Shulou(Shulou.com)11/24 Report--

In recent years, China's ICT industry is facing the technical blockade and sanctions of the United States, and the development of high-tech industry is stuck. Internally, we are implementing the "new infrastructure" strategy, promoting digital transformation and building a digital economy. These major development strategies require China to establish a complete and controllable information technology industry chain.

Under the joint action of internal and external factors, the information innovation industry has developed rapidly. The core of Xinchuang, that is, the "information technology application innovation" industry, is to realize the "independent controllability, security, credibility and efficient availability" of the information technology industry through domestic and independent innovation.

Not long ago, Sadie released the Research report on the Development of China Xinchuang Ecology and Xinchuang PC Market from 2022 to 2023, looking forward to the development of Xinchuang PC market and making suggestions.

The innovation industry has entered a critical period, and the Guanji industry has opened a trillion-class space. According to the report, China's innovation industry has reached 688.63 billion yuan in 2021, is expected to reach 1.24459 trillion yuan in 2023, and is estimated to grow to 3.21638 trillion yuan in 2026.

Source: "2022-2023 China Xinchuang Ecology and Xinchuang PC Market Development Research report" at the same time, China's IT industry will move forward step by step according to the pace of "2", where "2" represents the two major fields of the party and government, "8" represents eight key basic industries such as finance, power, telecommunications, petroleum, transportation, education, medical care, aerospace, and "N" represents a wider range of applications.

At present, the development of China's information innovation industry is entering a critical period of transition, from the small trust of the party and government to the leap of the eight key industries.

Among them, PC is one of the basic hardware of Xinchuang industry and an important part of Xinchuang infrastructure.

The prospect of Xinchuang PC is unlimited, and the ARM route has become the general trend. The report also focuses on the development of Xinchuang PC industry in China. At present, the shipments of Xinchuang PC in China are still concentrated in the field of party and government. It is expected that in the next few years, Xinchuang PC will usher in rapid growth, an important factor lies in the accelerated replacement of Xinchuang PC in Guanji industry.

The report estimates that the market capacity of PC machines and servers in Guanji industry is about 1.0126 trillion yuan. With the opening of Xinchuang in Guanji industry, the trillion-level market is released at an accelerated pace.

Taking a specific look at the shipments of China Xinchuang PC, it is estimated that 2.35 million units will be shipped in 2022, 4.8 million units in 2023 and 9.5 million units in 2026.

Figure Source: "2022-2023 China Xinchuang Ecology and Xinchuang PC Market Development Research report" however, desktops account for the vast majority of shipments, because the current demand for Xinchuang PC is concentrated in the party and government field, but the contribution of the Guanji industry to Xinchuang PC shipments in the future will be greater and greater, and the proportion of Xinchuang PC notebooks shipments will be higher and higher.

Figure Source: in terms of the technical route of "China Xinchuang Ecology and Xinchuang PC Market Development Research report 2022-2023", there are many technical routes of CPU, the core component of Xinchuang PC, including X86, ARM, LoongArch and Alpha. Among them, ARM architecture has the characteristics of openness and rapid development of computing power, and is gradually becoming the mainstream of Xinchuang PC in the party and government field. with the further maturity of products, the advantages of industry leading enterprises will be highlighted, the richness of software ecology and hardware ecology of products will affect the penetration of products in the market, and the concentration of industry market selection of ARM architecture will be further improved.

For example, the statistical chart below shows that the distribution of ARM computing power in the Xinchuang PC market has reached 82% in 2020, with an absolute advantage, compared with only 5% in 2000.

Figure Source: "2022-2023 China Xinchuang Ecology and Xinchuang PC Market Development Research report" in the long run, ARM architecture is the general trend of the development of chip technology in the future, new processes, new processes and new materials in the chip field will be the first to be realized on ARM architecture, and in the future ARM CPU will maintain a leading edge in terms of concurrent performance, power consumption and integration for a long time.

Therefore, when purchasing Xinchuang PC in the major fields mentioned above, if we consider the technical route and stability of long-term development, the products with ARM architecture CPU are undoubtedly the best choice.

Leader Huawei: overall layout experience is king, promote Xinchuang PC for real use in recent years, China's Xinchuang industry technology and product ecosystem has initially taken shape, China Electronics, China Electric, Huawei, the Chinese Academy of Sciences as the first to enter the Xinchuang market, has become the leader of the industry. As the only private enterprise, Huawei focuses on the weak links in the field of Xinchuang in China, focuses on basic hardware and software, and makes up for many shortcomings in the industrial chain of Xinchuang. It is of great significance for the realization of scientific and technological self-reliance and self-control.

At the same time, last year, Huawei won the 2022 Award for influential Enterprises in the Field of Information Innovation in the annual IT impact China Award jointly organized by Tianji and Bint. with their capabilities of technological innovation, full-stack autonomy, ecological construction, and high-quality services, Huawei continues to lead the development of the industry in chips, complete machines, and ecology, and inject new vitality into the industry.

Image source: among the four major companies in the field of Xinchuang mentioned above, Huawei's Kirin and China Electronics Feiteng are based on the ARM instruction set system, among which Huawei's Kirin CPU has the best performance and the most perfect ecology in the ARM chip. They have permanent license of ARM instruction set and self-developed technology. for example, products represented by Kirin 990s and Kirin 9000 have the most advanced 7nm processes, among which Kirin 990s are the only chips shipped at more than 10 million levels in domestic desktop processors.

Figure Source: network in addition, Huawei has adapted software ecotype 1W and hardware ecotype 1.9W based on Kirin / Pangu chip platform, which can fully meet the office needs of Xinchuang, and has built two major capability systems of Xinchuang ecological migration and ecological compatibility. Based on user scenarios, Huawei provides ecological flight companion services and formulates the best ecological adaptation plan.

In addition to paving the way for hardware and software products, Huawei has a key advantage in promoting the ecological construction of Xinchuang PC, that is, experience. Using excellent product experience to promote ARM for real use, to use to promote ecological iteration, which is the embodiment of Huawei's unique advantages and pragmatism in the field of Xinchuang PC.

For example, Huawei has higher and more stringent standards than the industry as a whole in terms of product quality. Xinchuang PC users are mainly the party and government, enterprise groups, their requirements for product stability is the first. Huawei has fully automated and high-standard testing capabilities. The test environment up to 3000 square meters can be analyzed by big data AI, and the product quality can be tested by simulating the use scenarios of real users.

In terms of testing standards, they are also very strict, and they strive to surpass the industry in testing each index and create safe and reliable products, including explosive atmosphere tests, high and low temperature tests, dust, hot and humid, acid atmosphere and other extreme environment tests.

This makes Huawei's relevant creative products more stable and reliable than the industry, and the experience is naturally more excellent and reassuring.

At the same time, in terms of products and services, Huawei has more than 1900 offline service stores and more than 1200 door-to-door outlets across the country, as well as online commercial service lines that provide 7 × 24-hour online services, and hundreds of dedicated service engineers cover the country to provide users with product-related services.

Promote the real use and ecological development of Xinchuang PC with product experience and services higher than the industry standards. only in this way can Xinchuang PC truly achieve leapfrog upgrading.

Finally, it is the richness of the product. Since it officially announced its full foray into the commercial field in the first half of 2022, Huawei has quickly completed the first phase of the full layout of the commercial office field. in the second half of last year, it released a series of new commercial products, such as notebooks, desktops, monitors, tablets and printers, covering almost all categories of commercial office scenes.

Image source: Huawei will and rely on the standard and open customization capabilities brought about by HarmonyOS, as well as innovative cool techs to improve office efficiency, aiming at the key points and paths of digital transformation of different industries and types of enterprises, assist the government and enterprises to achieve cost reduction and efficiency efficiency in many segmented scenarios.

For example, in the 2022 Ling Yun Award, Huawei Tianyun series products won the "Xinchuang Notebook and Desktop 2022 Best Design Award", which helped Xinchuang PC change from functional to easy to use, which is not only the affirmation of Huawei Xinchuang PC products from government and enterprise users, but also the unanimous recognition from the industry and the market.

Generally speaking, Huawei has stepped out of the gentle hometown of "meeting the current Xinchuang standard", has achieved future-oriented and ahead-of-time layout in terms of software and hardware and ecological construction, and has built a product design, testing and service system higher than the industry standard in terms of product quality and experience. because of this, they are expected to become the leading brand in the field of Xinchuang PC.

As mentioned in this report, the information innovation industry is a battlefield with both development opportunities and challenges, and the driving of policies, the needs of national security and the development of technology are the opportunities it faces, while the long-term dependence on imports of core chips and components and related ecological imperfections are its inevitable obstacles and risks.

All these require practitioners to be able to "accelerate", win the race against time, lay out the whole machine in advance, speed up the transition from short-term X86 to long-term ARM on chips, and realize the ecological development of the party, government and key industries based on the ARM line as soon as possible. Only in this way can we promote the prosperity of the industry and achieve a win-win situation for enterprises.

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