Apr. 26, 2018 — According to DRAMeXchange, despite the slight decline in shipments in the global server market in the first quarter of this year, related components including CPU, Server DRAM, etc. Demand still maintains the basic stocking force. After entering the second quarter, market demand has clearly recovered. It is expected that server shipments will have a quarter-on-quarter growth rate. Looking at the global market share of server shipments in the first half of the year, the top three players are ranked. Dell EMC, HPE and Inspur, respectively, accounted for 16.6%, 15%, and 7.2% of their shipments.
Liu Jiahao, a senior analyst at DRAMeXchange, pointed out that with the global server shipment status in 2018, shipments will grow by about 4.89% compared to 2017. The main growth momentum is still from the contributions of North American brand manufacturers. , Enterprise Servers still account for the bulk of shipments at this stage, while servers used in Hyperscale Internet Datacentre account for approximately 20% to 30% of total shipments; On the other hand, with the transformation of the industry and the popularity of the cloud concept, business-oriented servers are gradually facing challenges and replaced by the implementation of data centers. Platform-as-a-service (PaaS, Platform as a Service) will receive attention. According to DRAMeXchange estimates, In 2020, the shipment of ultra-large-scale networked data center servers will have the opportunity to approach nearly 40%.
Dell EMC, HPE tops the list, China brand factory reshuffles
In addition, from the perspective of the global shipping market share, the market share of North American brand factory shipments is still very strong at this stage. In the top two global market share of Dell EMC, HPE is still performing steadily in business servers; With the popularity of cloud computing, Dell EMC has a place in the global cloud infrastructure market. On the contrary, profit-oriented HPE abandons the low-margin hyperscale server infrastructure (Hyperscale Server Infrastructure).
On the other hand, benefiting from the promotion of China’s policies and cooperation with private companies, coupled with the deployment of large-scale data centers and the vast majority of servers built by telecom operators, the use of server products made by Chinese manufacturers led the way, and Huawei and Inspur The market share of goods has also increased significantly compared to last year. Inspur has surpassed Lenovo for the first time in terms of steady OEM orders such as BAT, telecom operators and third-party data center infrastructure, ranking third in the market for shipments. In the future, as more companies and governments migrate business systems from traditional data centers to cloud-based and telecom operators' data centers, it is expected to bring growth momentum to Chinese server operators.
