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The 2023 report analyzes a 5.7% Q2 decline in global server shipments, a modest 1.5% rebound expected in Q3, the shift toward high‑priced AI servers, TrendForce's revised forecast of 13.835 million units, and IDC's forecast of rapid growth in China's liquid‑cooling data‑center market.
The report estimates that China's Xinchuang (independent‑innovation) market across eight strategic industries encompasses over 2.3 million PCs and 0.57 million servers, representing more than 1 trillion CNY in PC hardware and 2.5 trillion CNY in server hardware, with an annualized market potential exceeding 900 billion CNY when combined with government sector demand.
The IDC Q2 2020 report shows a 19.8% year‑over‑year increase in global server vendor revenue to $24 billion, an 18.4% rise in shipments to nearly 3.2 million units, detailed vendor market‑share rankings, and strong regional growth especially in APAC.
The IDC Q2 2020 report shows global data‑center hardware markets where server revenue surged 19.8% to $24 billion, storage revenue fell 5% to $6.3 billion, and Ethernet switch revenue slipped 6.3%, with China outperforming in all three segments.
This report analyzes the rapid rise of white‑label (OEM/ODM) servers, examining why they are gaining market share, the impact of cloud‑computing demand, the shifting boundaries between white‑label and branded vendors, and how both sides are adapting through customization, open‑hardware initiatives and joint development models.
This report analyzes the rapid rise of white‑label servers, compares their business models and market share with traditional brand servers, examines the driving forces such as cloud‑computing demand and hardware open‑source initiatives, and discusses how the evolving industry landscape will shape the future competition between white‑label and brand server manufacturers.