According to a research report published by CITIC Construction Investment, Intel released a new Ultra processor, which has improved performance, reduced power consumption, and is more suitable for AI scenarios. The new chip has advantages such as better video calls, better graphics processing, and longer battery life.
The Zhitong Finance app learned that CITIC Construction Investment published a research report stating that Intel released a new Ultra processor, which has improved performance, reduced power consumption, and is more suitable for AI scenarios. The new chip has the advantages of better video communication, better graphics processing, and longer battery life. The launch of related products is expected to promote high-end and intelligent PCs, and at the same time promote the recovery of the PC market. Furthermore, the launch of AIPC will enrich AI application implementation scenarios, so it is recommended to focus on the AI application sector.
On December 15, the National Bureau of Data researched and drafted the “Data Elements ×” Three-Year Action Plan (2024-2026) (Draft for Comments) to solicit comments from the public. This draft for solicitation of comments is the first policy document issued by the National Data Administration since it was inaugurated. The average annual growth rate target for the data industry in the next three years is over 20%, and the scale of data transactions is targeted to increase by 1 times. Focus on key industries and fields, implement the “Data Elements ×” campaign, explore application scenarios for high-value data elements, and create more than 300 typical application scenarios with strong exemplary, high visibility, and broad motivation. It is recommended to continue to focus on investment opportunities related to data elements, including three types of enterprises: 1) data production enterprises; 2) platform service enterprises; and 3) endorsement service enterprises.
The main views of CITIC Construction Investment are as follows:
Intel has released a new Ultra processor, which has improved performance, reduced power consumption, and is more suitable for AI scenarios.
On December 14, local time, Intel officially launched the AIPC processor, the new Core Ultra processor codenamed Metor Lake, at the “AI Everywhere” event held in New York. The new Ultra processor has three configurations, namely Core Ultra 5, Core Ultra 7, and Core Ultra 9. According to Intel, taking the Core Ultra7 165H chip as an example, its multi-threaded performance is 11% higher than laptop processors such as the AMD Ryzen 7 7840U, Qualcomm Snapdragon 8cx Gen 3, and Apple's self-developed M3 chip; power consumption is 25% lower than the Intel Core i7-1370P, and 79% lower than AMD's Ryzen 7 7840U. Many of the new CPUs released by Intel this time are equipped with NPU, which can perform tasks driven by artificial intelligence, such as background blur, eye tracking, etc., and the efficiency of running AI models such as Stable Diffusion is expected to be greatly improved.
The new chip has advantages such as better video communication, better graphics processing, and longer battery life. Personal computers are about to enter the AIPC era.
The Meteor Lake processor released this time guarantees better video call quality by integrating an NPU and a low-power core, and has been optimized to filter background noise and blurry backgrounds, so that the CPU will not be burdened during video calls. In addition, Meteor Lake will integrate GPUs with the Intel ARC graphics card brand and support modern graphics techniques such as ray tracing and oversampling, which is expected to bring better graphics processing results. Although it cannot compete with independent graphics cards such as GeForce RTX 4090, it is still significantly improved compared to current PC products. Currently, many PC manufacturers are planning to launch PCs equipped with Ultra chips. For example, Lenovo released the 12th generation ThinkPad X1 Carbon, the 9th generation ThinkPad X1 2-in-1, and IdeaPad Pro 5i on the 15th. The estimated sales prices are 2989, 2639, and 1149.99 US dollars, respectively, and are expected to go on sale in March next year. The three products can implement large language models with tens of billion parameters without an Internet connection. They have features such as ultra-low latency and data leakage prevention. They also have functions such as intelligent video editing and video frame correction. It is expected that special AI functions will continue to be introduced in the future, with the goal of making AIPC an “AI assistant” for individuals. In addition, manufacturers such as Asus, Acer, and MSI have all released related products. It is estimated that the launch time is early 2024. The starting price of each new PC will be over 1,000 US dollars, making it a high-end PC.
The launch of related products and their launch at the beginning of next year marks that PCs have officially entered the AIPC era. They are expected to promote high-end and intelligent PCs, and at the same time promote the recovery of the PC market. Furthermore, the launch of AIPC will enrich AI application implementation scenarios, so it is recommended to focus on the AI application sector.
On December 15, the National Development and Reform Commission website reported that in order to implement the decisions and arrangements of the Party Central Committee and the State Council, give full play to the multiplier effect of data elements, and empower economic and social development, the National Bureau of Data has researched and drafted the “Data Factors ×” Three-Year Action Plan (2024-2026) (Draft for Comments) to solicit comments from the public. The publication of this draft for solicitation of comments is expected to accelerate the multiplier effect of data elements, which is of great significance in activating the potential of data elements, cultivating new momentum for development, and promoting high-quality development. In addition to clarifying the basic principles of action, the draft for solicitation of comments also proposed the overall goals of the action. The average annual growth rate of the data industry in the next three years will exceed 20%, the scale of data transactions will double, and the scale of on-market transactions will increase dramatically. In terms of application scenarios, the goal is to create more than 300 typical application scenarios with strong exemplary, high display, and broad motivation. The quality and efficiency of products and services have been significantly improved, and a number of data element application demonstration regions with obvious results have emerged, a number of data vendors and third-party professional service agencies with strong innovation ability and market influence have been cultivated, and new forms of data element value creation become a new driving force for economic growth.
Focus on key industries and fields, implement the “Data Factor ×” campaign, and explore application scenarios for high-value data elements.
Working from both sides of supply and demand, in several key areas such as intelligent manufacturing, smart agriculture, trade circulation, transportation, financial services, technological innovation, cultural tourism, healthcare, emergency management, meteorological services, smart cities, green and low carbon, etc., we will strengthen scenario demand traction, overcome circulation barriers, improve supply quality, promote the integration of data elements with other factors, optimize resource allocation, break through output boundaries, and spawn new industries, new business formats, new models, new applications, and new governance. By implementing the “Data Element ×” campaign, we will give full play to the advantages of China's massive data scale and rich application scenarios, promote the multiplier effect of data in various scenarios, and promote the transformation of China's basic data resource advantages into new economic development advantages.
Risk warning:
Increased market competition; impact of changes in the international environment; industry demand falling short of expectations, etc.