2021년4분기 서버출하량 20% 증가할 것(2021.10.31)

2021.10.31

Industry watch: Outlook of the server sector (digitimes.com)

 

Recent messages from friends in IT industry indicate that: commercial notebook sales continue to grow; consumer notebook sales are declining; high-end gaming PC demand remains on a growth track; server demand still strong; and everybody is upbeat about EV's business potential.

개인용 노트북 매출은 감소하고 있으나, 기업용 노트북과 게임용 노트북 수요는 양호하다.

서버 수요도 강한편이고 대부분 사람들은 전기차 비지니스의 잠재력에 낙관적이다.

 

DIGITIMES Research recently gave an internal briefing on the climate of the server and notebook industries.

The data echoed the current market situation. Since Taiwanese firms cover more than 90% of the global server supply chain, basically if you manage to grasp the supply-and-demand status of Taiwanese firms,

you can generally understand the world's market trends.

최근 디지타임즈는 내부 보고서에서 서버와 노트북 산업의 현 상황을 분석하였다.

대만은 글로벌 서버 공급망의 90%이상을 차지하기대문에, 대만회사의 서버 수요와 공급을 파악하면

일반적으로 글로벌 서버 동향을 알수있다.

 

According to DIGITIMES Research, Taiwanese companies are expected to produce nearly 17 million servers in 2021, which mainly go to tech giants such as Facebook, Google, Amazon and Microsoft, as well as brand vendors such as HP, Dell, Super Micro, and even China's Inspur, Lenovo and Huawei.

대만회사들은 2021년에 약17백만대의 서버를 생산할 것으로 예상된다.

이들 서버들은 주로 빅테크 기업인 페이스북,구글, 아마존과 마이크로소프트등에 공급되고, 또한 휴렛패커드나 델, 슈처마이크로와 중국 업체인 인스퍼, 레노바, 화웨이등에도 공급된다.

 

The server industry has been changing in recent years. The business opportunities from large Internet companies which deploy cloud services and data centers are emerging, thanks to the surging market demand.

Traditional iconic brands such as HP and Dell switched to upscale markets and system integration services, which are attributed to their long-term commitment to telecom operators. Market differentiation is taking shape.

 

Worried about the effects incurred by US-China tensions, China-based Inspur, Huawei, Lenovo are developing in-house microprocessors and AI chips with production expansion plans. This will more or less exert an impact on the market share of Taiwanese firms.

 

Servers as well as commercial notebooks have not been significantly affected, although TV and tablet markets are undergoing a sales slump. Sales of servers are predicted to grow at nearly 20% in the final quarter of 2021.

TV나 태블릿 시장은 영향을 받고있으나, 기업용 노트북 수요나 서버 수요는 아직은 크게 영향을 받고있지는 않다.

서버 매출은 2021년4분기에도 전년 동기대비 20%정도 증가할 것으로 예상된다.

 

Output in third-quarter 2021 was 4.48 million units, with a sequential growth of 8.5%, and it will reach 4.59 million units in fourth-quarter 2021, with a sequential growth of 2.4%.

The annual growth rate was 5.4% in the third quarter and will reach 19.5% in the fourth quarter.

2021년3분기 서버 출하량은 전분기대비 8.5% 증가한 4.48백만대였고, 4분기에는 전분기대비 2.4% 증가한

4.59백만대에 달할 것으로 예상된다.

전년 동기대비로는 3분기는 5.4%증가, 4분기는 19.5%증가할 것으로 예상된다.

 

In the server industry there is the so-called "Big Three" incorporating three core functions: computing, storage, and networking. The components shortage related to the respective functions is between 5% to 10%. More critical is the shortage of active components such as PMIC and PLC. The shortage of the passive components is not as serious though.

서버 산업의 3대 요소는 컴퓨팅, 스토리지와 네트워킹이다.

부품 부족은 관련 부문에서 5%에서 10% 사이다.

가장 부족이 심한 부품은 전력관리 반도체와 PLC이다.

 

The output of servers is expected to reach 18.07 million units in 2022, a slight sequential increase of about one million units.

2022년 서버 출하량은 올해보다 약 백만대 증가한 18.07백만대로 예상된다.

 

Taiwan's biggest customers are Facebook, Dell, Amazon, and HP followed by China-based Inspur, Lenovo and Huawei within the top 10. Makers' relocating their server production bases is taking shape a bit differently from that of the notebook sector. Although we've seen notebook makers move their production from coastal regions to Chengdu and Chongqing, both in southwestern China, in the past, the server production operations remain in eastern China. In addition, some manufacturers have been mainly serving the US customers, and any move of production away from China will mostly pick Taiwan as the destination of relocated plants. In the short term, since Taiwan still has sufficient capacity, the server industry's production system will not change much.

 

(Editor's note: This is part of a series of analysis of Taiwan's role in the global ICT industry.)