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寒武纪上半年总营收1.7亿 云端产品线收入增长近2倍
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寒武纪(SH 688256)8月12日发布2022半年度财报称,上半年,寒武纪实现营业收入1.7亿,较上年同期增加3,391.14万元,同比增长24.60%,主要系云端产品线业务的增长。本期云端产品线收入较上年同期增加8,551.90万元,同比增长190.85%,主要为本报告期内以MLU290和MLU370系列产品为代表的云端智能芯片及加速卡、训练整机产品市场进一步拓展,销售量增加。
据财报显示,基于寒武纪思元370智能芯片技术的MLU370-X8加速卡在发布后,凭借其优异的产品竞争力,与部分头部互联网客户的部分场景实现了深度合作,公司云端产品在阿里云等互联网公司形成一定收入规模,实现商业客户的批量出货。此外,部分客户已经完成产品导入,正在进行商务接洽。在金融领域,公司与头部银行、行业知名企业深度交流OCR等相关业务及产品应用,同时就新的业务场景(如语音、自然语言处理)进行了深度技术交流,部分企业正在进行业务试行。在服务器厂商方面,公司的产品也得到了头部服务器厂商的认可,实现了合作共赢。
财报同时指出,寒武纪云端产品线目前包括云端智能芯片、加速卡及训练整机。其中,云端智能芯片及加速卡是云服务器、数据中心等进行人工智能处理的核心器件,其主要作用是为云计算和数据中心场景下的人工智能应用程序提供高计算密度、高能效的硬件计算资源,支撑该类场景下复杂度和数据吞吐量高速增长的人工智能处理任务。
公司的训练整机是由公司自研云端智能芯片及加速卡提供核心计算能力,且整机亦由公司自研的训练服务器产品。公司的训练整机产品与智能计算集群系统业务的区别在于训练整机主要提供计算集群中的单体训练服务器,而不提供全集群搭建和管理服务,主要面向有一定技术基础的商业客户群体。
另外,寒武纪依然坚持研发投入,本期研发投入总额62,931.45万元,较上年同期增加21,379.37万元,同比增长51.45%。
来源：金色财经 |
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