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2023 iResearch Inc.20232 CONTENTS01 02 03 1.11.21.31.4 2.12.22.32.42.5 3.13.23.33.43 CONTENTS04 05 4.14.2 5.15.25.35.45.54 015 2023.7 iResearch I 2023.7 iResearch I ERP CPU GPU IT 6 2023.7 iResearch I 30 2020 1986-2006 1986 863 2006 2007-2014 2013 6 IOE 2013 2015-2019 2017 2018 2+8 2020-2020 2021 1993 COSIX1.0 SMP2000 2014 IOE 2015 2019 2027 7 2023.7 iResearch I logo ERPCPU IT CAD/CAE 8 2023.7 iResearch I 5 2026 2000 PC ERP 2 30%2025 2026 2000 330 472 629 887 1462 2357 3228 43.0%33.1%41.1%64.9%61.2%36.9%2021 2022 2023e 2024e 2025e 2026e 2027e%2021-202790210 2023.7 iResearch I 2023.7 iResearch I2%7%9%12%15%20%98%93%91%88%85%81%2020 2021 2022 2023e 2024e 2025eARM X86 Khaveen Investments-1/4 x86 ARM CPU CPU x86 ARM MIPS RISC-V PowerPC Alpha CPU x86 intel+AMD ARM ARM 2021 7%2025 20%CPU ARM x86 CPU x86 ARM MIPS Alpha LoongArch SW-64 2020-2025 CPU CPU x86 Intel ARM IoT X86 Arm MIPS ARM MIPS RISC-V RISC-V11 2023.7 iResearch I 2023.7 iResearch I17%12%71%AMD Jon Peddie Research-2/4 GPU GPGPU GPU GPU GPU GPU GPGPU GPU AMD GPU GPU CPU GPU GPU GPU GPGPU GPU GPGPU CPU GPU GPU AMD GPU 2022 Q2 PC 2022 Q479%20%1%12 2023.7 iResearch I-3/4 2021 IC 1870 IC Insights 2021 IC 1870 2010 570 228%11.4%2021 IC 321 IC 16.7%2010 10.2%IC Insights 570620 630690770830940118015001310146018705879 88103 112132 12819323919324231210.2%12.7%14.0%14.9%14.5%15.9%13.6%16.4%15.9%14.7%16.6%16.7%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 IC IC IC%/2010-2021 IC13 2023.7 iResearch I-4/4 EDA IP 1020%2030%EDA 10%x86 Windows&intel ARM Android&Arm 2022 9 14nm 2022 3nm Chiplet-SiP RISC-V 14 2023.7 iResearch I 2023.7 iResearch I-PC CPU AI AI AI AI CPU/GPU/RAID/HBA BIOS CMOS BMC ODM CPU PC AI AI AI AI15 2023.7 iResearch I 2023.7 iResearch I 2017 IT x86 OpenStack ZStack Ceph OpenStack 10 3 IT 16 2023.7 iResearch I 2023.7 iResearch I-1/2 1969 UNIX 1984 1991 Linux 2007 Android iOS UNIX Linux Unix Unix IBM AIX UX Oracle Solaris BSD 2001 MacOS X BSD UnixUNIX MacOS Windows Windows 2021 Windows11 Android MacOS Windows iOS Android Android iOS 99%Linux Linux Unix Linux GNU Linux Linux Android Linux 1969 1984 2007 1991-Linux Unix Linux-Linux UNIX-UNIX 2010-20171996-20091986-1995-201817 2023.7 iResearch I-2/2 CSDN 65%Linux Linux 140 60 2023 85 32 2023 Windows 3500/1600 2018 18 2023.7 iResearch I 2023.7 iResearch I-1/3 DBMS DBMS 80 2000 20 NoSQL NewSQL HTAP AI IDS IMSNewSQLF1Spanner Impala PresoSparkSQLOLTPPostgreSQLMySQLOLAPTeradataSybase IQGreenplum OracleDB2SQL ServerNoSQL MongoDB RedisHTAPTiDBOceanBase AuroraPolarDB1960 1970 1990 2000 2010 2020 NewSQL NoSQL 863 973 MySQL Oracle IBM 201021 20 9019 2023.7 iResearch I 2023.7 iResearch I-2/3 300 64%2022 336 1 2 3 4 IT Oracle 2021 64%64%36%2021 2020-2026 247.1 286.8 334.6 390.7 456.4 536.4 629.9 16.2%16.1%16.7%16.8%16.8%17.5%17.4%2020 2021 2022 2023e 2024e 2025e 2026e%20 2023.7 iResearch I-3/3 HTAP AI HTAP AI 21 2023.7 iResearch I 2023.7 iResearch I-IT IBM Oracle PaaS PaaS AI 22 2023.7 iResearch I 2023.7 iResearch I-PC CPU PC IM OA API PC 23 2023.7 iResearch I 2023.7 iResearch I-SaaS 2022 ChatGPT AI AIGC RPA 90 Office 90 06 ChatGPT AIGC RPA 2006 2015 2022 SaaS 24 2023.7 iResearch I-2022 607 SaaS 2021 21225630744051960770781894320.4%20.0%43.5%18.0%17.0%16.5%15.7%15.2%2017 2018 2019 2020 2021 2022 2023e 2024e 2025e%2017-202525 2023.7 iResearch I 2023.7 iResearch I-WPS Office PDF OFD e 1989 DOS WPS1.0 90%1994 2005 WPS 2005 Office 20 2011 WPS 2014 Cloud First Office 365 2015 2022 ChatGPT AIGC AIGC 26 2023.7 iResearch I 2023.7 iResearch I SAP-ERP 1/3 ERP ERP ERP 21 AIGC 2012 ERP ERP ERP AI ERP DOS Windows 19881998 19992011 ERP ERP CONTENTS ERP PLM ERP27 2023.7 iResearch I-ERP 2/3 ERP ERP ERP ERP ERP ERP ERP ERP 30.6 8.1 SAP 42.5 36.0 31.4 29.3 ERP 3.8 ERP 1.5 2021 ERP 28 2023.7 iResearch I 2023.7 iResearch I-ERP 3/3 ERP 2021 ERP 564 3 2021 GDP 76%Grand View Research ERP 2021 ERP ERP 54%ERP 2024 Grand View Research 495.0 564.2 620.6 695.1 799.4 959.2 16.6%14.0%10.0%12.0%15.0%20.0%2020 2021 2022 2023e 2024e 2025e%2020-2025 ERP ERP ERP ERP GDP 2021 GDP 76%ERP 54%29 2023.7 iResearch I 2023.7 iResearch I 1/4 2.0 2017-2021 1987 1994-863 2016 2019 2.0 2021-SASE 2000 2008 1.0 2014-/2001-2015 2016 63552544538532518.5%15.5%18.0%21.1%2021 2020 2019 2018 2017%30 2023.7 iResearch I 2/4 TOP3 15 107 TOP5 79 75 74/69 62 19.52%11.68%10.21%8.48%7.72%7.64%7.39%6.26%5.50%4.53%4.28%3.80%1.16%1.04%0.77%202231 2023.7 iResearch I 2023.7 iResearch I 3/4 70%60%2021 24.1%17.4%16.9%9.9%8.4%5.8%5.2%4.1%8.3%202132 2023.7 iResearch I 4/4 AI IT XDR 60%330334 2023.7 iResearch I 2020 2027 5000 202735 2023.7 iResearch I 2013 K1 5000 2022-2023 22/12 7411.07 36425.06 15847.07 22/12 12440.76 22/12 47030.33 22/11 990022/6 2022 PC 22850 7.14 6.6 7.4 22/12 POC Intel ARM X86 53 22/9 OA OA 18022/6 118.823/2 502.6 22/12 230.1 22/11 2022 416.2 22/11 2022 141.93 22/7 920 22/5 2022 18 9 22/12 125 22/6 2021 36 2023.7 iResearch I 2019 2020 200 CPU 20%2021 CPU 2022 2020 2022 2021 2023 200 92353 20%+30%+3 24823 10 2021-2022 1 PC 17164 27083 11 2021-2022 53401 1 2022 44818 327767 7 OLTP 836 OLTP 626 10 2021-2022 PC(7-9)1-6 PC 59982 58901 41.43%1 2022-2023 2351 2 2022 55352 46 CPU 41.4%10300 12108 21 7 IT PaaS CPU S2500 11 2020-202237 2023.7 iResearch I 98 11 35 OA ERP 2021 2022 21 1 D5000 21 3 2021-2030 21 9 21 11 22 10 CentOS 22 11 34 1722 12 SOC 2021-2022 22 3 100%38 0439 2023.7 iResearch I TaiShan OS OpenHarmony openEuleropenGauss MetaERP SCADA 5G AI 5200 310 14000 HarmonyOS 3.3 2300 2022 1.81 2022 HarmonyOS MetaERP MetaERP 100%80%ParaStor 1.7 2023 2024 XStor 1 2022 LoongArch 100+299 2022 1000 22 2022 LoongArch 2.5 1 1.2 9000 40 2023.7 iResearch I 2023.7 iResearch I IT 300454 2000 50+2013/20%+40%5 2350:,GPT GPT41 2023.7 iResearch I 1 2 SASE ZTA XDR DASP X86 ARM X86 intel aSV VM/DB Windows FileDocker Hadoop APP X86 EDS N 1 2 3 4 5 6 7/1+2+N 2013 10+AF EDR Atrust AC SIP 8 60+1000+2022 TOP20 3 10 42 2023.7 iResearch I(002212.SZ)1995 2020 ASIC FPGA FPGA FPGA 43 2023.7 iResearch I 63 209 1700 30 APT Web Web VPN CPU.DDoS 44 2023.7 iResearch I 2023.7 iResearch I 2001 MK PaaS BPM 70%100 MK-N VPN MK-N MK 2007 1.2 2020.12 2021.122020.3 2020.6&(MK-N MK-N MK-N MK-N BPM/DevOPS iPaaS PBC 54 163 10000 OA EKP 45 2023.7 iResearch I 2023.7 iResearch I 2003 7000 1000 PaaS+SaaS+PaaS PKS SaaS 102 431 2022-2023/RPA/AIoT/VR APP Exchange PaaS()SaaS PaaS+SaaS+ERP PK ERP PK ERP 2009 PKS ERP 120 PKS ERP X86+46 2023.7 iResearch I 2023.7 iResearch I 2005 40 20 90000 10 1100 500 500 230 500 10 60%1 2/2 N 8+N 8 OS N OS OS/OS openGauss DB ESL openEuler openEuler Managed by 10+OS 100%IT 470548 2023.7 iResearch I 3 49 2023.7 iResearch I GPU GPU H100 370 100P 100 4nm 7nm 7nm FinFET 7nm 7nm 18432 NA 4096 NA NAFP32 51.22 TFLOPS24 TFLOPSNA240 TFLOPS 37 TFLOPS 40GB/80GB 24GB 32GB 64GB 32GB GPU CUDA x86 23 3A6000 Intel 12 Intel i7 1 3 LoongArch Armv8 Armv9 30%+ARM CPU MES PLC DCS 50 2023.7 iResearch I 2023.7 iResearch I CPUGPU x86 ARMLoongArchSW-64 APP APP APP APP APP 51 2023.7 iResearch I GitHub 1 2022 320 15.6%AI RISC-V GitHub 1 22 320 2035 52 2023.7 iResearch I AI IT IT IT Chiplet AI Chiplet AI AI API DevOps Severless 53BUSINESS COOPERATION 400-026-54LEGAL STATEMENT THANKS
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