Opportunities and challengesOpportunity
1:OpenAI's first Vincennes video model,Sora,is released
On February 16,OpenAI released its first Vincennes video model,Sora,which can generate up to one minute of high-definition video with text commands.The emergence of Sora is expected to have a profound impact on the film,novel,animation,education,games,and we-media industries.With the maturity of Vincennes diagram and picture dialogue technology,Vincennes video has become the focus of the next development of multi-modal large model,and multi-modal large model will become the key development direction of generative AI.
Opportunity 2:24 Q1 global server shipments are expected to increase 1.7%in the quarter,the off-season is not weak
DIGITIMES analysis said that in 2024 Q1 global server shipments are expected to grow 1.7%sequentially and are expected to return to year-on-year growth.In the second half of 2023,due to the competition to buy high-priced AI servers,traditional general-purpose server procurement is reduced,and a new round of general-purpose server procurement is restarted in Q1 this year,and it is expected that the server market is not weak in the off-season.
Opportunity 3:In 2013,China's automotive Lidar shipments reached 710,000 units,an increase of about 450%
According to the statistics of the supply chain data show that the 2023 annual shipments of Hesai technology is about 211,000 units,the 2023 shipments of Tudatong more than 150,000 units,Huawei Lidar shipments are expected to be about 70,000 units,in addition to Tanyi Technology,DJI Zhanwo Technology and other companies,its forecast in 2023 China's vehicle lidar shipments reached 710,000 units,That's an increase of about 450 percent year-on-year.
Opportunity 4:IC sales are expected to grow strongly by 18%in the first quarter of 2024
As demand improved and inventory normalized,IC sales returned to growth in the fourth quarter of 2023,increasing 10%year over year.SEMI expects IC sales to grow a strong 18%in the first quarter of 2024.
Opportunity 5:The rapid growth of new energy vehicles
China Automobile Association data show that in January,the production and sales of new energy vehicles completed 787,000 and 729,000,respectively,an increase of 85.3%and 78.8%,respectively,down 32.9%and 38.8%,and the market share reached 29.9%.