According to the global server quarterly tracered report in International Data Company (IDC), the supplier revenue in the global server market increased by 7.5% year-on-year to $ 25.4 billion (4Q19). In the fourth quarter of 2019, global server shipments increased by 14.0% year-on-year, slightly above 3.4 million units. From the server's classification, low-end server revenue increased by 12.1% to $ 19.7 billion, while mid-end server revenue decreased by 14.1% to $ 3.3 billion, high-end systems an increase of 8.9% to $ 2.4 billion. After experiencing Q2 11.6% and Q3 6.7%, the Q4 will rebound in Q4, and the income increased by 7.5%, the market gradually recovered.
The figure below shows the situation in the fourth quarter:
From the top five server manufacturers in the world, the newly merged HPE / New H3C Group and Dell Technologies occupy a 4Q19 global server market with 16.3% and 15.7% of the revenue, respectively. HPE / New H3C Group revenue fell 3.4% year-on-year, while Dell Technologies fell by 9.9%. The third server vendor ranked in this quarter is IBM, and its revenue is 9.1%, an increase of 17.6%. Inspur / Inspur Power Systems ranked fourth with a 6.8% income share, an increase of 12.1% year-on-year. According to statistics, Lenovo and Huawei are five, the market share is 5.6% and 5.1%, respectively. Lenovo's fourth quarter revenue fell 2.6% year-on-year, while Huawei's fourth quarter income increased by 1.8%. ODM Direct Group of Vendors accounted for 25.5% of total revenues, a year-on-year increase of 37.9% to $ 6.47 billion. Dell Technologies are in a leading position in the global server shipments, accounting for 16.1% of all servers in this quarter.
The figure below shows the situation in the fourth quarter:
From the data from the shipments, the overall market is growing, except Dell fell 5.4%, but the total quantity ranking is the first. It is worth mentioning that Lenovo's shipments have been greatly increased, an increase of 22.6% over the same period last year, but the income fell 2.6%, and it is speculated that the increase in shipments is to seize some market share. Sacrificed. Part of the profit. Of course, due to the influence of the epidemic, the high-speed growth of online education, online office and remote office, video communications, e-commerce, etc., increased the business needs of CSP manufacturers, making them on the basics of the underlying IT architecture update will drive shipments, shipments The increase in quantity makes it harder with the server-related parts manufacturers. It is mainly involved in server manufacturers, PCB board plans, chip makers, memory, and related components. Consumer-level companies have lowered the server's product demand. In such a situation, enterprise users generally choose a mature X86 system to reduce unnecessary losses, so it is not optimistic for non-X86 servers, and the market share is also reduced. The business opportunities brought by the epidemic also: big data, smart city, medical, 5G, supply chain management, robot. China is here to see the ban on travel agency to continue to Q2. Many business cuts expenses will change to cloud models, but under the influence of "prohibition and restricted catalog of Beijing New Industry" (2018), Data Center will A large amount of investment, with the "new infrastructure" signal release, the server industry Q3, Q4 will rebound; the situation in Europe and the United States will postpone 1 quarter, and the supply chain will gradually recover, and the prediction Q4 will improve. In addition, the Chinese government's policy-driven drive in the letter of the industry, the domestic CPU and the operating system as the foundation of the social industry, and the highest technical barriers in the industry, the technology leading, the company with ecological advantages is expected to stand out, with this The company and the industry will be vigorously developed in the next three to five years. For the domestic hardware manufacturers, there is also Hua Peng, and the domestic supply chain related part manufacturers are good. , Read the full article, original title: 2019 fourth quarter server market research report
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