MIC AISP 2023年第一季台灣伺服器產業產銷暨重要趨勢分析

前言

觀察台灣伺服器產業2022年第四季產銷概況，從產品組合分析，系統含準系統型態(Full System & Barebone)2022年第四季出貨較上季衰退7%，較2021年同期成長4.4%，達1,360千台。主板型態(Motherboard)出貨規模較上一季衰退5.5%，相較2021年同期僅上升0.2%，共出貨1,505千片。在CPU搭載平台比重部分，AMD改善整體軟硬體系統搭配狀況，與雲端服務商客戶關係更加穩固，提高品牌客戶與雲端服務商選擇搭載AMD處理器，在台灣伺服器產業出貨占比也持續增加，第四季占比達16.3%。在客戶端部分，中國大陸雲端服務商受到經濟環境不佳、政策管控的影響，整體拉貨動能下滑，因中國大陸雲端服務商需使用中國國產品牌伺服器，連帶影響到中國大陸伺服器品牌商浪潮、聯想及華為出售後，獨自營運的x86伺服器業務超聚變(xFusion)的出貨量。

Taiwanese Server System( Full System & Barebone) Shipment Volume, 1Q 2021 - 3Q 2023
Taiwanese Server Board Shipment Volume, 1Q 2021 - 3Q 2023
Taiwanese Server (System and Board) Shipment Value, 1Q 2021 - 2Q 2023
Taiwanese Server System (Full System & Barebone) Shipment Value and ASP, 1Q 2021 - 2Q 2023
Taiwanese Server Board Shipment Value and ASP, 1Q 2021 - 2Q 2023
Taiwanese Server System (Full System & Barebone) Manufacturer Volume Ranking, 1Q 2021 - 4Q 2022
Taiwanese Server Board Manufacturer Volume Ranking, 1Q 2021 - 4Q 2022
Taiwanese Server (System & Board) Shipment Volume by Assembly Level, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Share by Assembly Level, 1Q 2021 - 4Q 2022
Taiwanese Server(System and Board) Shipment Volume by CPU Architecture, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Share by CPU Architecture, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Volume by CPU Count, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Share by CPU Count, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Volume by Form Factor, 1Q 2021 - 4Q 2022
Taiwanese Server ( System and Board) Shipment Share by Form Factor, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Volume by Production Location, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Share by Production Location, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Volume by Shipment Destination, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Share by Shipment Destination, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Volume by Business Type, 1Q 2021 - 4Q 2022
Taiwanese Server (System and Board) Shipment Share by Business Type, 1Q 2021 - 4Q 2022
Intelligence Insight
Research Scope & Definitions

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