Today, the rumor that the world's third largest server manufacturer and China's largest server manufacturer "Wave was cut off by Intel" has aroused heated discussion in the industry.
While paying attention to the progress of the incident itself, we have to talk about the topic of "strengthening self-control ability" again.
It is not a suspension of supply, but a temporary suspension of supply.
It is reported today that Inspur has been added to the US export control list. Intel products in the export wave were suspended at 1 1: 59 on the night of June 29th, and the ban cannot be resumed unless the following conditions are met: the required authorization has been obtained; The US Department of Commerce has determined that Inspur Electronic Information Industry Co., Ltd. and/or Inspur Group are not subject to this requirement; Or Intel believes that products are not subject to EAR.
For a time, the rumor that "Inspur encounters Intel's supply failure" has caused widespread heated discussion in the industry. Affected by rumors of supply interruption, Inspur's share price once fell after the opening this afternoon, and then gradually recovered.
Regarding the rumors of supply interruption, some media reported that Intel responded: "Intel needs to make some corresponding adjustments to our supply chain according to relevant US laws, so it has to temporarily suspend the supply to this customer. This temporary suspension is expected to be within two weeks, when we will resume supply to this customer. "
If the relevant reports are true, then this is not an absolute "stop supply", but a "stop supply". According to media reports, the relevant person in charge of Inspur said that Inspur is currently operating normally.
The United States continues to suppress China's technology enterprises, and the future supply chain is full of uncertainty.
However, there is still a long-standing reality. Due to the near monopoly position of Intel x86 in the server chip market, most China server manufacturers, including Inspur, have been unable to get rid of their heavy dependence on Intel's underlying chip architecture.
According to the report data of Gartner Q 1 in 2020, Inspur ranks first in China with a market share of 37.6% and third in the world with a market share of 9.6%. Moreover, Intel is also the largest supplier of Inspur, and the purchase amount in 20 19 was178.96 million yuan, accounting for 37.53%; The purchase amount in 20 18 years is145.76 million yuan, accounting for 3 1.5 1%.
Such a volume makes Intel, as a chip supplier, definitely not want to cut off its big customers, but American companies including Intel sometimes can't help themselves.
Recently, in order to suppress China enterprises, especially China science and technology enterprises, the U.S. government has been constantly moving. According to a number of foreign media reports, the US Department of Defense has decided to list 20 high-tech enterprises in China as "companies owned, controlled or associated by the China military", including China Mobile, China Telecom, Huawei, Hikvision, Dawning Information Industry Company and Inspur Group. This laid the foundation for the United States to adopt new sanctions, and any high-tech enterprise in China with technological advantages or market advantages may be unreasonably suppressed by the United States under such an excuse.
Therefore, although this is not an absolute "supply cut-off", but a temporary "supply cut-off", in today's complex international environment, China server manufacturers, including Inspur, still face some uncertainties in the future, especially in the supply chain, and even all ICT enterprises in China may face the crisis of being "blocked" by the United States.
Strengthening self-control, Kunpeng Ecology based on ARM is an optional "other basket".
In the above list, China server giants such as Inspur and Dawning have not been spared. According to media reports, the relevant person of Zhongke Shuguang said that Intel is the company's supplier, but since the company was listed in the "Entity List" by the US Department of Commerce last June, the impact of the current assessment is limited, and the company is improving its own supply chain through independent research and development and domestic substitution.
If we recognize the current international situation, especially the supply chain situation, it is not difficult to see that China server giants such as Inspur, Dawning and Lenovo "put their eggs in one basket" are obviously not so safe. According to the consistent style of the American government, even if it doesn't hit you today, it's hard to guarantee that it will hit you one day. Any server manufacturer in China is at risk of being cut off by the United States at any time, so it is urgent to "strengthen the ability of independent control".
Of course, it is unrealistic for every server manufacturer to do the self-research of the underlying architecture and chips. Now Huawei Kunpeng's ecosystem based on ARM architecture has already competed with Intel x86 architecture and is growing. Not long ago, Xinhua III entered Huawei Kunpeng Ecology and launched server products using Huawei Kunpeng 920 chip, including H3C UniServer R4960 G3 server and other products. In the recent centralized procurement project of PC servers by China Mobile in 2020, all servers based on Kunpeng processors were shortlisted, and the number of winning bids reached 19563, including China Mobile System Integration (H3C)H3C) 13475 and Huawei Taishan Server 6088, accounting for more than 67% of Kunpeng's participation in the bidding.
Up to now, more than a dozen complete machine partners around the world have launched servers and PC products based on Kunpeng motherboard, which have been listed in batches; 16 kunpeng ecological innovation centers have been established nationwide, and more than 600 ISV partners have launched more than 1500 products and solutions that have passed the technical certification of kunpeng, which are widely used in government affairs, finance, telecommunications, internet and other fields.
At the same time, some domestic operators have carried out the research and test of network virtualization based on ARM server. In order to better improve the network security and reliability, operators hope to build a dual-plane data center infrastructure, and publish a white paper on ARM technology in the telecommunications industry, focusing on telecommunications scenarios and technologies, and promoting the prosperity of server ecology.
Although it does its job, it is an ideal, healthy and benign supply chain ecology; But in extraordinary times, especially when the global supply chain is full of uncertainty, it is always good to make a good backup and prepare with both hands.