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苹果或从2027年起发布多款新头戴设备;全球服务器市场今年有望达3660亿美元|数智早参
Mei Ri Jing Ji Xin Wen· 2025-06-30 23:22
Group 1 - Analyst Ming-Chi Kuo predicts that Apple will release multiple new head-mounted devices starting in 2027, with no new products expected in 2026 [1] - Apple is currently developing at least seven projects, including three Vision series products and four smart glasses, with five products having confirmed timelines [1] - The company views head-mounted devices as the next major trend in consumer electronics, but faces challenges related to pricing, application ecosystem, and user habits [1] Group 2 - The global server market is projected to reach $366 billion in 2025, representing a year-on-year growth of 44.6% [2] - The "x86" server market is expected to grow by 39.9% to $283.9 billion, while non-"x86" servers will see a 63.7% increase, reaching $82 billion [2] - The "Arm" architecture servers are anticipated to grow by 70.0%, accounting for 21.1% of total shipments, indicating a shift in demand driven by cloud computing giants [2] Group 3 - The Shanghai Stock Exchange has accepted 30 IPO applications in the first half of the year, with over 70% from the Sci-Tech Innovation Board [3] - This trend supports a positive cycle of technology, capital, and industry, accelerating the integration of technological and industrial innovation [3] - The focus on domestic chip companies provides a dedicated financing channel and establishes a protective barrier for strategic industries amid global technological competition [3]
IDC:全球服务器市场2025年有望达3660亿美元 同比增长44.6%
news flash· 2025-06-30 07:04
Core Insights - The global server market is projected to reach $366 billion by 2025, representing a year-on-year growth of 44.6% [1] Market Segmentation - The x86 server market is expected to grow by 39.9%, reaching $283.9 billion [1] - The non-x86 server market is forecasted to grow by 63.7%, reaching $82 billion [1] - Within the non-x86 segment, Arm architecture servers are anticipated to grow at a rate of 70.0%, accounting for 21.1% of total shipments [1]
非x86服务器收入,大增262.1%
半导体行业观察· 2025-03-21 01:08
来源:内容编译自techspot,谢谢。 一份新报告展示了人工智能热潮对全球服务器市场的变革性影响。Nvidia GPU 已成为该技术的支 柱,因此该公司在上个季度占据了几乎所有嵌入式 GPU 出货量的份额也就不足为奇了。 如果您希望可以时常见面,欢迎标星收藏哦~ 根据国际数据公司 (IDC) 的数据,2024 年第四季度全球服务器市场收入与 2023 年同期相比增长了 近一倍。多个领域都出现了显著增长,其中非 x86 和嵌入式 GPU 服务器的收入大约增长了两倍。 2024 年第四季度整体收入达到 773 亿美元,同比增长 91%,创下 2019 年以来的第二大增幅。x86 服务器收入增长 59.5%,达到 548 亿美元,而非 x86 服务器收入增长 262.1%,达到 225 亿美元。 尽管 IDC 没有具体说明哪种硬件导致了非 x86 支出的惊人增长,但它很可能是 Arm 芯片。 嵌入式 GPU 服务器贡献了整个市场收入增长的一半以上,2024 年比上一年增长了 192.6%。整体 服务器市场收入总计 2357 亿美元,自 2020 年以来翻了一番。 生成式人工智能日益流行,OpenAI 和微软等公司 ...