-
- News
- Books
Featured Books
- smt007 Magazine
Latest Issues
Current IssueSolder Printing
In this issue, we turn a discerning eye to solder paste printing. As apertures shrink, and the requirement for multiple thicknesses of paste on the same board becomes more commonplace, consistently and accurately applying paste becomes ever more challenging.
A Culture of Thriving
One cannot simply command thriving; it must be nurtured, developed, and encouraged. In this issue, we explore strategies to improve your working relationship model—both internally and externally. In this culture of thriving, your business will grow in the process.
Certifications
Certifications have historically been seen as a cost of doing business, but how do we turn them into a positive ROI and a value to both customer and vendor?
- Articles
- Columns
Search Console
- Links
- Events
||| MENU - smt007 Magazine
Global Server Shipments Expected to Increase by 2.05% in 2024, with AI Servers Accounting For Around 12.1%
March 4, 2024 | TrendForceEstimated reading time: 2 minutes
TrendForce underscores that the primary momentum for server shipments this year remains with American CSPs. However, due to persistently high inflation and elevated corporate financing costs curtailing capital expenditures, overall demand has not yet returned to pre-pandemic growth levels. Global server shipments are estimated to reach approximately. 13.654 million units in 2024, an increase of about 2.05% YoY. Meanwhile, the market continues to focus on the deployment of AI servers, with their shipment share estimated at around 12.1%.
Foxconn is expected to see the highest growth rate, with an estimated annual increase of about 5–7%. This growth includes significant orders such as Dell’s 16G platform, AWS Graviton 3 and 4, Google Genoa, and Microsoft Gen9. In terms of AI server orders, Foxconn has made notable inroads with Oracle and has also secured some AWS ASIC orders.
Inventec is projected to have the second-highest growth rate, with an estimated annual increase of about 0–3%. While OEM orders are on a declining trend this year, CSP orders are supported by AWS Graviton 3 and 4, as well as Google Milan and Genoa orders, with Google Bergamo expected to start deployment in the second half of the year. In addition to demand from North American CSPs, strong demand from Chinese customers like ByteDance is anticipated. Inventec’s AI server shipments are expected to grow at a double-digit rate this year, accounting for about 10–15% of its total shipments.
Quanta Computer and Supermicro are expected to see their server shipments growth rates remain flat year-over-year. Quanta faces several uncertainties, the most significant of which include a substantial reduction in general-purpose server orders from Meta in the first half of the year and a decrease in demand for Intel platforms from Google, which has shifted its focus to AMD. Quanta is expected to perform better in AI server shipments this year, mainly due to orders from North American cloud customers like Microsoft and AWS, with AI server shipment growth rates also reaching double digits.
Supermicro is focusing on AI server growth this year, with the potential to double its shipments in this segment. However, the lack of a significant rebound in general-purpose server shipments means that overall levels are likely to remain stable. Supermicro’s high-end AI servers, including models like HGX, mainly serve second-tier data centers in Europe and the US, such as CoreWeave and Tesla. The company is also aggressively expanding its efforts to secure AI orders from clients including Apple and Meta.
Overall, AI server shipments from ODMs are expected to be robust in 2024—primarily driven by orders from North American cloud data centers—with both the growth rate and market share of AI servers expected to reach double digits. However, growth for Chinese clients is likely to face constraints due to US restrictions. Servers equipped with advanced AI training chips, like NVIDIA’s H series or AMD’s MI series, are particularly expected to see significant shipment increases.
Suggested Items
NVIDIA Blackwell Platform and ASIC Chip Upgrades to Boost Liquid Cooling Penetration to Over 20% in 2025,
09/23/2024 | TrendForceTrendForce’s latest reports reveal that the launch of NVIDIA’s Blackwell platform, expected in 4Q24, is set to significantly drive the adoption of liquid cooling solutions. Liquid cooling penetration is projected to grow from around 10% in 2024 to over 20% in 2025.
AI Demand Drives Enterprise SSD Contract Prices Up by 25% in Q2 and Boosts Supplier Revenues by Over 50%
09/13/2024 | TrendForceTrendForce's latest reports reveal that the second quarter of 2024 saw a significant increase in demand for enterprise SSDs due to the increased deployment of NVIDIA GPU platforms and rising storage needs driven by AI applications, along with a surge in demand from server brands.
Takaya Exhibiting Flying Probe Test Technology at SMTAI 2024
08/29/2024 | TakayaTEXMAC, the exclusive authorized distributor of Takaya flying probe test systems in North and South America, will be exhibiting highlights of its advanced technology at SMTA International, October 20 - 24, 2024, at the Donald E. Stephens Convention Center in Rosemont, Illinois USA.
Server CPUs Shipments Up 3.8% On-Quarter in Q2
08/12/2024 | Jon Peddie ResearchJon Peddie Research reports that the global client CPU market dropped in Q2’24 from last quarter but showed strong growth of 10.7% over last year, and server CPU shipments increased 3.8% year over year.
AI SSD Procurement Capacity Estimated to Exceed 45 EB in 2024; NAND Flash Suppliers Accelerate Process Upgrades
08/12/2024 | TrendForceTrendForce’s latest report on enterprise SSDs reveals that a surge in demand for AI has led AI server customers to significantly increase their orders for enterprise SSDs over the past two quarters. Upstream suppliers have been accelerating process upgrades and planning for 2YY products—slated to enter mass production in 2025—in order to meet the growing demand for SSDs in AI applications.