Domestic chip server large-scale bidding, operator centralized procurement to stimulate demand

Release Date: 2023/07/17
China Telecom released the tender for centralized procurement of servers in 2023, with a procurement demand of 56,314 units, including 11,185 H-series units, which refer to processors whose CPU type is Kunpeng 920 series or Sugon Haiguang series.
Huachuang Securities pointed out that China Mobile has previously announced that the demand for centralized procurement of servers in 2023 is 138,272 units, refreshing the largest single bidding scale; China Unicom has also released a special test before the centralized procurement in 2023, and the procurement plan has been clarified. This year is a big year for centralized procurement by operators, which will drive the demand for servers to an inflection point. It is expected that China Mobile will carry out the second bidding with a high probability in the second half of the year, and the industry demand will continue to be released.
Sugon is a leader in the high-performance server industry in China, and is relatively leading in the integrated development of chips and servers.
Digital China took the lead in joining Huawei’s Kunpeng ecosystem, and built a Kunpeng server and PC production base, supercomputing center, etc. in Xiamen.