Chan Ye Xin Xi Wang·2025-11-01 01:20Core Insights - The accelerated server market in China is experiencing rapid growth, driven by policy support and advancements in artificial intelligence technology, with the market size projected to increase from 22.8 billion yuan in 2020 to 157.7 billion yuan in 2024, and expected to surpass 200 billion yuan by 2025 [1][3]. Market Overview - The internet sector is the primary market for accelerated servers, holding a 69% market share [3]. - The demand for accelerated servers in China is predominantly met by GPU servers, which are expected to account for approximately 69% of the market share in 2024 [3]. Industry Definition and Classification - Accelerated servers are designed to enhance network communication speed and performance, optimizing data transmission, processing, and storage to improve user experience [2]. Industry Development Status - The accelerated server market in China is projected to grow significantly, with a market size forecasted to reach 157.7 billion yuan in 2024, up from 22.8 billion yuan in 2020, and potentially exceeding 200 billion yuan by 2025 [3]. Industry Chain - The upstream of the accelerated server industry includes components such as chips, memory, cooling materials, PCB, CPU/GPU/ASIC, and power modules, while the midstream involves production and system integration [4]. Competitive Landscape - Major players in the Chinese accelerated server market include hardware manufacturers, internet cloud service providers, and specialized AI chip manufacturers, such as Inspur, H3C, Lenovo, and Cambricon [6]. - By the first half of 2025, the market share in accelerated computing servers is expected to be dominated by Inspur, H3C, and Lenovo, collectively accounting for about 50% of sales revenue [8]. Future Trends - With ongoing policy support, domestic accelerated computing server manufacturers are enhancing technological innovation and product quality, positioning the Chinese market as a core growth area for global AI infrastructure [9].