In the PC and server world, the CPU is like the "brain" of a person, one of the core hardware components.
Although the PC industry has been less than prosperous in recent years, the actual sales have been quite stable, and the server sales are getting better and better - data shows that the domestic CPU market size in 2019 was about 150.574 billion yuan, and it has increased to 230 billion yuan in 2024, and it is expected to reach about 250 billion yuan in 2025.
In the past, the CPU market was almost "monopolized" by American companies. X86 chips rely on Intel and AMD, while ARM chips rely on Apple and Qualcomm. American products accounted for at least 95% of the domestic market. However, according to recent media reports, after years of efforts, domestic CPUs have broken the situation where "the United States is in charge", and the domestic content rate has reached about 20%.
How is this 20% calculated? The domestic CPU market size in 2024 is about 230 billion yuan, and the total revenue of domestic manufacturers is nearly 45 billion yuan. 45 divided by 230 is roughly 20%. Among them, Haigang Information contributed nearly 10 billion yuan, accounting for one-fifth. In addition to Haigang, there are also Loongson, Zhongxin, Feiteng, Kunpeng, and SW申威 domestic CPU enterprises, which perform particularly well in the field of information innovation.
For example, in the server market, many core departments have already started using domestic CPUs. Servers in the telecommunications, finance, and government sectors, as well as daily office computers, have begun to replace them with domestic chips. In the past, everyone always thought that domestic CPUs were "not good enough," but that's no longer the case.
Of course, a 20% domestic content rate is not particularly high, but it is already a significant achievement. After all, it was almost zero before, and now it can account for two-tenths, which shows that domestic CPUs are really rising. Moreover, the organization expects that by 2030, the domestic content rate may exceed 40% — personal consumption may still be dominated by X86, but in scenarios like servers that do not rely on the Windows ecosystem, the proportion of domestic CPUs may exceed 60%.
In recent years, domestic CPU companies have not spared any effort. From technological breakthroughs to market promotion, from entering the information innovation field to gradually expanding, each step has been solid. Hagon and Feiteng have established a foothold in the server market, Loongson is also slowly breaking through in the desktop end, and Zhongxin and Shenwei each have their own characteristics. These efforts have jointly promoted the improvement of the domestic content rate.
Everything is difficult if you don't work hard. The development of domestic CPUs is an example - from almost nothing to 20%, and then to a possible 40% in the future, each step is achieved through technological accumulation and market verification. Although there is still a gap with the international *** level, at least we are on the right track.
Next, domestic CPUs need to continue to overcome performance, ecosystem and other problems. The personal consumer market may be more difficult, but the server field has already opened the situation. As long as we insist on innovation, the market share of domestic CPUs in the future will surely be able to take another step up.
(Reprinted from Baidu "Only Digital Technology" https://baijiahao.baidu.com/s?id=1838867937436026971&wfr=spider&for=pc)