Hygon Information Technology (SH:688041) 是说芯语·2025-07-13 11:12Core Viewpoint - The article emphasizes the advancement of domestic terminal products from key industry replacement to full industry scenario replacement, driven by the launch of the new generation Haiguang C86 processor and its widespread adoption by major manufacturers [1][4]. Group 1: Domestic Terminal Development - The year 2025 is highlighted as a critical year for the comprehensive promotion of domestic terminals, transitioning from policy-driven to market-driven processes, with a focus on full-scenario applications [2]. - There are challenges faced by traditional domestic terminal products in diverse application scenarios, particularly in mobile office settings, where performance limitations hinder widespread adoption [2][3]. - The core demand of domestic terminal users has evolved from "usable" to "truly effective and user-friendly," necessitating improvements in product capabilities [3]. Group 2: C86 Processor Performance - The new C86 processor shows significant performance improvements, with mobile workstations achieving a 62% increase in single-core performance and a 135%+ increase in multi-core performance compared to the previous generation [4]. - Workstation products also demonstrate a 43% increase in single-core performance and a 68% increase in multi-core performance, positioning them competitively against both domestic and international flagship chips [4]. Group 3: Security and Compatibility - The C86 processor incorporates a self-developed security system, including a password co-processor, ensuring high performance and security without compromising core computing resources [5]. - It offers excellent application compatibility, supporting various professional software tools, which enhances its deployment efficiency and performance [5]. Group 4: Ecosystem Collaboration - The success of domestic terminals in various industry scenarios relies on the collaboration of software and hardware ecosystem participants [6]. - Haiguang has launched the "Xinghai Plan" to foster deep cooperation among ecosystem partners, integrating resources across the industry chain to support comprehensive collaboration [7]. - The domestic C86 ecosystem has entered a phase of scale development, with over 5,000 partners working together on technology, solutions, and market expansion, creating a complete closed loop from chips to application services [7]. Group 5: Future Outlook - The new generation C86 terminal aims to meet the "truly effective and user-friendly" demand, providing a reliable domestic office foundation across various industries [8].