In the second quarter, the server orders were delayed, and the material situation gradually improved, which was enough to meet the production demand From TrendForce

The following is the In the second quarter, the server orders were delayed, and the material situation gradually improved, which was enough to meet the production demand From TrendForce recommended by recordtrend.com. And this article belongs to the classification: TrendForce.

According to trendforce, the momentum of server delivery in 2021 will continue to be driven by the post epidemic new normal, including the construction plan of data center of the world’s major cloud service providers, the acceleration of Enterprise Cloud access, and the technological development of self driving roadside servers and industry 4.0.

However, the growth rate of overall server shipment in the second quarter will be reduced to 17.7% from the original forecast of 19.6% due to a slight slowdown in the introduction of Intel and AMD platforms into brand factories and the delay of some new infrastructure projects in China. However, deferred orders are expected to boost the shipment performance in the second half of this year.

Trendforce Jibang consulting said a month ago that the problem of short and long material supply chain in the server market has not been solved, and the lead time of some key parts has been extended. However, recently, due to the serious impact of the local epidemic on the production of smart phones in India, the number of brand factories under repair has been forced, and the relevant production materials have been reduced.

Therefore, trendforce Jibang consulting believes that the key parts required by the server will be able to meet the production demand from the second quarter, and the problem of short and long materials is gradually being solved.

The new platforms of Intel and AMD will be mass produced soon, and the purchasing power of CSP’s servers will not decrease in the third quarter

Judging from the layout of major cloud service providers (CSPs) in the first half of the year, GCP, AWS, azure and Facebook in North America are more active in server procurement than in the past, among which the former two are the strongest. It is expected that with the promotion of large-scale mass production of Intel and Chaowei new platforms, major manufacturers will continue to improve their server purchasing power in the third quarter.

In China, the demand of Baidu, Baidu, Alibaba and Tencent in the first half of the year only came from the expansion of domestic operations; Overseas expansion is less active, coupled with the impact of Lunar New Year holidays, the purchasing power of servers is weak. This year, the purchasing momentum will mainly focus on Tencent and Baidu, mainly because the second-line operators expand the scale of leasing cloud services in Tencent; In response to the development of self driving, Baidu focuses on the layout and construction of roadside equipment to drive the demand for self driving.

The purchase of server related storage has not cooled down yet, and the price will rise again in the third quarter

In the face of the continuous expansion of the demand for server procurement, although DRAM factory has actively transferred its production capacity to server DRAM, it has not fully met the market demand. Therefore, trendforce estimates that the price of server DRAM may rise by 3-8% in the third quarter.

For enterprise SSD, the purchase volume is expected to increase significantly due to the upcoming large volume of Intel and Chaowei new generation platforms in the third quarter; In particular, this year’s demand for laptops continues to be strong. The overall NAND flash supply market in the third quarter will be tight with the arrival of the peak production season of consumer electronics products. Therefore, it is predicted that the price will rise by nearly 10%.

More reading: trendforce: the inventory of semi-finished server products is on the high side, Trend force: global server shipment will increase by 5.53% in 2018 trend force: global server shipment is expected to increase by nearly 7% in 2021 Quarter growth 5.1% trendforce: in the first quarter of 2021, the revenue of the world’s top ten packaging and testing companies reached 7.17 billion US dollars, The annual growth rate of smart phones in 2021 will converge to 8.5% trendforce: it is estimated that the global PC DRAM chip will rise 23-28% in Q2 in 2021 Global Smartphone Production is expected to reach 342 million in the first quarter, up 25% year on year

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