计算行业月报：China's AI artificial really needs to research，a problem about 5 month of the PC problem

Investment Rating - The report maintains a "Strong Buy" rating for the computer industry, indicating a positive outlook compared to the market [3]. Core Insights - The domestic AI chip industry has made significant breakthroughs, with the launch of the HarmonyOS PC expected in May 2025, which is anticipated to enhance the competitive landscape for domestic software and hardware manufacturers [3][59]. - The integration of AI technologies is accelerating, with DeepSeek's latest updates showing substantial improvements in model performance, and OpenAI planning to release new models soon [4][60][78]. - The EDA industry is experiencing consolidation, with major acquisitions indicating a trend towards increased concentration among leading firms [4]. Summary by Sections Industry Data - In the first two months of 2025, the software industry generated revenues of 1.90 trillion yuan, reflecting a year-on-year growth of 9.9%, slightly down from 10.0% in 2024 [12][13]. - The integrated circuit (IC) design sector showed the highest growth within the software industry, with a year-on-year increase of 13.5% [17]. Domestic Production - As of January-February 2025, the domestic integrated circuit localization rate reached 26%, up 4 percentage points from 2024 [3][34]. - The domestic AI chip sector is witnessing continuous breakthroughs in both training and inference capabilities, with significant advancements reported by companies like Huawei and Ant Group [43][44]. AI Developments - DeepSeek has released a new version of its model, DeepSeek-V3-0324, which has shown improved performance metrics compared to previous versions [62]. - OpenAI is set to launch new models, including GPT-5, which is expected to enhance its competitive position in the AI market [78]. Electronic Design Automation (EDA) - The EDA industry is seeing increased activity in mergers and acquisitions, which is likely to accelerate the growth of leading companies in the sector [4]. Liquid Cooling Market - The liquid cooling server market in China is projected to grow at a compound annual growth rate of 47% over the next five years, driven by demand from the internet, telecommunications, and government sectors [49][51]. HarmonyOS PC Launch - The upcoming launch of the HarmonyOS PC in May 2025 is expected to significantly impact the domestic operating system landscape, enhancing the push for localization in software [59].