Global server market, 3Q 2023

High interest rates persisted in third-quarter 2023, crippling corporate purchasing, and causing brand vendors such as Dell and HPE to reduce spending on solutions from new Intel and AMD platforms. Meanwhile, large North American CSPs were shifting their purchases to high-end AI servers amid poor results from the traditional cloud computing sector, which resulted in a continued decline in overall server shipments on a quarterly basis.

Shipments to Meta and Google both dropped by more than 10% quarterly. Shipments for datacenters in China increased slightly, as a result of a comparison to an already very low base in the previous quarter.

Looking ahead to fourth-quarter 2023, overall shipments to large North American CSPs will rebound. Demand is bottoming out, AI server shipments are expanding, and Amazon is aggressively shifting to its own Arm-based platform. Brand vendors' shipments will grow 4.5% sequentially, driven by shipments featuring new processor platforms. Shipments to large CSPs, such as Meta and Amazon, will also rebound, and Taiwanese ODM Wiwynn will outperform its competitors in terms of shipments.

• Introduction

• Key factors affecting the global server market

• Chart 1: Global server shipments, 3Q22-4Q23 (k units)

• Shipments breakdown

• Chart 2: Global shipments by top-10 player, 3Q22-4Q23 (k units)

• Chart 3: Global shipment share by top-10 player, 3Q22-4Q23

• Shipments from Taiwan makers

• Chart 4: Taiwan server shipments and global share, 3Q22-4Q23 (k units)

• Chart 5: Taiwan shipments by top maker, 3Q22-4Q23 (k units)

• Chart 6: Taiwan shipment share by top maker, 3Q22-4Q23

• Foxconn

• Chart 7: Foxconn server shipments, 3Q22-4Q23 (k units)

• Chart 8: Foxconn shipments by client, 3Q22-4Q23 (k units)

• Chart 9: Foxconn shipment share by client, 3Q22-4Q23

• Inventec

• Chart 10: Inventec server shipments, 3Q22-4Q23 (k units)

• Chart 11: Inventec shipments by client, 3Q22-4Q23 (k units)

• Chart 12: Inventec shipment share by client, 3Q22-4Q23

• Quanta

• Chart 13: Quanta server shipments, 3Q22-4Q23 (k units)

• Chart 14: Quanta shipments by client, 3Q22-4Q23 (k units)

• Chart 15: Quanta shipment share by client, 3Q22-4Q23

• Wistron

• Chart 16: Wistron server shipments, 3Q22-4Q23 (k units)

• Chart 17: Wistron shipments by client, 3Q22-4Q23 (k units)

• Chart 18: Wistron shipment share by client, 3Q22-4Q23

• Mitac

• Chart 19: Mitac server shipments, 3Q22-4Q23 (k units)

• Chart 20: Mitac shipments by client, 3Q22-4Q23 (k units)

• Chart 21: Mitac shipment share by client, 3Q22-4Q23

• Wiwynn

• Chart 22: Wiwynn server shipments, 3Q22-4Q23 (k units)

• Chart 23: Wiwynn shipments by client, 3Q22-4Q23 (k units)

• Chart 24: Wiwynn shipment share by client, 3Q22-4Q23

• Client-maker server shipment matrix

• Chart 25: Client-maker partnership matrix, fourth-quarter 2023 (k units)

• Chart 26: Client shipment share by maker, fourth-quarter 2023

• Chart 27: Maker shipment share by client, fourth-quarter 2023

• Chart 28: Client-maker partnership matrix, third-quarter 2023 (k units)

• Chart 29: Client shipment share by maker, third-quarter 2023

• Chart 30: Maker shipment share by client, third-quarter 2023

• Chart 31: Client-maker partnership matrix, 2Q23 (k units)

• Chart 32: Client shipment share by maker, 2Q23

• Chart 33: Maker shipment share by client, 2Q23

• Annual shipments

• Chart 34: Taiwan and global server shipments, 2019-2023 (k units)

• Chart 35: Global server shipments by top-10 player, 2022-2023 (k units)

• Chart 36: Taiwan server shipments by top maker, 2022-2023 (k units)

• Chart 37: Client-maker partnership matrix, 2023 (k units)

• Chart 38: Client shipment share by maker, 2023

• Chart 39: Maker shipment share by client, 2023

• Summary