0AI\u6280\u672f\u4e8e2024\u5e74\u518d\u6b21\u6210\u4e3a\u5e02\u573a\u5173\u6ce8\u7126\u70b9\u3002Meta\u53d1\u8868\u7684Orion\u867d\u7136\u975e\u91cf\u4ea7\u88c5\u7f6e\uff0c\u4f46\u642d\u8f7dLEDoS\uff08LED on Silicon\uff09\u663e\u793a\u5668\u4e0eSiC\u5149\u6ce2\u5bfc\uff0c\u63d0\u4f9b\u9ad8\u8fbe70\u5ea6\u7684\u89c6\u573a\u89d2\uff08FOV\uff09\uff0c\u4e0d\u5230100g\u7684\u91cd\u91cf\u4e5f\u5960\u5b9aAR\u773c\u65b0\u7684\u8f7b\u91cf\u5316\u91cc\u7a0b\u7891\u3002\u9664LEDoS\u5916\uff0c\u5f53\u524d\u53ef\u8fd0\u7528\u5728AR\u773c\u955c\u7684\u8fd1\u773c\u663e\u793a\u6280\u672f\u5305\u62ecOLEDoS\u3001LCoS\u3001LBS\uff08Laser Beam Scanning\uff09\u7b49\uff0c\u591a\u5143\u6280\u672f\u4e30\u5bccAR\u663e\u793a\u7684\u53d1\u5c55\uff0c\u5c06\u8ba9\u786c\u4ef6\u8bbe\u8ba1\u6709\u66f4\u591a\u53ef\u9009\u62e9\u5f39\u6027\u3002TrendForce\u9884\u4f30\uff0cAR\u88c5\u7f6e\u51fa\u8d27\u89c4\u6a21\u5c06\u4e8e2030\u5e74\u8fbe\u52302,550\u4e07\u53f0\u3002<\/p>\n<p class=\"Article_tittle_3_blue_bold\" style=\"font-size: 36px;\"><span style=\"color: #026292;\">\u7acb\u65b9\u536b\u661f\u5c0f\u578b\u5316\u4e0e\u4f4e\u6210\u672c\u91cf\u4ea7\u63a8\u52a8\u5168\u7403\u901a\u8baf\u4e0e\u7269\u8054\u7f51\u9769\u547d<\/span><\/p>\n<p>\u968f\u77403GPP Release 17\u5bf9\u536b\u661f\u5e94\u7528\u573a\u666f\u7684\u6307\u5f15\uff0c\u4f4e\u8f68\u9053\u536b\u661f\u661f\u7cfb\u5185\u7acb\u65b9\u536b\u661f\u6570\u91cf\u5448\u73b0\u6307\u6570\u7ea7\u589e\u957f\uff0c\u65b0\u521b\u536b\u661f\u5382\u5546\u900f\u8fc7\u4f4e\u6210\u672c\u751f\u4ea7\u5c0f\u578b\u7acb\u65b9\u536b\u661f\uff0c\u4ee5\u53ca\u5927\u89c4\u6a21\u90e8\u7f72\u536b\u661f\u661f\u7cfb\uff0c\u8fdb\u800c\u63d0\u4f9b\u5168\u7403\u4f4e\u5ef6\u8fdf\u536b\u661f\u901a\u8baf\u8986\u76d6\u3002<\/p>\n<p>\u5c55\u671b2025\u5e74\uff0c\u5728\u536b\u661f\u5c0f\u578b\u5316\u7684\u53d1\u5c55\u8d8b\u52bf\u4e0b\uff0c\u4e2d\u5c0f\u578b\u65b0\u521b\u536b\u661f\u8425\u8fd0\u5546\u5229\u7528\u6a21\u5757\u5316\u536b\u661f\u98de\u884c\u5668\u548c\u5546\u7528\u73b0\u6709\u536b\u661f\uff08Commercial-Off-The-Shelf\uff0cCOTS\uff09\u96f6\u7ec4\u4ef6\uff0c\u5927\u89c4\u6a21\u542f\u52a8\u7528\u4e8e\u592a\u7a7a\u7814\u7a76\u7684\u5c0f\u578b\u7acb\u65b9\u536b\u661f\u751f\u4ea7\u4f5c\u4e1a\uff0c\u5927\u5e45\u51cf\u5c11\u751f\u4ea7\u6210\u672c\u3002\u540c\u65f6\uff0c\u8fd9\u4e9b\u65b0\u521b\u536b\u661f\u5382\u5546\u90e8\u7f72\u7acb\u65b9\u536b\u661f\u661f\u7cfb\uff0c\u9488\u5bf9\u7a7a\u95f4\u6001\u52bf\u611f\u77e5\uff08Space Situational Awareness\uff0cSSA\uff09\u5e94\u7528\uff0c\u8fdb\u884c\u592a\u7a7a\u788e\u7247\u76d1\u63a7\u4e0e\u6e05\u7406\u4f5c\u4e1a\u3002\u6b64\u5916\uff0c\u536b\u661f\u7269\u8054\u7f51\u5e94\u7528\u573a\u666f\u4e5f\u5728\u5feb\u901f\u53d1\u5c55\uff0c\u88ab\u7528\u6765\u76d1\u63a7\u8fdc\u7a0b\u533a\u57df\u7269\u8054\u7f51\u88c5\u7f6e\uff0c\u4f8b\u5982\u519c\u4e1a\u7528\u4f20\u611f\u5668\u3002<\/p>\n<p class=\"Article_tittle_3_blue_bold\" style=\"font-size: 36px;\"><span style=\"color: #026292;\">2025\u5e74\u8fdb\u5165\u81ea\u52a8\u9a7e\u9a76\u65b0\u7eaa\u5143<\/span><\/p>\n<p>\u81ea\u52a8\u9a7e\u9a76\u662fEdge AI\u7684\u91cd\u8981\u5e94\u7528\u9886\u57df\uff0c\u968f\u7740Tesla\u63a8\u52a8\u7684\u300c\u7aef\u5230\u7aef\u6a21\u578b\u300d\uff08end-to-end 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