What is the future development trend of computer industry?

Major listed companies in supercomputer industry: Zhongke Shuguang (6030 19) and Lenovo Group (00992). HK), Inspur Information (000977), etc.

The core data of this paper: the market share of top 500 global supercomputers, the market share of global HPC server vendors, the category of global HPC storage vendors, the market share of global HPC storage vendors, etc.

Lenovo, Inspur, HPE, Fujitsu and other manufacturers have strong R&D capabilities and strong market competitiveness.

As one of the largest authoritative conferences in the field of high performance computing in the world, the International Conference on High Performance Computing publishes the list of the top 500 supercomputers in the world every six months. In the latest list released in June, 20021,Lenovo, Inspur and HPE ranked in the top three systems, with market shares of 36.8%, 1 1.6% and 9% respectively. In addition, some supercomputers are jointly manufactured by manufacturers, such as Piz Daint and Trinity, which are jointly manufactured by Cray and HPE, and SuperMUC, which is jointly manufactured by IBM and Lenovo.

In terms of computing power, Fujitsu, Lenovo and HPE rank among the top three, with market shares of 19.8%, 15. 1% and1.1%respectively.

Judging from the TOP500 list over the years, China's efforts in the research and development of top supercomputing have been highlighted. After China first won the top 500 with Tianhe 1 in 20 10, it occupied the top spot for five consecutive years from 20 13 to 20 17. 20/kloc-in June, 2008, the U.S. Department of Energy announced the completion of the supercomputer Summit, which was jointly built by IBM and NVIDIA. Now it is located in Oak Ridge National Laboratory, Tennessee, and topped the TOP500 with the Supercomputer Summit. In the list published from June 2020 to June 20021,the supercomputer Fugaku won the championship again, and the manufacturer was Fujitsu.

HPE, Dell, Lenovo and Inspur are the main manufacturers of HPC servers.

In the off-line deployment of supercomputing HPC, servers and storage occupy the main structure, of which servers account for about 50% and storage accounts for about 20%. From the perspective of HPC server manufacturers, HPE, Dell and Lenovo occupy the main share of the global HPC server market, with the market share reaching 37.2%, 22% and 6.5% respectively in 20 19, among which the market share of HPE and Dell has increased compared with that in 20 15, while Lenovo's share has slightly decreased.

Note: The share data of HPC server manufacturers in Hyperion Research's latest report is published to 20 19, and the data in 2020 shall be subject to the organization's publication.

System providers occupy the main market of HPC storage, with Dell, IBM and HPC Cray in the top three.

From the perspective of storage, Hyperion Research divides HPC storage vendors into system integrators, system providers, independent storage providers, cloud vendors and customers themselves. Most storage vendors in the market are system providers (accounting for 73. 1%), such as Dell EMC, IBM and HPE. Among the top four, only DDN is an independent storage provider (storage share 10.3%).

From the market share of global HPC storage vendors, from 20 16 to 2020, the market share of Dell, IBM and HPC Cray will all increase, while the market share of DDN and NetAPP will decrease slightly. In 2020, Dell EMC, IBM, HPC Cray and DDN ranked among the top four in the HPC storage market, with the number one Dell EMC accounting for 26.3%, which is also a leader in academic research and industry. HPE/ Clay ranked third, but ranked first in the government industry.