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China expected to account for over 20% of Quanta server shipments in 2018
Aaron Lee, Taipei; Joseph Tsai, DIGITIMES
Quanta Computer is looking to expand the proportion of its server shipments to China from 15-20% currently to over 20% in 2018 via its subsidiary Quanta Cloud Technology's (QCT) partnership with VMware, according to sources from the upstream supply...
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According to Digitimes Research, with global market demand on a moderate increase in second-quarter 2019, Taiwan-based semiconductor foundries showed recovery. TSMC, UMC and VIS together generated total revenues of US$9.13 billion in the second quarter, up 8.9% on quarter but down 2.5% on year.
According to Digitimes Research, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.