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010-83939797 S0880519080009 010-83939785 S0880121010035 20102030404 3/3/CONTENTS 01 02openEuler 03openGauss 040506 4/4 501/CPU/GPGPU AI/C(PC)IaaS PaaS SaaS 1/601/openEuler openGauss 2 openGauss openEuler 701/SSD PC openEuler openGauss openHarmony/3 openGauss openEuler 801 10/OEM 4 5 10/901 7 openGauss 6 openEuler 8 openHarmony 2023 1 openEuler openGauss openHarmony 300334003647430055407564939714200294003106000 100000 200000 300000 400000麒麟信安凝思软件中国联通超聚变拓林思润和软件中科软统信软件麒麟软件华为19391221392713483737791823140190 5000 10000 15000超图软件神舟通用民生银行南大通用润和软件超聚变软通动力云和恩墨海量数据华为60829762009267896280998501610042351484951711262014269028540 10000000 20000000 30000000中科创达开鸿智谷恒玄科技汇顶科技凌智电子九联科技软通动力润和软件深开鸿华为 openEuler openGauss openHarmony 1001 9 IT 2020 Linux 2780 License 11 01 10 CSDN 12 01 11 IT 13/13 14 920 CPU02 920 920 2019 1 CPU Arm V8.2 7nm 64 4 SPEC CPU2017 920 318 Intel 8180 8.5%8280 7%1 920 鲲鹏920 7260 Intel xeon platinum 8180 Intel xeon platinum 8280 Intel xeon platinum 8380发布时间 2019Q1 2017Q3 2019Q2 2021Q2工艺 7 nm 14 nm 14 nm 10 nm核心数 64 28 28 40主频 2.6 GHz 2.5 GHz 2.7 GHz 2.3 GHz最大睿频 3.0 GHz 3.8 GHz 4.0 GHz 3.4 GHz高速缓存 64 MB 38.5 MB 38.5 MB 60 MB最大内存通道 8 DDR4 6 DDR4 6 DDR4 8 DDR4最大内存速度 3200 MHz 2666 MHz 2933 MHz 3200 MHz最高互联 4 路 8 路 8 路 2 路双路性能分数SPECrate2017int_base 318 293 342 550TDP 功耗 180 w 205 w 205 w 270 w官方建议批发价 未提供$10009.00$11460.00$9359.00 SPEC CPU 15 920 CPU02 2020-2021 10.4 6 57.73%2021-2022 42.21%2 2020-2021 57.73%()()()()124138 49691 40.03%26336 23355 53.00%47.00%69952 24823 35.49%13830 10993 55.71%44.29%138272 28957 20.94%19563 9394 67.56%32.44%332362 103471 31.13%59729 43742 57.73%42.27%()()()()58818 14000 23.80%14000 100.00%200000 53401 26.70%14952 38449 28.00%72.00%163692 49051 29.97%31887 17164 65.01%34.99%41004 41004 100.00%17754 23250 43.30%56.70%47845 12635 26.41%7200 5435 56.98%43.02%511359 170091 33.26%71793 98298 42.21%57.79%3 2021-2022 42.21%16 02 2011 2017 IT 2018 2019 AI AI PC 5-6 2020 2019-2021 5.53/7.28/16.5 8.53%/31.51%/126.86%2022 2022 50%-60%12 AI AI 0%20%40%60%80%100%120%140%0510152025302019 2020 2021 2022E自有品牌业务营收(亿元)同比 13 Wind 17 02 2022 20%2022 21%5 2022 中标方 中标份额 中标数量（台）中标金额（万元）中标均价（万元/台）长江计算 40.35%7160 57968 8.10 神州数码 22.40%3975 29810 7.50 黄河科技 14.11%2504 25062 10.01 同方股份 17.42%3092 25030 8.10 宝德计算机 4.13%734 6178 8.42 虹信软件 1.59%282 2740 9.73 中标方 中标份额 中标数量（台）中标金额（万元）中标均价（万元/台）长江计算 26.24%1889 15572 8.24 神州数码 23.76%1711 14079 8.23 宝德计算机 15.97%1150 9700 8.44 黄河科技 14.74%1061 9196 8.67 同方股份 11.96%861 6947 8.07 虹信软件 5.02%361 2828 7.83 湘江鲲鹏 2.32%167 947 5.68 6 2022 中标方 中标份额 中标数量（台）中标金额（万元）中标均价（万元/台）长江计算 37%4513 30989 6.87 黄河科技 31%3771 25108 6.66 神州数码 21%2534 17276 6.82 新华三 7%884 5749 6.51 宝德 3%407 2881 7.09 4 2022 18 AI 02 AI 2018 11 AI-310 310 MDC 300F MDC 210 310 Atlas 2019 8 AI AI-910 910 2020 9 MDC 610 AI-610 14 AI AI AI 31012nm 8w16TOPS int8 610 7nm 60w 200TOPS int8 9107nm 310w640TOPS int82018 2019 2020 15 MDC610 610 19 AI 02 910 AI V100 2 310 AI 8 16 TOPS 910 AI 320 TOPS 640 TOPS V100 2 A100 80GB PCle AI AI 370 610 200 TOPS 60 7 910 AI V100 2 310 910 610 V100 A100 H100 2018Q4 2019Q3 2020Q3 2017Q2 2020Q2 2022Q1 Volta Ampere Hopper(nm)12 7 12 7 4 FP16(TFLOPS)8 320 100 112/125/130 312/624 1513/1979 INT8(TOPS)16 640 200-624/1248 3026/3958(W)8 310 60 250/300/250 300/400 300-350/700 20 AI 02 AI AI AI AI AI AI AI Altas Altas 200 AI 310 AI 8/16/22 TOPS INT8 20 5.5 AI Atlas 900 AI 910 FP16 2561024 PFLOPS 16 Altas 200 AI Atlas 300I()Atlas 300I()Atlas 500()Atlas 500 Pro()Atlas 800()Atlas 800()Atlas 900 PoD()Atlas 900 AI()21 AI 02 8 AI Altas 200 AI 310 8/16/22 TOPSINT8 5.5 AI Atlas 300I 310 88 TOPSINT8 67 AI Atlas 300I 910 220/280 TFLOPSFP16 300 Atlas 500 310 16/22 TOPSINT8 25-40 AI Atlas 500 Pro 4 Atlas 300I 352 TOPSINT8-Atlas 800 8 Atlas 300I 704 TOPSINT8-AI Atlas 800 8 9101.76/2.24PFLOPSFP16 5.6 Atlas 900 PoD 64 910 14.08/20.48 PFLOPSFP16 46 AI Atlas 900 AI 9102561024 PFLOPSFP16 50 22 AI 02 AI 2019 8 2023 20 18 18 19 3 16 14 87.5%30 25 20 80%9 AI 1PFLOPS=1000TFLOPS 202302 500P 1000P 202003 3740P 12 50%202003 1400P 8 11200P 202209 100P 300P 201912 1000P 16000P 202108 40P 2024 100P 23 AI 02 9 AI 202302 100P 202203 400P 1000P 2021 300P 1000P 202109 300P 202207 202206 100P 2027 1000P 202012 200P 2021 100P 2021 500P 202211 200P 2025 1000P 2023 100P 500P 202109 100P 300P 2021 100P 24 AI 02 9 AI 202207 100P 202302 100P 2028 1000P 202104 100P 2023 300P 2019 2019 1160P 4000P 202012 200P 2020 800P 202202 100P 202107 100P 300P 202207 300P 202109 56P 202110 25 02 2019 PC 2021 3 AI 2022 openEuler openHarmony 17 PC AI 18 26 02 AI 2022 12 IT 1.83 2022 6 1.04 2.96 2022 2 2022 44%0.63 2022 2 3 600 PFLOPS 2000 PFLOPS 2026 274 PFLOPS 10 202212 1.83 2026 274P 202206 1.04 200P 2025 1000P 202206 2.96 400P 1000P 2022 202202 0.63 44%2021-2022 202202 1.18 50%2022-2023 202202 1.82 5%27/27openEuler 28CentOS 03 CentOS Linux IDC 2021 Windows RHEL SUSE 36.25%490 13.71%186 2.26%31 CentOS Linux Linux 629 46.46%Windows 472 34.87%Linux 230 17.01%19 Windows RHEL SUSE 20 Linux Windows Linux 45.80%43.96%38.24%36.25%12.60%13.47%13.35%13.71%1.30%1.48%2.16%2.26%39.89%40.71%45.89%47.50%0%10%20%30%40%50%2018 2019 2020 2021微软Windows 红帽RHEL(Linux)SUSE(Linux)其他Linux 其他合计43.27%41.59%36.51%34.87%2.53%2.37%1.73%1.38%15.07%16.02%16.57%17.01%38.71%39.63%44.84%46.46%0%10%20%30%40%50%2018 2019 2020 2021Windows 付费 Windows 免费 Linux 付费Linux 免费 其他付费 其他免费 IDC IDC 29CentOS 03CentOS Linux 2019 9 CentOS 8 RHEL 8 4 2029 CentOS 6 2020 CentOS 8 2020 12 CentOS 8 2021 12 31 8 CentOS 7 2024 6 30 CentOS CentOS 8 RHEL CentOS Stream CentOS Stream REHL CentOS RHEL 21 CentOS RHEL 30CentOS 03RHEL 2021 RHEL 1/RHEL 3.4/CentoS 4000-5000 License License 15%11 RHEL/RHEL 320 9,472,038.37 9,866.71RHEL 400 10,689,753.42 8,908.13RHEL 32 3,266,980.82 34,031.05RHEL 32 3,266,980.82 34,031.05 31CentOS 03CentOS 2021 79.1%Linux 20.1%Windows 0.8%Unix Linux Linux 15.6pcts 2019-2021 45%46%47%Windows Unix 2021 26.1%Linux 53%Linux CentOS CentOS 22 2021 79.1%LinuxLinux,79.10%Windows,20.10%其他,0.80%44.99%46.00%47.01%43.5%44.0%44.5%45.0%45.5%46.0%46.5%47.0%47.5%2019 2020 2021付费部署率 23 2021 47%32openEuler 03 Linux 2009 Linux Fedora 9 108 Linux 24 Linux EulerOS CentOS EulerOS CentOS CentOS EulerOS Linux openEuler 33openEuler 03openEuler 2010 Linux ICT 2015 2019 9 19 openEuler openEuler 2019 12 31 openEuler 2020 3 27 openEuler 20.03 openEuler CentOS 2021 11 9 openEuler 25 openEuler 2010 Linux ICT 2015 2019 9 openEuler openEuler 2019 12 openEuler 2020 3 openEuler 20.03 openEuler 2021 11 openEuler openEuler 34openEuler 03openEuler openEuler 18 openEuler 10 openEuler openEuler 2023-2024 openEuler 26 18 openEuler SUSE 10 openEuler 12 openEuler openEuler openEuler 35openEuler 03 openEuler Linux openEuler ARM MIPS bug Linux 17000 Linux 5.10 5.14 openEuler Linux 27 openEuler Linux Kernel 5.10 5.14 openEuler 36openEuler 03 openEuler openEuler UKUI NestOS nestos-assemble LoongArch SW-64 opensd openStack 13 openEuler UKUI NestOS nestos-assemble DDE OpenStack Yoga openEuler RISC-V firefox chromiun LibreOffice GNOME Xfce Cinnamon Kiran-destop 2.3 Qt Opensd OpenStack YogaSUSE Rancher 2.5 openEuler Loong Arch Intel SPR openEuler SW-64 openEuler SW-64 openEuler 37openEuler 03 openEuler openEuler Long Term Support LTS LTS 6 LTS openEuler ARM x86 RISC-V SW-64 LoongArch NPU GPGPU DPU CPU Intel AMD RISC-V 10 20 28 openEuler 2020 3 Linux 4.19 openEuler 20.03 LTS Linux Linux 20.03 LTS 20.092020 9 openEuler 20.09 openEuler openEuler StratoVirt2021 3 Linux 5.10 openEuler 21.03 Arm x86 RISC-V 21.0321.09 2021 9 openEuler 21.09 CPU KubeOS 2022 3 Linux 5.10 openEuler 22.03 LTS 2300 22.03 LTS 22.09 2022 9 openEuler 22.09 SW-64 LoongArch Intel SPR 2012 4.8 openEuler 38openEuler 03openEuler openEuler CentOS openEuler 2020-2022 openEuler 3.5 53.2 103.3 1.1%15.1%25.7%2022 openEuler 32.7 19.8 11.5 50.3%40.6%30.6%2023 openEuler 35%openEuler 29 openEuler 3.553.2103.31.1%15.1%25.7%35.0%0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%0204060801001202020 2021 2022 2023装机量（万台套）装机率 30 2022 openEuler 39openEuler 032022 openEuler 6000 V10 openEuler 5000 openEuler 2022 openEuler 14 2022 openEuler 客户 部署系统 部署系统 累计 部 署量中国电信 公有云、私有云等 自研CTyunOS 超5 万套中国移动 在线营销中心智能客服、10086 客服等核心系统 openEuler 超1.8 万套中 国 移 动苏 州 移动云业务 自研大云天元系统 超6000 套中国联通 联通云业务 自研CUlinux 超3500套中 国 工 商银 行 对公结算、对公账户、电子影像等核心系统 银河麒麟V10 openEuler 版 超6000 套中 国 农 业银行 扫码消费、资金清算、银行卡消费等100 多个系统 银河麒麟V10 openEuler 版 超4500套平 安 金 融科 技 保险、零售、投资等业务系银河麒麟V10 openEuler 版统信V20 openEuler 版超1 万套太 平 洋 保险 产险、寿险等核心业务 统信V20 openEuler 版 超5000套金风慧能 新能源能量管理系统及中央监控系统 麒麟信安openEuler 版 超6000 套国 家 电 网华中 电力调度等核心系统 麒麟信安openEuler 版 超5000套 openEuler 40 openEuler 03 10 Linux 1989 Unix COSIX Linux 1999 Linux 2009 Linux 3.0 2010 Linux 2014 2018 Linux 2019 2012-2021 10 Linux 31 30 41 openEuler 03 openEuler openEuler V10 openEuler CPU V10 openEuler 2022 11 9900 2021 4 V10 openEuler 70%openEuler openEuler 32 V10 openEuler 33 6000 42 openEuler 03 UOS 2004 hiweed hiweedlinux Ubuntu 2009 hiweed Deepin 2011 deepin 2015 Debian deepin V15 2019 deepin UOS 2020 Linux 5.4 5.7deepin V20 UOS V20 2022 5 Linux deepin 2004 ubuntu hiweed linux 2009 hiweed Deepin 2011 Deepin 2015 Debian deepin V15 2019 deepin UOS2020 Linux 5.4 5.7 deepin V20 UOS V20 2022 Linux deepin 34 43 03 openEuler V20 openEuler OA V20 openEuler CentOS 400 35 UOS OA 400 44 openEuler03 2006 BSD 2007 BSD 2009-2010 2010 Linux 2015 2021 2010 Linux 36 Linux 2006 BSD 2007 2009-2010 2010 Linux 2015 2021 45 openEuler03 openEuler openEuler MB 100 10 1 37 46/46openGauss 47openGauss openGauss 40 2019 5 15 GaussDB 2020 6 30 openGauss 04openGauss 38 OpenGauss openGauss 48openGauss openGauss 2 MySQL 3 10s AI GPL MySQL 04openGauss 39 openGauss openGauss 49 openGauss+GaussDB for openGauss IT openGauss openGauss 04openGauss 40 openGauss+openGauss 50openGauss openGauss openGauss 12 200 2022 500 2023 1500 2023 openGauss 04openGauss 41 openGauss 20 42 openGauss 2023 openGauss openGauss 51 openGauss 2022 openGauss 53%1 8 10 04openGauss 43 openGauss openGauss openGauss 44 openGauss 52 openGauss 2022 5 04openGauss 45 openGauss 2022 5 5304 46 IDC 2021 178.3 45.9%98.3 56.2%80 34.9%IDC 2026 591.5 2021 2026 27.1%422.5 33.9%169 16.2%openGauss 2022 80%2025 70%2022 72 2025 105 62.9 98.3 143.0 188.5 247.0 328.3 422.5 56.2%45.5%31.8%31.0%32.9%28.7%0%10%20%30%40%50%60%01002003004005002020 2021 2022E 2023E 2024E 2025E 2026E公有云关系型数据库（亿元）公有云同比59.3 80.0 90.0 111.0 130.0 149.5 169.0 34.9%12.6%23.3%17.1%15.0%13.0%0%5%10%15%20%25%30%35%40%0501001502002020 2021 2022E 2023E 2024E 2025E 2026E本地部署关系型数据库（亿元）本地部署同比 47 IDC IDC 5404 IDC 2021 77%4%-9%Oracle Microsoft SAP IBM 45.8%13.1%2-4 2022 openGauss 2021 2022 openGauss 1 2 2022 openGauss 10%2021 2022 openGauss 3.75%8%4.7%10%openGauss 48 2021 49 2022 openGauss Oracle,22.43%华为,13.14%达梦,8.76%Microsoft,8.75%SAP,7.92%IBM,6.74%人大金仓,5.00%阿里巴巴,4.37%openGauss,3.75%其他,19.13%0%2%4%6%8%10%00.511.522.52021 2022openGauss 出货量（万套）openGauss 占本地部署关系型数据库市占率 IDC 5504 openGauss openGauss openGauss 2014 PostgreSQL 2020 6 openGauss openGauss PG Oracle openGauss 2021 9 openGauss 2022 2022 50 openGauss 5604 openGauss openGauss VastBase G100 openGauss 99%G100 openGauss Oracle MySQL PostgreSQL G100 exBase G100 GIS G100 51 VastBase G100 5704 openGauss openGauss VastBase G100 52 VastBase G100 58/58 5905 Wind Wind/openEuler openGauss 环节 名称市值（亿 元）20230301营收（亿元）利润（亿元）PS PE评级2023E 2024E 2023E 2024E 2023E 2024E 2023E 2024E整机制造神州数码 185.54 1403.83 1525.18 12.71 15.11 0.13 0.12 14.60 12.28/拓维信息 137.64 45.10 60.71 1.90 2.72 3.05 2.27 72.33 50.52/openEuler中国软件 485.86 158.07 193.89 3.88 6.51 3.07 2.51 125.33 74.64/诚迈科技 84.73-/麒麟信安 117.98 5.46 7.20 1.59 2.03 21.61 16.39 74.31 58.25/软通动力 246.43 255.84 316.21 14.74 18.66 0.96 0.78 16.71 13.20/openGauss 海量数据 70.84 6.94 9.33-1.99-1.14 10.21 7.59-增持 15 60/60 6106/A/62 E-mail:03 300/300/300/300/300/300/300/THANKS FORLISTENING 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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