China Telecom has recently publicly carrying out domestic CPU server collection, this collection has included 8 marking, a total of 3 series of server procurement, and the three series of servers account for 20%, while in 2019 Operators did not carry out large-scale domestic equipment, ushered in rebound this year, and the edge is worthy of our exploration.
First, China Telecom Collection Domestic Server is nearly two%
On May 7, China Telecom released the 2020 server centralized procurement project goods bidding for the pre-qualification announcement. The announcement shows that the collection is divided into 8 marking, which involves the total number of 56,314 sets, a total of 3 series of servers. These three series correspond to the Intel Series Server (I Series), the AMD Series Server (A Series), and the National Oil Production Server containing the Hygon Series or Zhongkotic Showa (Hygon) Server (Currently known as H series) . From a quantity, the H series server estimates 11,185 sets, accounting for 19.9% of the total. The specific marking and the quantity of the estimated procurement are shown below:
Specifically, according to the announcement description, the I series means that the CPU type is the second-generation Intel to strong expandable processor Gold series, or the Silver series new server, the number of purchases is 44,731; A series refers to the CPU The type of the second-generation AMD EPYC 7002 series processor is expected to purchase 398 units.
The H series of the domestic CPU server, is placed in the 8th margin of the collection of tenders, mainly two CPUs: Huawei Zhipeng 920 series processor, or Zhongke Guangguang flag DHYANA (meditation Series processors.
According to this bidding rules, 6 of 8 standard packages are I series servers, subdivided into computational type (17829), large data type (13424), distributed storage (5,450 tables), cold storage ( 3697 sets), 6 types such as NFV type (1564) and GPU type (2767).
The A-series server in "Bag 7" will purchase 398 units, and there are 5 types, which are: computational, distributed block storage, full flash distributed block storage, cold storage, large data type. Therefore, it is not necessary to ignore, from the type, the national production server is not a single business procurement for some kind of non-core function, and it is also related to "all kinds."
In the "Bag 8", the H series server covers the calculation, distributed block storage, all flash distributed block storage, cold storage, big data type, NFV type, GPU type 7 types of server products, Total is 11,185 units.
And on the GPU server, use the servers of the Ju Peng 920 series processor, which will be configured with Huawei Ascend910 or Atlas 300 Series GPU; the servers of the Shide DHYANA series will be configured with NVIDIA (Yingda) GPU.
Second, the name of the name of the collection of domestic server chips is fully recognized
Operators are important servers customers, their own business applications, data centers, storage, etc. have a large demand, and tenders are generally carried out in a collection. As of now, 2020 operators' servers tenders are super-expected, and the national "new infrastructure" accelerates, and the online business is hot and exciting. The operator's server needs. More importantly, China Telecom has increased the support of domestic servers in this tendering, and the server based on domestic chips account for 20%. This scale is that the market has not been unexpected. Previously, the main battlefield of domestic servers was the party and government army market. This time you can enter the benchmatic industry customers, and the performance and stability have begun to get the market recognition, the future potential is huge.
From the overall demand of the operator server, the relatively downturn in 2019, and the rapid rebound appeared in 2020. In 2019, although domestic 5G began construction, smart urban construction and cloud computing were also rapidly developed, but operators' server procurement did not improve, and domestic server vendors were also "dangerous" on the supply chain. In 2019, China Telecom did not open server scale collection; China Unicom's 472 X86 servers in February, when Huawei, bonfire and Dawn and other three bidding, very small scale; China Mobile is only announced in October 2019 The first batch of PC servers in 2020.
In 2019, domestic server manufacturers Huawei and Zhongke Dawang have been sanctions in the US Department of Commerce, with part of the processor and other parts. On May 7, Huawei, who was recruited by China Telecom's "some name", and the sea-dimension DHYANA processor, in 2019. On January 7, 2019, Huawei issued its server chip Songpeng 920 in Shenzhen Headquarters, and has 3 servers in the Taishan series. It is worth mentioning that the above chip is a CPU based on the British company ARM architecture.
However, due to the permanent authorization, Huawei's relevant person in charge retrequately responded to the external concern after May 20th, emphasized that Huawei's server chip Songpeng 920 has been fully produced. It is worth mentioning that the response of the above person is precisely for 5 days ago (May 15), the US Department of Commerce will include Huawei and its 70 related companies in the United States "entity list".
It is not difficult to imagine that the sea light is then affected. On June 21st, local time, the US Department of Commerce, Industrial and Safety Agency (BIS) is "violates US national security and foreign policy interests", and is not verified in the case of not verified, Technology Co., Ltd., Chengdu Haiguang Integrated Circuit Design Co., Ltd., Chengdu Haiguo Micro Electronic Technology Co., Ltd., etc. Add to the US "Export Control Ordinance" entity list.
Since the positive value is on the weekend, the Sino-Science, which is announced on June 23 (Sunday) (Sunday), and issued a statement on June 26th. I am shocked and deeply regretted. "
Sino-class dawn statement screenshot
However, after nearly a year, we can see that these two companies have been paid in peace. Huawei has a permanent authorization of ARM V8 architecture, with the ability to develop independently, and Zeng Peng 920 products have been fully used in their server products; although it is difficult to obtain Zen updated architecture in the future, the self-development capacity is cultivating, production capacity The bottleneck is also broken, some overseas suppliers are also gradually alleviated by parts supplies, chips, etc., and we are full of confidence in the company's future development.
China Telecom's collection of domestic servers, marks a comprehensive recognition of domestic chip capabilities, which is expected to increase in 2020. On April 29, 2020, China Unicom once again released the supplementary notice on "China Unicom General Server centralized procurement procurement procurement" in 2019-12020, "the two models of Huawei 920 and Haiguang are included in the supplementary notice. It is expected that this year, the general server based on domestic chips will also appear in Unicom's collection.
Third, ecological development is the core of the server industry
For the server industry, the ecology is the key to development, otherwise the products can only be bundled, no one. Domestic server chips are expected to quickly complete the ecological construction in the acceleration of this information, and quickly complete the ecological construction, and related companies will benefit from ecology. Traditional server ecology is constructed around Intel, including databases, middleware, management software, application development vendors, and server machine manufacturers, is very mature. Based on Intel's server product shipments, ecological linkages are profitable, participation is extremely high.
For domestic servers, ecology is still in construction, there is a need to attract manufacturers to participate. At present, domestic server ecology is based on processor manufacturers, core companies include Huawei Hi Tei, Feiten, Haiguang, etc., once the purchase quantity, the optimized manufacturer will increase, product and application will also More rich, the industry will enter a benign loop.
From the perspective of beneficiary companies, the ecosystems of the two core companies that are selected are first benefited, followed by gradually expanding the entire believing industry chain. Haiguang is a group of Sino-Science, Sino-Science is currently a major server manufacturer applying this chip, and it is directly related to it. Huawei is the development of ecological partners to develop server products. Huawei begins to change the strategy from 2019, gradually imposing the work of the whole machine design and manufacturing to OEM vendors, the company mainly focuses on chip, motherboard design and service support, and OEM manufacturers. At present, Huawei server ecology, server OEM companies include Donghua Software, Shenzhou Digital, etc. We expect that as operators' demonstration effects, server demand based on other domestic chip vendors will be enlarged.
Summarize
2020 new infrastructure rapid advancement, 5G construction has become a key project this year, and the server industry will usher in the rise. China Telecom's name collection of domestic servers, on the one hand, showing the determination of domestic alternatives, and on the other hand, domestic servers have been able to "pick up". In the context of domestic alternatives, companies increase research and development, improve ecological construction, innovative server products, and domestic servers will have achieved long-term development.
This article is comprehensively reported by electronic enthusiasts. Content references from Ping An Securities, Observers, C114 Communication Network, etc., please indicate the above source. Read more
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