The Taiwanese server industry experienced a decline in revenues and shipments in 2023, but is expected to see growth in 2024, according to a report by DIGITIMES Research. The report estimates that Taiwanese server-related business revenue declined by 7% in 2023, reaching more than NT$2 trillion. This decline was smaller than the over 15% decrease in shipments, mainly due to high-end products commanding extremely high unit prices.
The surge in demand for high-end AI servers, driven by major cloud service providers’ campaigns to promote applications of large language models such as ChatGPT, is cited as a contributing factor. Looking ahead to 2024, the generative AI boom and the demand for general-purpose server replacements are expected to drive up Taiwanese makers’ server-related revenue by 15%.
Introduction
The report provides insights into the trends and forecasts for Taiwan server-related revenues. It includes charts depicting the Taiwan server-related revenues from 2020 to 2024 and the revenue share by maker from 2019 to 2023.
Shipments Breakdown
The report also breaks down the shipments of major Taiwanese server makers, including Foxconn, Wistron Group, Quanta, Inventec, and Mitac. It provides detailed charts illustrating the revenue share and shipments of each maker from 2021 to 2023, as well as the shipment share by client from 2019 to 2023.
The full report, which requires a subscription, is available for purchase at NT$39,000 (approximately US$1,300).
Related Story
In a related story, the report highlights the decline in 2023 revenues and shipments in the Taiwan server industry, emphasizing the anticipated growth in 2024.
Overall, the report provides valuable insights into the Taiwanese server industry, offering a comprehensive analysis of the market trends and forecasts for 2024.
