Global server shipments grew by 7.3% sequentially in the second quarter of 2024, surpassing previous forecasts. The main reasons are the initiation of general-purpose server updates by more large US cloud service providers and the continuous increase in procurement and shipments of high-end AI servers by cloud service providers and brand vendors, according to DIGITIMES Research.
DIGITIMES Research also notes that global server shipments will likely grow by 1.6% sequentially in the third quarter, with the main contribution still coming from large cloud service providers.
The four major North American cloud service providers will all see shipment growth, and the demand recovery seen in Chinese cloud service providers in the second quarter will likely continue into the third quarter. However, brand vendors may see shipment declines compared to the previous quarter.
Chart 2: Global shipments by top-10 player, 2Q23-4Q24 (k units)
Chart 4: Taiwan server shipments and global share, 2Q23-4Q24 (k units)
Chart 37: Taiwan and global server shipments, 2020-2024 (k units)
Chart 38: Global server shipments by top-10 player, 2023-2024 (k units)
Chart 39: Taiwan server shipments by top maker, 2023-2024 (k units)
