Huawei joins with Intel to promote the list of new generation server concept stocks.

SMM Network News: after yesterday's trading, Huawei released the latest generation of FusionServer Pro server series product 2488H V6. With excellent product performance, Huawei joint partners jointly promote the healthy development of the computing industry and help the industry achieve rapid digital transformation. Partner Intel participated in the product launch and shared the content related to Intel's latest generation of data center products.

Huawei's FusionServer Pro is based on Intel's x86 architecture, which is Intel's first official cooperation since it was rumored to have severed its confession to Huawei. Earlier, Intel said it had obtained a license to supply Huawei.

Revenue from global server suppliers rose 19.8% year-on-year to $24 billion in the second quarter of 2020, according to Peng Hu of Anxin Securities. Regionally, the Asia-Pacific region performed well, with a total year-on-year growth of 31%, with the largest increase in China, with an increase of 39.8% over the same period last year. The strong demand in the global server market reflects the deepening development of telecommuting, interactive entertainment and other applications under the global anti-epidemic background, which has further pushed up the capital expenditure of the cloud computing giants and the prosperity of the IDC industry.

IDC released the "Quarterly tracking report on Global servers". According to the market share of server shipments, HPE/ Xinhua has 14.2% market share, Dell 13.6% and Tide 11.1%. Shipments increased by 52.7% year-on-year, while Lenovo, Supermicro and Huawei accounted for 6.1%, 4.8% and 4.4% of the market share, respectively.

Interpretation of concept stocks:

Digital China: its first independent brand server and PC production base based on Kunpeng processor has been officially completed and put into production in Xiamen.

Tuowei Information: Xiangjiang Kunpeng, a shareholding company, has obtained the formal authorization for the research and manufacture of Huawei Kunpeng motherboard servers and PCs, and has become the first batch of application migration service providers of Huawei Kunpeng servers in the country.

Donghua Software Xin Chuang Pengxiao Project uses Huawei Kunpeng processor to create Donghua's own Pengxiao server, which is the result of the ecological co-construction of computing technology and whole machine engineering between the company and Huawei. Huawei Kunpeng chip and motherboard;

Run and Software: a deep strategic partner of Huawei Hayes, the company will also speed up the R & D cooperation of dedicated IoT terminal devices such as edge servers suitable for industry applications based on Huawei Ecology and Huawei series chip platforms in the future.

Yinxin Technology: is Huawei's gold partner, Huawei CSP five diamond supplier, the cooperation mainly involves products including servers, storage, security, video, digital communication these categories;

Dongfang Guoxin: the independently developed CirroData distributed database 2.8.8 kc has completed compatibility testing with Huawei Technology Co., Ltd. TaiShan 200series servers.