DIGITIMES Research estimates that global server shipments in the first quarter of 2024 declined by 1.6% from the previous quarter – a result weaker than previously predicted.
The momentum of upgrading general-purpose servers by major US cloud service providers (CSPs) was weaker than expected, and although AI server shipments to the major US CSPs still saw strong growth, their overall server shipments increased only slightly quarter-on-quarter.
Brand vendors experienced higher-than-expected declines in the first quarter of 2024, as compared to the high base of the previous quarter amid significant off-season effects. In the second quarter of 2024, global server shipments are expected to increase by 1.9% sequentially, mainly contributed by brand vendors.
Chart 2: Global shipments by top-10 player, 1Q23-2Q24 (k units)
Chart 4: Taiwan server shipments and global share, 1Q23-2Q24 (k units)
Chart 37: Taiwan and global server shipments, 2019-2023 (k units)
Chart 38: Global server shipments by top-10 player, 2022-2023 (k units)
Chart 39: Taiwan server shipments by top maker, 2022-2023 (k units)
