【解碼CITE2025】全球數(shù)字化變局中的"中國突圍"
在數(shù)字化時代的浪潮中,數(shù)據(jù)成為了推動經(jīng)濟(jì)與社會發(fā)展的核心要素,。大數(shù)據(jù)存儲作為數(shù)據(jù)的承載基石,,不僅關(guān)乎數(shù)據(jù)的存儲與管理,更是連接數(shù)據(jù)價值挖掘,、應(yīng)用創(chuàng)新的關(guān)鍵紐帶,。
需求與技術(shù)雙輪驅(qū)動的繁榮格局,。隨著數(shù)據(jù)量指數(shù)級增長,,全球大數(shù)據(jù)存儲市場呈現(xiàn)出迅猛的擴(kuò)張態(tài)勢,,物聯(lián)網(wǎng)設(shè)備的廣泛普及、AI訓(xùn)練對海量數(shù)據(jù)的需求以及企業(yè)數(shù)字化轉(zhuǎn)型的加速,,全球數(shù)據(jù)量邁向200ZB,。在云計算與邊緣計算融合的趨勢下,混合云存儲架構(gòu)成為主流,,邊緣節(jié)點由于需要實時處理和存儲數(shù)據(jù),,其存儲需求激增。金融,、醫(yī)療,、智能等行業(yè)應(yīng)用的逐步深化對實時數(shù)據(jù)分析和存儲安全提出了更高要求,進(jìn)而帶動了高性能存儲解決方案的廣泛普及,。
從存儲介質(zhì)到架構(gòu)的全面革新,。在技術(shù)創(chuàng)新層面,QLCNAND閃存成本持續(xù)降低,,企業(yè)級SSD占比超60%,,SCM(存儲級內(nèi)存)在高端市場滲透率提升,延遲降至微秒級,,極大提升了數(shù)據(jù)讀寫速度,。分布式架構(gòu)不斷演進(jìn),對象存儲與文件存儲融合,,支持跨云,、跨地域的統(tǒng)一數(shù)據(jù)管理,基于AI的智能分層技術(shù)可實現(xiàn)熱/溫/冷數(shù)據(jù)的自動遷移,,降低TCO(總擁有成本)30%以上,。軟件定義存儲(SDS)借助開源生態(tài)(如Ceph、MinIO)加速企業(yè)級應(yīng)用,,結(jié)合Kubernetes實現(xiàn)容器化存儲編排,,讓彈性擴(kuò)展能力成為大數(shù)據(jù)存儲系統(tǒng)的標(biāo)配。同時,,安全與綠色技術(shù)也取得進(jìn)展,,抗量子加密算法進(jìn)入試點階段,為數(shù)據(jù)安全提供更高級別的保障,;冷存儲技術(shù)(如玻璃存儲,、DNA存儲)在長期歸檔場景嶄露頭角,能耗降低50%,,符合可持續(xù)發(fā)展理念,。
國家戰(zhàn)略引領(lǐng)產(chǎn)業(yè)自主發(fā)展。“十四五”數(shù)字經(jīng)濟(jì)發(fā)展規(guī)劃明確將大數(shù)據(jù)存儲作為新型基礎(chǔ)設(shè)施核心,,提出到2025年數(shù)據(jù)存儲自主化率超70%的目標(biāo),,從頂層設(shè)計上為行業(yè)發(fā)展指明方向。隨著數(shù)據(jù)要素市場化進(jìn)程加速,,多地建立數(shù)據(jù)交易中心,,致力于推動存儲與流通技術(shù)標(biāo)準(zhǔn)的統(tǒng)一,“東數(shù)西算”工程更是帶動了西部存儲集群建設(shè),,寧夏,、貴州等地的數(shù)據(jù)中心PUE(能源效率)降至1.2以下,有效提升能源利用效率,。信創(chuàng)深化方面,,國產(chǎn)存儲硬件(SSD、服務(wù)器)與軟件(分布式存儲系統(tǒng))進(jìn)入金融,、政務(wù)采購目錄,,替代率目標(biāo)提升至50%,為國產(chǎn)存儲產(chǎn)業(yè)發(fā)展提供了廣闊空間,。預(yù)計2024年,,我國大數(shù)據(jù)存儲市場規(guī)模突破七千億。
2019-2024年中國大數(shù)據(jù)存儲市場規(guī)模
國產(chǎn)替代與創(chuàng)新突破的雙重路徑,。在技術(shù)發(fā)展上,,國內(nèi)大數(shù)據(jù)存儲行業(yè)實現(xiàn)了國產(chǎn)替代與創(chuàng)新突破。在硬件自主化方面,,長江存儲232層3DNAND量產(chǎn),,性能可與國際大廠比肩,國鑫,、寶德等企業(yè)推出基于國產(chǎn)主控芯片的全閃存陣列,提升了國產(chǎn)硬件的競爭力,。軟件生態(tài)優(yōu)化方面,,華為OceanStor、阿里云盤古等分布式存儲系統(tǒng)支持多協(xié)議互通,,開源社區(qū)(如OpenEuler)積極推動國產(chǎn)存儲軟件適配,,促進(jìn)產(chǎn)業(yè)生態(tài)發(fā)展。智能運維與安全技術(shù)方面,,AIops實現(xiàn)故障預(yù)測準(zhǔn)確率超90%,,能夠提前發(fā)現(xiàn)并解決潛在問題;區(qū)塊鏈技術(shù)用于數(shù)據(jù)存證,,滿足《數(shù)據(jù)安全法》合規(guī)要求,,保障數(shù)據(jù)的安全性和可信度。
在硬件與系統(tǒng)方面,,2024年,,神州數(shù)碼在與華為聯(lián)合推出“鯤鵬+昇騰”智能存儲一體機(jī),該一體機(jī)具備強(qiáng)大的數(shù)據(jù)處理能力,,能夠支持AI訓(xùn)練數(shù)據(jù)的實時處理,,憑借其優(yōu)勢中標(biāo)多個智慧城市項目,為城市數(shù)字化建設(shè)提供存儲支持,。寶德發(fā)布基于龍芯3C5000的分布式存儲服務(wù)器,,在信創(chuàng)市場占有率提升至25%,同時積極開展前沿技術(shù)研究,,與中科院合作研發(fā)光子存儲原型機(jī),。國鑫推出全自主可控的高端全閃存陣列,IOPS(每秒讀寫次數(shù))突破200萬,,性能卓越,,成功進(jìn)入六大國有銀行采購清單,獲得金融領(lǐng)域的認(rèn)可,。
在技術(shù)創(chuàng)新與場景化服務(wù)方面,,中昊芯英實現(xiàn)全球首款存算一體AI芯片量產(chǎn),其能效比提升10倍,,目前在自動駕駛數(shù)據(jù)預(yù)處理領(lǐng)域得到應(yīng)用,,為自動駕駛技術(shù)發(fā)展提供高效的數(shù)據(jù)處理支持。維云信息發(fā)布液冷分布式存儲系統(tǒng),,PUE低至1.1,,在節(jié)能方面表現(xiàn)優(yōu)異,獲得三峽集團(tuán)數(shù)據(jù)中心訂單,,彰顯其技術(shù)實力,。元石智算推出“存算網(wǎng)”一體化解決方案,支持千億級參數(shù)大模型訓(xùn)練,,客戶涵蓋字節(jié)跳動,、商湯科技等行業(yè)巨頭,滿足了AI大模型訓(xùn)練對存儲和計算的嚴(yán)苛需求,。
在垂直行業(yè)應(yīng)用方面,,擎云天聚焦政務(wù)云,推出區(qū)塊鏈加密存儲平臺,,并通過國家商用密碼認(rèn)證,,保障政務(wù)數(shù)據(jù)的安全存儲和傳輸。新皓誠深耕醫(yī)療影像存儲領(lǐng)域,,實現(xiàn)PB級數(shù)據(jù)秒級檢索,,與超500家醫(yī)院合作,提升醫(yī)療影像數(shù)據(jù)的管理和調(diào)用效率。華科博創(chuàng)的工業(yè)大數(shù)據(jù)存儲系統(tǒng)落地寧德時代,、比亞迪等企業(yè),,支持毫秒級時序數(shù)據(jù)分析,助力工業(yè)企業(yè)實現(xiàn)高效生產(chǎn)和精準(zhǔn)決策,。此外,,星融元的開源架構(gòu)“星云OS”兼容Ceph與AWSS3協(xié)議,其開發(fā)者社區(qū)突破10萬人,,促進(jìn)了技術(shù)的共享與創(chuàng)新,。指數(shù)科技推出“數(shù)據(jù)湖倉一體”方案,支持結(jié)構(gòu)化與非結(jié)構(gòu)化數(shù)據(jù)統(tǒng)一治理,,服務(wù)招商銀行,、平安保險等金融機(jī)構(gòu),提升金融數(shù)據(jù)管理的效率和質(zhì)量,。
大數(shù)據(jù)存儲行業(yè)正站在時代發(fā)展的關(guān)鍵節(jié)點上,,全球市場在需求與技術(shù)的雙重驅(qū)動下持續(xù)擴(kuò)張,國內(nèi)市場在政策引領(lǐng)與企業(yè)創(chuàng)新的合力作用下展現(xiàn)出巨大潛力,。盡管面臨著高端芯片依賴,、標(biāo)準(zhǔn)缺失等諸多挑戰(zhàn),但隨著技術(shù)的不斷突破和市場的逐步成熟,,大數(shù)據(jù)存儲行業(yè)將為數(shù)字經(jīng)濟(jì)的蓬勃發(fā)展筑牢堅實的根基,,成為推動社會進(jìn)步和經(jīng)濟(jì)發(fā)展的重要力量。
第十三屆中國電子信息博覽會數(shù)字產(chǎn)業(yè)版塊
第十三屆中國電子信息博覽會數(shù)字產(chǎn)業(yè)展區(qū)全景展現(xiàn)了新一代信息技術(shù),、大數(shù)據(jù),、存儲、數(shù)字密碼,、人工智能算法等領(lǐng)域的產(chǎn)業(yè)前沿成果,。本屆展會匯聚神州數(shù)碼、同泰怡,、寶德,、國鑫、中昊芯英,、維云信息,、三峽星,、元石智算,、騰云智算、三朵云,、四通科技,、智控物聯(lián)、擎云天、新晧誠,、嘉華眾力,、華科博創(chuàng)、融科聯(lián)創(chuàng),、圖靈計算機(jī),、星融元、神云科技,、指數(shù)科技等200余家行業(yè)領(lǐng)軍企業(yè),,集中呈現(xiàn)各領(lǐng)域創(chuàng)新成果,并就數(shù)字化轉(zhuǎn)型中的關(guān)鍵技術(shù)挑戰(zhàn)展開深度對話,。
展會同期舉辦大灣區(qū)數(shù)字產(chǎn)業(yè)系列高端論壇,,主要包括2025數(shù)據(jù)存算生態(tài)大會、深圳商用密碼安全高峰論壇,、2025深圳AI算力產(chǎn)業(yè)大會,、2025中國(深圳)數(shù)據(jù)產(chǎn)業(yè)生態(tài)大會等核心領(lǐng)域。與會專家通過專題研討,、技術(shù)交流等形式,,共同研判數(shù)字經(jīng)濟(jì)發(fā)展趨勢,探索產(chǎn)業(yè)升級路徑,,為構(gòu)建新一代數(shù)字基礎(chǔ)設(shè)施提供前瞻性洞見,。
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請您及您所在企業(yè)在使用、銷售,、出口,、再出口或者轉(zhuǎn)讓自獵芯購買的進(jìn)口芯片時,請嚴(yán)格遵守美國進(jìn)出口管制的法律法規(guī),。特此提示如不遵守美國出口管制法律和貿(mào)易法規(guī)可能會對您個人或您所在企業(yè)造成民事和刑事處罰,,如因貴方不遵守美國出口管制法律法規(guī)產(chǎn)生的一切損失及其他法律后果,將由您或您所在企業(yè)自行承擔(dān),;如因貴方違反上述規(guī)定的行為給獵芯造成損失,,我們將依法追責(zé),。具體而言,請您及您所在企業(yè)在使用,、銷售,、出口、再出口或者轉(zhuǎn)讓自獵芯公司購買的進(jìn)口芯片時,,謹(jǐn)遵如下約定:
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