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2、023?1-10?2023?1-10?119%119%2023?1-10?136%136%47.548.6?德樓?2023?1 1?20172017-20232023?1 1-1010?德?德?2 2?20172017-20232023?1 1-1010?德?德?3 3?20222022-20232023?1010?德?性?德?性?20222022?性?性?20232023?1 1-1010?性?性?31%?1 1?20212021-20232023?9 9?德?德?2021.01 2021.03 2021.05 2021.07 2021.09 2021.11 2022.01 2022.03

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4、?20132013-20232023?德?德?德樓?2023?3.5%10.6%18.4%12.7%3.1%2.5%4.6%5.5%7.6%2023.01-022023.032023.042023.052023.062023.072023.082023.092023.10?1 1?20232023?1 1-1010?德?德?2 2?20132013-20232023?德?德?31.2%31.0%30.6%30.1%29.3%28.4%28.2%30.2%29.8%30.5%30.7%20132014201520162017201820192020202120222023H1?德樓?2023?-

5、9.3%6.0%0?-4.9%-4.6%-3.2%-1.5%1.1%8.4%8.8%4.1%-0.1%-26.7%-26.6%-26.1%-26.3%-17.3%-16.1%-16.6%-20.2%-18.6%-17.4%-10.5%-18.7%-35.0%-3.7%-2.7%2.1%3.6%?(%)?(%)0?93.40 93.43 93.54 93.75 94.02 94.51 94.72 94.66 94.61 94.40 94.32 94.38 94.66 2023.102023.082023.062023.042023.022022.122022.10?2021?1-11?2022?

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7、-20.2%2023?2023?-25.9%-31.8%2023?-35.8%1352213522?65106510?50715071?22512251?32%11%68%89%?2022?2023?2,147 1,991 1,857 1,300 2,167 1,275 723 1,515 1,194 1541739894160156971211032021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q22023Q3?2021Q3-2023Q3?-45%2023Q32023Q3?-36%2023Q32023Q3?1 1?20232023?2 2?2022

8、2022-20232023?3 3?2021Q32021Q3-2023Q32023Q3?1994?2014?RSA?1996?2015?2018?2019?2020?2021?2013?2022?2023?規?28?2023?2 5 7 6 2 10 2018?2019?2020?2021?2022?2023?32?2023?10?BIS?20232023?2 2?20202323?1010?2022023 3?1010?全?全?2023?l?1334661302003002019?2020?2021?2022?2023?7?2023?9?2023?11?2 2?20232023?AIGCAI

9、GC?分?分?5%34%11%50%100%?AIGC?15.315.332.832.8103.5103.5152.8152.8304.4304.4?3 3?Top10Top10?4 4?Top10Top10?46 28 22 22 17 17 16 16 13 10?/?納?30 24 18 17 14 14 13 13 12 10?續?/?續?納?=?*?*?*?1 1?20192019-20232023?1111?德分?德分?2023?126 121 137 352 689 728 201820192020202120222023?1-10?3 3?20232023?1010?德?德?T

10、op10Top10?7.03167.999.52020?2021?2022?2023?1-10?德?2023?1 1?20182018-20232023?1010?德?德?2 2?20202020-20232023?1010?德?德?AI?意?意?/2017-2018/2019/2020/2021/?德?德?+?/2022/?2023?2023?2023?0100002000030000400005000060000700008000090000100000020004000600080001000012000140001600018000200002010?2011?2012?2013?20

11、14?2015?2016?2017?2018?2019?2020?2021?2022?1300020040060080010001200140016001800-20002004006008001000120014002010?2011?2012?2013?2014?2015?2016?2017?2018?2019?2020?2021?2022?012345678905101520253035402017.32017.62017.92017.122018.32018.62018.92018.122019.32019.62019.92019.12?Wind?BNEF?2023?/?/?/GBG/

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13、?分?分?2023?2023?01002003004005006007008009001000?14000?13000?12000?11000?10000?9000?8000?7000?6000?5000?4000?3500?3000?2500?2250?2000?1750?1500?1400?1300?1200?1100?1000?900?800?700?600?500?400?300?200?100?/?1?100?200?300?400?500?600?700?800?900?1000?1100?1200?1300?1400?1500?1600?1700?1800?1900?2000?1

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16、00100?300 300?5000 5000?10000 10000?1010熱?100?分?100100?50005000熱?5000?分?01?分?/?/?/?55%31%66%0%10%20%30%40%50%60%70%012345678910?%?%?AI?%?1 1?AIAI?20222022?潛?潛?AIAI?22.8%22.8%25%58%1%80%5%80%0%10%20%30%40%50%60%70%80%90%20232024E2025E2026E?%?%?%?2 2?AIAI?02?Bessemer Venture Partners?Gartner?2023?AIAI

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19、ub Copilot MidjourneyJasperAutoGPT?AI Agent AI Agent?全?全?AI AgentAI Agent?分?分?06全?全?全?全?VB?Java?Frameworks?JavaScript?C+?COBOL?PaaS?納?C+?COBOL?VB?Java?C#?IDRs?Python?C#?AI?AIGC?AI?AI?GitHub?2023?57%53%51%41%?4 4?AIAI?,92%?2 2?AIAI?,70%?3 3?AIAI?AIAI?AIAI?全?全?1 1?GitHub AI?1000?N=500?2023?6?,4.8%?,95

20、.2%?07?66%66%34%34%26%26%8 8%?50%50%50%50%?50%50%?2040E20222030E2050E?2025E20222023E2026E2024E?2050E20222030E2060E2040E?20262026?20302030?20502050?20302030?20602060?性?性?2 2?Common CrawlCommon Crawl?Deep Learning AI?Epoch AI Research?2023?1 1?3 3?全?全?AI?/?全?+?全?續?續?續?分?分?AI?AI?分分?AI全?/?1 1?n n?2 2?AI

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25、?5G?AISaaS?IaaS?AIPaaS?1216.9%83.1%PaaS?SaaS性?1 1?PaaSPaaS?SaaSSaaS分?分?SaaSSaaS?2 2?PaaS+SaaSPaaS+SaaS?SaaSSaaS?全?分?全?分?17.8%14.8%14.8%13.6%13.6%12.4%12.4%10.7%10.1%9.5%AI?BI?(CRM)?2023?AI PaaSAI PaaS?SaaSSaaS分?分?16.9%16.9%?SaaSSaaS?PaaSPaaS?AIAI?全?分?全?分?3 3?Q?全?分?N=1003Q?全?分?N=169?分?分?分?分?3 3?133.9

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29、I?AI?POC?AI?性?10?AI?ReRAM?續?18%82%?1950195019701970199019902010201019601960198019802000200020202020?Widrow&Hoff?1960?Lugt?1964Hopfield?Hopfield?1982?Kohonen?1982?Goodman et al.?1984?Psaltis et al.?1990?LeCun et al.?1990Hopfield?Farhat et al.?1985?Krizhevsky et al.?2012?Shen et al.?2017?Tait et al.?2

30、017?Hinton&Salakhutdinov?2006?Feldman et al.?2019?模?Lin et al.?2018?Hebb?1949?Rumelhart et al.?1986?Frank Rosenblatt?1957?Poldervaart?1970 2731.236.141.848.45620222023E2024E2025E2026E2027E?18?德?Photonics21?LightCounting?2023?199719971999199920012001200320032005200520072007200920092011201120132013201

31、52015201720172019201920212021202320232025E2025E90nm180nm130nm65nm45nm28nm250nm16nm10nm7nm5nm2nmCAGRCAGR?15.7%15.7%?1 1?2 2?3nm?3 3?續?續?2023?2011202120232035E?19?續?2025?納?1 1?德?德?分?分?2 2?20?1 1?20172017-20262026?德?德?20%?10%?40%?70%?30%?30%?分?分?分?597610113917822327834843554323%20%25%30%25%22%22%22%22%

32、22%26%29%33%38%28%25%25%25%25%25%2017201820192020202120222023E2024E2025E2026E?%?%?2 2?2023?AIAI?墻?墻?2.5D?續?TOF2D?3D?/?3C?/?/?/?3 3?+AI+AI?德?3D?3+2+N?3?分?納?3D?2?耳?3D?全?耳?21?續?PP?PE?墻?墻?2023?2 2?德?德?180Wh/kg180Wh/kg220220-260Wh/kg260Wh/kg240240-280Wh/kg280Wh/kg280280-350Wh/kg350Wh/kg400Wh/kg400Wh/kg30

33、0-500400-700700?km?+?+?+?/?+?20162017201820192020202120222023E2024E2025E?2030E?1 1?22?2023?2 2?20222022-20302030?0.10.813422061680190721314%1336%139%31%20222023E2024E2025E2030E?%?1 1?續?續?3 3?009009?001001?預?預M9M9?23?CPIA?2023?-?BSF?續?PERC?分?23%?N?TOPCon?HJT?XBC?27-28%?分?24.5%?43%?熱?33.9%?20102016202

34、02025E2030E43%43%27%27%23%23%?熱?全?1350873191197607020222025E2027E2028E2030E2035E?24?1 1?3 3?德?德?ICV TAnK?2023?2 2?20222022-20352035?分?分?,36%?,32%?德?,13%?德,8%?,11%20192019?9 9?5353?20232023?5 5?176176?20202020?1212?7676?20232023?1010?11801180?20222022?1111?IBMIBM?433433?OspreyOsprey?NISQNISQ?ECQECQ1

35、1-5353?2028202820352035400+400+4000+4000+100k+100k+?201920190.8%0.8%0.8%1.5%3.0%3.0%4.5%4.5%6.8%6.8%8.3%9.1%9.8%18.9%21.2%?20222022?分?分?10k10k-100k100k?60%60%2022?7?Pasqal?Le Laboratoire Charles Fabry?CNRS?361361?全?全?Frost&Sullivan?分?2023?1 1?20222022-20272027?碎?碎?18202327313620222023E2024E2025E2026

36、E2027E?2 2?德?碎?德?碎?,47.62%?,28.57%?,13.10%?,4.76%?,5.95%?分?3 3?碎?碎?25CAGRCAGR?15%15%?全?全?BCG?2023?26?分?分?分?分?2 2?20202020-20502050?碎?碎?0.61.831.53.65.12020-2030E2030E-2040E2040E-2050E?分?分?1 1?分?分?分?DNA/RNA?DNA?DNA?/?納?CRISPR-Cas9?DNA?(Bio-Foundry)?意?3 3?0-5?051015?分?分?6-10?11-15?分?Frost&Sullivan?202

37、3?14088817979706950414038373533313130282626CD19EGFRPDL1HER2SARS-CoV-2VEGF/VEGFRPD1BCMAGLP-1/1R CLDN18.2CD20CD22FGFRJAKHPVHBVP13Kc-Met4-1BBBTK?33%39%32%?TOP20?3?2023?TOP20?2?2023?TOP20?9669684848464039343232313128252323232222SARS-CoV-2HIV-1CD19HER2EGFRPD1PDL1IL-15/15RPSMA?JAKBCMAVEGF/VEGFRIL-2/2RCD20

38、IL-12/12RCFTRRSVGLP-1/1RP13K?42%72%18%?TOP20?10,100?IND-NDA?active?548053606310679077908740963010440-2.2%17.7%7.6%14.8%12.2%10.1%8.4%20192020202120222023E2024E2025E2026E?1?2019-2026?27?2023?3?2023?2 2?ADCADC?德?德?ADCADC?3211111111112231032211?ADC?德?ADC?ADCADC?1 1?20152015-20222022?德?德?392.9406.438038

39、0.4392.9456.8480406.420152016201720182019202020212022?248214385159264393531662100%100%163%105%98%87%66%49%35%25%2020202120222023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E?德ADC?%?3 3?20202020-20302030?德?德ADCADC?ADCADC?HER2EGFRTROP2FRCD79bNetin-4CD30CD19CD33CD22BCMATF?28?2023?3?2019?27%2019?73%?ADCAD

40、C?2929-4242?29?2023?2 2?20172017-20222022?德?德?1 1?20112011-20202020?德?德?10111213141516171819201120122013201420152016201720182019202018.2%30338811130315657?分?分?納?納?納?分?分?2017?2018?2021?2022?3 3?2022?德?30.5%?分?2023?3059%70%70%?德?德?德?分?分?分?27.830.431.535.637.952.82%56.78%57.12%57.93%59.33%2018201920202

41、0212022?分?納?分?納?納?%?分?分?分?分?-5%0%5%10%15%20%25%30%201720182019202020212022?分?1 1?20182018-20222022?德?分?納?納?德?分?納?納?2 2?德?分?納?納?德?分?納?納?3 3?德?分?納?德?分?納?分?分?納?納?分?分?分?分?分?1 1?意?意?分?分?31?2023?2 2?D-Work?全?分?BIBI?HADOOPHADOOP?SRMSRM?SQESQE?硬分硬?硬分硬?APSAPS?硬分硬分硬?硬?分?分?分?分?硬?硬?硬?硬?類?類?(WMS)(WMS)?類?類?類?類?類?

42、類?OAOA?ERPERP?分?分?分?分?MESMES?硬分硬分?分?分?WIPWIP?分?分?分?分?分?分?SOPSOP?納?納?CRMCRM?納?納?分?分?PLMPLM?PDMPDM?分?分?BOMBOM?QMQM?SPCSPC?8D8DFEFEMAMA?D-Work?32?續?續?50%?1 1?5G5G?MECMEC?分?分?20072007200920092011201120132013201520152017201720192019?AME?2023?1212?/?6 60 03 39 9?2 2?ValeVale?BHPBHPFMGFMG?33?2023?分?3D?分?分?

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49、I?1 1?AIAI?2 2?AIAI?意?意?+?AIAI?44?AI and science:what 1,600 researchers think?AI?N=1659?2023?9?AIAI?AIAI?意?意?3 3?AIAI?45?沖?沖?64.9%47.3%46.4%42.1%29.2%23.1%22.4%18.8%?續?分?2 2?1 1?/?2009?2010-2014?2015-2019?2020-2023?德?12.4%?71.6%?16.0%?11.3%?73.6%?15.1%?2023?3 3?Q?N=425Q?N=425Q?/?德分?分?N=425?46?2023?L

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