从“好用”走向“爱用” 兆芯将推新一代服务器

Core Insights - The domestic CPU industry is entering a critical development phase, with the market for computers equipped with domestic CPUs expanding significantly in key sectors such as finance, education, and energy, alongside explosive growth in the artificial intelligence market [1][2] - The transition of domestic CPUs from being merely "usable" to "user-friendly" is essential for gaining user acceptance of local chips, as emphasized by the general manager of Zhaoxin [1] - Zhaoxin has established a continuous and compatible ZX86 instruction set IP system based on its self-developed x86 architecture, paving the way for independent development [1] Market Growth - According to data from EEO Consulting, the shipment volume of CPUs for desktop PCs in key foundational sectors is projected to grow from approximately 2 million units in 2022 to about 4 million units in 2024, with expectations to reach 9 to 9.5 million units by 2027 [1] - Zhaoxin, as a representative enterprise in the domestic CPU sector, has developed two major product lines: the Kaixian PC/embedded processors and the Kaisheng server processors, covering desktop terminals, servers, and embedded computing platforms [1] Product Development - The Kaixian series processors, particularly the KX-7000 and KX-6000 models, hold around 40% market share in the key foundational desktop PC sector [1] - The next-generation Kaixian KX-8000 processor is set to be released in 2026, which is expected to further accelerate innovation and the digital transformation process in the industry [1] Strategic Collaborations - Zhaoxin has signed strategic cooperation agreements with 11 server manufacturers to promote performance breakthroughs, reliability enhancements, and cost control through a deep integration model of "underlying computing power chips + complete server systems" [2] - The company plans to adopt a more open strategy in the application and promotion of technology in the server field, collaborating with partners to support the entire domestic server industry ecosystem [2]