奧士康(002913.SZ)：AI服務器類主要客户有惠普、字節跳動等
格隆匯4月20日丨有投資者在投資者互動平台向奧士康(002913.SZ)提問，“請問公司在AI服務器主要的客户有哪些？主要提供哪些產品？”
奧士康回複稱，公司在服務器領域深耕多年，已成為眾多優質客户的核心供應商，獲得部分國際龍頭服務器客户的認證，AI服務器類主要客户有惠普、英業達、和碩、緯創、仁寶、台達、字節跳動等。基於商業保密原則，涉及具體產品的問題公司不便於回覆，敬請諒解。 在AI服務器領域，AI模型需要越來越多的計算能力來管理越來越大的數據量，數據的迅猛增長打開了AI服務器藍海市場。解決算力重要的支撐是AI服務器，AI服務器採用CPU+加速卡的異構形式，一般AI服務器會配置多個加速卡以提升算力，在異構方式上可以根據應用的範圍採用不同的組合方式，目前主流的方式為CPU+GPU模式。2022年，AIGC領域的ChatGPT相關現象級應用的出現更是推動了AI算力的規模不斷增長，OpenAI於2023年3月又發佈了GPT-4多模態大模型，在整體複雜度和交互性上有了較大的提升。隨着各大科技巨頭先後入局AIGC，將會推動AI服務器的市場需求不斷攀升。根據TrendForce數據，AI服務器2022-2026年複合成長率有望達到10.8%。 對於PCB行業來説，服務器的迭代升級和更新換代也將成為拉動成長的關鍵，隨着Intel和AMD新平台的陸續推出，目前普遍使用的PCle 4.0接口升級到PCle 5.0，為了滿足高速高頻、減少信號在傳輸過程中的介質損耗，對於服務器PCB層數、材料、設計工藝的要求也越來越高，將推動產品升級，進一步提升服務器PCB的價值量，給服務器平台PCB帶來新的發展空間。 公司將緊握服務器領域中AI服務器和加速卡高速發展的機會，把握好新一代服務器更新換代的契機，加大服務器的研發投入，積極開拓新客户。
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