Although PC sales in the second half of 2018 have been seriously undermined by Intel's CPU shortages, the cloud computing server market has been little affected, with Quanta Computer and Wiwynn both saying they have not seen any impact on their white-box server businesses.
With rising demand for server establishment in the Europe market from clients locally and from North America, Quanta has constructed a new factory in Wurselen, Germany with capacity doubling that of its old one. The new factory already entered mass production at the end of November.
Quanta also started using its production lines near its headquarters in Taiwan to manufacture servers as a backup plan for the US tariffs on China-imported products.
Quanta expects its operation to continue achieving a double-digit percentage growth in 2019. Some market watchers believe the growth will be contributed by the company's first-tier clients including Google, Facebook, Amazon, some second-tier Internet service providers and telecom carriers.
Quanta is set to exhibit its 5G solutions at Mobile World Congress (MWC) 2019 and expects network function virtualization (NFV) and software defined networking (SDN) technologies to assist x86-based servers to cross into the telecom equipment market.
Since 5G commercial runs are expected to take off in 2020, the company believes more 5G applications will start to emerge in 2019.
Meanwhile, Wiwynn is also optimistic about the cloud computing market's growth and in addition to its two major clients in North America, the Taiwan-based server maker has also been aggressively expanding its reach to second-tier Internet service providers.
However, unlike Quanta, which focuses more on 5G and artificial intelligence (AI), Wiwynn is investing more on server development and is targeting orders from clients with growth potential.
Quanta aggressively pushing into 5G business
Photo: Digitimes file photo
Article translated by Joseph Tsai
