Before 2018: Pilot stage

2019-2021: The first heavy volume cycle

2023-2027: The second volume increase cycle

2 8 N

From availability to ease of use, from individual product research and development to the stage of creating an ecosystem

computing and control core

Instruction set architecture

Processor microarchitecture

X86 camp: Haiguang Information, Zhaoxin

ARM camp: Kunpeng, Feiteng

Advantages in three aspects

enterprise

As domestic CPUs enter the stage of market-oriented development, the degree of independent controllability is only one of the standards for enterprises to measure. Others, such as performance ecology, are also important factors for enterprises to consider.

Taken together, Kunpeng and Haiguang>Feiteng are more likely to benefit from the short- to medium-term explosive pace of industry innovation and new infrastructure.

Long dimension: Every company has the possibility of overtaking in corners.

graphics processor

GPU

CPU

Higher independent performance, high heat

Integration performance is low,

integrated

independent

Jing Jiawei, CSSC 709 Institute

Competition among CPU manufacturers

Manage hardware resources and provide operation interface

Desktop OS and Server OS

Open source and closed source

Adaptation to underlying chips and upper-layer application software

Windows is the absolute leader

Kirin Software

Tongxin Software

The two ecosystems are similar, and Kirin Software is currently more profitable.

Store data

Mainly relational database

Overseas manufacturers dominate, domestic leaders catch up

Self-developed closed source database, secondary development of open source software, foreign technology

China Software holds 25.21%

Self-developed closed source state-owned enterprise genes

Huawei

Massive Data became the first commercial release manufacturer of OPenGause

At present, the preliminary construction of China's regulatory framework has been completed.

In the future, mandatory means will be used to promote the upgrade of network security product architecture and the enrichment of application scenarios. The network security industry will usher in a golden period of development.

IDC predicts that in 2026, the Chinese market size will be US$31.86 billion, with an annual compound rate of 21%

2022, epidemic situation and industrial adjustment

Hardware49%

Software22%

Service 29%

equipment

software

Serve

Government 29%

Finance14%

Carrier Telecom 21%

Purchase plan in the first half of the year, payment in the second half of the year

educate

Military industry

Communication etc.

There are many subdivided tracks and barriers

Upstream and downstream prefer decentralized bidding

seven stages

Hardware firewall

software firewall

Largest single market, US$2.1 billion in 2020 (China), accounting for 70% of hardware

The product is mature and has poor growth potential. It will reach US$3 billion domestically in 25 years, with an annual compound rate of 7.74%.

security vendors

Data communications vendors

Ranked first in market share for 22 years

Global automated policy orchestration and real-time response

Encryption Security Authentication

Product form is mainly hardware

Early start, low penetration rate

The general trend of Xinchuang is the demand for data security, and the cryptography industry has moved from niche to standard.

58.5 billion yuan in 2021, 98.5 billion yuan in 2023, 21% in 2022, 39% in 2023

550 companies, 2,200 products

Wide range of downstream customers

Great performance flexibility

Terminal security software

Identity and digital trust

SAIRO (Security Analysis, Intelligence, Response and Orchestration)

dispersion

Focus on comprehensive identity security technology applications to differentiate and compete with peers

In the field of terminal security, product lines closely follow Qi Anxin

Operators' investment in network security will increase significantly, from 2% to 10%. As the leader in the operator market, AsiaInfo Security will be the biggest beneficiary.

MSS

Security consulting

Security integration

Dominate the MSS market

The urban safety center model gradually matures and enters the harvest period

Dominate the security consulting market

A comprehensive leader in the network security industry, with relatively strong talent and technical barriers