Core Viewpoint - China Mobile has initiated a centralized procurement project for PC servers, with an estimated procurement scale of approximately 23,637 units, focusing on domestically controllable products [1][2][3] Group 1: Procurement Details - The procurement project is categorized into five bidding packages, with a mixed bidding approach [1][2] - The total estimated procurement volume is expected to meet demand until the end of 2025 [2] - The procurement includes 14,316 units of ARM architecture servers, 6,835 units of x86 architecture servers, and 2,486 units of mainstream architecture servers, with ARM servers accounting for about 60.5% of the total [1][2] Group 2: Financial Aspects - The total estimated value of this supplementary procurement is projected to be around 2 billion yuan [3] - Previous announcements indicated that the total procurement scale for 2024 was approximately 264,500 units, with a total bid amount of about 16.488 billion yuan for 21 packages [2][3]

Core Insights - China Mobile has initiated a centralized procurement project for PC servers, with an estimated scale of approximately 23,637 units for 2024 [1] - The procurement emphasizes self-controlled products, with a significant focus on domestic ARM architecture servers, which account for about 60.5% of the total [1] Procurement Details - The project is divided into five bidding packages, with specific quantities for each type of server [3] - The total estimated procurement amount for this supplementary procurement is around 2 billion yuan [4] Product Breakdown - Package 1 includes 4,096 units of self-controlled ARM architecture computing servers [3] - Package 2 includes 2,342 units of self-controlled x86 architecture computing servers [3] - Package 3 includes 2,486 units of self-controlled mainstream architecture servers [3] - Package 4 includes 10,120 units of self-controlled ARM architecture balanced servers [3] - Package 5 includes 9,585 units of self-controlled x86 architecture balanced servers [3] Financial Implications - The total bidding amount for the previous procurement was approximately 16.488 billion yuan across 21 packages, indicating a substantial market opportunity for the involved companies [3]