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通信行业专题报告：算力扩散，边缘场景和投资价值-20230703-华金证券

u 算力向推理和边缘扩散；扩散呈现三个趋势：1、低延时低功耗需求增强、2、AI芯片向端侧推理演进、3、缩减数据处理成本；边缘算力三种体现：模组、终端、边缘计算中心。 u 产业链重构带来价值：芯片侧：RISC-V更适合边缘架构，高通在物联网侧一骑绝尘；系统侧:“平台+操作系统”边缘算力中枢；设备侧：边缘计算载体；设施侧：支撑边缘计算高效响应运行。 u 车和垂直行业弹性爆发：车辆边缘算力的iot模组产

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