MIC AISP 2022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2022年第三季產銷概況，從產品組合分析，系統含準系統型態(Full System & Barebone)的2022年第三季出貨較上季增加10.5%，較2021年同期上升12.9%，達1,463千台。主板型態(Motherboard)出貨規模較上一季提升8.3%，較2021年同期上升7%，達1,593千片。美系雲端服務商仍維持在全球建造資料中心的步調，定期釋出資料中心新的設置地點與服務推出區域，因此成為第三季伺服器的主要採購者。中國大陸儘管於第三季積極追趕於第二季因封控遞延的產能，百度、阿里巴巴、騰訊等中系雲端服務商，受到當地經濟及政策因素的影響，2022年在雲端服務及資料中心之發展態勢趨緩，惟字節跳動仍維持成長的動能。我國伺服器代工業者在供給端面臨不定期封控、政策調整的風險，需求端則須符合美系客戶對資安的要求，加速將產線移出中國大陸，遷回台灣或移至東南亞、中南美洲等地，藉此增強供應鏈韌性。

Taiwanese Server System( Full System & Barebone) Shipment Volume, 4Q 2020 - 2Q 2023
Taiwanese Server Board Shipment Volume, 4Q 2020 - 2Q 2023
Taiwanese Server (System and Board) Shipment Value, 4Q 2020 - 1Q 2023
Taiwanese Server System (Full System & Barebone) Shipment Value and ASP, 4Q 2020 - 1Q 2023
Taiwanese Server Board Shipment Value and ASP, 4Q 2020 - 1Q 2023
Taiwanese Server Board Manufacturer Volume Ranking, 4Q 2020 - 3Q 2022
Taiwanese Server Board Manufacturer Volume Ranking, 4Q 2020 - 3Q 2022
Taiwanese Server (System & Board) Shipment Volume by Assembly Level, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Share by Assembly Level, 4Q 2020 - 3Q 2022
Taiwanese Server(System and Board) Shipment Volume by CPU Architecture, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Share by CPU Architecture, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Volume by CPU Count, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Share by CPU Count, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Volume by Form Factor, 4Q 2020 - 3Q 2022
Taiwanese Server ( System and Board) Shipment Share by Form Factor, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Volume by Production Location, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Share by Production Location, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Volume by Shipment Destination, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Share by Shipment Destination, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Volume by Business Type, 4Q 2020 - 3Q 2022
Taiwanese Server (System and Board) Shipment Share by Business Type, 4Q 2020 - 3Q 2022
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Research Scope & Definitions

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