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keyword:Mark Liu33 result(s)

Press Releases
x86 Server CPUs Remain Market Mainstream, 7nm Platform May Help AMD to Increase Market Share, Says TrendForce

2018/11/28

Semiconductors / Consumer Electronics

DRAMeXchange, a division of TrendForce, notes that x86 continues to be the mainstream architecture for server CPUs this year, with Intel and AMD being the market leaders Particularly, Intel dominantly represents around 98% of the total server CPU shipments worldwide in 2018 For the next year, the market share of AMD x86 server CPUs is expected to go up to 5%, after the company’s introduction of 7nm CPUs to the market “Generally speaking, Intel will remain the leader in server CPU market”, says Mark Liu, senior analyst from DRAMeXchange However, competitions will come from AMD, who is on pace to migrate to more advanced processes and to offer solutions with better performances and lower power consumption AMD’s solutions have been adopted by a small scale of cloud service providers like Baidu, Ali Cloud and AWS AMD may have a chance to scale up in volumes after 7nm products are launched in the future Purley Gen 2 remains in 14nm process, AMD 7nm solutions may be released in 2H19 The latest survey of mainstream server CPU platforms finds that the market penetration rate of product lines based on Intel Purley Gen 1 (Sky Lake) has already reached 60% and is estimated to reach 65% at the end of 2018 Current consumers of Sky Lake products are mainly cloud service providers and alike, which require high-performance computing server products In terms of product plan for the next year, Purley Gen 2 Cascade Lake will be still produced on 14nm process, the same as Gen 1 The new solution will not become the market mainstream until 2H19 For customized premium products, Intel will release Cascade Lake Xeon-AP (Advance Performance) in 2019 Currently, this product line still remains in the stage of verifying, so its small-scale market release will be delayed to the end of 2019 Around 70% of AMD's product lines have been transferred to new EPYC systems this year, while the company’s Naples solutions have migrated from 28/32nm to 14nm process, with computing performance improved significantly However, AMD takes only about 2% in the current server CPU market This is because AMD provides mainly 1-socket solutions, and the limited offerings have constrained the company’s market expansion compared with Intel AMD's new solution, Rome, will migrate to the 7nm process The company will also switch from GlobalFoundries to TSMC for future collaboration of product development on 7nm process Previous problems of high power consumption will also be corrected The Rome platform server processors are expected to enter production in 1Q19 and have a chance to come onto the market in the second half of next year DRAMeXchange notes that the penetration of new platforms may drive the average content per box in servers In 2019, the average density of DRAM in a server will see an annual growth of 25% YoY, significantly lower than almost 40% growth in 2018

Press Releases
The Trade War Has Limited Impact on North American Data Centers, but Server Makers May Consider Moving Production Facilities out of China, Says TrendForce

2018/09/20

Semiconductors / Consumer Electronics

According to the latest report by DRAMeXchange, a division of TrendForce, North American markets contribute to around 40% of the global server demand, but Trump’s threat of steep tariffs on Chinese goods, including server imports, may bring more risks to Taiwanese server ODMs, whose production are mainly based in China Therefore, Taiwanese server makers are now considering moving their production facilities back to Taiwan With the next wave of tariffs going into effect on September 24, tariffs of 10 percent will be imposed on Chinese products like servers, server modules, motherboards and network switches, so server makers are bound to relocate their facilities to minimize the impacts of the trade war on their businesses  The trade war has limited impact on North American Data Centers According to Mark Liu, senior analyst at DRAMeXchange, around 40% of the global server demand comes from North American markets, among which ODM Direct orders from Google, AWS, Microsoft and Facebook account for 20% of the global server demand However, the new round of tariffs may have limited impact on North American Data Centers, who are unlikely to face significant cost increase of servers, for the server manufacturers have taken measures to minimize the impacts Particularly, Google and AWS will be the least influenced, for the server ODMs working with the two companies locate the manufacturing houses mainly in Taiwan These ODMs will continue to increase the share of Taiwan-based production In addition, the assembly houses of servers are located in Europe and America, thus will not be influenced by the tariffs As for Facebook and Microsoft, the two have negotiated with their server ODM partners in advance, taking risk assessment and figuring out measures for the future Their ODMs have already developed plans of moving production facilities, and will make adjustments according to the updates of trade policies Server ODMs are considering moving their production facilities out of China to minimize impacts On the contrary, Taiwanese server ODMs, such as like Quanta, Wistron, IEC, and MiTAC, will be largely impacted by the latest round of tariffs due to the rising costs for key components, including motherboards and server modules Some of the motherboards are made in China-based L6 manufacturing houses, while the server modules are assembled and packaged in China as well In comparison, their L10 assembly houses, which are mainly located in the tax-free zone on the US-Mexico border, will be hardly influenced Quanta mainly focuses on ODM Direct business and making server products for data center customers in North America, with Google, AWS, Azure and Facebook being its major clients Quanta, which locates its L10 assembly houses in the US, may be significantly influenced by the new tariffs if the servers are directed imported from China Therefore, it has been considering moving the server manufacturing out of China to avoid the cost increases of server units and server components In addition, the rising labor costs in China have also made the server makers relocate their facilities in Taiwan and Southeast Asia IEC will be the least influenced by the new round of tariffs among the major server makers, because over 60% of its revenue comes from conventional ODM business, where it makes servers for other branded server suppliers Following that, orders from major American and Chinese Cloud service companies like Google, Baidu and Alibaba, also contribute to a considerate part of IEC’s business For products to be shipped to North America, IEC will continue to assemble them in Czech and Mexico To avoid potential trade issues and to lower the costs, IEC may also move its production lines of barebone motherboard and Level 6 grade server from Shanghai back to Taiwan in the future Wistron, as the world’s largest supplier of motherboard and the server supplier to OEMs including Dell and HPE, will be greatly impacted by the new tariffs for its manufacturing houses are mainly located in China To cope with the trade issues through more flexible production plans, Wistron may build new production lines in Taiwan in addition to current facilities in Zhongshan, China The assembly of servers for North American data center customers will remain in the tax-free border zone, thus will be less impacted by the trade war DRAMeXchange notes that, for the short term, server makers tend to move the manufacturing out of China or relocate the assembly sites to avoid the potential tariffs However, considering the potential risks in the long run, the server makers may consider moving the facilities back to Taiwan

Press Releases
Huawei’s Server Shipment to China to Reach a New Record High due to Surging Demand in China, Says TrendForce

2018/08/30

Semiconductors

According to the latest report by DRAMeXchange, a division of TrendForce, the Chinese market has witnessed a surging demand for servers in 2018 The number of servers shipped to China will increase by 23% YoY in 2018, and account for 256% of the global server shipments this year, up from 218% in 2017 The demand grows significantly since the Chinese government has been encouraging domestic companies to adopt servers of domestic brands, together with the increasing amount of servers used for hyperscale internet data centers Huawei’s server shipment to China will grow by 315% YoY, reaching a new record high According to Mark Liu, senior analyst at DRAMeXchange, Huawei’s shipment of servers to China is expected to reach a new record high of 700,000 units this year, a YoY growth of 315% This outstanding growth is due to the stable demand from data centers as well as from major telecom operators like China Mobile and China Telecom The shipment to the Chinese market will account for around 30% of Huawei’s annual global server shipments, up from 20% in 2018 The increasing shipment is also attributed to the anticipated growth of server demand from European car manufacturers and telecom operators, in response to the development of autonomous driving market and 5G in the next three to five years Inspur will ship nearly one million servers to the Chinese market, and will supply half of the servers needed by BAT Inspur’s shipment to the Chinese market is expected to reach 900,000 this year, a YoY growth of 353%, due to the supportive policies and subsidies from the government, as well as the development of third-party data centers in China In addition, Inspur has also seen steady growth in high-performance servers thanks to Chinese Internet service providers’ expanding data-related business On the other hand, Inspur has adopted the business model of Joint Design Manufacturer (JDM) this year which features a high degree of innovation and customization As the result, Inspur is expected to supply 50% of the servers needed by BAT, significantly up from 30% of last year The impact of China-US trade war is still limited in the short term Currently, the China-US trade war has only a limited impact on Huawei and Inspur, whose server businesses mainly focus on the Chinese market If the US issues new tariffs on Chinese products in the future, then servers and their components, such as motherboard and server module, may face an extra tariff of 10% to 25%, due to the trade tax difference and value-added tax As for other server manufacturers, they may need to cope with the tax for server components, in addition to tax for servers However, according to DRAMeXchange, most server manufacturers other than China-based ones have their assembly plants located in the duty-free zone on the US-Mexico border, and only limited items are currently affected by the tariff list Therefore, the impact of China-US trade war is still limited in the short term However, since pending tariff list includes server modules, the further impact on the industry remains to be seen

Press Releases
Edge Computing Will Drive the Growth of Micro Server, Boosting the Demand for Server DRAM, Says TrendForce

2018/07/25

Semiconductors

DRAMeXchange, a division of TrendForce, estimates that x86-based solutions will continue to be the market mainstream in 2018, with a global shipment share of 97% Intel and AMD will continue to lead the development of server Particularly, in the sector of Internet Datacenter, solutions based on the x86 architecture will still dominate the market due to its wide product range According to Mark Liu, senior analyst at DRAMeXchange, enterprise servers contribute to around 60% of the global server shipments, while hyperscale server applications account for around 30% The demand for micro servers used in edge computing is projected to see significant growth in the next 3 to 5 years due to the construction of data center and the implementation of 5G after 2020 This trend is also expected to drive the demand for related components and DRAM products considerably The average content per box continues to see 20% annual growth in 2019 as Intel and AMD promote new platforms Currently, x86-based solutions are still the market mainstream, while the penetration rate of Intel’s Purley platform has reached about 50% Meanwhile, AMD has been migrating to products based on 14nm process Previous product lines will be phased out as the wafer starts of 14nm process gradually increase As for ARMv8 and RISC architecture, products are built to order at this stage with small production volume, mainly for the data center market These two architectures are not able to compete with x86 servers until 2020, but may be adopted in more applications after that as the penetration rate of micro servers increases In terms of the product roadmap, Intel's Cascade Lake will still be based on the third-generation 14nm process, but would not become the mainstream until the second half of 2019 AMD's new solution will migrate to the 7nm process, with its EPYC Series becoming the main product line this year The AMD Rome platform server processor will also have a chance to come onto the market in the second half of next year DRAMeXchange notes that, the penetration of new platforms may drive the average content per box The average density of DRAM in servers will continue to see 20% annual growth in 2019

Press Releases
3Q18 Contract Price Hike for Server DRAM Limited Due to Improved Supply, Says TrendForce

2018/06/25

Semiconductors

The shortfall in the supply of server DRAM may ease in the second half, as evidenced by the increasing average shipment fulfillment rate in the past several quarters, according to DRAMeXchange, a division of TrendForce As a result, following the 10% sequential hike in contract prices in the first half, the average shipment fulfillment rate has topped 80% now, thanks to the adjustment of output share of server DRAM by DRAM suppliers, which has helped to ease the tight supply situation, says Mark Liu, the senior analyst of DRAMeXchange DRAMeXchange points out that the prices of 32 GB server modules to be shipped to the first-tier firms in Q3 may advance by 1-2% to US$320 Meanwhile, second-tier makers will become benefited thanks to increased shipment fulfillment rates Consequently, the range of quotes for Q3 contract prices will be limited Meanwhile, affected by the increased penetration rates of Intel’s Purley and AMD’s Naples platform, the average density and penetration rate of 32 GB product lines will increase in the second half, sustaining the demands for server DRAM The stocking-up demands for Intel's new solutions will remain robust, with shipment still mainly for data centers in North America and China The penetration rate of Intel’s Purley platform is expected to approach 80% in Q4, up from over 50% now, while penetration rate of 32 GB server modules will exceed 70% by the end of the year, according to DRAMeXchange In terms of the development of process technology, 20 nm will remain the mainstream process for DRAM this year and stocking-up demands for high-density server modules will continue to the end of the year, thanks to the effect of new platform solutions Currently, the share of products featuring advanced process remaining low In addition, die shrink technology will become increasingly complicated after the migration to 17 nm and 18 nm processes Therefore, except Samsung which has applied 18 nm process in the mass production of server products, other DRAM suppliers will not begin increasing the share of products with advanced process until Q4, due to the consideration of product reliability

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