Core Viewpoint - The one-machine market is facing challenges with a lack of new customers and returning clients, leading to a shift in focus towards mid-to-low-end models and a more cautious market approach [2][3][9]. Group 1: Market Dynamics - A recent tender from a state-owned enterprise in Guangdong highlights the unclear demand for one-machine products, with only a few repeat orders from existing clients [2]. - The initial hype around one-machine products has diminished significantly within four months, with many manufacturers struggling to achieve sales despite having products listed [2][3]. - The market consensus indicates that the high-end model market is largely saturated, and future competition will focus on mid-to-low-end models [3]. Group 2: Sales Performance - In the first half of the year, leading hardware manufacturers experienced significant sales, with some reporting nearly 10 billion in revenue and monthly sales of over a thousand units [5]. - The price of one-machine products has increased, with some models seeing price hikes of around 10% within weeks, reflecting a supply-demand imbalance [5][6]. - Companies like Inspur reported a 165.31% year-on-year increase in net profit, driven by strong server sales [5]. Group 3: Customer Relationships - The success of leading manufacturers is attributed to established customer relationships rather than technological advantages, as many large clients have fixed procurement lists [6][7]. - The deployment of one-machine products is primarily driven by strategic needs, with clients focusing on hardware rather than software solutions [7][8]. Group 4: Future Outlook - The second half of the year is expected to see a shift towards a "guerrilla warfare" approach in the mid-to-low-end market, with companies needing to adapt to changing customer budgets and requirements [9][10]. - The demand for high-end models has decreased, with clients now more interested in cost-effective solutions and specific business needs [11]. - The market for one-machine products is becoming increasingly competitive, with new entrants facing challenges in gaining traction [13]. Group 5: Implementation Challenges - Many existing one-machine deployments are not being fully utilized, with clients struggling to see a return on investment [15][16]. - The gap between model capabilities and actual application needs is causing disillusionment among users, leading to a reassessment of the value of one-machine products [16][20]. - Successful implementation often requires a combination of different models and a deep understanding of client data, which many current deployments lack [19][21].