MIC AISP 2023年第四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2023年第三季產銷表現，從產品組合分析，系統含準系統型態(Full System & Barebone)2023年第三季出貨較上季成長11.6%，年減7.6%，達1,351千台。主板型態(Motherboard)出貨規模較上一季成長7.6%，相較2022年同期降低14.2%，共出貨1,270千片。第三季出貨的主要動能為AWS、Microsoft及Google等美系雲端服務商，以及Coreweave等GPU運算提供商所採購的AI訓練伺服器。上述兩種類型的廠商因採購金額龐大，在GPU產能吃緊、供應有限的情況下，相較其他競爭者擁有較優先的供貨順位。反觀伺服器品牌商則因企業級一般伺服器的需求仍處低谷，且其最新型的AI伺服器產品尚未量產出貨，整體訂單表現不若以往。處理器方面，AMD與Arm架構之處理器更受到雲端服務商青睞，因此整體占比持續增加。另外高度更高，可以容納更多GPU的機架伺服器的占比亦呈上升趨勢。

Taiwanese Server System( Full System & Barebone) Shipment Volume, 4Q 2021 - 2Q 2024

Taiwanese Server Board Shipment Volume, 4Q 2021 - 2Q 2024

Taiwanese Server (System and Board) Shipment Value, 4Q 2021 - 1Q 2024

Taiwanese Server System (Full System & Barebone) Shipment Value and ASP, 4Q 2021 - 1Q 2024

Taiwanese Server Board Shipment Value and ASP, 4Q 2021 - 1Q 2024

Taiwanese Server System (Full System & Barebone) Manufacturer Volume Ranking, 4Q 2021 - 3Q 2023

Taiwanese Server Board Manufacturer Volume Ranking, 4Q 2021 - 3Q 2023

Taiwanese Server (System & Board) Shipment Volume by Assembly Level, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Share by Assembly Level, 4Q 2021 - 3Q 2023

Taiwanese Server(System and Board) Shipment Volume by CPU Architecture, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Share by CPU Architecture, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Volume by CPU Count, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Share by CPU Count, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Volume by Form Factor, 4Q 2021 - 3Q 2023

Taiwanese Server ( System and Board) Shipment Share by Form Factor, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Volume by Production Location, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Share by Production Location, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Volume by Shipment Destination, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Share by Shipment Destination, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Volume by Business Type, 4Q 2021 - 3Q 2023

Taiwanese Server (System and Board) Shipment Share by Business Type, 4Q 2021 - 3Q 2023

Intelligence Insight

Research Scope & Definitions

圖目錄

表目錄

推薦報告

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