Chinese computing equipment industry

The Chinese computing equipment industry has accelerated its overseas expansion in the past decade, shifting from low-end contract manufacturing to a global output model of 'technology+ecology+computing power services'. The export scale continues to climb, with exports of automatic data processing equipment and its components reaching 1.33 trillion yuan in the first 11 months of 2024, a year-on-year increase of 11.4%; In 2025, the overall export volume of the industry will reach US $758.32 billion, accounting for 20% of the total export volume of goods trade, of which AI servers, edge computing equipment and other high value-added categories will grow by more than 30%. The market structure has been deeply restructured, with Southeast Asia, the Middle East, and Latin America becoming new growth poles. Chinese brands have surpassed 60% of the smartphone market share in Latin America, and Alibaba Cloud and Huawei Cloud have built their own data centers in Thailand, Saudi Arabia, and other places to achieve localized deployment of computing power. On the technical level, domestic Ascend and Haiguang chips have achieved full stack autonomy, with a liquid cooled server heat dissipation efficiency of 300W/㎡ and a PUE as low as 1.04, supporting green computing power going global; AI training servers, intelligent network cards and other products have passed international certifications such as UL, CE, ISO, and entered the high-end supply chain in Europe and America. Huawei Cloud's 'Go Cloud, Go Global' plan covers 30 data centers worldwide, while Tencent Cloud and Alibaba Cloud accelerate their overseas node layout. By March 2026, China's large model token call volume reached 7.359 trillion, surpassing the United States, marking the globalization of AI productivity services. Computing devices have upgraded from 'hardware exports' to 'digital infrastructure outputs', becoming the core carrier of new quality productivity going global.