Mabuchi Consulting: Estimated 2018 annual global server shipments will grow about 5.53%

According to the research conducted by the Semiconductor Research Center of Jibang, due to the industrial transformation, the penetration rate of smart terminal devices has increased. In recent years, most of the services have been integrated through servers. In particular, services that require huge amounts of data for computing and training, and even Driven by the virtualization platform and cloud storage, the demand for servers is increasing. Among them, the server demand in the data center will become the key to the overall server market shipment growth. Global server shipments are expected to grow by 5.53% in 2018.

If we analyze the proportion of global server shipments, the major suppliers are still concentrated in the three major server brands HPE, Dell and Lenovo, the three major plants in 2017 market share of 18%, 17% and 7% respectively; in 2018 Dachang will still maintain the server market advantage, shipping market share will reach 17%, 16%, 7%.

Server memory capacity by carrying increased capacity to promote growth momentum continued strong

From the memory market demand perspective, the capacity of server-powered drive memory usage, according to DRAMeXchange statistics, an average of a data center can accommodate about 8000 to 15000 server racks, and a rack can carry more than 4 different sizes of servers , It is estimated that it will consume about 10Mn GB to 20Mn GB of server memory.At present, more than 10 construction projects are still underway in the seven major network data centers in the world by 2020, of which North American operators include 80% of the world's total, and on the other hand While those in China are benefiting from policy-driven server demand in the data center in the past two years. It is estimated that the annual growth rate of 20% to 30% will be maintained by 2020.

In addition to the Intel and AMD new server platform transformations, there are demands from North American Internet service providers such as Google, Amazon Web Service, Facebook and Microsoft Azure to build new data centers. DRAMeXchange pointed out that, Server Memory The growth rate in 2018 continued to rank first in the major product lines of memory, reaching 28.6%.

Observing the trend of server memory prices, DRAMeXchange pointed out that due to the tight memory supply situation has not changed, the overall server memory contract price in 2017 will rise nearly 40% into the first quarter of 2018, the server memory contract price will further grow about 5-8% Water level; In the mainstream module quotations, first-line factory 32GB server module in the future to $ 300 mark, second-tier plant will be higher than the price level, making the first quarter of next year the price will remain relatively high.