Server demand was slow in the first half of 2019, but growth has resumed starting in the second half, with Facebook becoming the biggest client for Taiwan-based server ODMs in the third quarter, according to Digitimes Research's latest findings. In the components supply chain, the launch of Apple's new AirPod Pro will boost shipments of SiP substrate suppliers, reportedly including Taiwan-based Kinsus and Nan Ya PCB.
Global server shipments to continue growth in 4Q19, says Digitimes Research: Global server shipments picked up 11.2% sequentially in the third quarter of 2019, a growth similar to Digitimes Research's forecast made in the previous quarter, and are expected to see a mild on-quarter increase in the fourth quarter, better than Digitimes Research's original anticipation of a slight drop. The server industry will also see its first quarterly on-year growth in 2019 in the fourth quarter.
Kinsus, Nan Ya reportedly among SiP substrate suppliers for new AirPods: Taiwan's Kinsus Interconnect Technology and Nan Ya PCB are both reportedly among SiP (system in package) substrate suppliers for Apple's just-unveiled AirPods Pro series, which adopt SiP design to integrated related chip components to support new functions including noise cancellation and water resistance, according to industry sources.
