Taiwan server revenue and shipment forecast, 2024

DIGITIMES Research estimates that Taiwanese server-related business revenue declined by 7% in 2023, reaching more than NT$2 trillion. It was a much smaller decline than the over 15% decrease in shipments, mainly because high-end products which accounted for a low proportion of the shipments commanded extremely high unit prices.

Major cloud service providers' campaigns to promote applications of large language models such as ChatGPT sent demand for high-end AI servers skyrocketing.

Looking forward to 2024, the generative AI boom and the demand for general-purpose server replacements will drive up Taiwanese makers' server-related revenue by 15%.

• Introduction

• Taiwan server-related revenues

• Chart 1: Taiwan server-related revenues, 2020-2024 (NT$b)

• Chart 2: Taiwan server-related revenues by maker, 2019-2023 (NT$b)

• Chart 3: Taiwan server-related revenue share by maker, 2020-2024

• Shipments breakdown

• Foxconn

• Chart 4: Foxconn server revenue share, 2021-2023

• Chart 5: Foxconn server shipments, 2020-2024 (k units)

• Chart 6: Foxconn server shipment share by client, 2019-2023

• Wistron Group

• Chart 7: Wistron server revenue share, 2021-2023

• Chart 8: Wistron server shipments, 2020-2024 (k units)

• Chart 9: Wistron server shipment share by client, 2019-2023

• Quanta

• Chart 10: Quanta server revenue share, 2021-2023

• Chart 11: Quanta server shipments, 2020-2024 (k units)

• Chart 12: Quanta server shipment share by client, 2019-2023

• Inventec

• Chart 13: Inventec server revenue share, 2021-2023

• Chart 14: Inventec server shipments, 2020-2024 (k units)

• Chart 15: Inventec server shipment share by client, 2019-2023

• Mitac

• Chart 16: Mitac server revenue share, 2021-2023

• Chart 17: Mitac server shipments, 2020-2024 (k units)

• Chart 18: Mitac server shipment share by client, 2019-2023