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1、IDC2 IDC|ChatGPT3 IDC|4 IDC|-15.6%17.2%3.8%0.4%3.4%3.0%5.1%-1.6%7.2%15.7%-0.4%7.3%6.9%10.4%-20%-15%-10%-5%0%5%10%15%20%0.02.04.06.08.010.012.014.016.020092010201120122013201420152016201720182019202020212022出货量(百万台)出货量增长率5 IDC|43 45 46 48 49 52 57 63 68 72 74 76 78 81 83 89 97 106 115 123 38040043052

2、0605680800990122016050200400600800100012001400160018002015201620172018201920202021202220232024Source:Worldwide Core and Edge Computing Platforms Installed Base ForecastCAGRs3.8%CPUCAGRs3.7%CPUCAGRs21.6%6 IDC|-0.3%6.8%-3.2%-2.2%5.0%7.7%7.6%3.0%9.4%9.5%WWAPeJCWEUSPRC28.8 45.4 0%10%20%30%40%50%60%05101

3、5202530354045502009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027Value($B)7 IDC|9,8484,9303,0572,8222,4891,258610572561447328158156109-40%-20%0%20%40%60%80%02,0004,0006,0008,00010,00012,000Vendor revenue($M)20212022 YoY growthAverage Growth36.0%18.0%11.2%1

4、0.3%9.1%2.2%2.1%2.1%1.6%1.2%0.6%0.6%0.4%8 IDC|APIITOPEXITITESG9 IDC|41.856.357.460.336.0 38.5 46.7 52.1 1,1033.626.1138122,6782.120.717012ARMCISCRISC/EPICX862022 出货量2027 出货量2022 份额2027 份额复合增长率K10 IDC|APIITOPEXITITESG11 IDC|13.80%10.00%10.40%7.50%10.40%12.10%12.90%7.10%5.80%9.60%10.00%3.80%6.30%9.60%

5、11.30%11.70%6.30%0.40%1.70%4.20%5.40%3.30%2.90%6.70%1.30%5.80%4.60%3.80%2.50%3.30%2.10%4.60%5.80%3.30%5.80%0%10%20%30%40%50%60%70%80%90%100%12 IDC|Artificial Intelligence/ITCPU13 IDC|IDC20227.316.420222027836.91254.71286.21909.52210.33178.43006.62019H12019H22020H12020H22021H12021H22022H1Vendor Reven

6、ueGrowth Rate14 IDC|APIITOPEXITITESG15 IDC|/PUE1.25CPU CPU GPU700HPC AI/MLAIGC16 IDC|0.36.72021202623.5700.52021202617 IDC|TankCoolingTowerCDUDatacenterCoolingTowerDatacenterCDURack18 IDC|APIITOPEXITITESG19 IDC|/AR/2 sec+1ms1-2 sec100-1,000