Server demand may have been slow in 2019 with clients adjusting inventory, but orders are expected to pick up in 2020. Major suppliers are eyeing different segments for server shipment growth. The year 2020 is promising not just for the server supply chain; the semiconductor sector is also looking forward to strong growth, to be fueled particularly by 5G commercialization. MediaTek is expected to ship over 50 million 5G SoCs in 2020, supporting both sub-6GHz and mmWave. Apple is also expected to launch its first 5G iPhone next year, but for PCB makers, the next-generation iPhone ecosystem will still be dominated by a couple of SLP suppliers.
Taiwan white-box server shipments to rebound in 2020: Taiwan's white-box server shipments are expected to rebound in 2020 after public cloud datacenter players finish adjusting their inventory levels in 2019, according to sources from the upstream supply chain.
MediaTek 5G SoC shipments likely to top 50 million units in 2020: MediaTek is expected to ship over 50 million 5G SoC chips in 2020, during which it will roll out three to four 5G SoC series supporting both sub-6GHz and mmWave, according to industry sources.
Two PCB makers expected to share bulk of SLP orders for next iPhone: Taiwanese PCB maker Zhen Ding Technology (ZDT) and Austrian peer AT&S are expected to together land at least 50-60% of substrate-like PCB orders for Apple's next iPhones to be launched in 2020, according to industry sources.