Home > Industry Information > Industry 丨 "Black Myth: Goku" Rises, The Domestic GPU Ecosystem Brings New Ideas
In the gaming industry, there is a clear level division: mobile games are at the bottom, online online games are located in the middle, while host games are at the highest level.
At present, driven by the wave of artificial intelligence, it was used as auxiliary battlefieldGPU has changed into the main battlefield.
"Black Myth" takes a wave of the entire machine change
According to the official data of Jingdong,On August 20th, the "Goku" game was officially launched. The sales laptop and computer sales equipped with Nvidia 40 -series graphics cards achieved a 100%growth year -on -year;
The overall product category sales of computer components increased year -on -year120%, of which the sales of graphics card category surged 200%year -on -year, while the sales of assembly machine categories increased by more than 150%year -on -year.
Especially high -end models such asProducts of RTX 4070 and above are in short supply, and even the sales of RTX 4060 Ti and 4060 series have also increased significantly.
This phenomenon not only stimulates the needs of individual players to upgrade the graphics card, but also drives hardware upgrades of commercial places such as Internet cafes.
According to the opinions of some network users and the analysis of the previous testing tools, many players have been challenged in the graphics card. Many old Nvidia andAMD graphics cards have collapsed.
If you hope to experience the game smoothly at a high frame rate, it seems that you can only change the graphics card, which will trigger a new round of equipment updates.
Obviously, the advent of the graphics card is not just for the game, but the game is undoubtedly the main force to promote the advancement of the graphics card.
As the core of the graphics cardThe GPU chip will naturally have a close connection with this phenomenon.
GPU technology promotes gaming performance innovation
As the core hardware of graphical processing,The GPU plays a vital role in promoting the continuous innovation of the gaming industry.
Nvidia panoramic light chaseThe application of DLSS3 technology allows the graphics performance and performance experience of the game to reach unprecedented height.
forGeForce RTX 4060 can be optimized by adjusting or using one -click settings with the NVIDIA APP to get a frame rate of 60fps.
In addition, the graphics engine behind Hei Wukong is indispensable, mainly due to Nvidia and Unreal5 The contribution of the engine.
It shows extremely complicated scene details, in illusoryWith the blessing of technology, the complexity of the scene has increased from the number of borderlines of tens of millions of levels to hundreds of millions of levels.
in particularLumen and Nanite technology launched in UE5 for the first time brought realistic light and shadow effects and complex scene details to the game scene.
Black mythical boom is domestically producedThe GPU also exposes the existence problem
In terms of performance, compared with international manufacturers such as Nvidia, domestically producedThere is still a certain gap in the GPU.
MooreAs an example, the MTT S80 is the same as the RTX 3060 in terms of hardware specifications, but the shortcomings at the software level limited their performance. In some keyThe game characteristics cannot be supported.
Since the opening of the "Black Myth" server, many players have reported that the game has encountered black screen and program collapse after startup.
Fortunately, the Moore thread was releasedThe driver of V270.80, players can currently ensure the basic operation of the game under lower image settings.
Prior to this, the Moore thread had implemented more than ten key driving updates, and gradually released its3D graphics processing capacity.
However, in some core game functions, Moore threads adoptedMusa architecture has not yet provided support.
GPU breakout road has to rely on yourself
Domestically producedIn the GPU field, domestic enterprises are developing at a rapid speed and gradually replacing imported products in several key areas.
In the market such as server, artificial intelligence, consumer electronics, etc., the dedicated or universal of domestic manufacturers such as Huawei, Kunlunxin, Mu Xi, Jingjiawei and other domestic manufacturersGPU products have won many important customers.
Moore thread company directly enters the desktopThe GPU market is expected to open up new market space through consumer graphics cards.
Although facing Nvidia,The market -leading position of the three major industry giants in AMD and Intel, and domestic GPU manufacturers have long played the role of alternatives.
Due to the late start, the gap between the core intellectual property rights, and the need for huge amount of capital investment, the domesticGPUs generally choose compatible with existing ecosystems in the initial stage, Lack of independent core technology.
In March of this year, Nvidia issued a restricted policy to prohibit the translation layer from Non -Ying Weida through the translation layer.Run CUDA software on GPU.
This measure is to the domestic partGPU manufacturers undoubtedly constitute a adverse effect.
Under the instructions of the United States, NvidiaAMD was forced to stop supplying high -end GPU models such as A100 and H100 to China, and instead provided H20 and other products designed for the Chinese market.
Compared to the original product, so -calledThe special version looks inferior in performance.
In the performance evaluation of some technology media,The overall computing power of H20 is only equivalent to 20%of H100.
In addition, due to additional hardware configuration, the cost of computing power has also increased.
In the absence of the independent ecosystem, domesticGPU manufacturers still face huge challenges to enter the high -end market.
Examine the status quo of the country, the domestic game engine isThe 3A -level gaming field is still gap between competition with international well -known engines such as UNITY3D and UE5. Domestic engines mainly find development opportunities in the field of lightweight game entertainment such as mobile and web.
If domestic engines cannot occupy a place in the gaming industry with huge potential, given that it needs long -term and high R & D investment, it will face many challenges.
Therefore, R & D teams with a background of colleges and universities may enjoy more advantages in continuous technology research and development.
Establish an ecosystem will be important
along withThe breakthroughs of large models in the AI field in 2023, the GPU demand for the core driving force of these models has increased.As a result, Nvidia achieved a 125%revenue growth in 2023;
CowardlyAs an example, the CUDA ecosystem is widely considered to be one of the company's core competitive advantages.
To say, if noCUDA, many programmers will be difficult to develop on the GPU hardware platform.Its software ecosystem has deeply affected many fields such as artificial intelligence and scientific research.
Try to bypass the ecosystem built by Nvidia may cause a lot ofThe GPU card can only play limited computing power and face performance bottlenecks.
In addition, in the process of programming development, there may be difficulties in lack of appropriate application development tools.
Therefore, in the current situation, our primary tasks are not immediately competing with Nivine Da, but the characteristics of the market environment and the Chinese market should be used to give priority to building a market foundation for large models.
However, currently domestic manufacturers generally encounter similar challenges: the overall layout of the system structure is insufficient, the software ecosystem is fragile, and the market influence is limited.
Although some progress has been made in individual fields, it is difficult to constitute a real threat to Nivine Dada in terms of overall strategy.
All manufacturers work hard in their own fields, but they lack collaboration and integration between each other.
becauseTherefore, although certain technical parameters may surpass Nivioida, in the competition of a comprehensive system, effective joint efforts are still impossible to form.mostWhat is worrying is the fragmentation of the technical ecology.
Due to the lack of unified development platforms and standards, the domestic technology ecosystem is like a puzzle of puzzles. Developers are using domesticIn GPU, compatibility problems and learning costs faced were significantly increased.
domesticGPU is accelerating development
ChinaThe size of the GPU market continued to expand. From 2020 to 2023, the market size increased from 34.5 billion yuan to 45.7 billion yuan and 60.8 billion yuan, which reached 80.7 billion yuan, with an average annual growth rate of about 33%.
PredictIn 2024, the market size will increase further to 107.3 billion yuan.
The success of Hongmeng's operating system is not only due to the support of the policy, but it is more important that it just meets the transformation period from mobile devices to the Internet of Things technology.
current,The GPU industry is also experiencing a similar period of change. The rise of large models is reshaping the entire industrial structure, providing Chinese companies with the opportunity to grasp.
Although international brands have dominated the market, in recent years, domesticThe GPU has also made significant progress.
For example, Shanghai Wusong Tree High -tech Co., Ltd. launchedWT-X201, WT-X202, WT-X205 and other domestic GPU products, and relying on the comprehensive industrial ecosystem of Shanghai Wutuang Dazhi High-tech Group to provide customers with a better service platform.
Jingjiawei has achieved certain achievements in the military industry, and the core movement technology focuses on high performanceThe GPU's research and development, Wall -研 Technology is mainly committed to artificial intelligence reasoning and training, while the Moore thread focuses on the development of graphics processors.
The intellectual centers are national typesN Wanka 10 -card training ground, its single computing power reaches 6.7EFLOPS (FP16), which also verifies that the products declared by Wall -仞 Technology can be applied to the construction scheme of the Kenka cluster, and it can be extended to the implementation of the Internet of 10,000 card scale interconnection technology.ability.
Moore thread is targeted at itAI flagship product Kuae has launched a set of solutions, including the Gulai cluster management platform and the Grand E -model service platform.
These solutions are designed to solve the problem of how to maintain stable operation and efficient computing resource allocation while solving the high -speed interconnection of 10,000 -card data centers.
At the same time, the Moore thread also successfully signed the Qinghai Zero Carbon Industry Park Wanka Cluster Project, the Qinghai Plateau Kuang'e Wanka Cluster Project, and the Guangxi ASEAN Wanka Cluster Project.
Takaraki Technology and Smart SpectrumAI cooperation launched a large -model programming assistant all -in -one machine. Based on the Yunye I20 reasoning acceleration card, it provides a series of artificial intelligence generation content (AIGC) functions for software development companies.
Mu Xi Technology uses QixiThe N100, jointly released the first AI model texture super score with Meng Rui Technology.
Currently, the Moore thread has been builtMusa ecology is compatible with CUDA and provides the corresponding relationship between almost all components and CUDA.
仞 仞The MXMACA platform of Birensupa platform and Mu Xi Technology is also weakened by compatibility to weaken the market -leading position of Nivine CUDA, and attract developers to participate in open source methods to jointly build an ecosystem.
End:
Only inspire more includeThe GPU application scenarios and markets including 3A -level stand -alone games can inject more funds and technical talents for the GPU's research and development and technical breakthroughs, not just rely on large artificial models.
The challenge of industrial development is how to coordinate the relationship between external forces and internal power, cost and innovation, autonomy and globalization.
This is a path that requires continuously examining strategies, as if maintaining a balanced on the Dugi Bridge. However, this is also the only way to access the other side.
Part of the information reference: China Electronics News: "Black Myth: Goku" burst into fire,Has the GPU caught this splashing traffic?, Magnesium: Domestic GPU, requires a black myth, Martyr Tree: The power behind "Black Myth: Goku" -how to reshape the visual feast of the Westward Journey world, water bear Youbao: Black mythical Goku out of fireYou can't think of the truth behind it, the Golden Age 2035: "Black Myth: Goku" and the domestic display GPU five dragons, every day IC: "Black Myth: Goku" revealed the old back of the GPU, TOPCPU: Moore Release New Drive, Black Skills GokuThe performance has been increased by 3 times. Data Apes: How can domestic GPU manufacturers kill a blood path?, Zinc Finance: Behind the hustle and bustle, how far is the domestic GPU distance from Nvidia?
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