Driven by government policy, China's IT application innovation (ITAI) PC industry has achieved significant breakthroughs in targeted sectors such as government agencies, financial institutions, and telecommunications, with education and healthcare emerging as the next promising markets.
However, due to limited market awareness and acceptance, ITAI PCs have yet to gain traction in China's consumer segment. The rise of AI PCs is expected to create an opportunity for ITAI solutions to challenge the long-standing Wintel dominance, according to DIGITIMES.
CPUs remain the most critical component for achieving autonomous and controllable supply chains within China's ITAI industry. Currently, domestically produced CPUs in China fall into three main development paths: the x86 architecture represented by Hygon Information Technology; Arm-based solutions led by FeiTeng; and independently developed or modified instruction set architectures, such as Loongson.
ITAI PCs broke into government, finance, and telecom; education and healthcare next
Chart 1: Status of China's ITAI PC deployment under "2+8+N" model
Chart 2: Examples of ITAI PC procurement in healthcare and education (CNY)
3 key ITAI CPU architectures rise in China; Hygon and Kunpeng lead
Challenges limit ITAI PCs in consumer and complex high-end applications
AI PCs offer advantages to boost ITAI PC adoption in consumer market
