The following is the It is estimated that the global server shipment will grow by more than 5% in 2021 From TrendForce recommended by recordtrend.com. And this article belongs to the classification: TrendForce, Hardware equipment industry.
According to the TrendForce group consulting research, in recent years, global enterprises are facing rapid changes in market demand, as well as COVID-19’s high uncertainty. The demand for cloud services has been increasing continuously in recent two years. Whether artificial intelligence or the adoption of new technologies, cloud services have become the priority of most enterprises with more flexible cost advantages. Among them, the demand for servers in the super large data center accounted for more than 40% in the fourth quarter of last year, and it is likely to be close to 45% this year. It is expected that the growth rate of global server shipments will exceed 5% in 2021, while ODM direct shipments will grow by more than 15%.
It is estimated that the server delivery in the second quarter will increase by 20%, and the long and short term will not affect the delivery momentum
Stimulated by the difficulties in arranging orders in the supply chain caused by the epidemic in 2020 and the acceleration of the pace of shangyun, the number of orders received by ODM operators is increasing quarter by quarter. Taking the L6 semi-finished products of ODM in the first quarter of 2021 as an example, the growth rate of its orders in the first quarter is 1%, but it is estimated that the growth rate in the second quarter will be as high as 15-18%. In addition to the strong growth momentum of server ODM, compared with the off-season in the first quarter, the growth rate of server brand factories in the second quarter is expected to reach 20%, including the work transfer caused by the epidemic, which not only speeds up the pace of going up to the cloud, but also stimulates traditional brand factories such as Huihe Technology (HPE) and Dell to launch options other than the sales of complete machines, such as leasing based on consumption Model, and hybrid cloud solution.
In particular, from the perspective of materials, although the problem of long and short materials in the server supply chain has not yet been solved, and the lead time of some key components remains high, manufacturers have also turned to a more flexible strategy in procurement after the impact of last year’s epidemic, increasing the supply mode from a single supplier to two or three suppliers, so as to avoid the risk of material interruption Machine. Trendforce Jibang consulting believes that at present, the supply of parts including BMC and PMIC can meet the demand of the server production line, and there is no significant chain breaking crisis in the short term.
China’s domestic policy and Internet company’s blessing, Huawei, Inspur server shipping momentum is steady
At the same time, trendforce has also observed that China’s server usage is increasing year by year, accounting for about 27.2% of the world’s in the first quarter of 2021. The main reason is still the promotion of domestic policies and the cooperation of domestic Internet companies. In addition to the deployment of super large data centers and the adoption of server products from domestic manufacturers by most telecom operators, Inspur and Huawei’s server delivery performance in the first quarter is supported.
As for Huawei, with the steady Telecom standard case and the blessing of Chinese enterprise customers, the overall shipment momentum is not affected by the Sino US trade friction and material limitation. It is estimated that the annual growth rate of annual shipment will still be 5%. From the second quarter, with the government standard case starting, the quarterly growth rate will also rise by nearly 10%. In terms of Inspur, in 2021, it still benefited from the promotion of government policies and the increase of orders from the data center, and the overall shipment accounted for about 30% of the total server usage in China. Among them, most of the wave generation server products are based on Baidu, byte beating, Alibaba and Tencent. The Kwai Tung is continuously increasing in the first half of the year with the rise of the second-line CSP Jingdong, fast hand and US group. More reading: Gartner: the global server shipment in 2019 will drop by 3.1% Gartner: the global server sales in Q1 of 2016 will drop by 2.3% compared with the same period last year trendforce: it is estimated that the TV sales in 2021 will reach 223 million units, with a year-on-year growth of 3.1% trendforce: it is estimated that the price of Q2 client SSD will increase by 3 ~ 8% compared with the same period last year trendforce: it is estimated that the global wafer OEM output value will reach US $84.6 billion in 2020 Annual growth of 23.7% trendforce: the top 10 IC design companies in Q3 in 2020 have six seats in the US Trend force: it is expected that the Q3 server DRAM product price will drop by 10% – 15% in 2020. Trend force: the server production will remain weak in the fourth quarter of 2020. The server DRAM price will expand to 13% – 18%. Trend force: the spot price of DRAM has not risen for a long time, but the DRAM price will still be under pressure in the second half of the year. Trend force: the overall sales volume of global module market will reach 16.1 billion US dollars in 2019 Annual decrease of 3% trendforce: it is estimated that the global wafer OEM output value will increase by 14% in the third quarter of 2020
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