Omdia projects Foxconn to become the world's largest server vendor
Foxconn is projected to become the world's largest server vendor in 2024, surpassing Dell and marking the first time a non-US company leads the market. This growth is driven by increasing demand for AI-optimized servers from major cloud providers like Microsoft, Amazon, Google, and Meta, who will represent nearly half of 2024's data center capex.
Other vendors including QCT, ZT Systems, and Super Micro have seen revenue growth exceeding 100%. The server market is highly consolidated, with 10 companies representing nearly 60% of global investment. Omdia forecasts server capex to grow 22% to over $280 billion in 2025, potentially reaching $380 billion by 2028 and approaching half a trillion dollars by 2030.
Foxconn è destinata a diventare il più grande fornitore di server al mondo nel 2024, superando Dell e segnando la prima volta che un'azienda non statunitense guida il mercato. Questa crescita è alimentata dalla crescente domanda di server ottimizzati per l'IA da parte dei principali fornitori di cloud come Microsoft, Amazon, Google e Meta, che rappresenteranno quasi la metà degli investimenti in capitale fisso dei data center nel 2024.
Altri fornitori, tra cui QCT, ZT Systems e Super Micro, hanno registrato una crescita dei ricavi superiore al 100%. Il mercato dei server è altamente consolidato, con 10 aziende che rappresentano quasi il 60% degli investimenti globali. Omdia prevede che gli investimenti in capitale fisso per i server cresceranno del 22%, superando i 280 miliardi di dollari nel 2025, con la possibilità di raggiungere i 380 miliardi di dollari entro il 2028 e avvicinarsi a mezzo trilione di dollari entro il 2030.
Foxconn se proyecta para convertirse en el mayor proveedor de servidores del mundo en 2024, superando a Dell y marcando la primera vez que una empresa no estadounidense lidera el mercado. Este crecimiento es impulsado por la creciente demanda de servidores optimizados para IA por parte de importantes proveedores de la nube como Microsoft, Amazon, Google y Meta, que representarán casi la mitad del gasto en capital de los centros de datos de 2024.
Otros proveedores, incluyendo QCT, ZT Systems y Super Micro, han visto crecer sus ingresos más del 100%. El mercado de servidores está altamente consolidado, con 10 empresas que representan casi el 60% de la inversión global. Omdia pronostica que el gasto en capital de los servidores crecerá un 22%, superando los 280 mil millones de dólares en 2025, con la posibilidad de alcanzar los 380 mil millones de dólares para 2028 y acercándose a medio billón de dólares para 2030.
폭스콘은 2024년 세계 최대 서버 공급업체로 성장할 것으로 예상되며, 이는 델을 초월하고 비미국 기업이 시장을 선도하는 첫 번째 사례가 됩니다. 이 성장은 마이크로소프트, 아마존, 구글, 메타와 같은 주요 클라우드 제공자의 AI 최적화 서버에 대한 수요 증가에 의해 촉진되고 있으며, 이들은 2024년 데이터 센터 CAPEX의 거의 절반을 차지할 것입니다.
QCT, ZT 시스템, 슈퍼 마이크로와 같은 다른 공급업체들은 100% 이상의 매출 성장을 경험했습니다. 서버 시장은 매우 통합되어 있으며, 10개 회사가 전 세계 투자 거의 60%를 차지하고 있습니다. 옴디아는 서버 CAPEX가 2025년까지 22% 성장하여 2,800억 달러를 초과할 것으로 예측하고 있으며, 2028년까지 3,800억 달러에 도달하고 2030년까지는 5,000억 달러에 근접할 가능성이 있습니다.
Foxconn devrait devenir le plus grand fournisseur de serveurs au monde en 2024, dépassant Dell et marquant la première fois qu'une entreprise non américaine dirige le marché. Cette croissance est alimentée par une demande croissante de serveurs optimisés pour l'IA de la part des principaux fournisseurs de cloud tels que Microsoft, Amazon, Google et Meta, qui représenteront près de la moitié des investissements en capital des centres de données en 2024.
D'autres fournisseurs tels que QCT, ZT Systems et Super Micro ont connu une croissance de leurs revenus supérieure à 100%. Le marché des serveurs est fortement consolidé, avec 10 entreprises représentant près de 60% des investissements mondiaux. Omdia prévoit que les investissements en capital des serveurs augmenteront de 22%, dépassant les 280 milliards de dollars en 2025, atteignant potentiellement 380 milliards de dollars d'ici 2028 et se rapprochant d'un demi-trillion de dollars d'ici 2030.
Foxconn wird voraussichtlich 2024 der größte Serveranbieter der Welt und übertrifft Dell, was das erste Mal ist, dass ein Nicht-US-Unternehmen den Markt anführt. Dieses Wachstum wird durch die zunehmende Nachfrage nach KI-optimierten Servern von großen Cloud-Anbietern wie Microsoft, Amazon, Google und Meta angetrieben, die fast die Hälfte der Investitionen in Rechenzentren im Jahr 2024 ausmachen werden.
Andere Anbieter wie QCT, ZT Systems und Super Micro haben ein Umsatzwachstum von über 100% verzeichnet. Der Servermarkt ist stark konsolidiert, wobei 10 Unternehmen fast 60% der globalen Investitionen repräsentieren. Omdia prognostiziert, dass die Investitionen in Serverkapazitäten bis 2025 um 22% auf über 280 Milliarden Dollar steigen werden, möglicherweise bis 2028 380 Milliarden Dollar erreichen und bis 2030 fast eine halbe Billion Dollar annähern werden.
- Foxconn secured partnership with NVIDIA to manufacture Blackwell GPU reference designs
- Server market projected to grow 22% to $280B in 2025
- Market expected to reach $380B by 2028
- Multiple vendors achieved over 100% revenue growth in 2024
- Regulatory frameworks for AI production not ready in 2024
- Enterprise investment by GPU availability in 2024
- High market concentration with 10 companies controlling 60% of investment
Insights
This market shift represents a seismic change in the server industry landscape. Foxconn's rise to become the world's largest server vendor, surpassing Dell and HPE, signals a fundamental restructuring of the market driven by AI computing demands. The projected
The exclusive partnership with NVIDIA for Blackwell GPU manufacturing positions Foxconn strategically in the high-growth AI infrastructure segment. The
The AI computing revolution is reshaping the server market architecture. Foxconn's ascendance reflects the growing importance of ODM direct business model in serving hyperscale cloud providers' specialized AI infrastructure needs. The emphasis on NVIDIA GPU-optimized servers, particularly the upcoming NVL36 and NVL72 racks, highlights the critical role of advanced accelerator technologies in modern data centers.
The enterprise AI deployment in 2024 due to regulatory constraints and GPU shortages suggests significant pent-up demand that could materialize in 2025. This, combined with the emergence of AI-specialized cloud providers like CoreWeave, indicates a broader democratization of AI infrastructure access beyond the dominant hyperscalers.
"The four largest cloud providers—Microsoft, Amazon, Google, and Meta—will comprise nearly half of 2024's data center capex, amplifying their influence on the competitive server market," said Vlad Galabov, Omdia Senior Director. "With AI application development and deployment dominating compute priorities, vendors aligning with NVIDIA are thriving. These dynamics have propelled Foxconn to the top spot."
Foxconn isn't the only vendor benefiting from the surge in demand for AI-optimized servers. Quanta Cloud Technologies (QCT), ZT Systems and Super Micro grew their server revenue more than
The consolidated nature of investment made 2024 a unique year in the server market. Omdia projects 10 companies will make up nearly
Omdia accounts only for direct-to-user sales by ODMs like Foxconn, Pegatron and Flex. Revenue from manufacturing servers for OEMs like Dell, HPE and Cisco is excluded to prevent double counting. ODMs are not credited for sales realized by OEMs.
"Foxconn has more growth ahead, having secured a close partnership with NVIDIA to manufacture Blackwell GPU reference designs. They will become the largest supplier of NVL36 and NVL72 racks to cloud service providers," added Sukumaran.
2025 is set to be another strong year for the data center industry, particularly the server market, driven by the next phase of AI infrastructure deployment at both cloud service providers and enterprises. Omdia forecasts server capex to grow
"We've only seen the tip of the iceberg of AI-specialized cloud SP formation and spending. Their server capex is set to grow significantly, with CoreWeave potentially outspending Oracle in 2025," said Galabov.
Highly regulated industries have shared with Omdia that 2024 won't see the regulatory frameworks needed to scale AI production. Additionally, enterprise investment in 2024 was limited by GPU availability which will improve in 2025.
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Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets combined with our actionable insights empower organizations to make smart growth decisions.
Contact
Fasiha Khan: fasiha.khan@omdia.com
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SOURCE Omdia
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