Analysis of Major Domestic Server CPU Vendors in China (2022)

The domestic server CPU market is dominated by six listed companies: Zhaoxin and HaiGuang (x86‑based), FeiTeng and KunPeng (ARM‑based), and Loongson and ShenWei (self‑developed ISAs). Their products differ in licensing: IP‑core licensing (Zhaoxin), instruction‑set architecture licensing (HaiGuang, FeiTeng, KunPeng), and ISA + self‑development (Loongson, ShenWei).

Zhaoxin is a joint venture that leverages x86 IP to deliver PC, notebook, and server processors with a performance start‑point comparable to early Intel generations; recent KX‑6000 and KH‑30000 chips (16 nm, up to 3.0 GHz) approach Intel i5 performance.

HaiGuang collaborates with AMD to use Zen IP, offering high‑performance CPUs and DPUs that support x86 and Linux ecosystems, with product families covering high, medium, and low tiers (7000, 5000, 3000 series) and demonstrated success in telecom and finance.

FeiTeng originates from the National Defense University and provides a full‑stack ecosystem for over 1,000 domestic partners; its S2500 server CPU (16 nm, 64 cores, 150 W) rivals Intel Xeon E5, and the company leads the PK ecosystem for government and cloud workloads.

KunPeng (Huawei) focuses on ARM‑V8, delivering the 7 nm 920/920s processors (up to 64 cores, 2.6 GHz, 640 Gbps bandwidth) that outperform comparable Intel Xeon models by ~25 % in SPECint and offer superior energy efficiency.

Loongson evolved from MIPS to its own LoongArch ISA, achieving higher execution efficiency and cross‑ISA compatibility; recent 5000 series chips (12/14 nm) reach 2.5 GHz and deliver SPEC CPU2006 scores 1.5× previous generations.

ShenWei specializes in high‑security, self‑developed ISA (SW_64) for military and super‑computing applications; its SW26010 series powers the Sunway TaihuLight supercomputer and maintains a complete domestic software ecosystem.

Performance comparison shows HaiGuang 7000 series and KunPeng 920 leading in x86 and ARM domains, while FeiTeng’s latest S2500 joins the top tier; Zhaoxin, Loongson, and ShenWei lag in core count and I/O bandwidth. Ecosystem analysis highlights the advantage of x86‑based vendors (90 % market share) and the rapid maturation of ARM ecosystems led by FeiTeng and KunPeng, whereas self‑developed ISAs still face compatibility challenges.

Overall, short‑term growth is expected for KunPeng, HaiGuang, and FeiTeng driven by digital‑infrastructure construction and trust‑worthy computing (信创) demand, while long‑term opportunities remain for all vendors to improve performance, ecosystem support, and cost efficiency.