Main listed companies in the cloud terminal industry: At present, the listed companies in the domestic cloud terminal industry mainly include Shenxin (SZ. 300454), Inspur (SZ. 000977), Dawn (SH.600303), etc.

Core data of this article: the proportion of cloud terminal segment product shipments, and the IDV cloud terminal shipments

The market share of IDV cloud terminal equipment is less than 15%

Cloud terminal usually refers to the terminal device of cloud desktop technology. It connects to the system desktop of the cloud through a specific communication protocol and displays it to the front end, and redirects the output and input data of the cloud terminal to the cloud server. Cloud terminal is one of the terminal devices of desktop cloud system. At present, the types of desktop cloud technology architecture on the market are also increasing gradually. The desktop cloud technology architecture mainly includes VDI (virtual desktop infrastructure), IDV (intelligent desktop virtualization), VOL (virtual operating system infrastructure), RDS (shared cloud desktop architecture), etc. Different technology architectures have their own characteristics and limitations, and the applicable application scenarios are also different. At present, the mainstream technology architectures are VDI and IDV. It is worth noting that, In order to solve the virtualization application in the complex environment of users, a hybrid architecture integrating VDI, IDV and VOI has emerged and is expected to become the mainstream architecture of desktop cloud in the future.

Therefore, cloud terminal devices can also be roughly divided into three categories: cloud terminal devices with IDV architecture and VDI architecture and thin clients. (In the narrow sense, cloud terminal equipment refers to the terminal equipment with almost no computing capacity, while thin client refers to the terminal equipment with a certain weakening computing capacity.) According to IDC data, thin client and VDI cloud terminal equipment still dominate the cloud terminal equipment market in China, accounting for about 42% respectively, while the cloud terminal equipment with IDV architecture has the lowest market share, less than 15%.

Shipping volume continues to grow

IDV (Intelligent Desktop Virtualization) technology was first proposed by Intel. IDV (Intelligent Desktop Virtualization) solution reduces server pressure, returns computing power to terminals, and promotes the segmentation of cloud desktop market. In recent years, China's IDV cloud terminal market has shown a rapid growth trend. In the first half of 2021, the shipment volume of cloud terminals applying IDV solutions was 230000, up 62% year on year.

The industry concentration is high, and Lenovo and Ruijie together account for more than 50% of the market share

From the perspective of the market competition pattern of IDV cloud terminals, according to the data released by IDC, the market concentration of IDV cloud terminal products in China is relatively high. In the first half of 2021, according to IDC data, Lenovo and Ruijie are the core manufacturers of IDV solutions, with a total market share of more than 50%, and are in the first competitive echelon of IDV cloud terminals.

The annual shipment is expected to exceed 1 million units in 2021

Because the IDV architecture cloud terminal device has certain local computing capacity, it is more stable and secure than the VDI architecture cloud terminal device, and its price is more favorable than the thin client, so it can better meet the use needs of educational institutions, government agencies and other specific scenarios. In combination with the forecast of IDC, it is predicted that the shipment volume of IDV cloud terminal equipment in China will grow rapidly in the future. In 2021, IDV cloud terminal equipment may exceed 1 million units, and by 2027, it will exceed 3 million units.

In general, with the rise of the Internet cloud computing industry and the increasing willingness of the cloud terminal industry to replace domestic products, China's cloud terminal consumption demand has been growing in recent years. Although the consumption of IDV architecture cloud terminal equipment at the current stage accounts for less than 15%, its shipments are showing a rapid growth trend, and due to its advantages, it is expected that the future shipments will continue to grow rapidly.

The above data comes from the China Cloud Terminal Industry Market Outlook and Investment Strategy Planning Analysis Report of the Prospective Industry Research Institute. At the same time, the Prospective Industry Research Institute also provides solutions such as industrial big data, industrial research, industrial chain consulting, industrial map, industrial planning, park planning, industrial investment attraction, IPO financing feasibility study, IPO business and technology writing, IPO working paper consulting, etc.

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