Data show that in the first quarter, China's server shipments were 667,000 units, with sales of US$3.16 billion, up 32.6% and 68.9% year-on-year, respectively, far higher than the global market level, accounting for 22.6% of the global market. Increased to 24.9%, not only the Internet company's procurement is strong, but the growth rate of the traditional industry market has also increased significantly.
Inspur's sales share in the Chinese market further increased to 25.1%, 6.4 percentage points higher than the second, and the lead edge further expanded. At the same time, the wave in most segments, especially the mainstream and high growth areas, the market The share is also ranked first. From the processor quantity dimension, the shipments are the largest in the 3/4/8 roads. From the product form dimension, Inspur rack and multi-node server shipments and sales They are ranked first.
Peng Zhen, vice president of Inspur Group, said that the development of smart computing not only provides a solid foundation for the sustained high-speed growth of the Internet industry, but also provides a strong driving force for the recovery of the traditional enterprise market. The main reason for the rapid growth of the wave for many years is the selection. The main channel of the era, seized the development opportunities brought by wisdom computing.
According to IDC data, in the first quarter of 2018, the Internet industry was still the fastest growing and largest industrial market. Shipments increased by 5936% year-on-year, accounting for 40.1% of the overall market. Intranet sales in the industry The share reached 37.3%, leading the second place by 12.5 percentage points.
IDC believes that the JDM model has deepened the cooperation between Inspur and large Internet operators such as BAT, and can better grasp the needs of users. This model has gradually been recognized by Tier1 to Tier3 Internet operators, and has gradually moved overseas to help Inspur North American Internet operators have established partnerships.
It is worth noting that the public cloud business of CSPs such as Alibaba has developed rapidly, and the demand for medium and low-end users such as public cloud development SMB has obvious substitution effect. This trend will have a profound impact on the server market structure. Centralized procurement replaces the decentralized procurement of low-end and medium-end users such as small and medium-sized enterprises. The product form such as rack, multi-sub star, and whole cabinet will replace the tower type, and the two-way will replace the single road.
In the first quarter, the growth rate of the traditional industry market increased significantly. On the one hand, the government's investment in the field of information technology increased steadily. On the other hand, due to the realistic pressure of intelligent transformation, traditional enterprises have also increased their efforts in big data, cloud computing and so on. Investment in applications. The total share of the Internet and the government in the overall market exceeds 56%. The advantages of these two industry markets have established the overall market position of Inspur China.
With the popularization of cloud computing, big data, AI and other new generation information technologies, human beings are upgrading from the traditional information society to the intelligent society. The wisdom of obtaining information and knowledge from data is the main technical driving force for social upgrading. Computing is based on cloud computing, big data is cognitive method, and deep learning is the optimization method. Among them, cloud computing, big data, industrial internet, Internet of Things, AI are the five most typical intelligent computing application scenarios. IDC data show, 2017 The wave of the year in the field of AI server is 57%, more than the sum of other manufacturers.
Industrial opportunities such as AI, Internet and digital transformation of enterprises are the market opportunities brought by the combination of smart computing and practical applications. Peng Zhen said that in 2018, Inspur will still focus on developing smart computing business. Specific business strategies include deep cultivation of artificial intelligence and upgrading of partner ecosystem. , to open up the enterprise market, the program is leading the world.