Southeast Asia Server Rack 200kWh ODM

Where are server ODMs based?

TrendForce reports that Taiwan-based server ODMs, including Quanta, Foxconn, Wistron (including Wiwynn), and Inventec, have set up production bases in countries like Thailand, Vietnam, and Malaysia. It's projected that by 2023, the production capacity from these regions will account for 23%, and by 2026, it will approach 50%.

Which countries will dominate the server supply chain in 2027?

Taiwan and US/Mexico are projected to each account for 35% of the server supply chain in 2027, while Southeast Asia would ascend to 30% then. ODMs are turning to the US, Mexico, and Southeast Asia under the tendency of “China+1”, with concentration on Thailand, Malaysia, and Vietnam for Southeast Asia.

Which DRAM segment is the most popular in Malaysia?

Due to falling PC unit demand, PC DRAM has a smaller share of the total DRAM output. Mobile DRAM is still the biggest segmentation in each companies' product mix. ODM Direct outgrows the market as demand of datacenters and cloud computing is strong. Malaysia: Wiwynn has activated its server assembly plant in Johor since October 2023.

Why is server DRAM a major market segment?

Server DRAM proportion among the three suppliers is expected to increase. Due to falling PC unit demand, PC DRAM has a smaller share of the total DRAM output. Mobile DRAM is still the biggest segmentation in each companies' product mix. ODM Direct outgrows the market as demand of datacenters and cloud computing is strong.