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青山常驻江水东流-2022中国科技产业投资新风向-甲子光年

信息技术2022-07-27甲子光年机构上传
青山常驻江水东流-2022中国科技产业投资新风向-甲子光年

2022.7.27&CEO2022 NOWZoom InHOWZoomOut NOW GDP1.6%75202250+20221002141880.2620223.21MU5735 4793.64+2022H12022H1-19%-8%1632641282019-01-042019-05-172019-09-202020-01-232020-06-052020-10-092021-02-102021-06-182021-10-222022-03-042022-07-08AAWind202278PEPEPE4762202112312022/1/52022/2/52022/3/52022/4/52022/5/52022/6/52022/7/550-WindPE 1978-19901991-20002001-20202021-20352036-20502021425 GDP12.5GDP26%37%++ 10000 Zoom In 10520221-6 5G20222022, 70%, 30%78%22%16.40%60.70%27.90%16.40%34.40%27.90%27.90%18.00%13.10%8.20%41.00%8.20%54.10%26.20%16.40%39.30%32.80%34.40%24.60%21.30%16.40%50.80%8.20%6.60%1.60%0.00%-4.90%-4.90%-6.60%-6.60%-8.20%-8.20%-9.80%5G/20222022N=10520226 5G 301292018820195EDA2020520209SKBIS20201020201210nm20211CFO2018122021-20232021/9/120352021/3/12021-20232021/1/12020/9/12020/7/120192019/11/12019-20222019/10/12018-20202017/12/12017-20192017/11/12016/11/12016/8/120252015/5/120221016 1087 1318 1565 1853 2018 2614 3594 2857 3140 3426 3770 4176 4451 5434 6355 20142015201620172018201920202021CAGR17.1%CAGR10.5%CAGR16.8% +1940s1990sWeb 1.01980sPC2000sWeb 2.02010s2020sAI5G10-2031%31%20%15%3%2888 2808 2577 2531 2628 2750 78 126 121 137 352 500 53%62%-4%11%120%42%201720182019202020212022EAI//CMP/ICCPUGPUFPGA3-5EDA/IP/EDA28nm/7nm/5nm/2022 ESG32.1%21.7%7.1%7.1%4.5%4.4%3.4%1.8%-0.6%-1.8%=f()=f()N=10520226 CadenceCadenceEDAEDA20185Synopsys20195AnsysCAE2019420206FigmaUIFigma20223MatlabMatlab4,35815%6%20132014201520162017201820192020%%20352021-03+2021-20232020-122019-10APP2018-20202018-05202030APP2016-20202017-01APP2016-11+20252015-05202230%13%10%5%MESCADEDACAE 0.020.040.060.080.0100.0120.0140.0197019751980198519901995200020052010201520202025203020352040204520503D••••••CADCAE/CAM•••MES/DCS/SCADA➕CAX47%SCADA15%PLM11%APS10%MES8%9%%CADCAECAXEDACAXEDABIMMESMESDCS++2022 10.00%5.90%5.20%4.30%3.80%2.40%2.10%1.90%0.80%-0.90%ESG=f()=f()N=10520226 1960s••1980s•Hatch-Waxman1976•Genentec2000s••1990-2000•1998••2015•2018-2019•18A••5me tooFirst in class••10••firstinclass36434346465236141621258%12%25%26%31%32%201620172018201920202021338 426 612 816 1007 1490 -8%26%44%33%23%48%20162017201820192020202120222015201720172019202020212021me-X2021me-toome-betterfirst-in-class 1.491.581.661.761.913.5%6.0%5.1%6.0%8.5%2016201720182019202065MSDBMSRegeneronPD1PD1100RMB/4RMB/••3352 3784 4237 4703 5146 12%13%12%11%9%20162017201820192020++2022 3.50%2.50%-3.10%-3.40%-3.80%-4.40%-5.20%-5.20%-7.50%-10.00%=f()=f()N=10520226 •Waymo•Autopilot•nuTonomy•Uber•Waymo•Cruise•Argo AI•Aurora•A8L3•Waymo••••••Momenta•••••••••••2009201420152016•2017201820202021••FSD•2015520252017122018-2020201812018122020102021-20352021220213V2X610+20215202112••••2022 ++L2corner casesL324L220102015203020202025L4L3L2L1L5/RobotruckRobotaxiL0••AVPL5••3%5%15%20%23%20182019202020212022Q1Momenta MomentaAutoXMinieyeMomenta Waymo L2/L2+2022 12.00%4.80%3.60%0.00%-1.50%-3.30%-4.40%-9.30%-12.90%-12.90%=f()=f()N=10520226 HOW *X Y Z 5GIoTAI/AI//2020///2022-*ESGZ X Y 20225.0 //PEVC/CVC 202220222022202114N=10520226 N=10520226PLGESG2022202220222021PLGESGESG PLG, 50%ESG, 27%,23%2022ESG2022PLGESG2022PLGESG•LP••••••••••••1000-3000•3000-5000•500-8000•••N=10520226 9%-5%-5%*=ESG&-PLG18%5%5%-5%-9%-14%15-3040-808018%18%14%14%0%-9%-9%-14%-27%5-1010-30140-801-530-4080-100500100-500PEVC9%5%5%0%0%-5%-9%-9%-14%18%5%-5%-9%-14%BCAPreIPOCPEVCCCN=10520226 15-10103-53-51-230001-23000-5000218.20%9.10%9.10%9.10%-4.50%-4.50%-9.10%-9.10%-18.20%3124671855%35%7%-10%5-7%10%31241518.20%13.60%0.00%-9.10%-9.10%-13.60%15-1030-501-55010-309.10%4.50%4.50%0.00%0.00%-18.20%4-513-42-351-236.40%13.60%-9.10%-9.10%-13.60%-18.20%1-230005000-153000-50002-513.60%9.10%4.50%4.50%0.00%-4.50%-9.10%-18.20%7%-10%1%-3%1%3%-5%15%-20%12%-15%10%-12%5%-7%3.57%3.31%2.01%0.03%0.03%-1.61%-7.32%N=10520226*=ESG&-PLG 54.5%50.0%40.9%36.4%5G50.0%40.9%40.9%5G13.6%13.6%13.6%9.1%ESG&PLGESG5GPLG5GESGPLGN=10520226 6.7%6.5%6.3%6.1%6.1%5.6%5.2%4.5%1.7%1.1%0.4%0.2%0.0%0.0%-2.8%-4.3%-9.1%-9.1%-12.3%AI59.1%40.9%40.9%40.9%36.4%36.4%36.4%31.8%31.8%27.3%27.3%27.3%PLGESG&ESGESGPLGPLG63.6%47.6%42.9%38.1%38.1%38.1%36.4%33.3%33.3%28.6%23.8%23.8%N=10520226 PLGESGPLGESGPLGESG&PLGESG&28%57%15%59.1%68.2%50%54.5%40.9%68.2%54.50%45.50%36.40%27.30%27.30%18.20%18.20%18.20%18.20%18.20%41.70%25.00%25.00%25.00%25.00%25.00%16.70%16.70%16.70%16.70%53.80%38.50%30.80%23.10%23.10%23.10%23.10%23.10%23.10%23.10%15.40%15.40%15.40%15.40%15.40%66.70%55.60%44.40%33.30%33.30%33.30%22.20%22.20%22.20%22.20%22.20%N=10520226VR/AR/MRAIBIRPA3DCMPPCAPSCAECAMGISMESSCMCRM PLGESGPLGESG5.1%2.3%4.0%5.9%17.2%19.2%6.6%11.8%7.5%20.3%13.7%20.2%21.6%21.9%4.3%4.1%0.7%4.4%3.4%5.8%13.6%7.2%2.3%1.2%8.6%10.4%17.8%15.4%18.2%5.1%N=10520226 ZoomOut PaaSIaaSVR/AR/MR3DNLP5GCB/GXR/VRCB2CB2BB2GG •Source :《“十四五”国家信息化规划》::➢➢➢5G➢➢➢CADEDA➢5G➢610➢5G➢➢➢➢➢➢➢➢➢➢➢

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