CPU, operating system localization rate is low, the future high growth rate can be expected

The ratio of localization in the CPU and operating system sectors is relatively small. Think tank data show that the localization rate of CPU and operating system in 2019 is only 0.4% and 1%, respectively, 0.5% and 1.2% in 2020, 0.6% and 1.5% in 2021 (conservative estimates), and there is a large space for future development and growth. The two years have not changed much, but also related to the process of localization of middleware replacement and the limited supply capacity of enterprises, the future with the overall development of the information and innovation industry, middleware domestic replacement or there will be large-scale growth.

For CPU, in addition to performance, RSM020 power consumption, price and other factors, “ecological construction and technical independence” has also become an important factor affecting manufacturers. Domestic cpus are mainly growing along the three major technical routes, with varying degrees of autonomy, and ARM, x86, and MIPS architectures coexist. Cpus based on x86 and ARM architecture have good compatibility with downstream software and hardware, and more suitable products are more user-friendly. The CPU based on MIPS and Alpha architecture is better in high-performance computing, embedded industrial computer and other specific fields, and the market still needs to be further developed. Domestic cpus Feiteng, Kunpeng, Longxin, and Haiguang use instruction set authorization or self-developed architecture, and their independent advanced degree is relatively high.

In the field of desktop operating system and server operating system, some products have been put into use in China, and the compatibility and adaptation of products have been gradually improved. The operating system ecosystem such as Kirin and Tongxin has developed rapidly and grown rapidly, RSM020 adapting more than 100,000 domestic hardware and software products, gradually expanding to include daily office software, basic software, multimedia software, business software, etc., mainly in government affairs, finance and other industries.

The volume of the middleware market continues to grow steadily

Middleware, operating system and database together constitute three basic software, middleware is located between database platform and application software, is a cross-platform basic software. The capacity of the middleware market continues to grow steadily, and the size of China’s middleware market in 2020 will be 8.3 billion yuan, and about 9.8 billion yuan in 2021, an increase of 18.1%.

For a long time, well-known vendors such as IBM and Oracle occupy a dominant position, and the market share of domestic middleware vendors is low. However, with the technological upgrading of domestic middleware manufacturers, the domestic RSM020 manufacturers represented by Kingdee Tianyan, Dongfang Tong and Boland have continuously broken the monopoly of the original IBM and Oracle in the telecom, finance, government, military and other industries, and gradually realized the localization and independent control of middleware software products.

The disaster recovery market promotes data-based projects in the new era

According to the statistics of Zhiyan Consulting, the scale of China’s disaster recovery software market has increased from 4.210 billion yuan in 2015 to 11.430 billion yuan in 2020, with an average compound growth rate of 22.11% in the past five years. In the next few years, China’s disaster recovery software market will also maintain a relatively stable growth rate, and the market size is expected to reach 20.69 billion yuan in 2025. However, the construction of China’s disaster recovery system lags behind the development of information technology, and the overall performance is low data disaster recovery investment, low disaster recovery coverage rate, and much higher than the loss of service downtime in Europe and the United States.

The key to data disaster recovery is storage disaster recovery. The Data Security Law of the People’s Republic of China, which came into effect in 2021, clearly proposes to establish a data classification protection and security emergency response mechanism. With the official launch of the “RSM020 East number and West calculation” project, the sharing, circulation and transaction of data are becoming more and more frequent. By classifying data at different levels and strengthening local, remote, and cloud disaster recovery for critical systems and databases, data security and services can be maintained.

In the past two years, driven by the new infrastructure trend, China’s information and innovation industry has ushered in a new era of vigorous development, bringing historic development opportunities for upstream and downstream manufacturers of the domestic information and innovation industry. Infrastructure, basic software, information security, application software and cloud services have experienced the practical experience of key information and innovation industry pilots, and are expected to achieve higher penetration rates in key industries in the future. CITE, as an important platform for Xinchuang industry exhibition, will be held in Shenzhen Convention and Exhibition Center from May 17 to 19, 2022. The exhibition will not only provide enterprises with accurate and efficient product promotion and technical publicity, enhance the brand awareness of enterprises, but also provide exhibitors with industrial resources such as passenger flow, information flow, capital flow, supply chain support, and vigorously promote the ecological development of Xinchuang. Great Wall Technology, Kirin Software, Feiteng Information, Jinshan Office, Baode, Aerospace 706 Institute, Renmin Jincang, Tongxin, Yonyou, Yongzhong Software, Zhongfu Information, Wanli Data, Amecrystal storage, Yingyun Technology, Jide Technology, Smart core micro, Wo Zhong Technology, Yuntian Lifei, Langke, Yi Core, Jingjiawei, Maxun, Bento, Kingdee Tianyan, Shenwei, Youxuan, Southern Software Park, Zhuhai The high-tech zone and other domestic leading enterprises will be concentrated on the debut, to show the industry the latest technological achievements in the field of information technology application innovation.

At the same time, the exhibition will hold the “second Information Technology Innovation Application Industry Conference” summit, which is co-sponsored by China Information Industry Chamber of Commerce and Shenzhen Electronic Information Industry Federation, and hosted by CLP Exhibition and Information Communication Co., LTD. With the theme of “Xinchuan helps new momentum of digital transformation”, the conference aims to promote domestic transformation and upgrading, promote economic development, focus on the new trends, new achievements and new experiences in the fields of domestic infrastructure, basic software, information security, application software and cloud services, and series of discussions on the future technology, market direction and business model of information technology innovation and application.