The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for augmented reality by geography and historical trend. The scope of the report extends to sizing of the augmented reality market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for ar and vr display by geography and historical trend. The scope of the report extends to sizing of the ar and vr display market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive blockchain by geography and historical trend. The scope of the report extends to sizing of the automotive blockchain market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

The market study aims at estimating the market size and the growth potential of this market. Topics analyzed within the report include a detailed breakdown of the global markets for automotive transfer case by geography and historical trend. The scope of the report extends to sizing of the automotive transfer case market and global market trends with market data for 2021 as the base year, 2022 and 2022 as the estimate years and forecast for 2024 with projection of CAGR from 2024 to 2029.

生成式AI 快速发展显著拉动算力基础设施需求。算力是生成式AI 发展的前提与核心，随着产业趋势逐渐明确，AIGC 将朝更大模型、跨模态、多技术融合的方向演进，技术跃迁的背后，AIGC 对底层算力资源的需求也有望呈现跨越式增长。据IDC 数据，22 年全球与国内AI 服务器市场规模分别为183 亿、67亿美元。市场格局方面，浪潮信息在国内AI 服务器市场占比超50%。19-21 年国内AI 服务器市场规模同比增速分别为60%、53%、68%，22 年因互联网行业对AI 算力的需求减弱（前期大量采购致库存较高以及监管环境的趋严），国内AI 服务器市场增速下降明显。但在AIGC高速增长的算力需求带动下，预计23 年后国内AI 服务器市场将回归甚至超越22 年之前的增速区间。

相较于风冷，液冷在高功率密度场景下有投资成本优势，且有助于实现数据中心总体的PUE目标。受到相关政策和规划的引导，在数据中心的存量和增量市场两端，液冷都有高确定性的增长空间。我们认为：在“双碳”目标的牵引下，液冷技术在数据中心领域的普及应用将成为长期趋势。随着液冷技术应用逐步落地，液冷产业有望加速实现成本下降和技术成熟，从而促进液冷市场进一步的快速发展。

AI 服务器直接受益于需求端增长，Nvidia 高速互联助力AI 运算。2018 年至今，模型升级带来参数量指数级增加，AI 训练+推理段模型需求催生AI服务器海量需求（训练阶段算力需求=6×模型参数数量×训练集规模），按照A100 640GB 服务器参数假设，据测算，训练端需要服务器数量为3423台/日，推理端按照1 亿活跃用户测算对应成本为4000 万美元，并随着用户量和访问互动量上升，算力需求持续提升。此外，Nvidia 高速互联助力AI运算，800G 交换机陆续发布，下一代超宽互联蓄势待发。