受惠 5G 商轉帶動,2020 年全球伺服器出貨將攀高峰
Date: 2019-04-23
News Type:
根據 TrendForce 記憶體儲存研究(DRAMeXchange)指出,2019 年全球伺服器市場預估仍持續成長,但隨著景氣循環影響,與全球大環境不確定性的壓力下,今年伺服器出貨較 2018 年略微收斂,來到 3.9%。
DRAMeXchange 資深分析師劉家豪指出,從市場面來分析,2018 年全球伺服器主要成長動能仍來自於北美品牌廠的貢獻,占比超過三成。就伺服器屬性來看,商務型伺服器(Enterprise Server)仍為現階段出貨大宗,而出貨至網路型資料中心(Internet Data Center)比重逐年攀升,2019 年將從 2018 年的 35% 成長至近四成。隨著 5G 開始商轉,無論是電信業者與網路服務提供者,對於伺服器的需求將會逐漸提升,預期 2020 年伺服器出貨將會達到高峰。
回顧今年第一季,資料中心需求較不受傳統淡季影響,整體出貨仍然穩定成長,北美直接代工(ODM Direct Business)出貨較前一季成長 1.3%。第二季隨著訂單陸續到位,預估季成長仍有 1%-3% 左右,市占約 26.6%。
而在品牌端,第一季受到淡季衝擊,出貨較前一季衰退兩成以上,但邁入第二季後市況明顯回溫,預計出貨量季成長將超過兩成。若以 2019 上半年全球伺服器品牌廠出貨市占率排名來看,前三名分別為 Dell EMC、HPE(含 H3C)與 Inspur,出貨市占率分別為 15.8%、13.7%、7.5%。
值得一提的是,受到中美貿易戰影響,今年中國一線雲端服務提供業者(Cloud Service Providers,CSP)伺服器採購需求將較去年衰退約 15%,而北美業者受到的影響較有限,今年預計仍會成長 5%-10%。反觀二線業者,如中國的字節跳動(Bytedance)與北美的 NetApp,今年受惠於海外業務拓展與自建資料中心需求挹注,伺服器採購量將較去年成長超過四成。(新聞來源:科技新報)
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