HUAWEI Promotes Kun Peng Ecological Benchmarking Intel Computing Industry Will Face Change?

In March 27th, HUAWEI held the developer conference 2020 (Cloud). The first day was the "Kun Peng computing industry". The so-called "Kun Peng" refers to the CPU developed by HUAWEI based on the ARM architecture, including servers and PC chips. The latest generation is the Kun Peng 920 processor.

The Kun Peng computing industry is based on the whole stack IT infrastructure, industry application and services built by the Kun Peng processor, including PC, server, storage, operation system, middleware, virtualization, database, cloud service, industry application and consulting management service.

These B oriented hardware and service businesses are actually familiar with HUAWEI. Starting from the communication exchange business, HUAWEI's B terminal genes are gradually formed. Inside HUAWEI, the business surrounding Kun Peng has already been launched. Under the external shock of last year, HUAWEI is accelerating its growth.

Still remember last year's developers conference, HUAWEI concentrated on the display of terminal strength, released the Hong Meng operating system. This year, HUAWEI focuses on the computing power of the chip. Now HUAWEI is building the platform ecosystem from the underlying operating system, chips, to hardware and applications. For a time, HUAWEI seemed to be making a full attack. In the face of the big stick in the United States, the choice left to HUAWEI was not much. HUAWEI was also forced to become an all-around player.

Build ecology: Intel's position

Back to the ecosystem of Kun Peng, in the field of PC and server chip, Intel has built up its x86 structure and has joined the alliance with Windows. The delegation of the ARM architecture has been looking forward to the future. HUAWEI is also a member of the ARM camp. The Kun Peng chip directly matches the Intel processor.

However, it is not easy to build an ecosystem, especially upstream and downstream partners, and a large number of developers. At the level of IT system, the world relies heavily on European and American enterprises, and it is a long way to go to reorganize the new order. HUAWEI's rule is "hardware development and software open source". At the press conference, the focus of HUAWEI cloud and BG President Hou Jinlong's speech is to unite a soft Hard Suits Inc to expand the circle of friends, and launch a series of initiatives to draw developers.

First of all, on the aspect of hardware opening, Hou Jinlong told reporters in twenty-first Century economic report: "HUAWEI focuses on making chips, boards and motherboards, enabling partners to give priority to the introduction of the whole system of its own brand. At present, there are 11 partners in the world, and the server and PC products of the base Yu Kunpeng motherboard are launched, such as the Yellow River, Cangwu Tiangong, purple Hengyun, Xiangjiang, Tongfang and so on have been listed in bulk.

On the cooperation of software open source, Hou Jinlong told reporters: "we have more than 600 ISV partners in the world, more than 1500 products and solutions certified by Kun Peng. We hope that in three years, 90% applications can run to the computing platform of Kun Peng."

At the same time, HUAWEI almost called "developers coming to the bowl", HUAWEI announced the "fertile land plan 2" further initiatives, will invest $200 million in 2020 to promote the development of computing industry, HUAWEI plans to invest 1 billion 500 million dollars in five years last year. And will support universities, start-ups, developers and partners. HUAWEI plans to develop 5 million developers in 5 years. At present, HUAWEI cloud developers have increased to 1 million 600 thousand.

It can be seen that HUAWEI's Kun Peng ecosystem is slowly landing, but Hou Jinlong also admitted that at present, the use of Kun Peng products is still very low in the server, and now it is at the beginning stage.

However, difficult but crucial projects must be pushed forward. The report of Soochow Securities pointed out that the current domestic X86 based chip faces two major problems: on the one hand, there is still a gap in performance between the overseas giants; on the other hand, because of the historical business mode, the overseas giants dominate a large number of X86 patents, so it will be difficult to bypass them in the future. Therefore, in the long run, we need to adopt a new framework for truly autonomous control. In the non x86 architecture of the domestic chip, the performance of the ARM chip can meet the needs of the industry users, and the degree of autonomy is relatively high.

Cloud age: Transformation of computing power?

In the era of PC, Intel's status can not be shaken, but the world of cloud is coming. This poses a new challenge to the underlying computing platform. The explosive growth of data and the synergetic of end to side cloud have become the norm. Heterogeneous computing has become the trend of the times.

At this point, the RISC universal architecture processor represented by ARM, and ASIC and FPGA chips with customized acceleration functions have advantages in the scene of diversification computing, and a new round of IT infrastructure competition is also underway. Besides HUAWEI, Internet companies such as Alibaba have joined the war.

According to the data displayed by HUAWEI, in 2020, the ARM of the mainstream processors exceeded x86, and the acceleration of power transformation was accelerated. HUAWEI chip and hardware strategy Fellow Ai Wei analysis: "from the development of computing power in the past 20 years, x86 ranked first in the total power of mainstream processors in 2000, and the total output reached 70% of the world's total. Today, there has been a reversal. The largest computing power in the world has become the ARM platform, and the total output of the processor based on ARM instruction has reached 82% worldwide. The whole process is accelerating. "

At the same time, he also pointed out that the development of advanced semiconductor technology is no longer driven by PC, but has turned to ARM. ARM smart phone has become the main driving force of semiconductor industry, and the total amount of product innovation based on ARM is increasing. "Many people may say that these ARM are still relatively low performance. But in the history, the PC machine started to rise in 80s. By 1993, we saw that the total output of PC was larger than that of UNIX's large computer and small computer. At that time, it was also in the lower bound. After 1998, it was launched to the strong processor. After reaching the server level, the quantitative transformation was transformed into qualitative change, and now X86 occupies more than 90% of the total market share of the data center. The whole process is entirely subversive and subversive, and this history may be repeated again. "

What Ai Wei said is that the turning point of ARM is coming. In 2013, the output of ARM has surpassed X862019's processing capacity of X862019, reaching the level of high-end processing server. Therefore, in Ai Wei's view, the new subversion story is likely to be staged again.

A senior analyst who did not want to be named told the twenty-first Century business report: "now that cloud services are hot and demand is huge, ARM should be able to divide into some markets, while ARM will be able to break through the track of cloud services, and HUAWEI will play a key role. On the one hand, because of the Sino US trade friction, it is not easy for Intel to supply HUAWEI. On the other hand, HUAWEI has not been restricted at least on ARM's instruction set. "

IDC predicts that by 2023, the investment space of the global computing industry will be US $1 trillion and 140 billion. Driven by the digital wave, China's servers, storage, operating systems, databases and other IT enterprises will usher in development opportunities based on the new generation of computing platforms.

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