看好伺服器市場 超微財測遠超出市場預期
Date: 2022-03-02
News Type:
因數據中心的伺服器晶片需求火爆,全球第二大電腦中央處理器以及繪圖處理器業者超微(AMD),2021Q4營收與獲利都優於市場預估。超微執行長蘇姿丰表示,相較於其他領域,今年的伺服器業務將「非常強健」。
近年因AI、自動駕駛與元宇宙等新興科技發展,以及後疫情加速企業數位轉型等影響,需要龐大的雲端服務與數據中心提供高效能的算力支援,因此刺激了伺服器市場成長。除了微軟、谷歌會持續投資增設新數據中心,全力發展元宇宙的Meta (原臉書)更是將2022年的資本支出升高至290億~340億美元,年增66%,大約相當於亞馬遜、微軟和谷歌的年度資本支出,這將有利驅動今年伺服器出貨成長。
據IDC統計,2021年全球伺服器市場一直在復甦,以美、中系大型雲端數據中心業者需求力道較強,特別是亞馬遜、谷哥成長最為明顯。不過仍受到全球IC晶片(如電源管理IC)、零組件短缺影響出貨進度,最終2021年全球伺服器市場產值約為1,006億美元,成長4.8%。
展望2022年,電子業者普遍認為IC晶片仍有供不應求的問題,但伺服器產品毛利率較佳,在眾多下游產品中享有較優先供貨權,以及隨著晶圓廠陸續增產,可望使相關晶片缺口逐季紓解。加上大型雲端資料中心需求強勁,及英特爾、超微將於下半年推出新一代CPU等有利因素驅動下,全球伺服器市場可望呈現雙位數增長。
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