On March 21, Vice Minister of Finance Liao Min said that in government procurement, the mainland treats the products and services produced by domestic and foreign-funded enterprises in China equally.
Produced 丨 Independent and controllable new things
Recently, according to foreign media "Financial Times" and Reuters, the Chinese government issued procurement standards to guide the gradual phase-out of Intel and AMD microprocessor chips in government personal computers and servers. At the same time, the standard requires the cancellation of the Microsoft Windows operating system and foreign database software, and the selection of domestic software.
The report specifically mentions the "Desktop Computer Government Procurement Demand Standard (2023 Edition)" jointly issued by the Ministry of Finance and the Ministry of Industry and Information Technology of China on December 26, 2023. Among them, it is required that party and government organs and institutions at or above the township level shall include the CPU and operating system in meeting the requirements of safety and reliability evaluation when purchasing desktop computers. Foreign media said that this procurement demand standard means that government personal computers and servers will gradually stop using intel/AMD CPUs and Windows operating systems.
The announcement of safe and reliable evaluation results (No. 1 of 2023) was officially released
In fact, on March 11, 2024, in the "Notice on Updating the Batch Centralized Procurement Configuration Standards for Desktop Computers and Portable Computers of Central State Organs" (Guo Ji Cai [2024] No. 7) issued by the Central Government Procurement Network, the 2024 version of the procurement configuration standards will include intel/AMD series desktops/laptops in the procurement configuration, and the portable computers require CPU models ≥ I5 12500 or ≥ Ryzen5 5600G, CPU frequency ≥ 2.1, number of cores ≥ 6, desktop computers require CPU model ≥ i7-1355U or ≥ Ryzen7 7730U, CPU frequency ≥ 1.8, core ≥ 8, all require pre-installed Windows 10 China Network Information Edition, in the "key components security" section does not require to meet the safety and reliability assessment, but emphasizes that the purchasing unit should meet the relevant management requirements when choosing such brands.
The era of unified recruitment and procurement is coming
As for the "safe and reliable evaluation" emphasized by foreign media, it is indeed difficult for Intel and AMD CPUs to enter. According to the requirements of the "Guidelines for Safe and Reliable Evaluation", the testing unit should be an entity registered in China, and have complete R&D documents, design materials, code data and R&D environment for the products being tested. In other words, such as:
If Intel/AMD/Microsoft China submits CPU R&D documents, design data, code data and other materials for evaluation, won't there be a chance to be shortlisted?
Obviously, I didn't cooperate with us and now we are xenophobic, which is really a big "pot".
The Safe and Reliable Assessment Work Guide (Trial) was released
The point of foreign media fermentation in this matter is that the implementation of government procurement standards will have an impact on the market share of Intle and AMD. According to relevant data, despite the plummeting performance in 2023, China will still be Intel's largest market, accounting for 27.4% (US$14.796 billion, 107.6 billion yuan), and the Chinese market will account for 15% of AMD's sales (US$3.45 billion, 24.9 billion yuan). Microsoft did not report sales in China, but its president, Brad Smith, told Congress last year that China accounted for 1.5 percent of the company's overall sales ($3.3 billion, 23.8 billion yuan).
It is worth noting that at a press conference held by the State Council Information Office on March 21, Vice Minister of Finance Liao Min said that there is no best business environment, only better. In recent years, in government procurement, the mainland has treated the products and services produced by domestic and foreign-funded enterprises in China on an equal footing, and has sorted out and rectified the regulations and practices that treat domestic and foreign-funded enterprises differently.
On the whole, the Ministry of Finance's 7 procurement demand standards, the 2024 version of the desktop/portable procurement configuration standards, and the Beacon Committee's 9 safe and reliable basic software and hardware industry standards have been introduced one after another, which means that the development of the information and innovation industry has entered the stage of standardization, standardization and marketization, and it also provides great help for the "8+N" industry information innovation upgrading and substitution work outside of "2", and it can even be said to be a reference for selection!
According to the "2022-2023 China Information Innovation Ecology and Information Innovation PC Market Development Research Report" released by CCID, China's information and innovation industry has entered a period of rapid development, and the information and innovation industry is expanding to key basic industries, and eventually extending to the whole industry, opening up a trillion-level market space.
According to the report, the market capacity of the PC machine and server in the "key industry" is about 1,012.6 billion yuan, and in the next few years, with the opening of the "key industry" information and innovation, the trillion-level market will be accelerated, specific to the shipment of China information and innovation PC: the shipment of the whole machine is expected to reach 4.8 million units in 2023, and it will reach 9.5 million units in 2026.