Global server shipments (based on motherboards shipped) amounted to 3.4 million units in the first quarter of 2018, slightly down on quarter, but the shipments are expected to rise 9% sequentially in the second quarter, Digitimes Research estimates.
Taiwan's server makers continued to maintain stable shares of global shipments in the first quarter of the year, but their shipments to leading datacenter operators including Amazon and Microsoft declined slightly from a quarter earlier. Second-quarter shipments to these major clients are expected to pick up on quarter, Digitimes Research indicates in its latest quarterly server report.
Among them, Inventec still led in shipment volume. The company and Quanta Computer both received more orders from Amazon and Facebook in the first-quarter 2018 than a quarter earlier.
Meanwhile, Wiwynn is expected to post the highest quarterly shipment growth in the second quarter of the year, as it has added Amazon as a new major customer, in addition to existing ones such as Microsoft and Facebook.
The continuous tight supply of capacitors will be a major variable that could affect the shipment performance of Taiwan server makers, Digitimes Research indicates.