Shulou(Shulou.com)11/24 Report--

CTOnews.com December 9 news, analyst Guo Mingyi said that according to the latest survey, after Elon Musk's acquisition of Twitter, Twitter cut server orders by about 80%.

Guo Mingyi said that almost all Twitter servers use Intel processors, so cutting orders is not conducive to Intel's revenue and profits in 2023. Because the server processor is the key profit driver of Intel, Intel is the main loser.

Twitter is the top three server customers of Weiying, so Twitter order cutting is not conducive to Weiying server shipping kinetic energy in 2023. The worst is yet to come in the server market, where shipments are likely to decline (below market expectations) in 2023, and shipments of key components (such as BMC) still have a potential risk of breaking orders.

CTOnews.com learned that Elon Musk had laid off thousands of people after he took over Twitter after buying Twitter for $44 billion. Musk also instructed the Twitter team to seek to save more than $1 billion a year in infrastructure costs by cutting cloud services and additional server space.

In addition, Guo Mingyi survey shows that Xinhua has revised the 2023 BMC (substrate management controller) shipments. Because Xinhua is the leading manufacturer of BMC, this cut means that the momentum of server shipments in 2023 may be lower than market expectations.

Due to the continuous adjustment of 1H23 server inventory and the recent slowdown in customer demand in 2023, Xinhua's BMC shipment forecast in 2023 may have been reduced to not growing to a decline of 5% YoY (vs. The growth of market consensus is 15% YoY. From other server components (such as storage-related), under the double digits of 1H23 annual shipments and low 2H23 visibility, future server shipments may still have further order-cutting risks.

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