数字化时代的新计算平台：全球和中国服务器市场趋势分享

IDC ChatGPT ©IDC|2 …… ©IDC|3 16.0 14.0 17.2% 15.7% 20% 15% 出货量(百万台) 12.0 10.0 8.0 3.8% 3.4% 0. 4% 5.1% 7.2% .4%10% 10 5% 0% -1.6% -15 3.0% -0.4% 7.3% 6.9% 6.0-5% 4.0-10% % 2.0.6 -15% 0.0 20092010201120122013201420152016201720182019202020212022 出货量增长率 -20% ©IDC|4 1800 1600 1400 1200 1000 800 600 400    380400430 520 605 680 800 990 1220 1605 CPUCAGRs 21.6% CPUCAGRs 200 4374 4576 4678 488149835289579763106 68115 72123 3.7% 0 2015201620172018201920202021202220232024 3.8% CAGRs Source:WorldwideCoreandEdgeComputingPlatformsInstalledBaseForecast ©IDC|5 Value($B) 50 45 40 35 3028.8 45.4 60% 50% 40% -2.2% PRC US 5.0% 9.5% 9.4% 25 20 15 10 5 0 2009201020112012201320142015201620172018201920202021202220232024202520262027 30% 20% 10% 0% -3.2% WE APeJC WW -0.3% 3.0% 7.6% 6.8% 7.7% ©IDC|6 Vendorrevenue($M) 12,000 10,000 9,848 20212022YoYgrowthAverageGrowth 80% 60% 8,00040% 6,000 4,000 2,000 0 4,930 3,057 2,8222,489 1,258 610572561447328158156 109 20% 0% -20% -40% 36.0% 18.0% 11.2% 10.3% 9.1% 2.2% 2.1% 2.1% 1.6% 1.2% 0.6% 0.6% 0.4% ©IDC|7 IT ESGIT APIOPEXIT ©IDC|8 2022出货量2027出货量2022份额2027份额复合增长率 K 60.3 57.4 56.3 17012 13812 41.8 52.1 1,1032,678 3.6 2.1 26.120.7 38.5 46.7 ARMCISCRISC/EPICX86 36.0 ©IDC|9 IT ESGIT API OPEXIT ©IDC|10 100% 90% 2.10%4.60%5.80% 5.80%4.60%3.80% 5.40%3.30%2.90% 6.30%0.40% 3.30% 2.50% 6.70% 1.70% 5.80% 3.30% 1.30% 4.20% 80% 11.70% 6.30% 9.60% 11.30% 70% 3.80% 7.10% 5.80%9.60% 10.00% 60% 50% 7.50%10.40%12.10% 12.90% 40% 30% 20% 10.40% 10.00% 10% 0% 13.80% ©IDC|11 ArtificialIntelligence // IT CPU ©IDC|12 VendorRevenueGrowthRate 3178.43006.6 16.4 836.9 1254.71286.2 1909.5 2210.3 7.3 2019H12019H22020H12020H22021H12021H22022H1 20222027 IDC2022 ©IDC|13 IT ESG IT APIOPEXIT ©IDC|14 • / • • PUE 1.25 • CPU •CPU •GPU700 • HPC •AI/ML AIGC • • • • ©IDC|15 700.5 6.7 23.5 2021 2026 0.3 2021 2026 ©IDC|16 Datacenter CoolingTower CDU Rack Datacenter CoolingTower CDU Tank ©IDC|17 IT ESGIT APIOPEXIT ©IDC|18 / / / / AR LATENCY : 2sec+ ::AR: : 1-2sec100-1,000ms10-100ms1-10ms <1ms ©IDC|19 9.6 2026 2021 4% 9% 3.1 2021 2026 96% 91% ©IDC|20 IT IT OPEX IT ESG API ©IDC|21 37% IT 41% 69% IT IT 10%-35% IT FinOps FutureEnterpriseResiliency&SpendingSurvey-Wave3,IDC,April2022.n=828organizationsworldwide ©IDC|22 API IT ESG IT OPEX IT ©IDC|23