1. Global Server Market Overview

According to data from the Champ Consulting Group,2022The amount of global server shipments reached1000.10Billion US dollars, year-on-year growth9.88%; shipments reached1350Ten thousand units, year-on-year growth10.66%. How competitive is the global server market,2022The top five manufacturers were Dell and HP./Xinhua 3. Wave, Lenovo and Huawei, with Dell's global market share of about16.5%, ranked first; Inspur's global market share is about10.5%, ranked third; Huawei's global market share is about5.5%, in fifth place.

x86 servers are the most important type of server,2022Yearx86Server market size reaches920.02billion dollars, accounting for the server market92.0%; nonx86The server market size is expected to reach80.08billion dollars, accounting for the server market8.0%。x86The server market also presents a competitive landscape,2022A year ago, the top five manufacturers were still Dell and HP./Xinhua 3. Inspur, Lenovo and Huawei, of which Dell shipments are expected to be160.38Billion US dollars, global market share17.4%, ranked first; the amount of Inspur shipments is expected to be90.40Billion US dollars, global market share9.8%, ranked third; Huawei's shipment amount is expected to be45.28Billion US dollars, global market share4.9%, in fifth place.

2. China Server Market Overview

China is one of the world's largest server markets and its share in the global market is increasing.2023The amount of server market shipments in China is expected to reach273.4Billions of dollars (approx.1888.37RMB billion), year-on-year growth9.1%; shipments are expected to reach400Ten thousand units, year-on-year growth7.1%. Domestic manufacturers occupy the mainstream of China's server market,2023The top five manufacturers were Inspur, Huawei, Xinhua 3. Dell and Lenovo, with full-year sales expected to be77.07Billions of dollars (approx.530.63billion yuan),36.37Billions of dollars (approx.250.32billion yuan),32.91Billions of dollars (approx.226.51billion yuan),14.94Billions of dollars (approx.102.88billion yuan) and14.51Billions of dollars (approx.99.86RMB 100 million), the market share is respectively.28.1%、13.3%、12.0%、5.5%、5.3%。

Chinese server marketx86Server-based,2023Yearx86The amount of server shipments is expected to reach260.2Billions of dollars (approx.1790.38RMB billion), year-on-year growth8.9%, accounting for the Chinese server market95.17%. Nonx86The amount of server shipments is expected to reach13.2Billions of dollars (approx.90.84RMB billion), year-on-year growth11.9%, accounting for the Chinese server market4.83%。

Development Trend of 3. Server Technology

The development of server technology is mainly affected by the following aspects:

The promotion of cloud computing: Cloud computing is an Internet-based computing method that provides users with on-demand self-service by sharing software and hardware resources and information. The development of cloud computing promotes the scale, centralization and standardization of servers, and also improves the performance, efficiency and security of servers. The main forms of cloud computing are public cloud, private cloud and hybrid cloud, and different forms of cloud computing have different requirements and configurations for servers. Public cloud refers to public-oriented cloud services provided by third-party service providers, such as Aliyun, Tencent Cloud, etc. Public cloud has a large demand for servers, but has low performance requirements for servers, and generally uses standardized, low-cost white-brand servers. Private cloud refers to the cloud services built by enterprises or organizations or commissioned by third parties, such as government, finance and other industries. Private cloud has a small demand for servers, but has high performance requirements for servers. Customized, high-end brand servers are generally used. Hybrid cloud refers to the combination of public cloud and private cloud, according to different business needs to choose different types of cloud services, hybrid cloud server demand and performance requirements between public cloud and private cloud, generally using a strong adaptability, high flexibility of the server.

Driven by AI:AIRefers to the intelligent behavior performed by the computer system, including perception, understanding, reasoning, decision-making, etc.AIThe development of the server has promoted the intelligence, specialization and diversification of the server, and also improved the computing power, parallelism and scalability of the server.AIThe main application areas are smart city, autonomous driving, intelligent robots, medical imaging, smart home, etc. Different application areas have different requirements and configurations for servers. Smart city refers to the use of information technology to realize the intelligence of city management, service and life, such as intelligent transportation, intelligent manufacturing, etc. Smart city has a large demand for servers, but the computing power requirements of servers are low. Generally, general-purpose, low-power servers are used.

Autopilot means usingAITechnology to achieve car driverless or assisted driving, such as map navigation, voice recognition, etc., automatic driving on the server demand is small, but the server computing power requirements are higher, generally the use of dedicated, high-performance servers. Intelligent robot refers to the useAITechnology to achieve robot motion control, perception and planning functions, such as service robots, industrial robots, intelligent robots on the server demand and computing power requirements between autonomous driving and smart cities, generally using hybrid, balanced performance of the server. Medical imaging refers to the useAITechnology to achieve medical image analysis, such as image recognition, pathological diagnosis, medical imaging on the server demand is small, but the server computing power requirements are higher, generally using dedicated, high-performance servers. Smart home means usingAITechnology to achieve intelligent applications in the home scene, such as voice assistants, smart lighting, smart home demand for servers is small, but the server computing power requirements are low, generally using general-purpose, low-power servers.

The catalysis of edge computing: Edge computing refers to moving data processing and analysis from the cloud to a place closer to the data source to reduce network latency and bandwidth consumption, improve user experience and data security. The development of edge computing promotes the distributed, lightweight and collaborative of servers, and also improves the response speed, fault tolerance and collaboration of servers. The main application scenarios of edge computing include the Internet of Things, video surveillance, virtual reality, etc. Different application scenarios have different requirements and configurations for servers.

The Internet of Things refers to connecting various objects through the network to realize information exchange and communication, such as smart meters, smart parking, etc. The Internet of Things has a large demand for servers, but has low performance requirements for servers. Generally, lightweight, low-cost servers are used. Video surveillance refers to the use of cameras and other equipment for video capture and analysis, to achieve security, traffic and other functions, such as face recognition, license plate recognition, video surveillance on the server demand is small, but the performance requirements of the server is higher, generally using professional, high-efficiency server. Virtual reality refers to the use of computer technology to simulate a three-dimensional virtual world, allowing users to immerse themselves in it, such as games, education, etc. Virtual reality has a small demand for servers, but has high performance requirements for servers. Generally, professional and efficient servers are used.

4. Server Application Domain Analysis

Servers are widely used in various industries,2023Year of ChinaX86Sales of servers by industry are expected to be as follows:

As can be seen from the table above, the Internet, telecommunications and government are the main application areas for servers, accounting for the entire market.64.3%. The demand for servers in these industries mainly comes from the following aspects:

Internet: Internet companies need a large number of servers to support their massive data processing and analysis, as well as to provide a variety of online services, such as search, social networking, e-commerce, video, games, etc. With the continuous expansion of the scale of Internet users, the demand for servers by Internet companies is also increasing. Shangpu Consulting believes that the demand for servers by Internet enterprises is mainly concentrated in two forms: public cloud and private cloud. Public cloud refers to public-oriented cloud services provided by third-party service providers, such as Aliyun and Tengxun cloud. Private cloud refers to cloud services built by enterprises themselves or entrusted by third parties, such as Baiduyun and ByteDance Cloud. According to data from the Champ Consulting Group,2023China's public cloud market is expected to reach3000.00Billion yuan, year-on-year growth25.0%; private cloud market size is expected to reach1800.00Billion yuan, year-on-year growth20.0%。

Telecommunications: Telecommunications companies need a large number of servers to support their huge network communication and information services, as well as to provide a variety of value-added services, such as voice, SMS, broadband,IPTVWait. With5GWith the deployment and application of the network, the demand for servers in telecom enterprises is also increasing. Shangpu Consulting believes that the demand for servers by telecom enterprises is mainly concentrated in two forms: edge computing and central computing, in which edge computing refers to transferring data processing and analysis from the cloud to a place closer to the data source, so as to reduce network delay and bandwidth consumption and improve user experience and data security. Central computing refers to the concentration of data processing and analysis in the cloud to improve data sharing and collaboration capabilities. According to data from the Champ Consulting Group,2023The size of China's edge computing market is expected to reach500.00Billion yuan, year-on-year growth50.0%; the size of the central computing market is expected to reach2500.00Billion yuan, year-on-year growth10.0%。

Government: Government agencies need a large number of servers to support their public management and services, as well as to provide a variety of government information applications, such as government network, government big data, government cloud and so on. With the continuous improvement of government information, the demand for servers by government agencies is also increasing. According to Shangpu Consulting, the demand for servers by government agencies is mainly concentrated in two forms: private cloud and hybrid cloud, in which private cloud refers to cloud services built by government agencies themselves or entrusted to a third party. Hybrid cloud refers to the combination of private cloud and public cloud, and different types of cloud services are selected according to different business needs. According to data from the Champ Consulting Group,2023The size of the Chinese government private cloud market is expected to reach1000.00Billion yuan, year-on-year growth15.0%; Government hybrid cloud market size is expected to reach500.00Billion yuan, year-on-year growth20.0%。

5. Outlook and Suggestions

according to champ consulting,2023The server industry will face the following trends:

The server market will continue to grow steadily, mainly benefiting from the continued demand for servers in the Internet, telecommunications, government and other industries, and5G、AI, edge computing and other new technologies.

The server competition pattern will be further differentiated, domestic manufacturers will continue to expand their advantages in the Chinese market, foreign manufacturers will face greater challenges, and white-brand servers will occupy a larger market share.

Server technology will continue to innovate, server performance, efficiency, security, scalability, etc. will be improved, the types and forms of servers will be more diversified, and the characteristics of servers such as intelligence, specialization, and collaboration will be more obvious.

Server applications will be more extensive, servers in the Internet, telecommunications, government and other traditional industries will be more in-depth, server applications in smart cities, autonomous driving, intelligent robots, medical imaging, smart home and other emerging industries will be more prominent.

Based on the above analysis, Champ Consulting gives the following recommendations:

Server vendors should provide customized and differentiated products and services according to the needs of different markets and customers to improve competitiveness and customer stickiness.

Server manufacturers should strengthen technology research and development and innovation, follow up cloud computing,AIThe development of new technologies, such as edge computing, improves product performance and quality, and reduces product costs and power consumption.

Server vendors should expand new application areas and scenarios, establish good ecological relationships with industry partners, and provide overall solutions and value-added services.