According to data from the Ministry of Industry and Information Technology, currently, the total scale of in-use computing power center racks in China exceeds 8.3 million standard racks, with a total computing power scale of 246EFLOPS(exascale floating-point operations per second), ranking among the world's top. The year-on-year growth rate of intelligent computing exceeds 65%
A server is a high-performance computer that provides services such as data storage and computing, including processors, memory, hard disks, and other functions and basic hardware. With the formation of a competitive landscape of a hundred models in China's large model industry, the training and inference processes of large models consume massive computing power, and the demand for intelligent computing power has grown explodes, driving the continuous development of computing power supply equipment such as servers.
According to CCID Data, it is expected that the sales of the Chinese server market will continue to grow at a compound annual growth rate of 7.9%, reaching a market size of 221.98 billion yuan by 2026. What are the characteristics of the telecommunications server market in 2024? How should things develop in 2025.
Servers have become the largest single purchased product in the telecommunications market
At present, servers have become the largest category in the single centralized procurement by operators With the announcement of the winning results of the latest China Mobile 2024-2025 centralized Network Cloud Resource Pool Phase VI project for computing servers, since 2024, operators have carried out large-scale construction of intelligent computing centers and conducted several important centralized procurements of computing power servers, including the China Mobile 2024 PC server product centralized Procurement project According to incomplete statistics from the research group of the Communication Industry News, the centralized procurement project of China Telecom's servers (2024-2025) and China Unicom's 2024 centralized procurement project of artificial intelligence servers will exceed 500,000 units in 2024.
The competitive landscape of the server market is showing a trend of diversification
According to the plan of the Ministry of Industry and Information Technology, the proportion of intelligent computing power in China will reach 35% by 2025, with a compound annual growth rate of over 30%. This means that intelligent computing centers will lead the trend of data center construction and are constantly driving server manufacturers to continuously launch new accelerated computing server products From the perspective of demand, as domestic large models are iterated and improved, the application traffic of domestic models will gradually shift to mobile devices, and the demand for inference will be gradually released. It is expected that by 2025, the demand for inference may exceed the demand for training
In addition, the 2024-2025 Energy Conservation and Carbon Reduction Action Plan issued by The State Council provides clear guidance and policy support for energy-saving renovations of data centers. By accelerating the renewal and transformation of energy-consuming products, equipment and facilities, data centers can achieve more efficient operation, reduce energy consumption and lower carbon dioxide emissions The liquid-cooled server market has grown rapidly in recent years and is expected to maintain a high growth rate in the coming years as enterprises' demand for high-performance, high-reliability, low-energy consumption and scalable servers continues to increase to meet their growing data processing and storage needs
In 2025, the server industry market is in a stage of rapid development, with continuous market growth, diversified competitive landscape, and continuous technological innovation. At the same time, the support of policies and regulations provides a good external environment for the development of the server industry, and the server industry will usher in more opportunities and challenges.
According to IDC data, in the first half of 2024, shipments in China's x86 server market increased by 10.4% year-on-year, and supplier revenue increased significantly by 31.3%. Due to the early start of x86 architecture processors and the obvious advantages of the ecological environment over other processors, the global server sales of x86 processors account for more than 90% of all server sales, which is in a significant leading position. The major players in the server CPU market based on x86 architecture are Intel, AMD, Haiguang and Zhaoxin in Chinese mainland. According to CCID data, In the next three years, the market size of x86 servers in China will continue to grow, and it is expected to exceed 160 billion yuan by 2026
