Open Compute Project (OCP) servers are expected to reach 7% of servers shipped in 2021 after growing 41% YoY in 2Q 2017, while DC server equipment revenue, including tower, rack, blade, and OCP servers totaled $14B in 2Q17, up 10% from 1Q17 and 4% YoY, according to the IHS Markit Data Center Server Equipment market tracker from IHS Markit.

“The ecosystem has been established by the vendors who decided to offer OCP-compliant (accepted and inspired) servers, reducing risk for tier 2 CSPs to follow. The next wave of OCP adoption will be Telcos for network function virtualization (NFV),” said Cliff Grossner, Ph.D., senior research director and advisor for the cloud and data center research practice, IHS Markit.

“Overall market dynamics to watch moving forward include new software technologies such as machine learning (ML) and artificial intelligence (AI) techniques, which will drive new features in CPU silicon and give rise to a market for specialized processors capable of high degrees of parallelism. This will be fertile ground for innovation enabled by OCP designs,” Grossner added.

More Server Market Highlights

  • White Box – including all vendors that produce rack server hardware with OS software sold separately, such as Quanta Computer, Wistron, and Inventec — was #1 in units shipped (23% share) for DC servers.
  • Cloud service providers are expected to buy 37% of 2017 DC servers shipped, telco 16% and enterprise 48%.
  • HPE took the #1 sport in server revenue market share (23%), Dell was #2 (19%), and White Box was #3 (17%) in 2Q17

 

Synopsis

The IHS Markit quarterly Data Center Compute Intelligence Service provides worldwide and regional market size, vendor market share, forecasts through 2021, analysis and trends for (1) data center servers by form factor, server class, and market segment, and (2) Ethernet network adapters by CPU offload, port speed (1/10/25/40/50/100GE), form factor, usage case and market segment. Vendors tracked include Dell, HPE, Lenovo, Cisco, Huawei, Inspur, IBM, Supermicro, Cray, Intel, Broadcom, Mellanox, Cavium, and others.