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

CTOnews.com, March 1, according to TrendForce Ji Bang Consulting Research report, in addition to the persistent economic weakness and high inflation, prompting the four major North American cloud service providers (CSP) to revise their server purchases this year, Enterprises OEM, including Dell and HPE, has also begun to reduce the production of ODM motherboards. TrendForce Jibang Consulting believes that global server shipments will fall to 14.43 million units in 2023, with an annual growth rate of 1.31%. The move of OEM to revise the shipping outlook is not only due to the lower than expected terminal demand, but also due to the influence of parts inventory adjustment and client control of financial expenditure.

The slowdown in the introduction of new platforms by American OEM customers will affect the annual shipping growth rate of HPE and Dell in 2023. OEM operators may face considerable target adjustments this year, including traditional enterprise brand suppliers led by Dell and HPE, while Inspur (CTOnews.com), the third largest OEM operator, is mainly affected by policy factors. In terms of Dell, the semi-finished products in ODM and warehousing still need to be solved. Even if the pressure can be temporarily relieved by transferring ODM orders, it is still unable to effectively reduce inventory. Therefore, it is estimated that the annual decline in Dell server shipments this year will expand to 8.1%. However, server shipments are still declining this year, with an annual decline of 6.2%. In addition, according to the TrendForce Jibang consultation survey, enterprise-end customers generally want to reduce the platform conversion rate after Ice Lake because of cost considerations, which will directly affect the proportion of Sapphire Rapids shipments this year and the planning of the follow-up Emerald Rapids models, so there is still a risk of recession in the follow-up Dell and HPE shipments.

The purchase of CSP servers in China has halved, and the growth of Inspur server shipments is limited. TrendForce Ji Bang Consulting said that the demand for servers in China is still highly supported at the policy level, such as the State-owned assets Cloud and the East-West calculation Project last year. At present, the Chinese market is facing a significant transformation, which has not yet had an impact on global server demand, but is expected to lead to a series of ecosystem changes. In terms of Inspur, shipments in 2023 are focused on country-level projects and operators' tenders, and it is expected that the momentum of shipments will be relatively weak in the first quarter and will gradually increase after the second quarter. However, TrendForce Jibang Consulting estimates that Inspur server shipments will still be in recession this year, with an annual decrease of about 3.2%. The main reasons are: first, the server demand brought by the Internet has obviously shrunk in the past, and the number of server purchases, including Baidu (Baidu), Alibaba (Alibaba) and Tencent (Tencent), has all been halved compared with the past; second, the bidding projects of State-owned assets Cloud and Dongshu Western Computing Project are lagging behind. Third, the emerging domestic OEM operators, including ZTE (ZTE), H3C (Xinhua III), xFusion (superfusion) and third-party organizations dominated by China Xinchuang, will share the territory of Inspur; fourth, the incentive factors brought about by post-epidemic recovery have not been significantly sustained, and the consumer gap caused by inflation has widened, resulting in delays in enterprise-side procurement plans.

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