The chip industry expects 2018 global server industry will continue to move toward high-speed transmission, high-speed computing and cloud services, with the Taiwan Department of IC design company has already introduced server-related chip solutions, and the layout of customer action has been for several years, the follow-up Grab the strength of foreign chip orders and opportunities will significantly increase.
Taiwan Department of IC designers pointed out that Taiwan's server supply chain is mainly from the PC foundry industry restructuring from the Taiwan Department of IC design companies have inherent advantages, if the technology and products can be effectively upgraded to fight Taiwan server OEM orders in fact is Ten steady.
In the past, the end-brand customers did not completely let go of the decision of component parts. In addition, the foundry server OEMs were still pursuing the trustworthiness of product quality and yield. They did not immediately join hands with Taiwanese IC design companies. However, as the competition in the global server market intensified, For the cost reduction requirements continue to increase, Taiwan-based IC design company has a chip cost competitive advantage, at this moment has become very attractive.
In the second half of 2017, chip shipments of Xinhua and Spectrum brands are on the rise. We can see that the growth of server customer orders has shown a golden opportunity. In the face of the steady growth trend of global server market price increase and technical cooperation, , The innovation that the specification upgrades keeps moving, will be the indispensable important market to the Taiwan-based IC design company that intends to pursue the more benign growth kinetic energy.
At present, MediaTek is vigorously expanding business opportunities in the main server chip market. Realtek, Huiyong and Qunlian also lock in the SSD control chip. As for the advantages of high-speed transmission chips such as Spectrum and Cheung Shuo, Hua and NTT are focusing on niche MCU chip solution business opportunities.
2018 global server industry will continue to grow rapidly, more diversified chip solutions, more competitive cost structure of the chip is expected to be the pursuit of various brands and foundries of the target, Taiwan Department of IC design companies have the advantage At the same time, there is a competitive price-competitive advantage. Taiwan's server supply chain intends to start using local chip solutions to counterbalance the foreign business opportunities. Taiwan's IC design companies have a huge chance of grabbing orders in 2018.
Although Taiwan-based IC design company launched the server-related chip solutions may not be comparable with the international chip maker in the short term, but if practical and competitive chip solutions, Taiwanese products compared to the international Chip makers are not inferior, especially in 2018 global brand and white server market demand is still very strong, including high, medium and low-order server products have considerable market demand, Taiwan IC design industry may Hope to expand access to customer orders, and further enhance the chip market share.