国产芯片服务器大规模招标 运营商集采拉动需求

国产芯片服务器大规模招标 运营商集采拉动需求
5 月 7 日，中国电信发布 2020 年服务器集采招标，采购需求 56314 台，其中 H 系列
11185 台，是指 CPU 类型为鲲鹏 920 系列或中科曙光海光系列的处理器 … 华创证券指出，
此前中国移动已发布 2020 年服务器集采需求为 138272 台，刷新单次招标最大规模 … 今年
是运营商集采大年，将拉动服务器需求迎来拐点，预计中国移动下半年大概率开展第二次招标，
行业需求将持续释放。
Domestic chip server large-scale bidding operators pull demand through centralized purchase
On May 7, China Telecom issued the bidding for server centralized procurement in 2020, with the procurement demand of 56314 sets, including H series
11185 sets refer to the processors of Kunpeng 920 series or Zhongke Shuguang haiguang series,
Before that, China Mobile has announced that in 2020, the demand for centralized server procurement will be 138272, which will refresh the largest scale of single bidding… This year
It is a big year for operators to gather resources, which will drive the demand of servers to meet the turning point. It is estimated that China Mobile will carry out the second bidding in the second half of the year,
Industry demand will continue to release.