Broadcom Has Over $150B Of AI Silicon Opportunity Over Next 5 Years, Says Analyst
Broadcom Has Over $150B Of AI Silicon Opportunity Over Next 5 Years, Says Analyst
Broadcom Inc. (NASDAQ:AVGO) is setting its sights on a massive artificial intelligence (AI) silicon market opportunity, worth over $150 billion in the next five years.
Broadcom Corp (NASDAQ:AVGO) 正在將目光投向價值1500億美元的大規模人工智能(AI)芯片市場機會,在未來五年內將會出現。
This forecast by JPMorgan analyst Harlan Sur, positions the tech giant for significant growth. Broadcom's business is poised for both near-term and long-term success, says Sur. Harlan Sur reiterated his Overweight rating on Broadcom and reaffirmed his $200 target for the stock price.
摩根大通分析師Harlan Sur的預測爲這家科技巨頭的增長奠定了基礎。Sur說,博通的業務正準備迎來近期和長期的成功。Harlan Sur重申了他對Broadcom的超重評級,並重申了他對股票價格200美元的目標。
"The strong Y/Y booking trends that the team saw in Apr-Qtr for their non-AI semi business continues to persist into the Jul-Qtr on top of sustained AI order momentum," notes Sur. This dual strength in both AI and non-AI segments is a testament to Broadcom's strategic positioning and resilience.
"該團隊4月份的非AI半導體業務看到了強勁的年增長率的預訂趨勢,並在可持續的AI訂單動力基礎上持續到了7月份。"Sur指出,在AI和非AI領域的這種雙重優勢證明了Broadcom的戰略定位和抗風險能力。
Broadcom's AI Goldmine
Broadcom的AI金礦
Broadcom's AI infrastructure build-out is a key driver of its growth prospects.
Broadcom的人工智能基礎架構建設是其增長前景的關鍵驅動力。
The company sees a cumulative AI silicon revenue opportunity of over $150 billion across four to five major AI customers in the next five years. This implies a 30-40% annual growth rate in AI semiconductor revenues.
該公司認爲,在未來五年的四到五個主要人工智能客戶中,累積人工智能硅收入機會超過1500億美元。這意味着AI半導體收入的年增長率爲30-40%。
Sur highlights, "AI infrastructure build-out remains strong and the team sees $30B+ per AI customer of cumulative AI silicon revenue opportunity (4-5 customers) over the next 5 years."
Sur強調,“人工智能基礎架構建設仍然很強大,團隊預計未來5年每個AI客戶的累計AI硅收入機會超過300億美元(4-5個客戶)。”
Broadcom's AI ASIC Market Leadership
Broadcom的人工智能ASIC市場領先地位
Broadcom's incumbency in the AI ASIC market, backed by strong technology capabilities and customer relationships, gives it a competitive edge.
Broadcom在人工智能ASIC市場上的地位和強大的技術能力和客戶關係爲其贏得了競爭優勢。
Sur points out, "Incumbency is a big competitive advantage for Broadcom in its AI ASIC business and its strong technology capabilities/expertise/IP should drive increasing customer stickiness on higher chip complexities."
Sur指出,“在其人工智能ASIC業務中,現有地位是Broadcom的一個巨大競爭優勢,其強大的技術能力 / 專業知識 / 知識產權應該將驅動客戶在更高的芯片複雜性時持續粘性增加。”
The company's expertise in Ethernet networking, powering seven of the eight largest global AI clusters, further cements its leadership in the sector.
該公司在以太網網絡方面的專業知識,爲全球八大AI集群中的七個提供動力,進一步鞏固了其在該領域的領導地位。
Broad Recovery In Broadcom's Cyclical, Non-AI Segments
Broadcom週期性、非AI領域的廣泛復甦
Beyond AI, Broadcom is witnessing a broad recovery in its cyclical semiconductor businesses.
除了AI外,Broadcom在其循環半導體業務中正在經歷廣泛的復甦。
The company's non-AI segments, including server storage and enterprise networking, are showing strong signs of improvement. "The positive booking trends that the team saw in Apr-Qtr (up 30% Y/Y in non-AI semi bookings) continues to persist into the July-Qtr.," Sur observes.
該公司的非AI領域,包括服務器存儲和企業網絡,顯示出明顯的改善跡象。Sur指出,“該團隊在4月份看到的積極預訂趨勢(非AI半導體預訂同比增長30%)繼續持續到了7月份。”
This recovery is expected to drive higher semiconductor margins and earnings.
這種復甦預計將推動更高的半導體利潤率和收益。
Broadcom's $150B AI Silicon Opportunity
Broadcom的1500億美元人工智能硅機會
Broadcom's strategic initiatives and market positioning make it a formidable player in the tech landscape.
Broadcom的戰略舉措和市場定位使其成爲科技領域的強大參與者。
With an anticipated "$150 billion AI silicon opportunity" and a recovering semiconductor market, Broadcom is well-positioned for sustained growth.
隨着預計的“1500億美元AI硅機會”和正在恢復的半導體市場,Broadcom處於可持續增長的有利地位。
As Sur concludes, "We see accelerating AI fundamentals combined with improving fundamentals in non-AI semiconductor business driving strong earnings revenue/earnings growth."
正如Sur所指出的那樣,“我們看到加速的AI基本面結合着非AI半導體業務中日益改善的基本面推動強勁的收入/收益增長。”