According to DigiTimes Research, global server shipments in 2025 will exceed 15 million units, with growth of about 2.3% compared to the previous year. The growth rate of sales will be lower than in 2024, due to the geopolitical situation and price fluctuations.
According to analysts, investment in server hardware from the enterprise sector will become more cautious, with the main focus on more mature applications in the area of large language models (LLM). Demand for expensive high-performance AI servers will continue to increase, but the growth rate will slow. The main driver of this segment will remain orders from leading North American cloud service providers – AWS, Microsoft Azure and Google Cloud.
Among the world’s largest ODMs, Foxconn is expected to show the most significant growth in shipment share, driven by significant general-purpose server orders from Microsoft, as well as shipments of the expensive NVIDIA GB200 NVL72 super accelerators. Wiwynn, according to DigiTimes Research, will benefit from general-purpose server and AI orders from customers such as Meta✴ and Amazon, which are expected to be the biggest server buyers among the leading cloud providers in North America.
Overall, server demand in 2025 is projected to be driven by lower prices for DDR5 memory and SSDs, with Taiwanese server ODMs showing lower growth rates than the market average.