TrendForce Tiburon Consulting’s latest report points out that the global economy continues to be weak, prompting the four major cloud service providers in North America to revise their server procurement volume in 2023, and the figures may continue to be revised downward, in order of magnitude from more to less Meta, Microsoft, Google, AWS (Amazon Cloud Technology).
TrendForce estimates that the server procurement volume of the four vendors will drop to 4.4% from the original estimate of 6.9% year-over-year growth, which will affect the annual growth rate of global server shipments in 2023 to 1.87%, further aggravating the imbalance between supply and demand of Server DRAM. Server DRAM prices are expected to fall by 20%-25% in the first quarter.
Meta: The year-on-year decline in server procurement volume in 2023 will expand to 3.0%, and the subsequent procurement volume may be revised downward again.
Microsoft: The year-over-year growth of server procurement in 2023 will be revised downward from 16.9% to 13.4%, so server procurement can still maintain double-digit growth.
Google: Year-over-year growth in server purchases has also tightened to 5.2%.
AWS: Year-over-year growth in AWS server purchases will converge to 6.2% in 2023.