Core Viewpoint - The domestic CPU market is entering a critical development phase, with increasing application in key sectors and significant growth in shipment volumes expected in the coming years [1][6]. Group 1: Market Growth and Projections - The shipment volume of desktop CPUs in key foundational sectors is projected to grow from approximately 2 million units in 2022 to about 4 million units in 2024, and is expected to reach 9-9.5 million units by 2027, with a compound annual growth rate (CAGR) of 35%-40% from 2022 to 2027 [1]. - The shipment volume of server CPUs in key foundational sectors is expected to increase from 1.1-1.3 million units in 2022 to 1.8-2 million units in 2024, and is projected to reach 2.8-3 million units by 2027, with a CAGR of around 20% from 2022 to 2027 [1]. Group 2: Company Performance and Financials - Zhaoxin Integrated, established in 2013, is preparing for an IPO, with revenue projected to grow from 340 million yuan in 2022 to 889 million yuan in 2024, reflecting a CAGR of 61.71% over three years [2]. - The company reported a narrowing loss of 676 million yuan in 2023, a year-on-year increase of 7.03%, with losses expected to rise to 951 million yuan in 2024 [2]. Group 3: Technological Advancements - Zhaoxin has developed multiple generations of its proprietary microarchitecture, with the latest KX-7000 desktop processor achieving performance comparable to AMD's Ryzen 5 4500 CPU [4]. - The company has established a complete intellectual property system for its ZX86 instruction set, ensuring independence from Intel's licensing issues [6]. Group 4: Industry Challenges and Strategies - Despite the growth of domestic CPUs, Intel and AMD continue to dominate the global CPU market, with Intel projected to generate $53.1 billion in revenue and AMD $25.8 billion in 2024, highlighting the technological and ecological gaps that still exist [6]. - Zhaoxin plans to adopt a more open strategy in technology application and promotion, aiming to support the entire domestic server industry ecosystem [7].
受制于英特尔X86指令集？兆芯总工程师：掌握CPU设计全部源码