"Huawei Yiteng + computing power", the institutional layout has risen sharply, and the company's market share has ranked first for 10 consecutive years
Digital China announced that its holding subsidiary is expected to win the bid for China Mobile's 2023-2024 centralized network cloud resource pool Phase V project computing server procurement project, with a bid price of 1.01 billion yuan and a winning share of 23%. The products supplied by the pre-winning project are Shenzhou Kuntai series PC servers.
1. In-depth cooperation with Huawei to build an independent brand of Shenzhou Kuntai based on Huawei Kunpeng + Yiteng chips
The company is the leader of the IT distribution industry in mainland China, with 30,000+ ecological partners, and has been ranked first in the domestic IT distribution and IT value-added distribution market for more than 10 consecutive years.
Through in-depth cooperation with Huawei, the company is making every effort to build its own brand based on Huawei's Kunpeng + Yiteng chip, Shenzhou Kuntai. The ARM-based Kuntai series servers all use the Kunpeng 920 processor. Based on the Kunpeng architecture, the company has completed the layout from 0-1 to build its own brand to the whole industry chain system around Huawei's Kunpeng ecosystem.
In 2022, Shenzhou Kuntai won the Kunpeng Wings and Eterium Wanli Partner Awards, and the AI servers using Eterium chips meet the computing power demand of the market, with a total of three AI servers and one AI cluster, all of which are built with Huawei Kunpeng + Eterium chips to meet the computing power needs of users in different situations.
Second, institutions are optimistic about the trend of domestic server substitution
According to the "China Semi-Annual Accelerated Computing Market (First Half of 2023) Tracking" report released by IDC, the size of the mainland accelerated server market reached US$3.1 billion in the first half of 23, a year-on-year increase of 54%, and the market size is expected to reach US$16.4 billion in 2027.
In terms of market structure, in the first half of 23 years, from the perspective of manufacturer sales, Inspur, Xinhua III, and Ningchang ranked among the top three, accounting for nearly 60% of the market share. From a brand perspective, China's local AI chip brands shipped more than 50,000 pieces, accounting for about 10% of the entire market.
In the centralized procurement of AI computing power servers announced by China Telecom, it shows that it attaches great importance to domestic servers, which proves the high prosperity and substitution trend of AI servers, and the space for AI computing power and Huawei's industrial chain is unlimited.
Ning Caishen has screened four leading AI computing power companies for everyone, focusing on collecting them!
The first: Langke Technology
It announced that it plans to establish a joint venture with Beijing Computing Core Technology Co., Ltd. (hereinafter referred to as "Beijing Computing Core") to lay out the AI intelligent computing equipment business. The joint venture memory chip packaging and testing plant built by the company and Zhengyuanxin Semiconductor (Shenzhen) Co., Ltd. (hereinafter referred to as "Zhengyuanxin") is expected to reach trial production conditions in June.
The second: Allwinner Technology
The company deploys high-performance AI chips to provide stronger computing power for the implementation of intelligent voice technology, continuously strengthens investment and exploration in smart speakers, promotes the common development of the industry with the upstream and downstream of the industry, and creates benchmark products to meet the needs of consumers.
The third one: Haiguang Information
A leading enterprise of high-end processors in China; The company's products include Haiguang general-purpose processor (CPU) and Haiguang co-processor (DCU); Haiguang CPU is mainly oriented to the needs of general processor application scenarios such as complex logic computing and multi-task scheduling, and is compatible with the international mainstream x86 processor architecture and technical route, excellent system architecture, rich software and hardware ecology and other advantages.
Fourth: Roput
The "integrated AI chip of storage and computing" led by the company is mainly for the demand for low energy consumption and high computing energy of high-density intelligent sensing equipment at the edge
This content only represents personal views, for reference only, not as a recommendation, the market is risky, investment needs to be cautious! #股票#