China Mobile has recently launched two large-scale centralized procurement projects, namely PC servers and home smart gateways. This has brought a good start to the telecom computing power server market and home gateway market in 2024. According to the announcement, in terms of PC servers, China Mobile plans to purchase various types of PC servers, including computing servers, public cloud servers, balanced servers and storage servers, and the procurement scale is expected to be about 26450,000 units. The centralized procurement is divided into 22 standard packages, of which the procurement scale of bid package 21 is 8,000 units, and a separate procurement announcement will be issued. In terms of home gateways, China Mobile plans to purchase 7593510,000 home gateways, of which GPON-dual-band Wi-Fi 6 home gateways have the largest number, which is expected to be 1,275380,000 units, followed by 10ggpon-Wi-Fi 6, GPON-no Wi-Fi, and 10ggpon-no Wi-Fi home gateways. This project is divided into 4 procurement packages. Both of the above items have a maximum price limit, and those above the limit price** will be vetoed.
China Mobile's PC server centralized procurement scale is huge, and it is expected to purchase about 26450,000 PC servers. The project is divided into 22 bid packages, of which the procurement scale of bid package 21 is 8,000 units, and it is expected that a separate procurement announcement will be issued. This procurement plan includes multiple types of PC servers, such as computing servers, public cloud servers, balanced servers, and storage servers. These servers will support the telecom computing power market of the future. According to the annual report data, the total capital expenditure of the three major operators for computing power is 80 billion yuan, so the centralized procurement of PC servers accounts for a large proportion of the entire procurement plan.
The scale of China Mobile's home smart gateway centralized procurement is also very large, and it is expected to purchase about 7593510,000 home smart gateways. Among them, GPON-dual-band Wi-Fi6 home gateways have the largest number, and it is estimated that about 1275 will be purchased380,000 units, followed by 10ggpon-Wi-Fi 6, GPON-no Wi-Fi, and 10ggpon-no Wi-Fi home gateways. The project is divided into 4 procurement packages, each of which has the number of selected manufacturers in the fixed library and the market library. With the increase in the penetration rate of gigabit broadband, the scale of centralized procurement of home smart gateways is also showing an increasing trend. In 2022, the scale of FTTR gateway equipment purchased by the three major operators will be about 5.4 million units, and in 2023, it will increase to about 8 million units, a year-on-year increase of 48%.
China Mobile's centralized procurement of PC servers and home intelligent gateways is one of the largest-scale bidding projects in recent years. According to the statistics of "Communications Industry News", in 2023, the scale of centralized procurement of servers in the open market of the three major operators will be about 100,000 units, and the total amount of winning bids will be 13.5 billion yuan. At the same time, with the popularization of gigabit broadband, home smart gateways have also become the focus of procurement. According to incomplete statistics, the scale of centralized procurement of FTTR gateway devices by the three major operators in 2023 will be about 8 million units, a year-on-year increase of 48%. Therefore, China Mobile's centralized procurement project has attracted the attention and expectations of the entire industry.
With the rapid development of 5G technology and the popularization of Internet applications, China Mobile's PC servers and home intelligent gateway centralized procurement is an important trend for the future development of the industry. PC servers will provide strong support for the telecom computing power market and provide more efficient solutions for data processing and storage. The home smart gateway will meet the growing broadband needs of users, providing high-speed and stable network connectivity and smart home control functions. In the future, with the continuous innovation of technology and the continuous growth of demand, the PC server and home smart gateway market will usher in a broader space for development.
China Mobile's recently launched large-scale PC server and home smart gateway centralized procurement project has brought huge opportunities to the telecom computing power market and home gateway market in 2024. The scale of PC server centralized procurement is about 26450,000 units, including multiple types of servers. The scale of centralized procurement of home smart gateways is about 7593510,000 units to meet the needs of different types of families. Both projects are significant and have attracted the attention of the entire industry. In the future, with the development of 5G technology and the popularization of Internet applications, the PC server and home smart gateway market will usher in greater development opportunities. China Mobile's centralized procurement measures will bring a positive impetus to the development of the entire industry.