Digi Times — Quanta Computer has partnered with telecom equipment maker Ericsson to push the cloud computing datacenter market and the cooperation is expected to boost its telecom products’ revenue contribution in the cloud computing business from 3% currently to 40% after five years. Quanta’s cloud computing business has 97% of revenues contributed by datacenter orders from Google and Amazon.
PRNewswire — SAN JOSE: OCP was held at the San Jose Conference Center. As a server vendor with comprehensive strength in the Chinese cloud computing market, a cloud computing specialist with number one shares in the Chinese market as well as a sales volume and R&D capacity that ranks in the top five in the world, Inspur’s participation in this distinguished event not just represents further communication with the media and industry peers, but also exhibited Inspur’s comprehensive cabinet server SmartRack, the Tissot 860G3, the HPC and other high-performance core products and solutions.
MIS Asia — Servers are facing the same fate as PCs and mobile devices, with a growing number of them made in Asian countries like China and Taiwan, a Gartner analyst says. Much like PCs and mobile devices, it’s cheaper for companies to buy servers made in Asia than in the U.S., and buyers can get servers customized to meet their specific requirements, said Jeffrey Hewitt, an analyst at Gartner.
Digi Times — Quanta Computer has reported consolidated revenues of NT$62.11 billion (US$1.86 billion) for February 2016, increasing 3.39% on month and 12.89% on year, and NT$122.18 billion for January-February, slipping 2.37% on year. Quanta’s notebook shipments stayed flat on month at 2.3 million units in February and will return to growth in March.
Datacenter News — A growth in hyperscale data centres helped propel worldwide server revenue and shipments in the fourth quarter of 2015, with Asia Pacific leading the charge. Gartner says server revenue grew 8.2% year on year for the fourth quarter, while shipments were up 9.2%. Asia Pacific saw the highest growth rate for both unit shipments and revenue at 20.1% and 19.7% respectively.
Digi Times — Notebook ODM Quanta Computer on February 22 announced a partnership with Ericsson for cooperation to promote cloud computing solutions in the global market. Through the partnership, Quanta will supply hardware solutions for Ericsson and is expected to compete for orders and even sell hardware under its own brand QCT through Ericsson’s global service network to over more than 180 countries, according to Taiwan-based server supply chain makers.
Bloomberg — Lenovo Group Ltd. plunged in Hong Kong trading after quarterly revenue declined for the first time in more than six years on stalling demand for phones and computers. Shares fell 10 percent in their biggest decline in two years. The world’s largest PC maker said revenue dropped 8 percent in the three months ended December, even as broadening cost cuts delivered a surprise rise in net income.
JCN Newswire — JAPAN: Fujitsu Laboratories Ltd. and Socionext Inc. today announced that they have developed the world’s lowest power-consuming transceiver circuit that achieves communications speeds of 56 Gbps per channel. Compared to previous levels, this essentially doubles the speed of data transfers between semiconductor chips, used in servers and switches, and optical modules.
MIS Asia — Intel has to keep a close watch on China, where an architectural battle could break its dominance in servers. Intel chips based on its x86 architecture are used in most servers worldwide. But the Chinese market is growing, and could kick-start emerging server architectures like ARM and IBM-backed OpenPower.
In order to compete with China-based vendors Inspur and Sugon Information Industry for data center server orders from Baidu, Alibaba and Tencent, Lenovo will strengthen its partnership with Taiwan-based ODM Inventec, with the latter to be specifically responsible for R&D and ODM production, according to industry sources.
Digi Times — Despite the acquisition of IBM’s server business, Lenovo’s server shipments dropped over 20% on year in 2015 and the company is pushing aggressively to land datacenter orders from clients such as Baidu, Alibaba and Tencent, according to sources from the upstream supply chain, adding that the China-based vendor is looking to ship one million servers in 2016, up 40% from those in 2015.
Eurek Alert — A new technology from Nanyang Technological University, Singapore (NTU Singapore), could help companies and factories cut their energy bills by as much as 10 per cent. The new algorithm is able to analyse energy consumption by tapping on sensors in computer chips already found in equipment such as computers, servers, air conditioning systems and industrial machinery.
Digi Times — Qualcomm, which announced plans to begin developing ARM-based chips for servers in November 2014, has started delivering server-use CPU samples to potential clients and has also set up a company in Guizhou, China to promote the CPUs exclusively. These moves signify Qualcomm’s determination to foray into the server processor market, according to Digitimes Research.
Digi Times — Facebook is planning to add Wiwynn, a server subsidiary of Wistron, as a new datacenter server supplier, joining its primary supplier Quanta Computer in order to lower its risks and increase its bargaining ability, while Google has been doing the same. The move is expected to hurt related server suppliers’ profitability, according to sources from the upstream supply chain.
Digi Times — With Intel expected to launch its next-generation server platform Purley in the second half of 2017, vendors such as Hewlett-Packard (HP), Dell and Lenovo have recently started finishing their request for quotation (RFQ) processes for server orders for 2017 and Inventec reportedly has landed a majority of server orders from HP, while its orders from Dell and Lenovo also increased dramatically, according to sources from the upstream supply chain.
Digi Times — Quanta Computer and Wiwynn, a server subsidiary of Wistron, are expected to land more cloud server orders from their clients in 2016 as Internet service providers are looking to reduce their suppliers in order to further cut costs. Hewlett-Packard (HP) and Dell are expected to be impacted by the decision.
Digi Times — Seeing competition growing fierce, Quanta Computer and Wiwynn, a server subsidiary of Wistron, have turned to target second-tier Internet service providers for orders with Quanta receiving orders from Uber for its datacenter and Wiwynn acquiring orders from Twitter, according to sources from the upstream supply chain. Both ODMs declined to comment on their orders or clients.
Digi Times — The fourth-largest server brand vendor worldwide Cisco reportedly has recently switched its manufacturing partner to Wistron from Foxconn Electronics (Hon Hai Precision Industry) because of Foxconn’s joint venture partnership with Hewlett-Packard (HP), according to sources from the upstream supply chain. Related players have declined to comment on their orders.
Digi Times — Taiwan’s revenues for server motherboards, servers, storage devices and related network equipment are expected to rise 4.7% on year to reach NT$494.3 billion (US$15.28 billion) in 2015. The growth will be weaker than that seen in 2014 and 2013, as enterprises have not invested in server products as much as expected. Global server shipments are also expected to drop 6.3% from the 2014 level to reach only 9.71 million units in 2015, according to Digitimes Research’s new report on the server sector.
Want China Times— US chipmaker Qualcomm Technologies recently announced early specs for a new ARM-based data center system on a chip (SoC), expanding beyond mobile chips into the lucrative server processor sector dominated by Intel. Chinese enterprises should take cues from Qualcomm’s recent move, web portal Sina.com writes.
Datacenter Knowledge — Quanta Cloud Technology, subsidiary of the Taiwanese hardware manufacturer Quanta Computer, has introduced a hyper converged infrastructure offering that combines its hardware, including Open Compute servers, storage, networking switches, and racks, with virtualization and cloud software options by VMware, Canonical, Red Hat, Microsoft, and Mirantis, among others.
Enterprise Tech — Cisco Systems continues to expand its considerable presence in China despite growing friction between U.S. high-tech companies and the government of Chinese President Xi Jinping. On the eve of President Xi’s visit to the U.S., Cisco CEO Chuck Robbins provided more details about a joint venture with Chinese cloud computing and datacenter company Inspur Group. The Chinese server maker is the primary vendor behind the Tianhe-2, the world’s fastest supercomputer.
The Register — Cisco has revealed the first concrete outcome of its new China strategy, inking a deal with the server maker best known for helping build the Tianhe-2 supercomputer. The Borg has long complained that China has been getting in the way of growth. Most recently, the company sent the broom through its executive suites before announcing a US$10 billion plan to revitalise the region.
Digi Times — Average contract prices for server DRAM chips have fallen 15% since the beginning of the third quarter, due to weak demand, according to DRAMeXchange. Shipments of branded enterprise servers have decelerated and even dropped due to a weak global economy and currency rate fluctuations, DRAMeXchange indicated. These factors, together with lackluster demand for all types of DRAM, are driving down server DRAM prices.
Digi Times — In the second quarter of 2015, worldwide server shipments grew 8% on year, while revenues increased 7.2% from the second quarter of 2014, according to Gartner. “The second quarter on-year growth for 2015 slowed compared with the annual growth of the first quarter of the year,” said Jeffrey Hewitt, research vice president at Gartner.
Digi Times — Acer has reportedly obtained orders for servers used in data centers from Taiwan Semiconductor Manufacturing Company (TSMC), which could affect TSMC’s orders to its original supplier IBM, according to sources from the upstream supply chain. Although Lenovo’s share in the server market has quickly picked up from 3% to 8% after acquiring IBM’s x86 server business, some of IBM’s original clients have concerns and have started to look eleswhere for supplies, the sources said.
Tech in Asia — ChinaNetCloud, a China-based that provides cloud server solutions, announced Monday that it has raised a US$9 million series A. The round was led by Juren Capital with participation from Jolly Capital – both Chinese investment firms in the Shanghai area. ChinaNetCloud says the funding will be used to accelerate the company’s growth and further tech development.
China Tech News — China’s Inspur will invest CNY10 billion to distribute cloud computing data centers across the entire country. Inspur said that with solutions for the secure cloud, industrial cloud, and service cloud, Inspur will provide comprehensive cloud services to regional governments, industrial companies, and large enterprises.
Digi Times — Dell’s server shipments and revenues have been growing at a double-digit rate over the past few years, and it now ranks as the second-largest server vendor globally in terms of shipments and revenues, according to Ashley Gorakhpurwalla, vice president and general manager of server solutions unit at Dell.