Quanta Computer and Wiwynn have seen large increases in direct-account orders for data center servers from Facebook and Microsoft, with production capacities already fully utilized, according to Taiwan-based supply chain makers.
Despite brand vendors such as Hewlett-Packard (HP) and Dell strengthening their purchasing costs and adjusting customized server products, large Internet players still continue to place their orders with Taiwan-based ODMs.
In 2014, Quanta's server shipments to Facebook will increase significantly and the ODM will have a chance to start supplying datacenter storage products to the Internet player in the second half. Wiwynn is mainly supplying datacenter storage to Facebook.
For 2014, Quanta expects its server shipments to grow 20% on year and revenues 40%, while Wiwynn expects its revenues to double on year and profits to enjoy a better growth than revenues thanks to its in-house-developed pre-installed software.
Article translated by Joseph Tsai