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In 2020, the server shipment volume will reach 12.7 million, and the server storage chip will be prosperous to Q3

Time:2020-05-22 Views:400
With the construction of 5g network, as well as the housing economic growth driven by the "epidemic", cloud computing spending continued to grow, server shipments also maintained a strong trend, driving the demand for related data center business, server CPU, storage chips and so on to rise synchronously.
In 2020, Q1 cloud computing giants Amazon, Microsoft and Google‘s cloud computing business revenue increased year-on-year and month on month, with a total capital expenditure of US $15.2 billion, up 53.2% year-on-year. In the second quarter, Microsoft will continue to increase cloud computing infrastructure construction, but Google‘s capital expenditure in 2020 is expected to be slightly lower than that in 2019 due to the impact of the "epidemic" currently unclear.
In addition to the three overseas cloud computing giants, Tencent will spend most of its Q1 capital expenditure on server procurement and cloud business support in 2020. In the future, it will add a number of super large data center clusters, with more than one million servers planned to be deployed in the long term. Alibaba cloud announced that it will invest 200 billion yuan in three years to research and develop major core technologies such as cloud operating system, server, chip, network and data center construction.
In addition, operators also further expand the deployment of server equipment to cope with the substantial increase in network traffic. Recently, China Telecom has invited 56314 servers for centralized procurement and 2000 artificial intelligence servers for centralized procurement, and plans to invest 100 billion yuan to build mobile cloud in the next three years, making cloud business one of the most important strategies for the company‘s future development.
Due to the surge in demand for large-scale cloud service providers, according to omdia data, the server shipment volume in 2019 was 11.9 million units, an increase of 4% compared with 11.4 million units in 2018, especially in the fourth quarter, the shipment performance was outstanding, an increase of 27% in the quarter. In 2020, Q1 server shipments continue to grow, with a year-on-year growth of more than 30% to 3.3 million units. Considering the prosperity of cloud servers, it is expected that in 2020, the annual shipments will reach 12.7 million units, with an annual growth of 6.7%. However, we still need to pay attention to the impact of epidemic development and economic recession on the server market.
Thanks to the increase of server demand, in 2020, the business income of Intel data center in Q1 increased by 43% year-on-year, and the unit shipment volume of AMD server product epyc increased by double digits on a month on month basis, more than three times on a year-on-year basis. At the same time, the demand and price of server storage DRAM and SSD continued to increase on a month on month basis, and the demand is expected to continue to Q3.
Compared with the server market, due to the impact of the "epidemic", it is difficult to judge the prospects of the global consumer market, especially the demand for smart phones. The latest market forecasts that smartphone shipments will probably decline by 10% in 2020. If the overseas "epidemic" cannot be alleviated significantly in the second half of the year, the recession may be larger, and the conservative forecast is that the recession will expand to 13%.
Because of the strong demand in the server market, to some extent, it made up for the decline in the demand for consumer electronic products such as mobile phones. DRAM and NAND flash production capacity such as Samsung, Jiaxia, western data, SK Hynix, Meguiar, etc. gave priority to supply, and increased the demand for high-capacity, high-performance SSD and 3D xpoint SSD products, which became the backbone of stable profits for the original factory in 2020.
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