Global server shipments are set to grow 2.3% on year in 2025, thanks primarily to investments from US-based cloud service providers.
Abstract
DIGITIMES forecasts that global server shipments will grow by 2.3% in 2025, surpassing 15 million units. However, the growth rate will be lower than in 2024.
Intensifying global tariff wars and escalating geopolitical tensions will lead to more conservative enterprise investments, with a focus on increasingly mature large language model (LLM) applications. While demand for high-priced, high-end AI servers will continue to grow significantly, the pace of growth will slow.
Major North American cloud service providers (CSPs) will remain the primary drivers of server shipment growth in 2025, but US-based brands' shipment growth is expected to face pressure.
Table of contents
Introduction
Key factors affecting the global server market
Chart 1: Key factors affecting 2025 global server shipments: Demand
Chart 2: Key factors affecting 2025 global server shipments: Supply
Chart 3: Global server shipments, 2020-2025 (k unit)
Shipments breakdown
Chart 4: Global shipments by top-10 player, 2024-2025 (k units)
Chart 5: Global shipment share by top-10 player, 2024-2025
Shipments from Taiwan makers
Chart 6: Taiwan server shipments and global share, 2020-2025 (k units)
Chart 7: Taiwan shipment share by top maker, 2020-2025
Vendor type
Chart 8: Shipment share by vendor type, 2020-2025
Shipment matrix
Chart 9: Client-maker partnership matrix, 2024 (k units)
Chart 10: Client shipment share by maker, 2024
Chart 11: Maker shipment share by client, 2024
Summary
Chart 12: Summary of global server market, 2025
