Global server market, 4Q 2023

After experiencing a sequential growth of 3.1% in the fourth quarter of 2023, first-quarter 2024 global server shipments are expected to climb another 1.7% sequentially and resume on-year growth.

Leading US-based cloud service providers were keen on AI server purchases in second-half 2023, which squeezed their budget for general-purpose servers. Going into first-quarter 2024, they are set to start a new round of purchases for general-purpose servers, giving rise to brisk server sales despite the traditional slow season.

High interest rates still made enterprises conservative toward their IT infrastructure deployment in fourth-quarter 2023. Although the shipments of new x86-based servers by server brands such as Dell and HPE continued to trend upward, their high costs and enterprises keeping old servers in operation for longer resulted in a slower turnover compared to the previous generation.

• Introduction

• Key factors affecting the global server market

• Chart 1: Global server shipments, 4Q22-1Q24 (k units)

• Shipments breakdown

• Chart 2: Global shipments by top-10 player, 4Q22-1Q24 (k units)

• Chart 3: Global shipment share by top-10 player, 4Q22-1Q24

• Shipments from Taiwan makers

• Chart 4: Taiwan server shipments and global share, 4Q22-1Q24 (k units)

• Chart 5: Taiwan shipments by top maker, 4Q22-1Q24 (k units)

• Chart 6: Taiwan shipment share by top maker, 4Q22-1Q24

• Foxconn

• Chart 7: Foxconn server shipments, 4Q22-1Q24 (k units)

• Chart 8: Foxconn shipments by client, 4Q22-1Q24 (k units)

• Chart 9: Foxconn shipment share by client, 4Q22-1Q24

• Inventec

• Chart 10: Inventec server shipments, 4Q22-1Q24 (k units)

• Chart 11: Inventec shipments by client, 4Q22-1Q24 (k units)

• Chart 12: Inventec shipment share by client, 4Q22-1Q24

• Quanta

• Chart 13: Quanta server shipments, 4Q22-1Q24 (k units)

• Chart 14: Quanta shipments by client, 4Q22-1Q24 (k units)

• Chart 15: Quanta shipment share by client, 4Q22-1Q24

• Wistron

• Chart 16: Wistron server shipments, 4Q22-1Q24 (k units)

• Chart 17: Wistron shipments by client, 4Q22-1Q24 (k units)

• Chart 18: Wistron shipment share by client, 4Q22-1Q24

• Mitac

• Chart 19: Mitac server shipments, 4Q22-1Q24 (k units)

• Chart 20: Mitac shipments by client, 4Q22-1Q24 (k units)

• Chart 21: Mitac shipment share by client, 4Q22-1Q24

• Wiwynn

• Chart 22: Wiwynn server shipments, 4Q22-1Q24 (k units)

• Chart 23: Wiwynn shipments by client, 4Q22-1Q24 (k units)

• Chart 24: Wiwynn shipment share by client, 4Q22-1Q24

• Client-maker server shipment matrix

• Chart 25: Client-maker partnership matrix, 1Q24 (k units)

• Chart 26: Client shipment share by maker, 1Q24

• Chart 27: Maker shipment share by client, 1Q24

• Chart 28: Client-maker partnership matrix, 4Q23 (k units)

• Chart 29: Client shipment share by maker, 4Q23

• Chart 30: Maker shipment share by client, 4Q23

• Annual shipments

• Chart 31: Taiwan and global server shipments, 2019-2023 (k units)

• Chart 32: Global server shipments by top-10 player, 2022-2023 (k units)

• Chart 33: Taiwan server shipments by top maker, 2022-2023 (k units)

• Chart 34: Client-maker partnership matrix, 2023 (k units)

• Chart 35: Client shipment share by maker, 2023

• Chart 36: Maker shipment share by client, 2023

• Summary