In first-quarter 2022, server manufacturers still struggled with the problem of some low-end ICs being in worse shortage than others and the Lunar New Year holidays slowed down their shipment momentum.
Taiwanese manufacturers demonstrated strong ambition toward adopting ISA-95 Layer 1 and 2 manufacturing equipment automation as well as Layer 5 e-operation and product management automation.
Fourth-quarter 2021 global server shipments grew 2.9% sequentially. IC and component shortages continue to haunt the server industry in the first quarter of 2022.
Taiwan-based makers' server-related revenues grew 7.1% on year to reach NT$1.65 trillion in 2021, outperforming that of shipments, which was only 4.5%.
Taiwan-based manufacturers' revenues generated from server-related businesses including motherboards, complete systems as well as network communication and storage hardware and software are estimated to have grown 7.1% year-over-year to reach NT$1.65 trillion in 2021.
According to Digitimes Research's statistics and analyses, the 2021 global server market has a supply-demand gap as large cloud service operators step up orders to meet the pandemic-driven demand for cloud services, WFH and online services but the IC and component shortage disrupts shipment schedules.
Third-quarter global server shipments only increased 8.5% from the prior quarter due to some ICs and components being in worse shortage than the others.
Large datacenter demand will remain the main growth driver for server shipments 2021 through 2026. On top of that, 5G white-box telecom datacenter demand will also spur some growth. Along with IC and component supply gradually returning to normal levels, global server shipments are projected to grow at a CAGR of 6.9%.
Taiwan-based makers' server-related revenues are expected to climb 7.6% on year in 2021, buoyed by growing demand from cloud service operators, while global server shipments will pick up 5.6% on year.
