2Q25 Server Diamond Datasheet
Last Modified
2025-06-24
Update Frequency
Quarterly
Format
EXCEL
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscaler Servers in Memory Consumption.
Key Highlights
- The x86 architecture continues to lead the market, though its share experiences a modest decline.
- ARM-based CPUs see marked gains driven by extensive CSP adoption, with AWS Graviton being notably prominent.
- Intel faces stiff competition from high-core AMD and ARM designs, resulting in a steady loss of market share.
- NVIDIA leverages its GB200 and GB300 series to boost Grace CPU shipments, emerging as a new growth driver.
- Storage server demand is revitalized by AI applications, with distinctive trends observed between the Chinese and North American markets.
- In terms of memory procurement and platform strategies, dynamic CSP actions push companies to favor AMD and adopt DDR5 and PCIe 5.0 solutions for lower TCO and enhanced performance.
Table of Contents
- Index
- Intel Server/Workstation CPU Units Shipment
- AMD Server/Workstation CPU Units Shipment
- Arm Server/Workstation CPU Units Shipment
- Storage Server Shipment
- Hyperscaler Server Units
- Hyperscaler Server CPU Usage Mix
- Hyperscaler Server Barebone (L6) Portion (%)
- China Hyperscaler Server Set (L10) Portion (%)
- Hyperscaler RDIMM Consumption
- Hyperscaler SSD Consumption
- ESSD Form Factor Breakdown
- ESSD Interface Breakdown
- Server DRAM & SSD Consumption Mix
- DDR5 RDIMM & Enterprise SSD PCIe 5.0 Adoption
<Total Pages: 15>
Category: DRAM , NAND Flash , AI Server/HBM/Server
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