Global server market, 1Q 2024

DIGITIMES Research estimates that global server shipments in the first quarter of 2024 declined by 1.6% from the previous quarter – a result weaker than previously predicted.

The momentum of upgrading general-purpose servers by major US cloud service providers (CSPs) was weaker than expected, and although AI server shipments to the major US CSPs still saw strong growth, their overall server shipments increased only slightly quarter-on-quarter.

Brand vendors experienced higher-than-expected declines in the first quarter of 2024, as compared to the high base of the previous quarter amid significant off-season effects. In the second quarter of 2024, global server shipments are expected to increase by 1.9% sequentially, mainly contributed by brand vendors.

• Introduction

• Key factors affecting the global server market

• Chart 1: Global server shipments, 1Q23-2Q24 (k units)

• Shipments breakdown

• Chart 2: Global shipments by top-10 player, 1Q23-2Q24 (k units)

• Chart 3: Global shipment share by top-10 player, 1Q23-2Q24

• Shipments from Taiwan makers

• Chart 4: Taiwan server shipments and global share, 1Q23-2Q24 (k units)

• Chart 5: Taiwan shipments by top maker, 1Q23-2Q24 (k units)

• Chart 6: Taiwan shipment share by top maker, 1Q23-2Q24

• Foxconn

• Chart 7: Foxconn server shipments, 1Q23-2Q24 (k units)

• Chart 8: Foxconn shipments by client, 1Q23-2Q24 (k units)

• Chart 9: Foxconn shipment share by client, 1Q23-2Q24

• Inventec

• Chart 10: Inventec server shipments, 1Q23-2Q24 (k units)

• Chart 11: Inventec shipments by client, 1Q23-2Q24 (k units)

• Chart 12: Inventec shipment share by client, 1Q23-2Q24

• Quanta

• Chart 13: Quanta server shipments, 1Q23-2Q24 (k units)

• Chart 14: Quanta shipments by client, 1Q23-2Q24 (k units)

• Chart 15: Quanta shipment share by client, 1Q23-2Q24

• Wistron

• Chart 16: Wistron server shipments, 1Q23-2Q24 (k units)

• Chart 17: Wistron shipments by client, 1Q23-2Q24 (k units)

• Chart 18: Wistron shipment share by client, 1Q23-2Q24

• Mitac

• Chart 19: Mitac server shipments, 1Q23-2Q24 (k units)

• Chart 20: Mitac shipments by client, 1Q23-2Q24 (k units)

• Chart 21: Mitac shipment share by client, 1Q23-2Q24

• Wiwynn

• Chart 22: Wiwynn server shipments, 1Q23-2Q24 (k units)

• Chart 23: Wiwynn shipments by client, 1Q23-2Q24 (k units)

• Chart 24: Wiwynn shipment share by client, 1Q23-2Q24

• Client-maker server shipment matrix

• Chart 25: Client-maker partnership matrix, 2Q24 (k units)

• Chart 26: Client shipment share by maker, 2Q24

• Chart 27: Maker shipment share by client, 2Q24

• Chart 28: Client-maker partnership matrix, 1Q24 (k units)

• Chart 29: Client shipment share by maker, 1Q24

• Chart 30: Maker shipment share by client, 1Q24

• Chart 31: Client-maker partnership matrix, 4Q23 (k units)

• Chart 32: Client shipment share by maker, 4Q23

• Chart 33: Maker shipment share by client, 4Q23

• Chart 34: Client-maker partnership matrix, 3Q23 (k units)

• Chart 35: Client shipment share by maker, 3Q23

• Chart 36: Maker shipment share by client, 3Q23

• Annual shipments

• Chart 37: Taiwan and global server shipments, 2019-2023 (k units)

• Chart 38: Global server shipments by top-10 player, 2022-2023 (k units)

• Chart 39: Taiwan server shipments by top maker, 2022-2023 (k units)

• Chart 40: Client-maker partnership matrix, 2023 (k units)

• Chart 41: Client shipment share by maker, 2023

• Chart 42: Maker shipment share by client, 2023

• Summary