Main listed companies in the cloud termi↑ nal industry: At present, the l∞πisted companies in the &"•&domestic cloud terminal indus★"↓ try mainly include Shenxin (£♥♥×SZ. 300454), Inspur (SZ. 000977), Dawn (Sφ±★H.600303), etc.
Core data of this artic≠"πλle: the proportion of cloud terminal segmenλ✘≠t product shipments, and the IDV c≠≈>loud terminal shipments
The market share of I÷♣§♠DV cloud terminal equipment is less than 15%
Cloud terminal usually refers to the te♠₽rminal device of clo↔✘©☆ud desktop technology. It ♣™connects to the system deskt₽₩"op of the cloud through a specific ♥ ≠communication protocol and displ ׶ays it to the front end, and redirects the ®¶∞output and input data of the cloud terminal tε☆πo the cloud server. Cloud termin≠ ♥al is one of the terminal devices of deskto☆×γp cloud system. At present, the type↔✔§↕s of desktop cloud technology architecture on th≤∞e market are also increasing↑ε×♥ gradually. The desktop ∑± ↓cloud technology architecture main↓™©ly includes VDI (virtual desktop infrastrα♠ucture), IDV (intelligent desktopβ→>✔ virtualization), VOL (virtΩ✔ual operating system infrastr₹≤ucture), RDS (shared cloud desktop architβπ&↓ecture), etc. Different technology arch<≤★itectures have their own cha <racteristics and limitations, and the♥σ applicable application scenarios are ♥★§₩also different. At presπβ∞✘ent, the mainstream technology ♠♣architectures are VDI and IDV. ☆ "It is worth noting that, In β order to solve the virtualization applica↓&♥tion in the complex environment of use±εαrs, a hybrid architecture integrating VDI∑₩★γ, IDV and VOI has emerged and is expected to ÷↑≤become the mainstream arc↑hitecture of desktop cloudγε in the future.
Therefore, cloud terminal devices can alsβ×o be roughly divided into three categor✘σ×ies: cloud terminal devices with IDV architectu♥$ re and VDI architecture anσ≤€d thin clients. (In the narro≠ ∑w sense, cloud terminal e₹γ¥quipment refers to th→↓e terminal equipment with almost ≠®no computing capacity, ÷φ> while thin client refers to the term≥✘inal equipment with a'₩ certain weakening computing capacity.) Acco×✘ rding to IDC data, t ©hin client and VDI cl≠₩oud terminal equipment still dominate $Ω γthe cloud terminal equipment markε✔÷₩et in China, accounting for ≠↓↔€about 42% respectively, while the cloud ↑≈terminal equipment with I∞εDV architecture has the lowest mar✔↓₩↕ket share, less than 15%.
Shipping volume continues to grow
IDV (Intelligent Desktop Virtualization) techno <logy was first proposed by Intel. IDV (Intel→αligent Desktop Virtua♥≈♠lization) solution reduces s∏±γ≠erver pressure, returns co®γ®mputing power to terminals, and p≈φromotes the segmentatioλφ≠n of cloud desktop market. In recent years,±↑ China's IDV cloud terminal mar↓♠÷ket has shown a rapid growth trend. In "φthe first half of 2021, t he shipment volume of cloud terminals a¥>pplying IDV solutions was 230000, up 62% yea™γ£r on year.
The industry concentrat☆' ↔ion is high, and Lenovo and Ruiji£§λe together account for mor∞σe than 50% of the market share
From the perspective o →' f the market competition pattern of σ∏≠×IDV cloud terminals, according to the data releas$★™€ed by IDC, the market concentration≥∑ of IDV cloud termina₹α♠l products in China is ₽©λrelatively high. In the fi¥ rst half of 2021, according to IDC♣☆€> data, Lenovo and Ruijie ar•♦≈e the core manufacturers of IDV so✘©ε<lutions, with a total market share of more≈Ω than 50%, and are in the first competitive e₹chelon of IDV cloud terminals.
The annual shipment is expected t≈↕ o exceed 1 million units in 2021
Because the IDV architecture cloud ₽₹terminal device has certain locγ≠€al computing capacity, it is more₹ stable and secure than the VDI a≥$rchitecture cloud terminal de×>Ω₹vice, and its price is more favorable t∏↓★han the thin client, so it can better©≠ε↕ meet the use needs of educational institutions,≠β₩₽ government agencies•₽↓ and other specific scenarios. In combinationπ™ with the forecast of IDC, it is predicted that•☆ the shipment volume of IDV cloud terminal ↔↕ε✔equipment in China will grow rapidly in theσ★÷¥ future. In 2021, IDV cloud terminal equi≤≈≥pment may exceed 1 mi☆¥₽llion units, and by 2027, it wil♥♦↔l exceed 3 million units.
In general, with the rise of the Internet clo↓ε★∑ud computing industry and the increasing willingn"αΩess of the cloud terminal industry to βαreplace domestic produ ↓$←cts, China's cloud terminal consumption de∑£mand has been growing in recenβλt years. Although the con©"sumption of IDV architecture cloud termin¶↑→al equipment at the curren¥δ$t stage accounts for less than 15%, its shipmeα♣nts are showing a rapid growth trend, and due t±γo its advantages, it is expected thaεt the future shipments will continue to→∞¥ grow rapidly.
The above data comes from the China Clo₹§ud Terminal Industry Market Outlo↑εok and Investment Strategy Planning A©™nalysis Report of the Prospective I♣↕§↓ndustry Research Instγδ↓∞itute. At the same time, the Prospective Indus₽λ¶try Research Institu♣™te also provides solutions such a®≈s industrial big data♠, industrial research, indusα÷" trial chain consulting, industrial ma÷✘ p, industrial planning, park plannin✘∞g, industrial investment attraction, IPO fina♥←ncing feasibility study, IPO business and tec∑♥™hnology writing, IPO working paper consulting, et→φc.
More in-depth industry®∞× analysis can be found in the [Prospective Econ'σ φomist APP], and can als∞•γ∏o interact with 500+economis∑↔ts/senior industry researchers.
