在AI智算浪潮推动下，服务器操作系统正经历从“被动管理”到“主动调度”的价值重构。中国市场现已跨越国产替代迁移和云技术深化阶段，正式进入AI智算期，其核心特征是对异构算力（CPU/GPU/NPU等）的高效承载与智能调度。
市场格局方面，国产品牌已占据主导地位。2025年全年新增装机量预计达448万套，其中openEuler系份额突破57.3%，在金融、电信、政务等关键基础设施领域形成绝对领先优势。核心驱动因素源于国家信创政策、AI技术变革及安全合规需求。未来趋势将聚焦于“AI原生”，包括深度集成大模型推理框架、智能化运维（AIOps）及原生安全能力。此外，国产厂商正积极布局中东、亚太等全球新兴市场，通过输出成熟的“中国方案”，力争在5年内实现从技术追赶到生态引领的战略转型。
Driven by the wave of AI-driven intelligent computing, server operating systems are undergoing a fundamental shift in value—from passive management to active orchestration. In China, the market has moved beyond its early phases of domestic substitution and cloud adoption, fully entering the AI computing era. A defining feature of this stage is the efficient orchestration and intelligent scheduling of heterogeneous computing resources, including CPUs, GPUs, and NPUs.
In terms of market structure, domestic vendors have established a dominant position. Total new server installations in 2025 are projected to reach 4.48 million units, with the openEuler ecosystem accounting for over 57.3% of the market—commanding a clear lead across critical infrastructure sectors such as finance, telecommunications, and government services. This growth is primarily driven by national policies promoting technological self-reliance, rapid advances in AI, and increasingly stringent security and compliance requirements.
Looking ahead, the industry’s focus is shifting toward AI-native capabilities. Core areas of innovation will include deeper integration with large-model inference frameworks, the deployment of AI-powered intelligent operations (AIOps), and the embedding of built-in security mechanisms. Meanwhile, domestic vendors are actively expanding into emerging global markets—including the Middle East and Asia-Pacific—exporting mature, China-developed solutions. Over the next five years, these efforts aim to accelerate the transformation from technological catch-up to ecosystem leadership.
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沙利文 李女士
E-mail: livia.li@frostchina.com
