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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>昇腾异构计算架构-CANN概念分析</title>
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.0/dist/css/bootstrap.min.css" rel="stylesheet">
<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap-icons@1.10.0/font/bootstrap-icons.css">
<style>
:root {
--primary-color: #1a73e8;
--secondary-color: #34a853;
--accent-color: #ea4335;
--light-bg: #f8f9fa;
--card-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
}
body {
font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif;
color: #333;
background-color: var(--light-bg);
}
.hero-section {
background: linear-gradient(135deg, var(--primary-color), var(--secondary-color));
color: white;
padding: 3rem 0;
margin-bottom: 2rem;
}
.card {
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border-radius: 12px;
box-shadow: var(--card-shadow);
margin-bottom: 2rem;
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color: white;
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.badge {
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.table {
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.table th {
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color: white;
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.table td {
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vertical-align: middle;
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.table tr:nth-child(even) {
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content: '';
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.highlight-box {
background-color: rgba(26, 115, 232, 0.1);
border-left: 4px solid var(--primary-color);
padding: 1rem;
margin: 1rem 0;
border-radius: 0 8px 8px 0;
}
.company-logo {
width: 40px;
height: 40px;
background-color: var(--primary-color);
color: white;
border-radius: 50%;
display: flex;
align-items: center;
justify-content: center;
font-weight: bold;
margin-right: 10px;
}
.tech-tag {
display: inline-block;
background-color: rgba(52, 168, 83, 0.1);
color: var(--secondary-color);
padding: 0.25rem 0.5rem;
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@media (max-width: 768px) {
.hero-section {
padding: 2rem 0;
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.table-responsive {
border: none;
}
.table {
font-size: 0.9rem;
}
.table th, .table td {
padding: 0.5rem;
}
}
</style>
</head>
<body>
<!-- Hero Section -->
<div class="hero-section">
<div class="container">
<div class="row align-items-center">
<div class="col-lg-8">
<h1 class="display-5 fw-bold mb-3">昇腾异构计算架构-CANN</h1>
<p class="lead">华为昇腾AI计算平台的核心软件组件连接上层AI框架与底层昇腾硬件实现计算效率的最大化</p>
<div class="mt-4">
<span class="badge bg-light text-dark me-2"><i class="bi bi-cpu me-1"></i> 异构计算</span>
<span class="badge bg-light text-dark me-2"><i class="bi bi-gear me-1"></i> 算子优化</span>
<span class="badge bg-light text-dark me-2"><i class="bi bi-diagram-3 me-1"></i> 生态协同</span>
<span class="badge bg-light text-dark"><i class="bi bi-lightning me-1"></i> 高性能计算</span>
</div>
</div>
<div class="col-lg-4 text-center">
<img src="https://via.placeholder.com/300x200?text=昇腾CANN架构" class="img-fluid rounded" alt="昇腾CANN架构">
</div>
</div>
</div>
</div>
<div class="container mb-5">
<!-- 概念概览 -->
<div class="card">
<div class="card-header">
<h3 class="mb-0"><i class="bi bi-info-circle me-2"></i>概念概览</h3>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-8">
<p>昇腾异构计算架构-CANN是华为昇腾AI计算平台的核心软件组件通过连接上层AI框架与底层昇腾硬件实现计算效率的最大化。当前CANN生态已覆盖50+主流大模型算子丰富度与性能接近国际主流水平如CUDA成为昇腾生态加速繁荣的关键驱动力。</p>
<div class="highlight-box">
<h5>核心观点摘要</h5>
<p>随着CANN 7.0版本的推广及大模型应用的深化CANN有望进一步巩固其在国产算力生态中的核心地位推动国内AI产业从"可用"向"好用"升级。</p>
</div>
</div>
<div class="col-md-4">
<div class="timeline">
<div class="timeline-item">
<h6>2018年</h6>
<p>昇腾计算产业启动CANN 1.0版本发布</p>
</div>
<div class="timeline-item">
<h6>2020年</h6>
<p>CANN 3.0版本推出,明确异构计算架构定位</p>
</div>
<div class="timeline-item">
<h6>2024年</h6>
<p>CANN 7.0版本发布支持50+主流大模型</p>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="card">
<div class="card-header">
<h3 class="mb-0"><i class="bi bi-lightbulb me-2"></i>核心逻辑与市场认知分析</h3>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-6 mb-4">
<h5><i class="bi bi-rocket text-primary me-2"></i>核心驱动力</h5>
<ul>
<li><strong>技术必要性</strong>昇腾AI芯片的异构计算特性需要CANN作为中间层实现不同计算单元的协同调度与优化</li>
<li><strong>生态协同需求</strong>CANN是连接上层框架与底层硬件的桥梁是昇腾生态协同的关键纽带</li>
</ul>
</div>
<div class="col-md-6 mb-4">
<h5><i class="bi bi-fire text-danger me-2"></i>市场热度与情绪</h5>
<ul>
<li><strong>技术热度</strong>CANN 7.0版本引发技术圈广泛讨论,开发者社区活跃度提升</li>
<li><strong>生态扩张</strong>:与主流大模型、开源框架的深度适配,推动开发者接受度快速提升</li>
</ul>
</div>
</div>
<div class="row">
<div class="col-12">
<h5><i class="bi bi-exclamation-triangle text-warning me-2"></i>预期差分析</h5>
<div class="highlight-box">
<p>市场普遍认知可能忽略了以下关键点:</p>
<ul>
<li><strong>技术落地的难度</strong>CANN的算子丰富度与性能接近国际主流水平但实际部署中仍面临算子适配复杂度高、跨设备协同效率待优化等问题</li>
<li><strong>生态扩张的持续性</strong>CANN与主流框架的适配是短期催化但长期生态繁荣需依赖开发者社区的持续贡献</li>
</ul>
</div>
</div>
</div>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="card">
<div class="card-header">
<h3 class="mb-0"><i class="bi bi-graph-up me-2"></i>关键催化剂与未来发展路径</h3>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-6 mb-4">
<h5><i class="bi bi-calendar3 text-primary me-2"></i>近期催化剂未来3-6个月</h5>
<div class="d-flex align-items-start mb-3">
<div class="badge bg-primary rounded-pill p-2 me-3">1</div>
<div>
<h6>CANN 7.0版本推广</h6>
<p>随着昇腾AI服务器的规模化部署CANN 7.0版本的开发者工具将进一步普及,推动开发者迁移率提升</p>
</div>
</div>
<div class="d-flex align-items-start">
<div class="badge bg-primary rounded-pill p-2 me-3">2</div>
<div>
<h6>大模型厂商适配进展</h6>
<p>讯飞星火、GPT-3等主流大模型厂商对CANN的支持将直接影响CANN的生态活跃度</p>
</div>
</div>
</div>
<div class="col-md-6 mb-4">
<h5><i class="bi bi-compass text-success me-2"></i>长期发展路径未来3-5年</h5>
<div class="d-flex align-items-start mb-3">
<div class="badge bg-success rounded-pill p-2 me-3">1</div>
<div>
<h6>技术迭代</h6>
<p>持续优化算子丰富度、计算性能及跨设备协同效率</p>
</div>
</div>
<div class="d-flex align-items-start mb-3">
<div class="badge bg-success rounded-pill p-2 me-3">2</div>
<div>
<h6>生态扩张</h6>
<p>通过开发者社区运营、企业级解决方案等举措,扩大用户基数与应用场景覆盖</p>
</div>
</div>
<div class="d-flex align-items-start">
<div class="badge bg-success rounded-pill p-2 me-3">3</div>
<div>
<h6>国产算力生态主导权</h6>
<p>通过技术壁垒与生态优势推动国内AI产业从"可用"向"好用"升级</p>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司分析 -->
<div class="card">
<div class="card-header">
<h3 class="mb-0"><i class="bi bi-diagram-3 me-2"></i>产业链与核心公司分析</h3>
</div>
<div class="card-body">
<div class="row mb-4">
<div class="col-md-4 mb-3">
<div class="card h-100 border-primary">
<div class="card-body text-center">
<i class="bi bi-cpu-fill text-primary" style="font-size: 3rem;"></i>
<h5 class="mt-3">上游</h5>
<p>昇腾AI芯片、服务器等硬件供应商</p>
</div>
</div>
</div>
<div class="col-md-4 mb-3">
<div class="card h-100 border-success">
<div class="card-body text-center">
<i class="bi bi-gear-fill text-success" style="font-size: 3rem;"></i>
<h5 class="mt-3">中游</h5>
<p>昇腾计算生态服务商包括CANN开发工具链、AI框架适配等</p>
</div>
</div>
</div>
<div class="col-md-4 mb-3">
<div class="card h-100 border-danger">
<div class="card-body text-center">
<i class="bi bi-building text-danger" style="font-size: 3rem;"></i>
<h5 class="mt-3">下游</h5>
<p>AI应用厂商包括大模型开发者、行业解决方案商</p>
</div>
</div>
</div>
</div>
<h4 class="mb-3">CANN相关核心公司</h4>
<div class="table-responsive">
<table class="table table-hover">
<thead>
<tr>
<th>公司名称</th>
<th>项目/应用</th>
<th>技术/合作方</th>
<th>关联原因</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>皖通科技</strong>
</div>
</td>
<td>华东智能岸边理货系统-华为版</td>
<td>
<span class="tech-tag">Mindspore AI框架</span>
<span class="tech-tag">异构计算架构CANN</span>
<div class="mt-1">合作方: 华为</div>
</td>
<td>全资子公司与华为联合开发基于CANN的智能岸边理货系统</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>东方国信</strong>
</div>
</td>
<td>大模型训练平台</td>
<td>
<span class="tech-tag">cuda到cann迁移</span>
<div class="mt-1">合作方: 华为, 中国移动</div>
</td>
<td>完成AI应用层产品向CANN架构迁移并协助运营商建设训练平台</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>华平时尚</strong>
</div>
</td>
<td>阿克苏城市公共算力平台</td>
<td>
<span class="tech-tag">CANN计算架构</span>
<div class="mt-1">合作方: 新疆人民政府, 华为</div>
</td>
<td>三方战略合作建设公共算力平台并采用华为CANN技术</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>神州数码</strong>
</div>
</td>
<td>异腾能力中心</td>
<td>
<span class="tech-tag">异腾基础硬件</span>
<span class="tech-tag">CANN框架</span>
</td>
<td>构建包含CANN框架的异腾硬件开发支持体系</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>中新赛克</strong>
</div>
</td>
<td>网络空间数据处理</td>
<td>
<span class="tech-tag">CANN计算架构</span>
</td>
<td>CANN架构应用于数据全生命周期管理</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>云从科技</strong>
</div>
</td>
<td>大模型开发</td>
<td>
<span class="tech-tag">华为原生开发</span>
<span class="tech-tag">CANN架构</span>
</td>
<td>基于CANN技术开展大模型及应用开发</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>东华软件</strong>
</div>
</td>
<td>长沙人工智能中心</td>
<td>
<span class="tech-tag">CANN算子库</span>
<div class="mt-1">生态建设: 人工智能生态系统</div>
</td>
<td>参与建设包含CANN组件的人工智能生态系统</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>拓维信息</strong>
</div>
</td>
<td>湘江鲲鹏服务器</td>
<td>
<span class="tech-tag">CANN架构</span>
</td>
<td>AI服务器产品支持CANN架构</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>观想科技</strong>
</div>
</td>
<td>自主可控算力底座</td>
<td>
<span class="tech-tag">异构计算架构</span>
</td>
<td>设计基于异构架构的自主可控算力平台</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>芯原股份</strong>
</div>
</td>
<td>高端处理器平台</td>
<td>
<span class="tech-tag">异构计算架构</span>
<div class="mt-1">客户: 华为</div>
</td>
<td>高端处理器平台采用异构架构技术并服务华为</td>
</tr>
<tr>
<td>
<div class="d-flex align-items-center">
<div class="company-logo"></div>
<strong>格灵深瞳</strong>
</div>
</td>
<td>AI解决方案</td>
<td>
<span class="tech-tag">异构计算架构</span>
</td>
<td>推出适配CANN架构的AI软硬件解决方案</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="card">
<div class="card-header">
<h3 class="mb-0"><i class="bi bi-shield-exclamation me-2"></i>潜在风险与挑战</h3>
</div>
<div class="card-body">
<div class="row">
<div class="col-md-4 mb-3">
<div class="card h-100 border-danger">
<div class="card-header bg-danger text-white">
<h5 class="mb-0"><i class="bi bi-cpu me-2"></i>技术风险</h5>
</div>
<div class="card-body">
<ul>
<li>算子适配复杂度高,不同大模型的算子需求差异较大</li>
<li>跨设备协同效率待优化万卡集群训练效率较英伟达A100集群仍有约10%-15%的差距</li>
</ul>
</div>
</div>
</div>
<div class="col-md-4 mb-3">
<div class="card h-100 border-warning">
<div class="card-header bg-warning text-dark">
<h5 class="mb-0"><i class="bi bi-currency-dollar me-2"></i>商业化风险</h5>
</div>
<div class="card-body">
<ul>
<li>昇腾AI服务器采购成本较英伟达A系列服务器高约30%-50%</li>
<li>行业解决方案标准化程度低,需投入更多资源进行定制化开发</li>
</ul>
</div>
</div>
</div>
<div class="col-md-4 mb-3">
<div class="card h-100 border-info">
<div class="card-header bg-info text-white">
<h5 class="mb-0"><i class="bi bi-globe me-2"></i>政策与竞争风险</h5>
</div>
<div class="card-body">
<ul>
<li>国际技术封锁加剧昇腾AI芯片的先进制程依赖台积电代工</li>
<li>燧原科技、壁仞科技等厂商推出基于国产芯片的AI计算解决方案竞争加剧</li>
</ul>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 投资启示 -->
<div class="card">
<div class="card-header">
<h3 class="mb-0"><i class="bi bi-lightbulb me-2"></i>投资启示</h3>
</div>
<div class="card-body">
<div class="highlight-box">
<h5>综合结论</h5>
<p>昇腾异构计算架构-CANN是华为昇腾AI计算平台的核心软件组件通过连接上层AI框架与底层昇腾硬件实现计算效率的最大化。未来随着CANN 7.0版本的推广及大模型应用的深化CANN有望进一步巩固其在国产算力生态中的核心地位。</p>
</div>
<div class="row mt-4">
<div class="col-md-6">
<h5><i class="bi bi-star text-warning me-2"></i>重点关注</h5>
<ul>
<li><strong>核心合作伙伴</strong>软通动力、拓维信息、中国软件国际等与CANN强相关的核心合作伙伴</li>
<li><strong>算子开发与行业解决方案商</strong>算子开发服务商与行业解决方案商将通过为CANN生态提供定制化支持获得持续的业务增长</li>
</ul>
</div>
<div class="col-md-6">
<h5><i class="bi bi-exclamation-circle text-danger me-2"></i>警惕风险</h5>
<ul>
<li><strong>技术风险</strong>关注CANN算子适配进度、跨设备协同效率等关键技术指标</li>
<li><strong>竞争压力</strong>:来自燧原科技、壁仞科技等厂商的竞争压力</li>
</ul>
</div>
</div>
</div>
</div>
</div>
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