With the continuous breakthrough of science and technology and cross-border integration, a number of cutting-edge sectors are accelerating their evolution and becoming the focus of global innovation competition. Among them, computing chips, cell and gene therapy, and the metaverse are widely recognized as the three key areas with huge growth potential in the future.
Sector 8: Computing Chips - The "Heart Engine" of the AI Era
In the context of the rapid development of artificial intelligence, computing chips, as the underlying core technology, have significantly improved the efficiency and flexibility of AI systems. This field covers GPU, TPU, NPU, ASIC, FPGA and other architectures to meet the needs of high concurrent computing and low power consumption in different application scenarios.
Among them, GPUs play an important role in AI training and inference tasks due to their highly parallel computing power and mature software and hardware ecosystems. As a leader in this field, NVIDIA's GPU architecture has gone through the A100, H100, H200 and the latest B200 series, and each generation has achieved leapfrog improvements in performance, energy efficiency and universal adaptability.
According to MarketsandMarkets, the global AI chip market will grow at a compound annual growth rate of 20.4% from 2024 to 2029. Allied Market Research predicts that the market will grow more than tenfold from 2020 to 2030, entering a stage of rapid development.
Sector 9: Cell and Gene Therapy – The Core Driver of Precision Medicine
Cell and gene therapy is leading a new revolution in life sciences, with technologies covering immune cell therapy, stem cell therapy, oncolytic virus therapy, gene therapy, mRNA vaccines, and RNA interference therapy. Through precise intervention at the cellular or genetic level of the human body, this field is expected to achieve radical treatment for a variety of major diseases.
A number of leading international companies have made substantial progress in this field. For example, Gilead Sciences acquired Yescarta, a CAR-T therapy for the treatment of certain types of lymphoma through the acquisition of Kite Pharma; Novartis' Kymriah is the world's first FDA-approved CAR-T cell therapy for the treatment of leukemia and lymphoma.
In China, BGI relies on its core technologies in the field of genomics and sequencing to actively expand cell therapy services. Boyaa Stem Cell focuses on the storage and differentiation of stem cells, and is committed to promoting the clinical transformation of cell therapy.
Figure: Top 10 sectors for future industries in 2025
Sector 10: Metaverse - Building a New World of Virtual and Real Integration
As a next-generation Internet form that integrates virtual reality, augmented reality, AI, blockchain and other technologies, the metaverse is accelerating from concept to practical application. Silicon Valley has become the source of global metaverse technology due to its strong technological innovation capabilities, perfect venture capital ecology, high-quality talents and deep integration of industry, academia and research, gathering technology giants such as Meta, Apple, and Google.
At the same time, the Chinese government also attaches great importance to the development of the metaverse, and Beijing has successively issued a number of supporting policies, such as the Beijing Action Plan for Promoting the Innovation and Development of the Digital Human Industry (2022-2025), the Action Plan for the Innovation and Development of the Metaverse in Beijing Urban Sub-center (2022-2024), and the Work Plan for Promoting the Innovation and Development of Beijing's Internet 3.0 Industry (2023-2025). At present, Beijing has gathered a number of leading enterprises and scientific research institutions in the metaverse such as Baidu, ByteDance, XREAL, and Xiaomi.
At the enterprise level, Meta is deeply engaged in virtual social networking through the Oculus series of VR devices; Unity, on the other hand, relies on its Unity engine to provide an efficient 3D development platform for industries such as games, architecture, automotive, and education. XREAL has launched a variety of consumer-grade AR glasses to create an immersive interactive experience; Yuanxiang XVERSE has developed a "device-cloud collaboration" 3D interactive technology to provide one-stop metaverse solutions for customers such as Tencent Music and FAW-Volkswagen. Microsoft is based on HoloLens, Xbox, and Minecraft, combining its cloud computing and AI capabilities to explore diverse metaverse scenarios.
Conclusion
Whether it is the computing power chips that support AI computing, the cell and gene therapy that reshapes life and health, or the metaverse that builds a new digital world, these sectors are profoundly changing our lives and industrial patterns. Seizing the opportunities of technological change is not only the key to sustainable growth of enterprises, but also shapes the core competitiveness of the future digital economy.
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