Gigabyte (2376) increased its server layout and advanced to MWC 2021, and its new edge computing server products seized the opportunity for telecom operators to deploy 5G and 6G pre-planning. Optimistic about the increasing demand for infrastructure such as data centers and cloud storage and high-speed computing, Gigabyte has set a goal of double-digit annual growth and gross profit margin increase for the server business this year.
However, the supply chain shortage of materials and other impacts became severe in the second quarter, and the legal person also paid close attention to whether Gigabyte's server shipment momentum would be pressured after the second quarter.
The development of the smart life circle of the next technology generation is accelerating. Gigabyte will focus on the high-speed computing (HPC) data center and server business this year. At the one-month COMPUTEX 2021 online exhibition, it will release its data center.
After the terminal computing and personal computer life applications, to the 5G to the edge smart IoT deployment products, we will focus on edge computing server products with 5G as the core from the edge computing architecture, and even for 6G.
In addition to AMD EPYC servers based on the x86 architecture and Intel Xeon expandable processors, GIGABYTE also launched the ARM64 architecture-based Ampere Altra server, which is fully deployed in the edge computing server product line, targeting telecom operators And enterprises are rushing into the 5G technology application layout market.
GIGABYTE has previously released an optimistic outlook for the server business this year, especially for its server material stocking strategy. Since the second half of last year, it has been preparing materials two quarters in advance. Therefore, it is happy to see the shipment of the server business in the first half of this year. The momentum is intact, and it is expected that the double-digit annual growth rate will continue throughout the year.
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The legal person believes that with sufficient spare parts and components, GIGABYTE’s server business is expected to achieve annual growth of more than 20% throughout the year. However, its growth in data center customers is becoming conservative, and the main growth momentum is expected to come from Fermenting business opportunities at the edge
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技嘉（2376）加碼伺服器布局、前進MWC 2021，旗下邊緣運算伺服器新品搶進電信運營商部署5G及6G前置規畫商機。看好資料中心、雲端存儲等基礎建置及高速運算需求增溫，技嘉對今年伺服器業務設下雙位數年增、毛利率提升的目標。惟供應鏈料件短缺等影響在第二季轉為嚴峻，法人亦密切關注技嘉在第二季後伺服器出貨動能會否受壓。
下一科技世代的智慧生活圈發展正加速起步，技嘉今年將高速運算（HPC）資料中心暨伺服器業務作為營運重點之一，於為期一個月的COMPUTEX 2021線上展中，端出旗下從資料中心之終端運算、個人電腦的生活應用，到5G至邊緣的智慧物聯網部署產品後，再聚焦從邊緣運算架構以5G為核心、甚至為6G進行前置布局的邊緣運算伺服器產品。
除了基於x86架構的超微AMD EPYC、與英特爾Intel Xeon可擴充處理器之伺服器外，技嘉也推出基於ARM64架構的Ampere Altra伺服器，全面部署在邊緣運算的伺服器產品線，鎖定電信運營商及企業在5G技術應用布局市場搶進。
技嘉先前對於今年度的伺服器業務釋出樂觀展望，尤針對伺服器料件備貨策略，內部自去年下半年起即以提前兩個季度備料因應，因此樂看今年上半年伺服器業務的出貨動能無虞，並估全年續以雙位數年增成長可期。
法人則認為，在零組件備料充足的情況下，技嘉伺服器業務全年將可望實現兩成以上的年成長，不過對其在資料中心客戶的成長性轉趨保守，預期主要增長動能多來自於邊緣運算商機發酵
