Data center migration, data center is the centralized place of information processing, it is a powerful data processing system built up by a large number of servers, networks and storage.
Although now cloud computing, big data, such as artificial intelligence software for virtualization technology in the data center, but does not affect the data center for a large number of purchasing various IT hardware, hardware in the data center of procurement spending still occupy the largest share.
If the data center does not have the platform for these hardware devices, all new software technologies are in the air, unable to operate.
These hardware devices to run run is inseparable from the three things: the CPU, memory, and hard disk or Flash, the chip devices are all equipment must be used, of course, some special chip, such as network switches forward data, special chip server for timing clock chip, the chip through the complexity of integrated circuit together, to run a software program, the entire device to complete the operation features of various kinds of data center needs.
So, data center contact vendors should be called a system integrator, together, it will be a variety of chip design a data center to equipment functions, and dealing with equipment business is all kinds of chip suppliers, vendors will purchase all kinds of chips, integrated to their own devices, chip technology is the most core technology in the data center, even if the data center equipment, locked in a Titanic because the market competition is intense, equipment profits continue to decline, but chip suppliers profitability is still good.
Chip technology is built on long-term research and development, not simply copying or imitating can catch up.
Sometimes, it is also important to use some investment methods to change the time and shorten the gap with the chip giant.
Domestic purple light group, for example, frequently in the capital markets over the past two years, to the olive branch major chip manufacturers, is to use capital control chip manufacturers, so as to improve their technical status, if going on their own research and development, on the one hand does not have such a research and development strength;
On the other hand, we can't afford to wait in time. The longer we are left behind.
Recent news and make the industry outcry: "broadcom announced plans to exceed $130 billion scheme to buy qualcomm, qualcomm immediately rejected bid", qualcomm is a famous provider of intelligent mobile phone chips, broadcom, though also provide HTC, Google and Apple chips, but after all and qualcomm is not an order of magnitude, the advantage of broadcom technology on cable communication chip, especially in the data center network communication chip, a monopoly.
In fact, in terms of revenue in 2017, broadcom has become the world's largest chip maker:
Broadcom to a breakthrough in the field of wireless communication chip, acquisition of qualcomm is the quickest way, the world's first chip manufacturers to buy the second chip manufacturer in the world, this news is definitely has a sensational effect.
Back to the data center.
The data center's demand for chips is huge, and there are many kinds of chips in all kinds of devices in the data center.
For example, a data center often requires a large number of servers to do a huge amount of data computing to drive the demand for server CPU chips.
In the past, chip suppliers dominated Intel, with more than 90% of the market.
Recently, qualcomm and mediatek have also begun to force.
Data center also needs a lot of network equipment, equipment connect all the equipment through the network, and extends to the external data center, data center, internal and external communication, give priority to with broadcom chip suppliers, the market share of more than eighty percent, and the horse will and cisco, etc.
There are also specialized chips, such as chips, FPGA and storage media used in optical modules, which are not high in content, but they are also in high demand.
The demand for data centers is growing at a high speed, giving chip makers unlimited opportunities.
Major IC manufacturers have released their own data center strategy, the design is suitable for data centers use chip, borrow the data center of technological change, the market for more data center.
It's a pity that Chinese manufacturers are hard to find here, although in the data center, domestic equipment has a place, huawei, three letter, day dawn, lenovo, China domestic equipment such as can be seen everywhere in the data center, if the equipment shell open, you can see nearly all of Intel CPU, or other foreign manufacturers.
Other devices such as Memory, E2prom and Flash are also imported, and the stability and availability of domestic chips still cannot meet the requirements of the data center environment.
There is a lot of demand in the data center. If you can solve it from the chip, it is the most direct, the most efficient, the lowest cost and the most difficult.
Solving all problems with a small chip is also a challenge for chip makers.
For example, data center energy consumption, virtualization and security issues are best solved from chip angles.
In the process of equipment operation, and these chips calorific value is the largest, the most serious energy consumption, if can will increase the efficiency of the chip, data center will be able to save a large amount of cooling fee, now, Intel has set out to design low power consumption chip, play advantage in energy saving and other friends, pay attention to, if he did not try to chase, I'm afraid there is no future.
Intel is in the grip of 90% of its CPU chip share, so it will continue to eat meat, and the rest of the company may not have the chance to drink it.
It is not hard to imagine that in the future in the field of data center chips will be increasingly fierce competition, only mastered the core technology chip, just a voice in the data center, including the data center equipment dealers, a lot of time also is to let the nose chip manufacturers, chip not achieve the function, will not be able to provide equipment manufacturers, chip production, production no longer, equipment manufacturers have to follow in the chip, let their own software to fit the new chip.
Now data center equipment update faster to catch up with the smartphone, three years is not update couldn't meet the demand of development, it also reflects the fierce competition in the market, are in a race and time.
The rapidly growing data center landscape also helps new chip competitors, especially innovative technology vendors, in a way that has ignited a competitive engine.
The data center should start from the core and embark on a new journey.
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