HP cooperation with Accton to benefit white-box server makers

TaiwanHewlett-Packard (HP) recently announced cooperation with Taiwan-based Accton Technology to sell switches matched with software developed by Silicon Valley-based Cumulus Networks. The agreement is expected to increase the reliability of white-box data center servers produced by Taiwan-based makers, according to Taiwan-based supply chain makers.

http://www.digitimes.com/news/a20150224PD204.html

Quanta Computer reportedly vying for server ODM orders from Dell

TaiwanNotebook ODM Quanta Computer has been competing for server ODM orders from Dell, according to industry sources. Quanta Computer was originally a server ODM for Dell and NEC but has shifted the focus of its server business from ODM to white-box production for direct shipments to clients setting up cloud computing data centers including Google, Facebook, Amazon and Microsoft.

http://www.digitimes.com/news/a20150210PD219.html

Quanta, Wiwynn to set up data center server factories in Europe, Mexico

Taiwan-based notebook ODM Quanta Computer, in view of large potential demand for servers used in cloud computing data centers in Europe and North America, will set up a server factory in Germany, while Wiwynn, ODM Wistron’s subsidiary specifically responsible for producing and marketing servers, will do so in Mexico and Czech, according to Taiwan-based supply chain makers.

http://www.digitimes.com/news/a20150108PD210.html

Quanta, Wiwynn to see significant growth in 2015 direct-account server shipments

Taiwan-based notebook ODM Quanta Computer and Wiwynn, Taiwan-based ODM Wistron’s subsidiary specifically responsible for direct-account (white-box) sale of servers, are expected to see direct-account shipments of servers in 2015 significantly increase on year mainly due to fast growing demand for use in Internet data centers, according to Taiwan-based supply chain makers.

http://www.digitimes.com/news/a20150106PD215.html

Dell Korea vows double-digit growth in server business

Dell Korea said Wednesday it will continue double-digit growth in the server business year amid a slowdown in the global market. “We recorded double-digit growth last year despite the report by global market researcher International Data Corporation (IDC) that the server market size has decreased compared to the previous year,” said Dell Korea Vice President Kim Sung-joon during a press conference at the Dell Server Solution Seminar 2015 at the COEX Intercontinental Hotel in Samseong-dong, southern Seoul, Wednesday.

http://www.koreatimes.co.kr/www/news/tech/2015/01/133_171272.html

Commentary: Competition in cloud server market heating up, from TW

Since server products have longer product life cycles than PCs and smartphones, global server shipments have been hovering around 10 million units a year for some time. However, the industry is set for more volatile changes in 2015 following the establishment of a server joint venture by Hewlett-Packard (HP) and Foxconn Electronics in May 2014. The non-equity joint venture means that the cooperation between HP and Foxconn is more like a contractual relationship, rather than ownership sharing, and that the joint venture aims to optimize resources available at the two companies to enhance competitiveness in the server segment.

http://www.digitimes.com/news/a20141223PD212.html

Worldwide integrated infrastructure and platform revenues increase 28.1% in 3Q14, says IDC, from TW

The worldwide integrated infrastructure and platforms market increased revenues by 28.1% on year to US$2.3 billion during the third quarter of 2014, according to the IDC. The market generated more than 898PB (petabytes) of new storage capacity shipments during the quarter, which was up 46.6% compared to same period a year ago.

http://www.digitimes.com/news/a20141219PR205.html

Quanta, Wiwynn to achieve 2014 server business goals

Wistron’s white-box server subsidiary Wiwynn and Quanta Computer are expected to achieve their server business goals for 2014, but in anticipation of growing competition in the server market in 2015, the two players have already stepped up efforts looking to expand their shipments, according to sources from the upstream supply chain.

http://www.digitimes.com/news/a20141216PD204.html

Digitimes Research: US server vendors see growing threat from China competitors

With the server market’s rapid growth and the China government’s aggressive efforts to build up the country’s server industry, China-based server brand vendors have all seen their annual shipment growths surpassing 50% in the past few years. As Lenovo completed the acquisition of IBM’s server business in September of 2014, Digitimes Research expects the strong growth to continue in 2015.

http://www.digitimes.com/news/a20141215VL200.html

China Server Shipments Up 15.63% In Q3 2014

Server hardware shipments in the Chinese market increased by 15.63% year-on-year, according to latest data from Gartner. Market research firm Gartner recently published a report on the server market for the third quarter of 2014 which showed the global server shipment increased by 1% year-on-year to 2.53 million units, showing weak growth. Among various regional markets, only China maintained a high growth rate of 15.63% and the total shipments reached 498,000 units.

http://www.chinatechnews.com/2014/12/11/21252-china-server-shipments-up-15-63-in-q3-2014

Quanta Computer, Wiwynn eye server orders from large retail chains

As large retail chains including Walmart, Best Buy and Target plan to set up data centers to operate e-commerce, server makers Quanta Computer and Wiwynn are looking to land orders based on their lower prices compared to brand vendors’ quotes, according to industry sources. The sources pointed out that the retail chains have all been aggressively expanding their e-commerce business coverage, especially Walmart, which is seeing its sales from the e-commerce segment grow rapidly and is gradually becoming a threat to Amazon.

http://www.digitimes.com/news/a20141205PD203.html

Worldwide server shipments up 1% in 3Q14 while revenues increase 1.7%, says Gartner, from TW

In the third quarter of 2014, worldwide server shipments grew 1% on year, while revenues moved upward 1.7% from the third quarter of 2013, according to Gartner. “The third quarter of 2014 produced modest growth on a global level, highlighting positive but constrained demand,” said Errol Rasit, research director at Gartner. “Only North America and Asia Pacific exhibited shipments growth, largely driven by demand from hyperscale organizations located there. These results support the continued bifurcation of enterprise and consumer services server demand.”

http://www.digitimes.com/news/a20141204PR200.html

China server player Inspur expects some acquisition results in 2015, says report

Seeing Lenovo’s acquisition of IBM’s x86 server business and competition in the server industry growing fierce, China-based server player Inspur is also aggressively seeking acquisition targets and expects to achieve some results in 2015, according to a Chinese-language National Business Daily report citing company chairman Sun Pishu.

http://www.digitimes.com/news/a20141203PD204.html

Taiwan server ODMs expanding services

Taiwan-based server ODMs have been aggressively expanding their services worldwide. Quanta Computer’s server centers in Japan, and in China’s Hangzhou and Beijing have recently started operating, while its office in Germany will also begin operation by the end of 2014. Inventec is also set to establish a cloud computing server center in Europe to better serve its clients in the region.

http://www.digitimes.com/news/a20141201PD206.html

ARM seeing troubles penetrating into PC, server industries; IoT becomes new battlefield for Intel, ARM, from TW

Despite aggressively attempting to advance into the PC and server industries, ARM-based CPU platforms will not be able to achieve any significant results within the next two years in the two segments; however ARM and Intel have found a new business opportunities in the Internet of things (IoT) segment and both expect growth in that area, according to sources from the supply chain.

http://www.digitimes.com/news/a20141124PD215.html

Qualcomm to tap server market with the help of China

Qualcomm wants to enter the server market, but it won’t do it alone, and will tap expertise in China to build the low-power chips. “We’re going to work with Chinese companies to bring that technology and in fact co-develop that technology with Chinese companies,” said Qualcomm executive chairman Paul Jacobs on Thursday.  Jacobs made the comment while speaking at the World Internet Conference in Wuzhen, China. Qualcomm is best known as a maker of smartphone processors based on chip architecture from ARM Holdings, but the company wants to take a crack at the server market, which rival Intel has long dominated.

http://mis-asia.com/resource/data-center/qualcomm-to-tap-server-market-with-the-help-of-china/

Digitimes Research: White-box server users focus on rack, micro models pre-installed with Linux

As users of white-box servers (produced by ODMs and sold directly to clients) mostly need a large number of small-size, low-power and inexpensive models pre-installed with Linux and customized to some extent, white-box servers are mostly rack or micro types instead of towers or blades. The users usually have in-house technical teams to handle their servers’ maintenance and find server brand vendors’ designs limiting their operations; therefore, they have turned to supplies directly from ODMs.

http://www.digitimes.com/news/a20141114PD205.html

Quanta reportedly receives Google server orders for 1Q15

Quanta Computer reportedly has received new orders from Google for servers recently and will start supplying in the first quarter of 2015, according to industry sources. Quanta declined to comment on its orders. Quanta had been the sole server supplier for Google’s databank center before the search engine company switched about 80% of its orders to Inventec in the second half of 2014. Quanta’s new server orders are likely to account for 50% of Google’s total purchases of servers in early 2015, the sources estimated.

http://www.digitimes.com/news/a20141104PD202.html

China develops its first homegrown server amid cybersecurity concerns

A Chinese company has developed the country’s first homegrown servers, built entirely out of domestic technologies including a processor from local chip maker Loongson Technology. China’s Dawning Information Industry, also known as Sugon, has developed a series of four servers using the Loongson 3B processor, the country’s state-run Xinhua News Agency reported Thursday. “Servers are crucial applications in a country’s politics, economy, and information security. We must fully master all these technologies,” Dawning’s vice president Sha Chaoqun was quoted as saying.

http://mis-asia.com/resource/data-center/china-develops-its-first-homegrown-server-amid-cybersecurity-concerns/

Super Micro Computer’s (SMCI) CEO Charles Liang on Q1 2015 Results – Earnings Call Transcript

Good day, ladies and gentlemen. Thank you for standing by. Welcome to the Super Micro Computer, Incorporated first quarter 2015 conference call. The company’s news release, issued earlier today, is available from its website at http://www.supermicro.com. In addition, during today’s call, the company will refer to a slide presentation that has been made available to participants, which can be accessed in a downloadable PDF format on its website at http://www.supermicro.com in the Investor Relations section under the Events & Presentations tab.

http://seekingalpha.com/article/2580975-super-micro-computers-smci-ceo-charles-liang-on-q1-2015-results-earnings-call-transcript