Global server shipments in the second quarter of 2021 grew by only 9.2% compared to the first quarter. This is much lower than the forecast, which experts of the analytical company Digitimes Research gave in April. They expected server shipments to grow 14%. Analysts attribute the discrepancy between the forecast and the actual data to the lack of chips and other components, which hindered the server manufacturers.
Digitimes Research expects shipments to grow 13% in the current quarter. This will be driven by increased orders from tier 1 data center operators and server brands in the US and China. In turn, it is driven by the growing demand for cloud computing services, enterprise AI solutions and high performance computing (HPC).
Tier 1 data center operators and server brands are said to have depleted a significant portion of their inventory in the second quarter. Therefore, they resumed taking orders in the third quarter.
Global server shipments are expected to peak this year in the third quarter. In general, over 17 million units will be shipped over the year, which is 5.1% more than last year.
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