Di Yi Cai Jing Zi Xun·2025-10-04 13:12Core Insights - Chinese computing power companies received significant contracts during the National Day holiday, with China Unicom and Industrial and Commercial Bank of China (ICBC) announcing server procurement projects totaling over 10 billion RMB [1][5] - The projects primarily feature domestic chips, highlighting the rapid growth and market acceptance of local chip manufacturers [1][9] Group 1: ICBC Server Procurement - ICBC awarded a 3 billion RMB server project to Inspur Information, which was the sole winner of the bid [3] - The bidding conditions were stringent, requiring bidders to have prior contracts with major banks or telecom companies totaling at least 20 million RMB [3] - The project involves air-cooled servers, despite a market shift towards liquid cooling solutions [3][5] Group 2: China Unicom Server Procurement - China Unicom's centralized procurement project totaled 7.96 billion RMB, divided into two packages: one for Intel CPU servers and another for domestic computing servers [4][5] - The domestic computing server package included budgets of 2.782 billion RMB for Haiguang servers and 4.285 billion RMB for Kunpeng servers [4] - Domestic suppliers secured the majority of the contracts, indicating a strong preference for local technology [5] Group 3: Market Dynamics and Trends - Inspur Information leads the domestic server market with a 30.8% share, followed by other local companies like Super Fusion and H3C [7] - The x86 server market in China is projected to reach 39.3 billion USD in 2024, with local companies increasingly relying on both Intel and Haiguang chips [7][8] - The rise of domestic chip manufacturers like Haiguang and Huawei is reshaping the competitive landscape, with local chips gaining market share against established players like Intel and AMD [9][10]