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keyword:Mark Liu33 result(s)

Press Releases
Demand for Servers in Data Centers Will be a Major Driving Force of Global Server Shipment’s 5.53% Growth in 2018, Says TrendForce

2017/12/14

Semiconductors

According to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment will grow by 553% in 2018 driven by the surging demand for servers in data centers The demand for server soars in recent years as the result of industrial transformation and growing popularity of smart end-devices The market shows growing demand for servers to integrate services, especially services requiring large sum of data for computing and training, as well as those on virtual platforms and in cloud storage Currently, HPE, Dell and Lenovo are the top three suppliers of server, and will remain their dominance in global server market next year, with a shipment market share of 17%, 16%, and 7% respectively Increasing memory density continues to drive the demand for server DRAM According to DRAMeXchange, the increasing memory density of server will continue to drive the demand for server DRAM, and a data center needs 10Mn GB to 20Mn GB server DRAM on average By 2020, major global data centers will carry out more than ten construction projects worldwide, of which more than 80% are initiated by data centers from North America On the other hand, Chinese data center market is also growing driven by the government’s supportive policies And the yearly growth rate is projected at 20% to 30% till 2020 In addition to Intel’s and AMD’s introduction of new server processors this year, new data center construction projects carried out by Google, Amazon Web Service, Facebook and Microsoft Azure also boost the demand for server DRAM According to DRAMeXchange, server DRAM is expected to record a growth rate of 286%, the highest among all the DRAM product lines in 2018 The DRAM supply remains tight in 2017, resulting in a substantial growth of 40% in contract prices of server DRAM, says DRAMeXchange In 1Q18, the price is projected to grow further by 5-8% As for mainstream modules, the quotes for 32GB server modules in first-tier factories will hit US$300, and the price is even higher in second-tier factories, thus keeping the prices high in 1Q18

Press Releases
TrendForce Reports Server DRAM Revenue from Major Suppliers Rose by 25.2% Sequentially in Third Quarter as Data Centers Generates Steady Demand

2017/11/16

Semiconductors

Revenue of the top three DRAM server suppliers (Samsung, SK Hynix and Micron) rose 252% for the third quarter compared with the previous three-month period, reports DRAMeXchange, a division of TrendForce Strained DRAM supply was even more evident during the third quarter as limited production capacity and limited technological progress for the memory industry encountered robust demand from data centers in North America With the ASP rising, server DRAM suppliers saw substantial increase in their revenues DRAMeXchange analyst Mark Liu pointed out that shipments of server systems will remain brisk in the fourth quarter, aggravating the undersupply situation for server DRAM The contract prices of server memory modules for the year’s final quarter are projected to increase by 6% to 10% on average compared with the third quarter Suppliers therefore can expect to see their revenue and profit margins coming to a new high for the year Samsung Taking advantage of its lead in market share and manufacturing technology, Samsung staged a particularly impressive performance in the server DRAM market during the third quarter The supplier’s revenue advanced by 284% from the second quarter to around US$255 billion, capturing 459% of the world’s server DRAM market It is worth noting that Samsung is currently focusing on expanding the market share of its high-capacity server memory modules As the demand for server systems hits its peak for 2017 in the fourth quarter, the demand for high-capacity modules will also follow up to a new high for the year Demand for server DRAM modules will also be driven by the increasing market availability of Intel’s latest platform Purley Even though demand exceeds supply, Samsung will make the necessary adjustments as to keep up its shipment fulfillment rates related to orders from the OEMs and ODMs Samsung expects further increases in its server DRAM revenue as long as the demand of its main clients are satisfied Samsung’s server DRAM manufacturing this year is still mainly based on the 20nm process The share of its 18nm process in its server DRAM production capacity is projected to reach 40% this fourth quarter The 18nm is expected to become the main process for Samsung’s server DRAM in the first quarter of 2018, with its capacity share exceeding 50% by the end of the period  Furthermore, Samsung is on track to use the 18nm process for its high-density 16Gb mono-die chips and has already sent samples to Intel for testing The initial production of the 18nm 16Gb mon-die chips is scheduled for the second quarter of 2018  Samsung’s cost structure will be significantly improved with the 18nm process, and in turn the company will have an edge in the market for high-density server memory modules SK Hynix SK Hynix too benefitted from the server demand in the North American data center market during the third quarter As a result, the company’s server DRAM revenue leapt by 301% from the second quarter to around US$179 billion, along with significant improvement to the operating margin SK Hynix still relies mainly on the 21nm process for the production of its server DRAM The company will start producing 18nm server DRAM products in small volumes later at the end of the first quarter of 2018 After the second quarter of 2018, SK Hynix is expected to ramp up its 18nm production With yield improvement and certifications from ODMs, the company will have a greater share of its production capacity transitioning to the 18nm In terms of capacity planning, SK Hynix will gradually raise the production capacity at the Phase 1 operation of its M14 fab at Icheon, South Korea The company is also accelerating the 18nm conversion of its fab at Wuxi, China At the end of 2017, server DRAM is estimated to account for more than 30% of SK Hynix’s product mix SK Hynix will adjust the allocation of some production capacity according to changes in demand as to maintain a healthy profit margin Nevertheless, the memory supplier wants to take advantage of the influx of orders for server systems Besides fine-tuning product lines, SK Hynix will also raise shipment shares of its high-capacity server DRAM modules (eg 32GB and 64GB modules) High-capacity modules are forecast to represent about 60% of the supplier’s server DRAM product shipped for 2018 Micron Rising prices and cost advantage from die shrink, Micron increased its bit shipments of server DRAM between the second and the third quarter Some of Micron’s server memory products also saw a hike in their ASPs All these led to a sequential increase of 13% for Micron’s server DRAM revenue in the third quarter, coming to around US$121 billion With server DRAM still accounting for 30% of its overall product mmix, Micron’s profit growth is now mainly driven by the increase in ASP In terms of capacity planning for next year, the US memory maker will likely raise its production capacity in keeping with the progress made on its 17nm progress Currently, Micron has already substantially increased the yield rate of its 17nm process and sent samples to clients for certification Whether the 17nm technology will be used for Micron’s server product lines will depend on the situation after the second quarter of 2018 If the yield rate has reached the necessary economies of scale, then Micron will begin to increase the wafer input on the 17nm For now, the company will continue to use its 20nm technology for manufacturing its main offerings

Press Releases
TrendForce Finds x86 Processors Continues to Corner Server Market This Year With Global Shipment Share Estimated at 96%

2017/10/05

Semiconductors

DRAMeXchange, a division of TrendForce, estimates that 96% of all server CPUs shipped worldwide this year will be based on the x86 architecture On the other hand, the ARMv8 architecture is expected to represent only around 1% of the total annual shipments of server CPUs The market growth of ARMv8 products is constrained by their limited applications within the server market and the high degree of customization necessary for the development of solutions In the x86 server CPU market, Intel is projected to capture 99% of the total annual shipments for this year By contrast, AMD’s shipment share is estimated at just 1% DRAMeXchange analyst Mark Liu pointed out that although the x86 architecture has helped lower the average manufacturing cost of servers by becoming the prevailing market standard, the overall average utilization rate of x86 CPU cores has been stuck around 50% “Software optimization can raise utilization rates of x86 CPUs to the range of 70% to 80%,” said Liu “However, data centers for high-performance computing applications require significantly higher utilization rates from their server processors Major server ODMs are now working closely with CPU makers to improve processor design and hardware integration Their efforts have led to immediate and incremental differences in the utilization rates for the latest solutions Some of the improvements being offered include the addition of an embedded FPGA and deploying GPUs as accelerators In the competition within the mainstream server market, the x86 architecture remains in the dominant and advantageous position due to having a wider range of products as well as enjoying a greater level of hard- and software support Conversely, the ARM architecture is at a disadvantage because its system-on-chip (SoC) products are used by a smaller and specific group of customers Furthermore, the competitiveness of ARM-based solutions depends on their ability to integrate with the whole server system Looking ahead, x86-based solutions with Intel leading their development will continue to be the market mainstream in 2018 The global shipment share of x86 server processors for 2018 is expected to be maintained at above the 90% level NVIDIA is secure as the market leader for server GPUs as its global shipment share for the first half of 2017 was near 70% As the demand in the server market increasingly focuses on high-end servers with more powerful computing capability, the role of GPUs in helping the optimization of CPU cores also becomes more significant When the frontend servers in a major data center are dealing with multiple tasks that consume huge amounts of computing power, they often rely on server GPUs, each of which contains thousands of smaller and more efficient processing cores Compared with CPUs, GPUs are more effective at doing parallel computing Majority of shipments of discrete GPUs used in mainstream servers come from NVIDIA and AMD, according to DRAMeXchange’s market tracking during the first half of 2017 In terms of the global shipment share for this half-year period, NVIDIA managed to take nearly 70% NVIDIA’s main offerings for high-end servers are still based on the Pascal architecture Solutions derived from this platform are mainly designed for large-scale Internet data centers As data centers evolve to include high-density computing zones, DRAMeXchange anticipates that more high-performance computing (HPC) servers will adopt general-purpose computing on graphic processing units (GPGPU) in 2018 The penetration rate of GPGPU in the global HPC server market is forecast to go up from 3% in 2017 to 5% in 2018

Press Releases
Second-Quarter Server DRAM Revenue of the Top Three Suppliers Rose by 30.1% Sequentially on Tight Supply, Says TrendForce

2017/08/14

Semiconductors

For this second quarter, the total server DRAM revenue of the global top three DRAM makers – Samsung, SK Hynix and Micron – jumped by 301% compared with the prior quarter, as ASPs of server DRAM products remained high on continuing undersupply, says DRAMeXchange, a division of TrendForce Despite product mix adjustments, suppliers had difficulty meeting the various growing demands in the DRAM market “Thanks to the increase in the average memory density of server systems, as evidenced by the adoption of high-density 32GB RDIMMs and 64GB LRDIMMs in this year’s first half, the profit margin of server DRAM surged,” said DRAMeXchange analyst Mark Liu The introduction of servers based on Intel’s Purley platform in this year’s second half will further raise the market penetration rate of DDR4 2666MHz modules On the whole, server DRAM supply is expected remain tight throughout the remainder of 2017 Samsung Samsung continues to benefit from having a commanding share of the overall DRAM market and an overall lead in manufacturing technology In the server DRAM market, Samsung staged an especially outstanding performance due to successful product planning and deployment Samsung’s second-quarter server revenue leapt by 365% sequentially to around US$199 billion for a 448% global market share In the second half of 2017, server ODMs and OEMs will be responding to rising demand generated by data center projects Samsung therefore will adjust its shipment fulfillment rates for different clients This way, Samsung will be able to satisfy its main customers and maintain high profit at the same time SK Hynix SK Hynix also performed remarkably in the second-quarter server DRAM sales, which advanced by 282% sequentially to about US$138 billion The revenue growth was mainly attributed to the supplier responding to market demand by transferring some of its manufacturing capacity from low-power DRAM production to server DRAM production In terms of capacity planning SK Hynix has expanded the share of server DRAM in its overall DRAM product mix to 32% Utilization of some production capacity will be in line with the market demand as to maintain a healthy profit margin Regarding manufacturing technology, SK Hynix will be mainly producing server solutions on its 21nm process in the second half of 2017 Besides increasing the portion of 21nm products in its total server DRAM output, the supplier will also be focusing on the production of 32GB modules for the rest of the year Micron Micron scored a 22% sequential growth in server DRAM revenue for the second quarter, totaling around US$107 billion Micron benefitted from the general undersupply situation and made the right adjustments to its product mix Furthermore, Micron has raised the yield rate of its 20nm process significantly In addition to an increase in its server DRAM bit shipments compared with the first quarter, the supplier also saw a rise in the ASPs of its server DRAM products Server products already made up nearly 30% of Micron’s DRAM output for this first quarter To ensure that the overall product mix is at optimal profitability and meeting market demand, Micron will keep expanding the output share of server DRAM to the end of this year

Press Releases
Server Shipments for 2H17 to Grow by 10% vs. 1H17 as ODM Orders Bounce Back, Says TrendForce

2017/07/12

Semiconductors

Global server shipments fell in the first quarter of 2017 due to the seasonal effect on demand, according to the latest server market analysis by DRAMeXchange, a division of TrendForce However, shipments rebounded in the second quarter and rose by about 10% compared with the first quarter Looking ahead, DRAMeXchange estimates that total shipments for the second half of 2017 will also increase by 10% compared with the first half owing to demand from major technology companies including Google, Amazon, Facebook and Microsoft DRAMeXchange analyst Mark Liu pointed out that Greater China accounted for the majority share of the global server shipments in the first half of 2017 because of demand from the region’s data center operators As a result, Chinese server ODMs such as Huawei, Inspur and Sugon posted stronger-than-expected shipments for the period HPE, Dell and Lenovo remained as the top three vendors in shipment market share for this year’s first half Hewlett Packard Enterprise (HPE), Dell and Lenovo were, in order, first-, second and third-place in the global server shipment ranking for this year’s first half, respectively taking 181%, 175% and 64% of the total market share The top three vendors mainly shipped enterprise server solutions during this year’s first half Going forward, however, a portion of their shipments for this year’s second half will be for data centers in the US and for replacement demand generated by the releases of new servers using Intel’s Purley platform DRAMeXchange also expects strong shipment growth for the second half of 2017 versus the first half “For server ODMs, the largest share of incoming orders for the second half of 2017 will come from Google, Amazon, Facebook and Microsoft,” said Liu “The next largest source of server demand will be from Greater China, where Baidu, Alibaba and Tencent continue to expand their networks of data centers The three Chinese technology giants are projected to capture about 10% of this year’s global server shipments” DRAMeXchange currently puts the annual growth rate of total server shipments for 2017 at 4% Enterprise products will still be the mainstream with an estimated total shipment share of 60% As for data center solutions, they are expected to make up around 30% of servers shipped worldwide this year

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