Recently, IDC released the latest data on the size of China's manufacturing server market in the third quarter of 2023. According to the data, Lenovo's manufacturing server market share doubled, with a year-on-year growth rate of 103%, far exceeding the industry average growth, hitting a record high, and the market share jumped to the top three.
Anchoring the full-stack intelligent layout to help accelerate the intelligent upgrade of the manufacturing industry
In recent years, despite the complex and severe external environment and multiple domestic difficulties, the development momentum of the mainland's real economy is still improving, the manufacturing industry has shown strong resilience, and the growth of new drivers has accelerated. According to the report, in the third quarter of 2023, the overall server market size of the mainland manufacturing industry (including Non-x86) will reach 35.2 billion US dollars, an increase of 12.3% year-on-year, of which the scale of Lenovo's manufacturing server market will increase by 103% year-on-year, doubling its share and leading rapid development.
As the world's third-largest infrastructure and server provider, Lenovo continues to maintain strong growth because of its strong computing power advantages accumulated in nearly 40 years of exploration and innovation. In the field of scientific computing, which represents the top level of computing power, Lenovo has topped the HPC TOP100 volume share list for 9 consecutive times and HPC TOP500 volume share list for 12 consecutive times, which can be called the king of computing power. The good results achieved in the field of scientific computing are inseparable from the blessing of Lenovo's green computing technology (warm water cooling), which has been successfully deployed in the field of high-performance computing more than 70,000 sets worldwide, providing green and energy-saving computing solutions for all walks of life.
At the same time, based on the deep insight into the manufacturing scene and the forward-looking intelligent layout, Lenovo has the world's leading "lighthouse factory" for the R&D and manufacturing of intelligent computing equipment, which is the highest recognition for Lenovo's intelligent manufacturing capabilities in the industry. Based on the successful practice of "Lighthouse Factory", Lenovo has created a series of intelligent supply chain decision-making solutions, covering demand forecasting and intelligent stocking, material management and production planning, as well as logistics planning and scheduling optimization, to build a "resilient" supply chain system. This year, it was once again shortlisted and set a record for the best ranking of Gartner Top 25, the world's most authoritative supply chain list, ranking 8th. This is also the ninth consecutive year that Lenovo has been shortlisted in the top 25 global supply chains, and once again ranked first in the Asia-Pacific region.
In the process of green manufacturing transformation, Lenovo has rationally used carbon emission reduction technology and green manufacturing technology to explore a carbon reduction path for the production process, coordinated carbon reduction in the supply chain, and ultimately benefit the manufacturing industry, and based on its own practice, it has created an end-to-end green solution for the manufacturing industry. At the same time, through its long-term layout in the field of AI, in-depth technology accumulation, and self-developed small-sample learning Xi technology, Lenovo is far ahead in the technology industry, and continues to meet the needs of thousands of industries for hybrid computing power.
As a benchmark enterprise of "dual-reality integration", Lenovo actively promotes its own intelligent upgrading, condenses the "eighteen kinds of martial arts" of intelligent manufacturing, and internalizes the technical capabilities, solutions and know-how of the manufacturing industry based on the Qingtian engine, covering the whole life cycle of enterprise research, production, supply, marketing and service, and comprehensively empowers Chinese manufacturing enterprises to achieve upgrading and leapfrogging. This is undoubtedly the deep-seated reason why Lenovo has accelerated its breakthrough in the manufacturing industry and jumped to the top three in the server market.
Decoding Intelligent Computing Solution Services Forging a strong growth engine
Under the wave of AI, generative AI is booming, driving the explosion of the large model industry. According to the report, in the first half of this year, the AI server market size of the overall server manufacturing industry grew by 27.8% year-on-year, 15.5% higher than the overall scale growth level, becoming the main driving force for the rapid growth of the manufacturing server market.
Behind the 103% doubling of Lenovo's manufacturing server share, it is Lenovo that conforms to the current demand for AI computing power, comprehensively builds a full-stack intelligent layout of AI embedded intelligent terminals, AI-oriented infrastructure and AI-native solution services, and at the same time launches the core products of intelligent computing center solutions and services as a whole, and its leading technical framework and full-process accompanying services have become the key to differentiated competitiveness. Based on its rich practice in the new energy vehicle industry, Lenovo continues to empower breakthroughs in subdivisions such as automotive chips, intelligent cockpits, and power semiconductors in the entire new energy vehicle industry chain, and outputs more solutions that are more in line with their own business transformation needs for new energy vehicle companies, and continues to help many car companies accelerate the road to intelligent upgrading.
Taking Geely Automobile as an example, in the process of R&D and manufacturing of smart cars, it urgently needs to build its own high-performance computing clusters, but it faces a series of challenges such as green and low-carbon, ultra-large high-performance computing cluster construction, software application tuning, and global data center construction. Based on this, Geely Automobile took the lead in adopting Lenovo's high-performance computing integration solution to unlock the road of "intelligent manufacturing" of vehicle simulation design.
At present, Geely Automobile Group has built the Geely Star Intelligent Computing Center Intelligent Simulation Platform based on Lenovo's high-performance computing integration solution, which is currently the largest simulation scientific computing cluster built by known automobile manufacturing enterprises in China at one time. With the powerful computing power of the platform, it can complete 12,000+ virtual safety collisions per vehicle and greatly reduce TCO on the premise of ensuring data security, PARFAITE computing power based on the new IT architecture can also help Geely Automobile build a diversified software ecosystem, etc., at the same time, the Lenovo ThinkSystem SD650 V3 server built with the latest warm water cooling technology can drive the PUE of the entire data center to reach 1.1062, accelerating the realization of the dual carbon goal.
At present, Lenovo's intelligent solutions have been widely used and verified in many manufacturing enterprises. In the future, Lenovo will continue to seize the opportunity of a new round of scientific and technological revolution and industrial transformation, promote the intelligent upgrading of manufacturing enterprises, contribute to the high-quality development of China's manufacturing industry, and help China's intelligent manufacturing level continue to lead!