--Foreseeing 2023: "China Supercomputing Industry Panorama 2023" (with market size, competitive landscape and development prospects, etc.)
Major listed companies in the supercomputing industry: Lenovo Holdings Inc. (03396.HK); Wave Information (000977.SZ); Dawning (603019.SH)
The core data of this article: China's supercomputer performance; China's supercomputing system on the list of the number of TOP500 share; China's performance of high-performance computers TOP100 involved in the application of the percentage; the performance of China's supercomputer services market size; China's supercomputing services market size; the number of supercomputing systems listed on the TOP500 share; China's high-performance computer performance TOP100 involved in the application of the percentage; the performance of China's supercomputing services market size. China supercomputing services market size; China's high performance computer performance TOP100 vendors accounted for
Industry Overview
1, Definition
Supercomputing (HPC, high performance
) refers to the use of high performance computers (HPC) to improve the quality of computing.
Supercomputers, also known as high-performance computers, giant computers, etc., in the computational speed, storage capacity and other convenience with ordinary computers do not have ultra-high performance, the current floating-point speed per second (flops) as the main unit of measurement. Supercomputer computing speed can reach hundreds of billions of times per second, is tens of millions of times the ordinary computer, per second trillion times the supercomputer is known as "P-class supercomputer", per second tens of billions of times the supercomputer is known as "E-class supercomputer".
Supercomputers are mainly used in cutting-edge scientific research, national defense and military industry, industrial upgrading, major social issues, such as large science, engineering, large systems, is a reflection of a country's scientific research strength, is the level of scientific and technological development of the country and an important symbol of the comprehensive national power. From the point of view of the demand for computing resources, Sullivan divides high-performance computing into four categories: cutting-edge supercomputing, general-purpose supercomputing, business supercomputing and artificial intelligence supercomputing.
2, industry chain analysis: fewer midstream players
Currently, China's initial formation of the supercomputing industry chain, the upstream for the supercomputing industry support industry, including basic hardware, basic software, application software, supporting infrastructure resources (power supply equipment, refrigeration equipment, security systems, integrated wiring, etc.); midstream for the Supercomputer manufacturers, supercomputing centers, supercomputing research institutions, etc., the integration of upstream resources to provide powerful supercomputing resources; downstream for the supercomputing industry applications, including oil and gas exploration, biomedicine, ocean engineering, meteorological forecasting, engineering simulation, smart cities, etc..
From the point of view of supercomputing industry chain participants, the upstream basic hardware, basic software manufacturers are mainly Intel, AMD, HPE, Samsung, DELL and other well-known foreign enterprises, the development of domestic enterprises lagging behind, the domestic manufacturers are mainly Huawei Haisi, Yangtze River Storage, Parallel Technology and so on. In terms of application software, the representative enterprises are Zhongwang Software, Intelligent Simulation, Speedstone Technology, Suo Chen Technology and so on.
Midstream supercomputing resource providers are mainly divided into two categories, one is Lenovo, Wave and Dawning, represented by supercomputer manufacturers, providing commercial supercomputing products, including supercomputing software and hardware products; the other is the University of National Defense Science and Technology, the National Center for Parallel Computer Engineering and Technology, the Jiangnan Institute of Computing Technology, the Chinese Academy of Sciences Institute of Computing Technology as the representative of supercomputers. The other is the National University of Defense Technology, National Parallel Computer Engineering Research Center, Jiangnan Institute of Computing Technology, Institute of Computing Technology of the Chinese Academy of Sciences as the representative of supercomputer development institutions, the development of supercomputing systems deployed in national supercomputing centers across the country.
Industry development history: from being blocked and monopolized to leading innovation
The development of China's supercomputing industry is the course of hard work and pioneering efforts of Chinese researchers, which has overcome the "blockade-busting" (1956-1995), "monopoly-busting" (1996-2015), and "innovation-leading" (2016-present). The "three mountains" of breaking the blockade (1956-1995), breaking the monopoly (1996-2015) and leading innovation (2016-present) have gradually narrowed the gap with the foreign development level, and finally achieved world-leading achievements in the system design and key technologies of the whole machine.
Currently, in the field of supercomputing, the strength of domestic ecological independent research and development has been in the world's leading position. 2022, China's TOP100 high-performance computers in the independent research and development of clusters accounted for 95% of the 100 clusters of 42 made by Lenovo, China's supercomputing has entered the first echelon of the world.
Industry policy background: the construction of E-class and 10E-class supercomputing centers
In recent years, national policies have been issued intensively in support of arithmetic power, high-performance computers, and the development of the supercomputing industry, which has driven the rapid advancement in the construction of supercomputing centers. Policies on the supercomputing industry at the national level are summarized as follows:
Industry Development Status
1. Supercomputer Performance: Significantly Improving Performance in 2022
Overall, China's supercomputer performance has shown a trend of year-on-year increase in the average performance of supercomputers, with average performance from 573 Tflops in 2013 to 8999
Tflops in 2022. among them, in 2016-2020, Shenwei TaihuLight has kept the top ranking for five consecutive years, with a Linpack value of 93,015
Tflops, and Shenwei TaihuLight is ranked the second and the third in 2021 and 2022, respectively.
In 2022, the highest performance of China's supercomputer reached 208,260
Tflops, 66.55% higher than the highest performance in 2021, a significant increase in performance, driving the average performance of supercomputers increased by 30.16% to 8,999 Tflops.
2, supercomputing centers construction:**** There are 11 national supercomputing centers
The National Supercomputing Center is a data computing institution approved by the Ministry of Science and Technology of the People's Republic of China (MOST) and is a business unit under the Ministry of Science and Technology (MOST).On April 18, 2022, the Taiyuan Center passed the acceptance of the Ministry of Science and Technology (MOST), and formally integrated into the management of national supercomputing sequence. As of August 2023, there are 11 national supercomputing centers*** approved to be established in China, namely the National Supercomputing Center in Tianjin, Shenzhen, Jinan, Guangzhou, Changsha, Wuxi, Chengdu, Zhengzhou, Kunshan, Xi'an, and Taiyuan.
3, TOP500 on the list: June 2023 ranked second in the world
As one of the world's largest authoritative conferences in the field of high-performance computing, the International Conference on High Performance Computing publishes a global supercomputer TOP500 list every six months. 2017-2022, the global supercomputer TOP500 list, the number of supercomputing systems from mainland China showed a trend of rising and then falling, mainly due to the fact that China stopped submitting the latest supercomputing system information to the TOP500 organization from 2020 onwards, so the number and arithmetic share declined thereafter.In November 2022, the number of vendors from mainland China was 162, accounting for 32.4% of the world's first.In June 2023, the number of The number of supercomputing systems from mainland China on the TOP500 list dropped from 162 to 134, accounting for 26.8%, ranking second in the world.
4, supercomputing application areas: the highest proportion of the field of big data
In November 2022, China's high-performance computer performance TOP100, the most involved in the field of big data, accounting for 20%; followed by the field of cloud computing, accounting for 15%; arithmetic services and the field of video accounted for 12%.
5, supercomputing services market size: at a rate of 24.5% growth
According to Frost &
Sullivan's research data, China's supercomputing services market size in 2016-2021 CAGR of 24.7%, the market size of 2021 is 19.66 billion yuan in 2022 with a growth rate of about 24.5%, according to which China's supercomputing services market size will be about 24.48 billion yuan in 2022.
Industry Competitive Landscape
1, Regional Competition: Guangdong and Jiangsu are dual supercomputing center provinces
As of August 2023, China **** has 11 national supercomputing centers, of which, Guangdong and Jiangsu are dual supercomputing center provinces, and Guangdong has national Supercomputing Shenzhen Center and Guangzhou Center, while Jiangsu has National Supercomputing Wuxi Center and Kunshan Center. At the same time, Tianjin, Shandong, Hunan, Sichuan, Henan, Shaanxi, Shanxi and other provinces and cities also have national supercomputing centers distributed.
2, corporate competition: Lenovo ranked first in the world
In the latest global HPC TOP500 list in June 2023, Lenovo Group, located in Beijing, ranked first in the world with 160 sets of HPC systems; Wave Group, located in Jinan, ranked third in the world with 43 sets of HPC systems; Zhongke Group, located in Tianjin, ranked third in the world with 43 sets of HPC systems. The Tianjin-based Dawning has 23 sets of HPC systems on the list, ranking sixth globally.
According to the latest HPC
2022 November China HPC performance TOP100 list, Lenovo has the most models on the list, accounting for 42 percent of the total, with most of the models on the list being the SZETEN 8800 series; followed by Wave, with 27 percent; and Dawning ranked third, with 10 percent.
Industry Development Prospects and Trend Forecast
1, development prospects: 2028 market size of nearly 90 billion yuan
Currently supercomputing is providing arithmetic services for China's key industries through advanced electronic technology, computing services, software applications. The construction of the supercomputing industry ecosystem will play a substantial role in promoting the adjustment and upgrading of industries related to supercomputing applications, and it is expected that the future market size will continue to expand. According to Frost
&
Sullivan predicts that China's supercomputing services market size in 2022-2025 compound growth rate of about 24.1%, if you continue to maintain this growth rate of development, by 2028, China's supercomputing services market size will be close to 90 billion yuan.
2, the development trend: distributed and "brain-like" direction
Currently, the main constraints on the development of supercomputers is the main problem of high energy consumption. The world's top ten supercomputers, for example, consume more than 20,000 kilowatts of electricity per hour, which is comparable to the power consumption of a small town. To solve this problem, the future supercomputer will be distributed and "brain-like" direction.
For more research and analysis of this industry, see China Supercomputing (Supercomputing) Industry Market Demand Forecast and Investment Strategy Planning Analysis Report by Prospect Industry Research Institute.