当下数字经济发展飞速，以AI大模型迭代、5G/6G规模部署为代表的技术浪潮，正重塑数字经济底座格局。数据存储加速向存算一体、绿色低碳演进；智能终端从单机智能迈向“云-边-端”协同，深度渗透工业、医疗等场景；服务器及周边设备再制造借政策东风，以高性价比供给打通算力循环；智能算力需求爆发，服务由硬件堆砌转向弹性调度解决方案。四大赛道深度耦合，“云-边-端”协同能力与产业链整合力成为竞争关键。未来，随着数实融合加深，各领域将向智能化、绿色化、集约化进阶，为产业转型注入强劲动能。
The digital economy is currently experiencing unprecedented expansion, driven by transformative forces such as the rapid iteration of LLMs and the large-scale rollout of 5G/6G networks. This momentum is fundamentally reshaping the foundational infrastructure across four core sectors: data storage, intelligent terminals, server remanufacturing, and smart computing power.
We are witnessing a structural shift: data storage is evolving toward AI-integrated, green, and compute-in-memory architectures; intelligent terminals are transitioning from standalone devices to collaborative "Cloud-Edge-End" nodes, deeply penetrating industrial and medical verticals; server remanufacturing is emerging as a critical circular economy solution, balancing cost-efficiency with ESG compliance; and smart computing demand is surging, shifting service models from hardware provision to elastic, low-latency integrated solutions.
As these sectors become increasingly interdependent, competitive advantage now hinges on robust Cloud-Edge-End orchestration and supply chain integration. Looking ahead, the convergence of digital and physical economies will accelerate the trend toward intelligent, green, and consolidated development, providing sustained impetus for industrial transformation.
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沙利文 陆先生
E-mail: gabriel.lu@frostchina.com
