Der Wendepunkt für die chinesische Virtualisierung: H3C CAS bricht die Stalemate mit Leistung in der Substitutionswelle für VMware.

The power balance in the Chinese Software-Defined Computing market is shifting.

The latest report from IDC shows that H3C has once again become a pioneer in the Chinese Software-Defined Computing market in the second half of 2024, ranking second in market share.

The changing situation in the industry is triggering a chain reaction, behind which is a deep - seated restructuring of the virtualization market. The direct instigator of this reshuffle comes from a series of shocking decisions made by Broadcom after its acquisition of VMware - the abolition of the perpetual license model in favor of the subscription - based reform, causing enterprise users to face a 3 - to 10 - fold cost increase; the cancellation of Chinese support forcing technical teams to deal with English consoles; and the policy of selling from 72 cores and infringement warning letters putting small and medium - sized enterprises in a dilemma.

When there is a rift between the business strategies of international giants and local demands, the trend of substitution is inevitable.

The dual effects of policy support and cost pressure are reshaping the decision - making logic of enterprises.

Driven by the hard - line domestic substitution indicators in the "2+8" industries such as finance and government affairs, the demand for cost reduction and efficiency improvement is deeply intertwined with policy compliance for the first time. However, it is thought - provoking that the substitution process of a national joint - stock bank was not as smooth as expected: it took three years from testing and verification to partial business migration. According to a product manager from H3C, the bank started testing in 2020, and as of 2025, some of its businesses were still running in a VMware environment. "The core system handles tens of thousands of transactions per second," a relevant technical person in charge admitted. "Millisecond - level latency deviations in the virtualization layer may affect the timing consistency of financial businesses in the long run." This reflects the essential shift of market pain points - the core contradiction of domestic substitution has shifted from functional availability to business usability, and stability concerns have become a key threshold for decision - making.

The way to break the deadlock requires the integration of technological confidence and ecological wisdom. With 16 years of in - depth industry experience, H3C's CAS, based on its practical experience in managing over 500,000 CPUs, proposes a substitution path of "fully benchmarking and partially surpassing".

Its technological layout directly addresses industry pain points: it builds a secure foundation through full - stack adaptation of domestic hardware and software, and enables seamless business migration with vCenter management capabilities; its performance, endorsed by winning the SPECvirt benchmark test three times, injects confidence into high - sensitivity scenarios such as finance.

When we focus on the 60% reduction in the migration cycle, it is a microcosm of domestic virtualization breaking through the trust barrier - how will this performance breakthrough reshape market rules? The answer lies in the breakthroughs of three technological pillars.

From benchmarking to surpassing in performance: How CAS conquers the technological high - ground of VMware substitution

Storage performance has always been the core battlefield in virtualization substitution. When enterprises choose to streamline disks to balance costs, up to 70% loss of IO performance in the traditional architecture becomes an unavoidable cost. This performance gap makes high - IO businesses such as databases a key bottleneck in the substitution process.

CAS's self - developed IO path reconstruction technology breaks the deadlock. Metadata reconstruction greatly reduces the impact of write amplification, and the dynamic space pre - allocation technology improves allocation efficiency. Customer practices in the high - end manufacturing field have verified that the production control system has achieved performance breakthroughs through the CAS virtualization platform, and the startup efficiency of virtual machines has been significantly improved. The technical team pointed out: "CAS's efficient thin - provisioned disk technology enables the performance of virtual machine thin - provisioned disks to reach 90% of that of thick - provisioned disks in seconds, making it suitable for high - load scenarios such as databases."

The ability to ensure business continuity determines the acceptance of substitution solutions.

CAS's high - performance snapshot technology at the virtualization layer is based on COW with in - depth optimization of metadata management. It manages data clusters at a fine - grained level, avoiding full - volume data replication of data clusters after snapshotting, reducing write amplification, and compressing the impact of snapshots to a critical range: read latency fluctuation ≤ 0.9%, and write throughput recovers to 90.5% of the baseline within 60 seconds.

What is more noteworthy is the prediction accuracy of the active HA mechanism - the system continuously monitors hardware indicators such as CPU temperature gradient (sensitivity: 1℃/min), memory CE error frequency, and the proportion of isolated memory CE error pages. By judging the "sub - healthy state" of the server (such as frequent memory failures and continuous high CPU temperature), it triggers online migration before potential failures occur. Projects such as the medical insurance cloud, which have extremely high availability requirements, have shown that this mechanism can minimize the impact of hardware failures on business and improve business continuity.

Migration efficiency reshapes the economic model of substitution projects.

Facing the migration demand of a customer's 3.2PB of historical data, the traditional agent - less solution with a rate of 500MB/s would require 672 business windows. CAS's high - speed storage - level migration technology, through an innovative migration mechanism, achieves a migration rate of ≥1GB/s, doubling the industry level. This technology supports agent - less migration, does not require client installation, and the migration process is visible. It has been verified that its storage - level transmission technology can ensure extremely short business interruption time, zero data loss, and support an emergency roll - back mechanism.

From substitution to leadership: How CAS redefines the rules of virtualization competition

The competition dimension of domestic virtualization is extending from performance parameters to ecological collaboration capabilities.

In the complex hybrid - architecture environment during the domestic substitution transition period, CAS shows unique adaptation depth. To address the pain point of reduced memory access performance of domestic CPUs across NUMA, its NUMA intelligent binding technology optimizes the allocation mechanism of virtual machine CPU memory through a self - developed NUMA affinity scheduling algorithm, improving memory access efficiency. Practices on government cloud platforms have shown that this technology has successfully achieved unified management of multi - core architectures such as x86+ARM, significantly improving management efficiency during the infrastructure iteration period. This chip - level optimization and the ability to handle hybrid architectures are becoming the key to independent innovation.

Intelligent operation and maintenance is becoming a new competitive dividing line.

While traditional operation and maintenance teams are still manually checking inspection forms, CAS's AI engine has achieved active management of resources and faults. Its fault cascade troubleshooting technology can conduct intelligent correlation analysis of abnormal events in the virtualization environment and quickly locate the root cause of faults. Application cases in the securities industry have proven that this function can significantly reduce the risk of human - error operations.

Breaking the ecological deadlock reflects strategic foresight. Through full - stack adaptation certification of domestic hardware and software, CAS has built a secure and trustworthy foundation; its vCenter management capabilities are the key to breaking substitution barriers - it supports hot migration of VMware virtual machines and is equipped with a perfect roll - back mechanism.

The rules of competition in the virtualization market have been rewritten.

When international vendors force Chinese users to face English consoles by canceling local support, H3C's CAS is reshaping its competitiveness in the overseas market through continuous technological iteration and full - cycle services. In the 64 - node extended cluster of the world's fifth - largest telecommunications operator (Telefónica), more than 600 virtual machines have been seamlessly migrated through CAS, achieving zero RPO in active - active disaster recovery, and the utilization rate of existing hardware resources has been increased by 50%, setting a new benchmark for the cloud transformation of telecommunications operators.

The second - place market share on the IDC list essentially reflects the market's recognition of the "performance + ecosystem" dual - wheel - driven model.

On the monitoring screen of a smart manufacturing base in Anhui, the real - time changing virtualization performance indicator curves quietly tell the story of change. Domestic substitution is not only a security choice but also the optimal solution for technological advancement.

With the continuous accumulation of substitution cases in industries such as finance and healthcare, this market restructuring triggered by performance breakthroughs is reshaping the underlying logic of China's cloud computing infrastructure.