The epidemic accelerates the digital transformation of China's server procurement to become a growth "new engine"
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Beijing, March 31, 2021
IDC's "China Server Market Tracking Report for the Fourth Quarter of 2020" shows that in 2020, China's server market shipments will be 3.5 million units, a year-on-year increase of 9.8%; the market size will be 21.649 billion US dollars (about 148.99 billion yuan), year-on-year An increase of 19.0%. Among them, the X86 server market shipments were 3,439,300 units, a year-on-year increase of 8.1%; the market size was US$20.823 billion (approximately 143.32 billion yuan), a year-on-year increase of 17.7%.
In 2020, the new crown pneumonia epidemic is closely related to China's server market demand, and the overall server market maintains a good growth trend, which exceeds the market forecast at the beginning of the epidemic. The epidemic has brought unprecedented challenges to both China and the global economy. Although the epidemic has had a greater impact on the procurement, production, logistics, order, service and other business activities of Chinese companies during the epidemic, it has also greatly promoted the transformation of companies to online businesses. On the whole, the impact of the epidemic on China's server market demand has offset some of the negative effects of shrinking demand and delays in delivery.
In 2020, from the perspective of industry sales, the top five industries in China's server market will be Internet, telecommunications, government, finance and services in order. The market sizes of the Internet, finance and service industries have all maintained double-digit year-on-year growth.
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Internet: In recent years, Internet companies and cloud service providers have continued to increase their investment in data centers with the expansion of their business scale. Under the epidemic, not only the internal business needs of enterprises have increased sharply, but also the digital upgrade of various industries based on their own platforms has achieved significant results, which have driven investment in large-scale data center upgrades and expansion.
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Finance: Driven by financial technology, Internet finance has brought a lot of impact to the traditional financial industry. Financial companies are actively using artificial intelligence, blockchain, big data, mobile technology, and new biometric technologies to help companies reduce costs, improve efficiency and improve Customer Experience. Banks are accelerating the construction of single-core to multi-core, centralized to distributed architecture, and state-owned banks and joint-stock commercial banks are accelerating the deployment of Internet finance-related businesses. Insurance and securities are also accelerating the construction of multi-channel integrated Internet financial platforms.
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Services: Traditional enterprises are accelerating the development of digital transformation and cloud strategies, and their demand for related products and services continues to grow. IT service providers, mainly industrial ISVs, SIs, software vendors, and IDC providers, have further increased their business and Investment in IT infrastructure.
Data growth drives the demand for computing power. As a core component of the future digital infrastructure, servers are the cornerstone of supporting digital transformation and the development of the digital economy. In the future, the digital infrastructure will evolve from the traditional cloud-to-end deployment to a new computing architecture with ubiquitous cloud-side-end collaboration. Servers will also become heterogeneous computing, edge computing, memory-centric computing, and machine Technical direction evolution such as rack density increase. Software-defined data centers have also become one of the main means for enterprises to reduce costs and increase efficiency, and the software-defined storage (SDS) and hyper-converged systems (HCI) markets have also achieved significant growth.
In 2020, from the perspective of vendor sales, the top five vendors in China's server market are Inspur & Inspur Business Machines, Huawei, New H3C, Dell and Lenovo in order.
Looking ahead, IDC expects that with the advancement of the country’s 14th Five-Year Plan and investment in new infrastructure, the Chinese server market will maintain a healthy and stable growth in the next five years. From 2021 to 2025, the size of the Chinese server market will rise from USD 25.731 billion to USD 41.029 billion, maintaining a compound annual growth rate of 12.5%.
Duan Meng, research manager of IDC's China Enterprise Research Department, believes: "The global digital transformation has entered a stage of multiplication and innovation, and innovation has accelerated business changes. AI, cloud computing, Internet of Things, blockchain, 5G, edge computing and other technologies have developed to one At the beginning of the stage of solving more complex problems, the rapid commercial use of new technologies is inseparable from the support of computing power. The 14th Five-Year Plan outlines "accelerating digital development and building a digital China". The digital age is coming, and the epidemic will catalyze China's IT market. Under the effect, the digital transformation of traditional industries is imminent, and the original production and operation methods have undergone significant changes. Under the new digital normal, manufacturers should help industry customers in product development, business operations, customer management, supply chain management and other links Accelerate the digitalization process and promote the transformation and upgrading of China's industry."
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