未上市  

我也賺到錢,也就不敢說他不好.

主要是他營收爆起暴落,還有關稅問題,關稅問題,一直困擾著我,還是烙跑,錢給勇者賺.

耀登在4G天線,是一根一根賣,一支十元,非常廉價,競爭力,差異化其實跟其他天線廠,都差不多,一股12元,我還嫌貴歐.

但到5G天線,呼呼,變成天線模組,天線陣列排列方式破萬種排列,有技術門檻,誰領先誰贏.

所以遇到最大股東光寶賣股,一般人老早就嚇到換股操作,我是老神在在.

我深信只有技術,最後時間會證明一切,光寶剩下那4800張,不足為患,給我業績,其餘免談.

有的,說的都有聽.

緯穎之前跟著唬王大一起賺,但我用三個戶頭,撈的不錯,現在老早就跑了.

軒郁跟著順大一起撈,50/60張,也賺99萬,最高賣168元,最低買107元.很早就跑掉了.

有的有的,你說的都有聽,今年撈翻了,

分享一下最近比較少在台灣新聞上看到的東西。

其實月中的 OCP 高峰會中還有幾個跟整個資料中心生態有關的，一個就是中國百度與華為也加入 OCP 陣營。另一個是 Facebook 協助 Intel 設計開發強化 AI 學習的晶片。

Facebook 在會議中有展示新的 AI 深度學習平台，緯穎主要的供應商，自然未來也是主要的平台推手。隨著AI的應用與開發越來越廣泛，個人是看好未來 OCP 有關強化 AI 深度學習方面的設計與伺服器是有可能被資料中心以外的用戶大量採用的，因為這些是傳統伺服器無法提供的。

附上中國對於此一平台相關的報導。原文的也可以去 Facebook 的網站看

t.cj.sina.com.cn/articles/view/3856710564/e5e0bba401900mcm4

code.fb.com/data-center-engineering/accelerating-infrastructure/

code.fb.com/ml-applications/the-next-step-in-facebook-s-ai-hardware-infrastructure/

www.youtube.com/watch?v=tonPVJhYk90

緯穎科技服務股份有限公司股票自108年3月27日開始上市買賣

發布時間︰民國 108年03月22日 14:13

臺灣證券交易所表示，緯穎科技服務股份有限公司已公開發行普通股股票自108年3月27日開始上市買賣，緯穎科技服務股份有限公司係初次上市掛牌，為本（108）年第5家掛牌之本國上市公司。其普通股股票自上市買賣日起五個交易日，股價係採無漲跌幅限制。該公司之中英文簡稱、產業類別、上市代號、上市有價證券種類、數量（股）詳如下表。

臺灣證券交易所將於該股票上市買賣當天以盛大隆重掛牌典禮歡迎緯穎科技服務股份有限公司加入上市行列，該典禮將於當日上午8點54分至9點30分間透過『WebPro證券暨期貨市場影音傳播網』實況轉播典禮內容，歡迎各界利用網路於典禮時間至 webpro.twse.com.tw 觀看實況內容。

附表、上市公司基本資料

公司名稱

公司簡稱

產業類別

上市代號

原興櫃代號

上市有價證券

公司營利事業統一編號

中文

英文

中文

英文

種類

數量(股)

緯穎科技服務股份有限公司

Wiwynn Corporation

緯穎

Wiwynn

電腦及週邊設備業

6669

6669

普通股

普通股152,028,791股及現金增資股股款繳納憑證18,810,000股

53687704

今天已經不是,所以...................

回過頭再看去年的那些新聞跟什麼引述法人說法，說什麼第二季以後衰退，說什麼中美貿易戰，說什麼intel cpu出貨不順會影響獲利，什麼緯穎業績大衰退。。。。結果呢？都是屁話。

用營收跟EPS的成長打破不實傳言跟報導。。。媒體報導跟法人說法，聽聽就好。。。

==============================================

1.事實發生日:108/03/20

2.公司名稱:緯穎科技服務股份有限公司

3.與公司關係(請輸入本公司或聯屬公司):本公司

4.相互持股比例(若前項為本公司，請填不適用):不適用

5.發生緣由:

(1)通過本公司一○七年度個體財務報告：

一○七年度個體財務報告業已編製完成並經安侯建業聯合會計師事務所

陳雅琳、張嘉信會計師查核。

(單位：新台幣仟元)

107年1-12月

------------

銷貨收入淨額： 76,603,354

已實現營業毛利： 9,713,006

營業淨利： 6,563,966

稅前淨利： 6,969,445

本期淨利： 5,577,577

基本每股盈餘： 38.00元

(2)通過本公司一○七年度合併財務報告：

一○七年度合併財務報告業已編製完成並經安侯建業聯合會計師事務所

陳雅琳、張嘉信會計師查核。

(單位：新台幣仟元)

107年1-12月

------------

銷貨收入淨額： 181,064,815

營業毛利： 10,647,156

營業淨利： 7,100,542

稅前淨利： 7,093,468

本期淨利： 5,577,577

基本每股盈餘： 38.00元

6.因應措施:公開資訊觀測站公告。

7.其他應敘明事項:無。

www.youtube.com/watch?v=FP4At7jk3qc

OCP高峰會前兩天在洛杉磯舉行，其中有一場是談 OCP非會員市場的成長性，OCP會員主要是資料中心客戶，他們想要研究非資料中心用戶對於 OCP產品的接受度，這會談的數據在 3/2 我也貼過

「整體市場對於 OCP 設計的硬體接受度越來越高。扣除掉來自 OCP 成員如 Facebook, Microsoft, Intel 等採購外，非成員採購的金額 2018年達到 25.6 億美元，年成長達 120%，而 2020年非OCP成員市場規模可望達 107億美元，CAGR達 56%。」

除此之外，也提到來自非OCP會員營收每年成長約為3, 40%，尤其是電信產業，而亞太地區的成長也會超越歐洲。

詳細內容可以看影片。

www.youtube.com/watch?v=e9111zvjJ-c

其中的簡報可以自行下載。

www.opencompute.org/files/Final-Delivery-IHS-Markit-OCP-Market-Impact-Study-for-Circulation-18-0227-cg.pdf

另外OCP年初曾在中國舉行地區高峰會，也有提到OCP硬體的優勢與亞太地區市場的發展，這一場有中文口譯，有興趣的人也可以聽聽。

www.youtube.com/watch?v=u_IZOI3qmcg

兩個影片都有提到OCP硬體有個很大的優勢是節省成本與能源，還有功能的針對性，比方說針對儲存需求或AI運算需求的伺服器，這些是傳統 blade 伺服器無法提供的。Yahoo日本在2016年也開始採用 OCP方案，也有參加論壇分享，主要是成本降低跟節省能源跟 rack 數。

【MoneyDJ新股巡禮】客製化驗證，直擊緯穎資料中心實驗室

www.youtube.com/watch?v=O5bQr_5EYGI

【MoneyDJ新股巡禮】資料中心大廠主要供應商緯穎，3月下旬上市

www.youtube.com/watch?v=8_IWlD38OZY

小字型

中字型

大字型

Facebook

Google+

Twitter

Weibo

2019年03月14日 16:14 時報資訊 【時報記者任珮云台北報導】

緯穎(6669)今參加OCP Global Summit 2019，展出多款最新產品與技術，滿足資料中心客戶對於運算效能、儲存容量、電源效率與散熱效能的需求。包括：符合Open19 Project規格的SV6100G3伺服器、可搭載EDSFF SSD的Project Olympus NVMe儲存系統、滿足人工智慧高運算效能需求的GPU伺服器與運算加速器、高密度高用電效率的兩相浸沒式液冷系統。

緯穎科技服務總經理洪麗甯表示，OCP Global Summit是雲端資料中心產業一年一度的技術盛會。包括超大型資料中心、晶片與系統業者等參展廠商無不端出最先進的技術參與。今年緯穎除了持續與技術夥伴合作展出最新的開放硬體產品以及電源與散熱解決方案，更將有7場演講與工程研討會，和與會的技術專家們共同探討交流最新的雲端資料中心技術。

緯穎長期投入開放硬體如OCP與Project Olympus規格產品的開發，今擴展其產品線，展出最新一代19”開放架構伺服器—SV6100G3。符合Linkedin主導的Open19 Project規格，透過定義伺服器的電源與網路連接器位置，以及相應的連接器與機殼，達到快速部署、易於維護等優點。協助各種規模的資料中心，均可利用既有的EIA19”機架快速升級。

ST5100是基於Project Olympus的高密度1U NVMe儲存系統。搭載符合16顆高容量EDSFF SSD，滿足日益增長的儲存容量與快速存取需求。包括Intel、LITE-ON與Samsung等供應鏈夥伴均看好該需求的成長，均推出相對應的SSD產品並於緯穎攤位展示，使整體生態鏈更加完備。

針對人工智慧與深度學習所帶來的高速運算需求，緯穎推出一系列產品因應客戶不同規模與應用的需要。其中SV500G3伺服器整合運算與加速，支援八張PCIe加速卡。XC200G2加速器更支援16張PCIe加速卡，採用最新PCIe4.0技術，可為最多4台伺服器提供靈活的GPU配置，提供高速訊號傳輸與部署彈性。Wiwynn HGX-2採用NVIDIA最新HGX-2架構，整合16顆Tesla V100 32GB GPU 與NVLink技術，提供強大的運算能力，協助超大型資料中心更有效率的處理複雜的AI模型訓練。

電源與散熱技術一直是資料中心客戶降低總體擁有成本(Total Cost of Ownership, TCO)的關鍵。緯穎除了持續在48V電源技術的投入，亦積極開發液冷相關技術。本次OCP高峰會，首次展示結合兩段式48V電源供應方案與兩相浸沒式液冷技術，同時提高散熱效率以及伺服器密度，並降低散熱用電與資料中心維運成本，為未來更高電源密集的運算需求做好了準備。

(時報資訊)

2019/03/14 07:43 時報資訊

【時報-台北電】緯創 （3231） 轉投資五成的興櫃股股王緯穎 （6669） ，3月27日上市報到，13日進行競價拍賣，最高投標金額450元，緯創「母以子貴」效應可期；另外，緯穎承銷價定每股248元，與13日興櫃收盤均價有約130元套利空間，預期將掀起申購熱潮。

　緯穎新股上市競拍13日開標，結果最低得標價格335.3元，最高得標價格為450元，得標加權平均價格349.32元，其中，最受關注的是，最高得標價格為105年競拍制度上路後，僅次於曾居台股股后精測，上市當時競標最高價482元之後的第二高。

　此外，緯穎透過競拍所募得的資金44.68億元，則是自105年競拍制度上路之後，創下募集最高額度。

　依規定，新股上市籌資金額只要超過5億元，就需透過競拍及開承銷二個程序釋股。

　緯穎每股承銷價敲定248元，總計僅提撥3,997張公開申購，預計從本周五開始至下周二（15∼19日）展開公開申購，將於21日公開抽籤。

　法人指出，緯穎13日股價雖下跌3.8％，但收盤平均價格為377.53元，若投資人參與公開申購並抽中，等於是一股套利空間有130元、每張可賺約13萬元，套利空間高達52％；這次提撥張數不到4千張，在股價有龐大套利空間下，預期將掀起投資人申購熱潮。

　法人也表示，緯創目前持有緯穎50.08％持股，隨著緯穎上市後，股價有機會展開蜜月行情，緯創將「母以子貴」，潛在利益豐厚。

　然緯穎總經理洪麗甯日前坦言，受大環境影響，上半年營運要續增頗為挑戰，但她仍期待上半年營運能守成，下半年逐步恢復成長力道後，力拚全年度營運繼續成長。（新聞來源：工商時報─呂淑美、翁毓嵐／台北報導）

果然是老手，注意到很多人沒注意的事情，

誰在買？掛牌後誰會買最多？

先有個譜才不至於賣錯時機（我就錯了），

劍子個位數張數陪興櫃股王一起上市，

近年來競拍價格這麼高的個股，除了精測再來就是緯穎，

一同看結果吧……

即相當於平均一件投標張數為6.77張。

即相當於平均一件投標張數為6.77張。

有興趣？自己研究一下

之，並依該得標人得標價款自行認購。

恩．．修正一下，不要放棄比較好

保證金要50%看起來放棄更虧，只能說競拍370上方的沒討到太便宜

但競拍好像也可以放棄的樣子(不要繳納股款）

看起來用抽籤的248價位還是最好的，但是不一定能夠抽到也是個問題

序號 開標日期 證券名稱 證券代號 發行市場 發行性質 競拍方式 投標開始日 投標結束日 競拍數量(張) 最低投標價格(元) 最低每標單投標數量(張) 最高投(得)標數量(張) 保證金成數(%) 每一投標單投標處理費(元) 撥券日期(上市、上櫃日期) 主辦券商 得標總金額(元) 得標手續費率(%) 總合格件 合格投標數量(張) 最低得標價格(元) 最高得標價格(元) 承銷價格(元) 取消競價拍賣(流標或取消)

1 2019/03/13 緯穎 6669 集中交易市場 初上市 美國標 2019/03/07 2019/03/11 12,792 215.65 1 1,678 50 400 2019/03/27 元大 4,468,523,500 5 4,665 31,587 335.3 450 248

Microsoft Launches First Cloud Data Centers in South Africa

Even without local data centers, Microsoft has been the leading cloud provider in the country, according to analysts.

Yevgeniy Sverdlik | Mar 07, 2019

Microsoft has beat its biggest cloud rival Amazon by launching data centers in South Africa first. Amazon Web Services expects to bring its first data centers in the country online next year.

The Microsoft data centers in Cape Town and Johannesburg, whose launch the company announced Wednesday, now support Azure cloud services. Microsoft expects them to start supporting Office 365 by the third quarter and Dynamics 365 by the fourth quarter. They are the company’s first data centers on the African continent.

Even without dedicated South Africa data centers, Microsoft has been the leading provider of cloud services in the country, according to analysts. Azure leads with 50 percent of mid-size and large enterprises using it in the country, according to the Cloud Africa 2018 report by World Wide Worx, a South African market research firm, sponsored by F5 Networks.

The firm surveyed 300 enterprise IT decision makers in South Africa, Kenya, and Nigeria. Only two percent of South African respondents said they were using AWS. Google, which has not announced plans to launch data centers in South Africa, is the second most used cloud provider there, with 25 percent of respondents using its services, according to the report.

The South Africa cloud market is relatively small. The most recent publicly available attempt to size it we could find was Frost & Sullivan’s estimate that the market was worth $140 million in 2017. But it appears to have been growing quickly. Citing IDC, Microsoft said public cloud spending in the country was expected to “nearly triple over the next five years.”

Nine in 10 South African respondents to World Wide Worx’s survey said they increased overall cloud spending in 2017 and eight in 10 said they would increase it in 2018. But for most of the respondents, the strategic focus was private cloud, with only about 40 percent considering pubic cloud strategically important. More (60 percent) considered Software-as-a-Service strategically important, however. Office 365 and Dynamics 365, expected to come online inside Microsoft’s new South African data centers later in the year, would fall into that bucket.

TAGS: CLOUD

PRESS RELEASE

Hyperscale Data Centers Market to Reach US$ 76.5 Billion by 2024

Published: Mar 11, 2019 3:05 a.m. ET

Mar 11, 2019 (Heraldkeeper via COMTEX) -- New York, March 11, 2019: Market Research Engine has published a new report titled as  Hyperscale Data Centers Market Size, By Component (Solution, Data Center Sizes), By Data Center Size (Small and Medium-Sized Data Centers, Large Data Centers), By End-Use (Cloud Providers, Colocation Providers, Enterprises), By Region (North America, Europe, Asia-Pacific, Rest of the World), Market Analysis Report, Forecast 2018-2024.

Hyperscale Data Center Market is expected to garner US$ 76.5 Billion by 2024, registering a CAGR of 23.8 % during the forecast period 2018 – 2024

Data centers utilize Data Center Sizes that work together through web and cloud Data Center Sizes. This shift has given birth to the hyperscale data center. Hyperscale data centers have architectures that are designed to provide a single, massively scalable compute architecture. Hyperscale data center offers a wide series of Data Center Sizes in various industries, namely IT & telecom, BFSI, government utilities, healthcare, energy, manufacturing, and others.

The global Hyperscale Data Centers market is segregated on the basis of Component as Solution and Data Center Sizes. Based on Data Center Size the global Hyperscale Data Centers market is segmented in Small and Medium-Sized Data Centers and Large Data Centers. Based on End-Use the global Hyperscale Data Centers market is segmented in Cloud Providers, Colocation Providers, and Enterprises.

Browse Full Report From here: www.marketresearchengine.com/hyperscale-data-centers-market

The global Hyperscale Data Centers market report provides geographic analysis covering regions, such as North America, Europe, Asia-Pacific, and Rest of the World. The Hyperscale Data Centers market for each region is further segmented for major countries including the U.S., Canada, Germany, the U.K., France, Italy, China, India, Japan, Brazil, South Africa, and others.

Competitive Rivalry

HPE, IBM, Huawei, Ericsson, Cisco Systems, Nvidia, Lenovo, Cavium, Quanta Computer, Broadcom, and others are among the major players in the global Hyperscale Data Centers market. The companies are involved in several growth and expansion strategies to gain a competitive advantage. Industry participants also follow value chain integration with business operations in multiple stages of the value chain.

The Hyperscale Data Centers Market has been segmented as below:

Hyperscale Data Centers Market, By Component

Solution 

Data Center Sizes 

Hyperscale Data Centers Market, By Data Center Size

Small and Medium-Sized Data Centers 

Large Data Centers 

Hyperscale Data Centers Market, By End-Use

Cloud Providers 

Colocation Providers 

Enterprises 

Hyperscale Data Centers Market, By Region

North America 

Europe 

Asia-Pacific 

Rest of the World 

Hyperscale Data Centers Market, By Company

HPE 

IBM 

Huawei 

Ericsson 

Cisco Systems 

Nvidia 

Lenovo 

Cavium 

Quanta Computer 

Broadcom 

The report covers:

Global Hyperscale Data Centers market sizes from 2015 to 2024, along with CAGR for 2018-2024 

Market size comparison for 2017 vs 2024, with actual data for 2017, estimates for 2018 and forecast from 2019 to 2024 

Global Hyperscale Data Centers market trends, covering comprehensive range of consumer trends & manufacturer trends 

Value chain analysis covering participants from raw material suppliers to the downstream buyer in the global Hyperscale Data Centers market 

Major market opportunities and challenges in forecast timeframe to be focused 

Competitive landscape with analysis on competition pattern, portfolio comparisons, development trends and strategic management 

Comprehensive company profiles of the key industry players 

Report Scope:

The global Hyperscale Data Centers market report scope includes detailed study covering underlying factors influencing the industry trends.

The report covers analysis on regional and country level market dynamics. The scope also covers competitive overview providing company market shares along with company profiles for major revenue contributing companies.

The report scope includes detailed competitive outlook covering market shares and profiles key participants in the global Hyperscale Data Centers market share. Major industry players with significant revenue share include HPE, IBM, Huawei, Ericsson , Cisco Systems, Nvidia, Lenovo, Cavium, Quanta Computer, Broadcom, and others.

Reasons to Buy this Report:

Gain detailed insights on the Hyperscale Data Centers industry trends 

Find complete analysis on the market status 

Identify the Hyperscale Data Centers market opportunities and growth segments

Analyse competitive dynamics by evaluating business segments & product portfolios 

Facilitate strategy planning and industry dynamics to enhance decision making 

Customization

Customized report as per the requirement can be offered with appropriate recommendations

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Table of Contents:

1. Introduction 

1.1. Key Points 

1.2. Report Description 

1.3. Markets Covered 

1.4. Stakeholders

2. Research Methodology

3. Executive Summary

4. Market Overview

5. Hyperscale Data Centers Market, By Component 

5.1. Key Points 

5.2. Solution 

5.3. Data Center Sizes

6. Hyperscale Data Centers Market, By Data Center Size 

6.1. Key Points 

6.2. Small and Medium-Sized Data Centers 

6.3. Large Data Centers

7. Hyperscale Data Centers Market, By End User 

7.1. Key Points 

7.2. Cloud Providers 

7.3. Colocation Providers 

7.4. Enterprises

8. Competitive Landscape

9. Company Profile 

(OVERVIEW, KEY FINANCIALS, PRODUCT AND PRODUCT OFFERINGS, RELATED DEVELOPMENTS) 

9.1. HPE 

9.2. IBM 

9.3. Huawei 

9.4. Ericsson 

9.5. Cisco Systems 

9.6. Nvidia 

9.7. Lenovo 

9.8. Cavium 

9.9. Quanta Computer 

9.10. Broadcom

Other Related Market Research Reports:

Industrial Metals, Precious Metals and Alloys Market Analysis, Size, Share, Growth by 2024

Internet of Things (IOT) Sensors Market to Reach US$ 23.5 Billion by 2024

About MarketResearchEngine.com

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www.marketwatch.com/press-release/hyperscale-data-centers-market-to-reach-us-765-billion-by-2024-2019-03-11

本資料由　(興櫃公司) 緯穎　公司提供

民國108年02月 單位：新台幣仟元

項目 營業收入淨額

本月 11,155,782

去年同期 10,478,056

增減金額 677,726

增減百分比 6.47

本年累計 26,398,403

去年累計 22,388,310

增減金額 4,010,093

增減百分比 17.91

備註

2019/02 11,155,782

2019/01 15,242,621

2018/12 17,055,071

2018/11 12,876,772

2018/10 16,692,443

2018/09 19,336,348

2018/08 16,986,462

2018/07 12,198,020

2018/06 14,082,248

2018/05 16,299,306

2018/04 15,985,847

2018/03 17,038,548

2018/02 10,478,056

2018/01 11,910,254

2017/12 10,711,800

2017/11 10,039,355

2017/10 10,761,203

2017/09 5,573,018

2017/08 9,934,326

2017/07 7,397,168

2017/06 8,426,597

2017/05 6,103,762

2017/04 6,682,173

2017/03 2,888,377

2017/02 4,321,457

2017/01 3,174,462

眼紅，樹大招風吧...

不過身為緯穎股東，繼續關心本業發展跟獲利。。。其他就看看熱鬧就好

==============================

本資料由　 (興櫃公司) 緯穎　公司提供

序號 3 發言日期 108/03/07 發言時間 13:08:12

發言人 洪麗(宓冉) 發言人職稱 總經理 發言人電話 (02)6615-8888

主旨 澄清媒體之相關報導

符合條款 第 26 款 事實發生日 108/03/07

說明

1.傳播媒體名稱:今周刊、財訊雙周刊及商業周刊

2.報導日期:108/03/06

3.報導內容:本公司於公開發行前辦理現金增資合理性之報導

4.投資人提供訊息概要:無

5.公司對該等報導或提供訊息之說明:

(1)緯穎並非自緯創分割出來，緯穎專注於客製化之大型資料中心用的整機櫃伺

服器，和緯創現有持續發展之一般企業廣泛使用之單機伺服器明顯不同，此為領

域不同，則緯穎所需技術及專業人才皆不相同，雖於設立之初，緯創部分人才轉

任緯穎，但緯穎仍需持續於新領域深耕並另尋求更適切之合作夥伴及專業人才，

故有今日客戶肯定及豐碩成績；再者緯穎大型資料中心客戶，和緯創的品牌經銷

客戶明顯不同，且緯穎將生產製造代工機會交付緯創，對緯創而言，亦為新的業

務產生。故緯穎之客戶及業務並非由緯創移轉而來；亦非企業併購法之分割。其

餘說明請詳108年2月27日上傳至公開資訊觀測站之公開說明書第114頁。

(2)本公司103年度及105年度辦理之現金增資係用以充實營運資金，主要為因

應資料中心及雲端市場持續成長之原物料採購所需，以及日常營運支出，藉由提

高現金準備量做為高成長性市場準備。為降低企業經營風險及健全財務結構，其效

益除強化公司營運資金週轉能力及財務結構，以提升市場整體競爭力外，更可提

高資金靈活調度之彈性，對企業之經營具有正面之助益，藉由現金增資充實營運

資金實有必要性。

(3)本公司於106年10月12日始公開發行，於106年11月13日登錄興櫃後始

有市場交易價格，103年及105年之現金增資皆於本公司未公開發行時所辦理，

在當時的時空背景下，財務報表不公開、資訊不透明，且股票無市場價格亦無流

動性。103年現金增資，由於無公開活絡市場價格，故以102年12月31日會計

師查核簽證財報之每股淨值為依據。105年現金增資，亦尚無公開活絡市場價格，

考量105年7月係於除權息後，故參考當時105年6月30日自結報表淨值，而

以財報淨值作為現金增資價格之依據係為非公開發行公司之市場慣例。其餘說明

請詳108年2月27日上傳至公開資訊觀測站之公開說明書第108頁。

(4)本公司103年度及105年度辦理之現金增資，均依法經本公司董事會決議，

並依公司法第267條規定，保留發行股數10%~15%，由本公司員工認購，餘由

本公司原股東按持股比例認購之；逾期未認購或認購不足之股數，授權本公司董

事長洽特定人認購之，相關程序皆依法令執行。

6.因應措施:發布重大訊息澄清。

7.其他應敘明事項:無。

本資料由　 (上市公司) 緯創　公司提供

序號 2 發言日期 108/03/07 發言時間 12:31:28

發言人 石慶堂 發言人職稱 財務長 發言人電話 (02)6616-9999

主旨 說明媒體報導

符合條款 第 51 款 事實發生日 108/03/07

說明

1.事實發生日:108/03/07

2.公司名稱:緯創資通股份有限公司

3.與公司關係(請輸入本公司或子公司):本公司

4.相互持股比例:不適用

5.傳播媒體名稱:今周刊及財訊及商業周刊等

6.報導內容:「有關媒體報導，緯穎現金增資及本公司釋股過程等內容」

7.發生緣由:

(一)緯穎之成立緣起，並非企業分割，而是由於當時伺服器產業ODM Direct需求興起，

與緯創原有OEM客戶產生利益衝突，在衡量對緯創衝擊最小的情況下，才由緯穎現

任總經理另行成立一新公司。有關媒體所提緯穎103年與105年現增及緯創釋股過程

等相關疑問，皆已於緯穎初次上市公開說明書(第108~113頁)詳細說明其適法性及

合理性。

(二)另再次強調因本公司的股東人數龐大高達十多萬人且多為散戶，股東結構相當分散

，考量分配予本公司之原股東認購有其執行上之繁瑣與困難，再加上緯穎106年

10月12日始公開發行，於緯穎103、105年度辦理現增期間之財務報表不公開、資訊

不透明，且股票無市場價格亦無流動性之高投資風險，實不宜讓本公司之原股東承

擔，故在全盤考量下，將股票給予相信公司未來發展之緯穎員工、緯創及轉投資公

司之員工認購，實屬當時最佳的選擇。

(三)本公司對緯穎持股比例下降，主要係為達股權分散標準，爰本公司放棄原股東部分

認股權改由緯創集團員工認股及100%子公司認購等造成之稀釋，及由於緯穎辦理現

金增資依公司法267條之規定，保留發行新股總數10%~15%由緯穎員工認購造成之稀

釋，相關程序皆符合法令規定，故並未損及緯創公司原股東之權益。

8.因應措施:公開資訊觀測站說明。

9.其他應敘明事項:無。

以上資料均由各公司依發言當時所屬市場別之規定申報後，由本系統對外公佈，資料如有虛偽不實，均由該公司負責.

馬上反彈，還沒1:00就3500張以上

看來後勢可期

前幾天 OCP 有篇新聞稿，表示整體市場對於 OCP 設計的硬體接受度越來越高。扣除掉來自 OCP 成員如 Facebook, Microsoft, Intel 等採購外，非成員採購的金額 2018年達到 25.6 億美元，年成長達 120%，而 2020年非OCP成員市場規模可望達 107億美元，CAGR達 56%。

高峰會期間， OCP 應該揭露更多成員與非成員整體市場的展望資訊。

近期花更多時間研究 AI 人工智慧相關議題，覺得這一塊的應用真得不能小覷，現代的人工智慧透過神經網路深度學習，可以找出新方法與 pattern，甚至可以拿來預測未來。這所代表的是各行各業手上的舊資料，都有機會產生新價值。

這對於提供雲端服務的大廠而言是好事，一般的企業或個人想分析資料只要上傳資料，購買AI分析服務，就不用一切都自建。 AI 分析非常吃電腦的運算資源，Google已經自行開發 AI 運算晶片 TPU，而 Amazon、 Facebook 也都計畫自行開發相關晶片， 而雲端大廠為滿足大量客戶對 AI 運算的需求，也需要設計與採購 AI 專屬運算伺服器，分配運算能力給客戶。而這一塊的發展，目前一切都還算起步而已。

Open Compute Project Announces Updated Market Forecast

Thursday, February 21, 2019 · Posted by Dirk Van Slyke

Open Source Foundation Exceeds 2018 Forecast for Non-Board Member Adoption, Tops $2.56 billion and expected to surpass $10 billion by 2022.

The Open Compute Project Foundation (OCP) announces today the high level results of a follow up assessment of the market impact of the Open Compute Project worldwide. For a second year, OCP has engaged IHS Markit, a world leader in critical information, analytics and solutions, to determine the adoption and impact of OCP gear in the technology industry. Since its inception, OCP has worked to drive innovation in and around the data center industry, bringing together thousands of engineers from nearly two hundred member organizations. The demands on the modern datacenter continue to expand with the growth of IOT, security and edge computing, as well as increasing energy consumption requirements.

IHS Markit interviewed OCP members, suppliers and service providers, as well as incorporated their own in-depth industry research to determine revenue by region and vertical worldwide, as well as update their forecast through 2022. In order to ascertain a more accurate assessment of true marketplace adoption, usage by OCP Board member companies Facebook, Goldman Sachs, Intel, Microsoft and Rackspace was excluded from this study.

Among the preliminary findings:

2017 actual non-board revenue was $1.16 billion, just shy of the original forecast of $1.18 billion

2018 non-board OCP revenue tops the 2017 forecast, reaching $2.56 billion, compared to a forecast of $1.84 billion, with year-over-year growth of 120%

2017 Non-Board OCP revenue actuals show increased market share, from .87% to .91%, while overall Market Value dropped from $137 billion to $127 billion

2022 non-board OCP revenue share is expected to climb to more than 5% by 2022, at $10.7 billion, with a CAGR of 56%

Servers, Storage and Networking are the fastest projected growth categories, with PON a potential high-growth area. Markets are just forming for disaggregated cell tower equipment, but Telco spend is expected to surpass Hyperscalers by 2021.

The Government sector actually passed financial institutions in non-board OCP spending in 2017, while automotive and manufacturing is expected to have the highest 5-year CAGR. Healthcare is in the early stages of OCP adoption.

There were no large changes in the forecast for regional growth – America’s still dominate due to Hyperscalers and Financial, but also now driven by Telco.

APAC will surpass EMEA by 2020 with a CAGR of 108%, compared to EMEA at 59%.

Furthermore, the drivers of adoption of OCP are growing more diverse – cost reduction and power efficiency are still the biggest reasons why, but the market is now realizing that feature flexibility and conformance to those specifications approved by OCP provide a measure of “comfort” to the market.

“We are pleased that the adoption momentum continues and accelerates, and we value the insight provided by the study regarding barriers, challenges and opportunities. We are committed to continued improvement in the entire ecosystem to support the future growth.” stated Rocky Bullock, CEO for the Open Compute Project Foundation.

“The market ecosystem for OCP-certified equipment continues to mature, with more diversity for increased choice and an expanded supply chain allowing more tier-two CSPs, telcos and enterprise consumers to participate. A notable difference from last year’s study was the shift from direct factory purchasing to suppliers with local support, as additional market segments increased adoption,” said Cliff Grossner, Ph.D., executive director research and analysis, cloud and data center research practice at IHS Markit, a global business information provider.  “OCP equipment market drivers such as serviceability, disaggregation and the flexibility to add new features took on a greater importance this year, which typically happens when a market matures and more mainstream buyers deploy.”

OCP and IHS Markit will release the full results of the research at the Annual OCP Global Summit, to be held in San Jose Convention Center in San Jose, CA March 14 - 15, 2019. This will include an Executive Track at 1:00 PM Pacific on Day 1 featuring the details of the findings to be presented by Cliff Grossner, and Vlad Galabov, Principle Analyst for Data Center Compute at IHS Markit.

Learn more at www.opencompute.org/summit/global-summit  

About IHS Markit

IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 business and government customers, including 80 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.

www.opencompute.org/news/open-compute-project-announces-updated-market-forecast

洪麗甯表示，伺服器因要求高速節能，客戶更換週期從 7 年縮短為 3 年，而過去 2 年伺服器產業蓬勃發展，帶動緯穎去年營收翻倍成長，預期今年將進入盤整期，待明年重返強勁成長的態勢。

就今年營運來看，洪麗甯認為，上半年持平去年同期，但下半年營運可望回溫，全年來看還是會較去年成長，且主要客戶之一的臉書 (Facebook)緯創小金雞緯穎 (6669-TW) 今 (21) 日召開上市前業績發表會，總經理洪麗甯指出，今年雖然資料中心產業進入盤整期，但緯穎今年上半年營運不會衰退，下半年將逐漸回溫，全年整體營運依舊可望較去年成長。

洪麗甯表示，伺服器因要求高速節能，客戶更換週期從 7 年縮短為 3 年，而過去 2 年伺服器產業蓬勃發展，帶動緯穎去年營收翻倍成長，預期今年將進入盤整期，待明年重返強勁成長的態勢。

就今年營運來看，洪麗甯認為，上半年持平去年同期，但下半年營運可望回溫，全年來看還是會較去年成長，且主要客戶之一的臉書 (Facebook)，今年可望較去年增加 30-40% 資本支出，緯穎也可望受惠。

根據資策會 (MIC) 預估，全球雲端服務市場規模，將由 2015 年的 373 億美元成長至 2020 年的 932 億美元，年複合成長率達 20.1%，思科 (Cisco) 也預估， 2016 年至 2021 年超大型資料中心，將由 338 座成長至 628 座，年複合成長率高達 13%，均顯示資料中心需求隨著雲端服務市場不斷成長。

目前緯穎在全球 IT 基礎設備約有約 1 成的市佔率，主要客戶除了臉書外，還有微軟 (Microsof)，共佔營收佔比約 9 成，緯穎 1 月營收 152.43 億元，月減 10.6%、年增 28%。，今年可望較去年增加 30-40% 資本支出，緯穎也可望受惠。

根據資策會 (MIC) 預估，全球雲端服務市場規模，將由 2015 年的 373 億美元成長至 2020 年的 932 億美元，年複合成長率達 20.1%，思科 (Cisco) 也預估， 2016 年至 2021 年超大型資料中心，將由 338 座成長至 628 座，年複合成長率高達 13%，均顯示資料中心需求隨著雲端服務市場不斷成長。

目前緯穎在全球 IT 基礎設備約有約 1 成的市佔率，主要客戶除了臉書外，還有微軟 (Microsof)，共佔營收佔比約 9 成，緯穎 1 月營收 152.43 億元，月減 10.6%、年增 28%。

www.youtube.com/watch?v=Xm8wJhDvA_M&feature=youtu.be

財訊快報 02-21 16:10

字級變小

字級加大

【財訊快報記者王宜弘報導】緯穎(6669)預定最快3月底掛牌上市。該公司週四(21日)召開上市前業績發表會，本次IPO將辦理現增18810張，掛牌股本增加至17.5億元。

緯穎專注在超大型資料中心及雲端基礎架構之解決方案，該公司成立於2012年3月3日，不斷研發能夠協助資料中心優化工作負載的新產品與技術，使其產品更具高電源效率、低耗能、精簡及易於維護等優勢。輔以客製化、多樣化的服務，使資料中心能享有最佳整體擁有成本(Total Cost of Ownership, TCO)，協助客戶建置理想的IT基礎建設。

緯穎指出，該公司身為OCP((Open Compute Project)白金級會員與解決方案供應商，以雲端服務業者為主要客戶群，目前已打入一線資料中心供應鏈，出貨至全球149個超大型資料中心。近年緯穎業績三級跳，去年營收已達1810億元，前三季稅後42.96億元，EPS超過29元，創下歷史新高紀錄，法人預估全年獲利上看35元，今年還會持續增長。

緯穎在既有的核心能力基礎上，透過ODM直接銷售(ODM Direct Sales)之商業模式改變產業結構秩序。隨著全球資料中心投資金額持續增加，高效能且低成本的運算與儲存產品將持續帶動白牌廠商崛起，未來長期目標即以ODM直接銷售模式，持續研發能夠協助大型資料中心優化各種應用負載的新產品與技術，使資料中心能擁有最佳整體成本。

展望未來，緯穎表示，已在全球前四大雲端服務供應商切入兩大客戶，且都取得主要供應商地位。除在主要客戶維持占有率外，緯穎也持續投資開發新客戶並開發新的市場。除深耕現有大型資料中心市場，也積極開發新商機並密切追蹤AI、IoT及5G應用等。

根據資策會(MIC)預估，全球雲端服務市場規模將由2015年的373億美元成長至2020年的932億美元，年複合成長率高達20.1%，顯示雲端服務市場仍有大幅度的成長空間。Cisco預估2016年至2021年超大型資料中心將由338座成長至628座，年複合成長率高達13%，顯示資料中心需求隨著雲端服務市場不斷成長。未來在人工智慧、5G與互聯網的蓬勃發展下，雲端服務會更加多元化發展。緯穎對未來業績成長甚具信心。

迎逆風 緯穎估今年低雙位數成長

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2019-02-21 14:38聯合晚報 記者吳凱中／台北報導

緯創集團旗下小金雞、興櫃股王緯穎（6669）今（21）日舉行上市前業績發表會，由集團大家長林憲銘親自上陣，不過，資料中心市場在經歷2018年強勁成長後，今年產業恐面臨逆風，林憲銘對此的看法，也可望成為市場判斷多空的風向球。

展望今年營運，緯穎認為伺服器產業仍然會穩定成長，中美貿易戰影響不大，預估今年營收成長是低雙位數，資料中心建置需求不會這麼好，預期到2020年將會有較好的成長性。

緯穎1月營收152.4億元，月減10.6%、年增28%。歐系外資先前點名緯穎，看好其在白牌伺服器客戶市占率持續攀升，預估2019年至2021年每股純益年複合成長率可達14%。

不過，專注資料中心市場的緯穎也有隱憂。目前全球資料中心商機主要來自於美國四大廠商，包含亞馬遜、Google、微軟，以及Facebok，至於中國則是BAT百度、阿里巴巴和騰訊。緯穎客戶集中在美系兩大廠商，營收占比高達九成，造成營收來源過於集中，單月營收波動劇烈。

從產業面來看，儘管各大研調機構仍預期今年伺服器、雲端市場將持續穩定成長，但擔任成長火車頭的資料中心卻有降溫跡象，硬碟大廠希捷日前就釋出風向球，預告今年資料中心市場將持平甚至面臨小幅衰退。

此外，去年開打的中美貿易戰，針對伺服器產業加徵關稅，讓以美系客戶為主的台灣伺服器代工廠，為了躲避新增關稅，在製造據點上進行遷移，部分代工廠選擇加碼墨西哥現有廠房，就近服務美國客戶，但工廠的遷移也造成額外的成本，以及整體製造流程的改變。

緯穎原本模式由公司接單，再委託緯創生產。不過，去年底緯穎宣布立台南分公司，該廠座落於南科，規劃為實驗性廠房，這也是緯穎第一條自有產線。

緯穎在南科的實驗性廠房目前只有一條產線，未來規劃增加到三條，由於緯穎主力產品以機架伺服器（Rack Server）為主，整合式機櫃的解決方案和相關核心研發技術，都仍在緯穎手上。未來南科廠擴產後，也能幫母公司消化產能。

剛剛上網路連結似乎還沒上傳

雲端的成長的強勁，帶動資料中心的建置，帶動白牌伺服器的需求，甚至去年白牌出貨比已經快要超越品牌伺服器。

雲端成長的來源，來自於使用者對儲存的需求，如臉書跟 IG ，每天全球使用者是少說 3, 5億張照片跟影片在上傳，解析度又越來越高，隨著以後 5G 的佈建，頻寬增大，資料儲存的容量又會大幅提高，而且這類需求只會增加不會減少，有看過人刪臉書或IG照片嗎？只有拼命上傳吧？

AI 雲端運算的成長也不容小覷，AI，大數據分析，神經網路的訓練，都需要大量運算，越來越多公司跟 Amazon 跟微軟購買 AI 服務，專心於數據分析，讓這些大廠去煩惱硬體建置問題，大廠為了服務這些客戶，只好一直買地租地建新的資料中心，或是擴建，伺服器一櫃一櫃地買。昨天金融時報有篇報導，臉書要自行設計 AI 晶片，代表的是現在的晶片還不符合神經網路高效能運算的需求，需要更強效的硬體系統，這些對於硬體設備廠商而言也代表著新的機會。

除了AI 帶動的雲端計算需求，當然還有一般比較企業應用的雲端需求，這些從 Amazon , 微軟, Salesforce 的雲端事業成長一樣可以看到

緯穎去年EPS估計在 37-39之間，目前本益比終於接近十倍了 （淚，這麼好的公司只有十倍也是謎之音)

上市後就是百分百的純雲端概念股，又有微軟、臉書、Amazon等一等一的大廠加持，相信未來很有機會成為 MSCI 成分股，成為外資追逐的對象。

緯穎科技成立於2012年，為緯創資通之子公司，為國內創新雲計算基礎設施供應商，專注於提供超大型資料中心及雲端基礎架構各項產品及系統的解決方案；其中包括高性價比的伺服器、儲存設備、整機櫃解決方案，在業界享譽盛名。成立目標除了成為客戶最佳的創新性技術服務合作夥伴，並期望與客戶在業務合作上達成雙贏的局面。上市前業績發表會當日，林憲銘董事長及洪麗甯總經理將向法人及投資大眾報告公司營運成果及未來展望。

民國108年01月 單位：新台幣仟元

項目 營業收入淨額

本月 15,242,621

去年同期 11,910,254

增減金額 3,332,367

增減百分比 27.98

本年累計 15,242,621

去年累計 11,910,254

增減金額 3,332,367

增減百分比 27.98

備註

2019/01 15,242,621

2018/12 17,055,071

2018/11 12,876,772

2018/10 16,692,443

2018/09 19,336,348

2018/08 16,986,462

2018/07 12,198,020

2018/06 14,082,248

2018/05 16,299,306

2018/04 15,985,847

2018/03 17,038,548

2018/02 10,478,056

2018/01 11,910,254

2017/12 10,711,800

2017/11 10,039,355

2017/10 10,761,203

2017/09 5,573,018

2017/08 9,934,326

2017/07 7,397,168

2017/06 8,426,597

2017/05 6,103,762

2017/04 6,682,173

2017/03 2,888,377

2017/02 4,321,457

2017/01 3,174,462

財訊快報 02-12 13:10

字級變小

字級加大

【財訊快報記者王宜弘報導】緯創( 3231 )旗下雲端伺服器金雞母緯穎(6669)去年底通過上市審議，首季可望轉上市掛牌。主辦券商元大證券新春紅盤日即發出邀請函，預計下週四(21日)召開上市前業績發表會，董事長林憲銘與總經理洪麗甯親自說明營運展望。

緯穎週二(12日)興櫃參考價上漲超過1%，最高來到328.98元。該公司近年在美系雲端客戶大單釋出之下營運大躍進，去年前三季營收已達1344億元，EPS 29.62元，雙創新高。

成立於2012年的緯穎，專注於超大型資料中心及雲端基礎架構各項產品及系統的解決方案；包括高性價比的伺服器、儲存設備、整機櫃解決方案，近年成績斐然。成立目標除了成為客戶最佳的創新性技術服務合作夥伴，並期望與客戶在業務合作上達成雙贏的局面。

日前歐系外資對緯穎提出首次報告指稱，看好緯穎市佔率將擴大，2019-2021年EPS複合成長率上看14%，去年EPS預估34.89元，今年突破36元，2020年成長到39.85元。

從緯穎主要客戶微軟、臉書與Amazon最新的季報來看，雲端服務仍然處於穩定成長的態勢，所以個人對於緯穎的成長也不會太擔心。

Amazon reports holiday beats; AWS +46%

Jan. 31, 2019 4:24 PM ET|By: Brandy Betz, SA News Editor 

Amazon (NASDAQ:AMZN) reports Q4 results that beat EPS and revenue estimates with 20% Y/Y revenue growth. Note that Amazon has a mixed record with beating revenue estimates for its holiday quarter and sales were also underwhelming in Q3.

Q1 guidance has revenue from $50B to $60B (consensus: $60.87B) and operating income at $2.3B to $3.3B (consensus: $3.1B).

Revenue by region: North America, $44.1B (consensus: $44.23B); International, $20.8B (consensus: $20.49B); AWS, $7.4B (+46% Y/Y; consensus: $7.29B).

Revenue by product line: Online stores, $39.8B (consensus: $38.58B); Physical stores, $4.4B ($4.73B); Third-party seller services, $13.4B (consensus: $13.52B); Subscription services, $4B (consensus: $4.32B); Other, $3.4B (+95% Y/Y; consensus: $3.58B).

Operating income came in at $3.8B (consensus: $3.74B). Operating expenses were $68.6B, up about $10B from last year’s quarter.

Earnings call is scheduled for 5:30 PM ET with a webcast available here.

Press release.

Previously: Amazon beats by $0.39, beats on revenue (Jan. 31)

seekingalpha.com/news/3428376-amazon-reports-holiday-beats-aws-plus-46-percent

符合條款 第 30款 事實發生日 108/02/21

說明

符合條款第XX款：30

事實發生日：108/02/21

1.召開法人說明會之日期：108/02/21

2.召開法人說明會之時間：14 時 30 分

3.召開法人說明會之地點：台北君悅酒店三樓凱悅廳一區(台北市信義區松壽路2號)

4.法人說明會擇要訊息：本次上市前業績發表會將由本公司經營團隊說明產業發展、財務業務狀況、未來風險、臺灣證券交易所股份有限公司董事會暨上市審議委員會要求補充揭露事項。

5.法人說明會簡報內容：內容檔案於當日會後公告於公開資訊觀測站

6.公司網站是否有提供法人說明會內容：有，網址： www.wiwynn.com/chinese/page/index/26

7.其他應敘明事項：無

上市前的承銷競標，若是您是想介入的大戶，

您是會將股價往上拉抬，去競標高價？

還是將股價往下壓殺，去競標低價呢？

現增價才218元，競標價太高，對於大戶相對不利。

價差越大，對大戶來說越有利。

以上僅供參考！

﹝2019年產業展望系列﹞ 數位轉型商機湧現 雲端服務成科技產業火車頭

張興民 2019-01-31 02:08

雲端龍頭之間的激烈市場爭奪，約莫始於2015年，當時亞馬遜(Amazon)AWS在IaaS市場仍擁有30%以上市佔，但微軟(Microsoft)Azure與Google Cloud急起直追的態勢已愈加凶猛。至2017年時，微軟宣稱其Azure雲端業務營收已超越亞馬遜AWS，達186億美元。

雲端三雄大者愈大　利基業者爭取藍海商機

點擊圖片放大觀看

雲端服務業者近六季營收年增率(YoY)表現

雲端服務業者近六季營收年增率(YoY)表現

點擊圖片放大觀看

3Q18全球各地區公有雲營收前五大業者

3Q18全球各地區公有雲營收前五大業者

點擊圖片放大觀看

白牌伺服器佔全球伺服器出貨表現

白牌伺服器佔全球伺服器出貨表現

點擊圖片放大觀看

亞馬遜AWS持續更新Snowball行動硬體方案、可於企業內部落地的AWS Outpost混合雲解決方案。

亞馬遜AWS持續更新Snowball行動硬體方案、可於企業內部落地的AWS Outpost混合雲解決方案。AWS

Forbes報導指出，微軟雲端業務得以超車亞馬遜的關鍵，在於提供客戶多樣化雲端服務，亞馬遜AWS專注在IaaS服務，但微軟選擇積極強化Azure Stack的混合雲戰力，集中火力在PaaS與SaaS上，這正是當時亞馬遜AWS力猶未逮的服務內容。

2018年時，除了雲端三雄以外，IBM、阿里巴巴、Salesforce也在雲端戰場上展現火力，在個別區域上，如阿里巴巴在亞太地區、IBM在EMEA、北美地區、Salesforce在北美地區，皆有坐三望二之實力，不過亞馬遜AWS與微軟Azure仍站穩前兩名。

IT PropPortal展望2019年，認為雲端產業有幾個發展方向可關注。首先，雲端三雄的鼎力態勢難有劇烈變化，大者愈大的趨勢相當明顯。

據CNBC報導，Gartner透露旗下客戶與亞馬遜AWS有往來者，合約價格在過去多為500萬~1,500萬美元左右，如今許多合約價格已超越3,000萬美元，讓亞馬遜AWS在眾多雲端競爭對手面前增添更多火力，以更快速度整合資源與發展新商機。

此外，美國政府的數位轉型帶來的雲端商機，光是美國國防部的「聯合企業防禦基礎設施」(JEDI)就有100億美元商機，在Google宣布退出下，外界咸信這份大合約由亞馬遜AWS與微軟Azure拿下的機率較大。

不過，被Gartner譽為「利基玩家」的三強：IBM、甲骨文、阿里巴巴，可望在IaaS市場上有所斬獲，特別是前二者，本身在企業端已有長年的發展基礎，整體而言，這三雄有機會從利基市場獲利者，一躍成為雲端市場主要參與者。

其次，IT PropPortal認為經營企業市場許久的甲骨文(Oracle)，能否在IaaS市場找到新藍海，也是值得關注。甲骨文的企業基礎雄厚，有能力提供資料庫、企業應用與客製化等差異化服務，加上與企業客戶合作許久，對企業端市場變化更為敏銳，有機會在未來企業數位轉型中，擁有獨特的發展地位。

此代表著，企業數位轉型的商機，讓原本利基型的雲端服務業者，在2019年有更強勁的發展機會。值得注意的是，上述所謂雲端服務六大業者並非完全支配整個雲端服務商機，基於運算效能、運用配置，使用成本，以及更重要的敏感資安等，靈活的多雲策略(multi-cloud strategy)可能更為活躍於企業端市場上。

對企業用戶而言，採取多雲策略能避免本身的雲端資源遭單一服務業者寡佔，但對雲端服務業者來說，未來企業端市場也變成更形碎化，難以再用單一解決方案來滿足企業端市場。故備足軟硬體與平台資源，加強邊緣位置的硬體落地方案，成為未來企業端市場的另一番戰局。

這也是亞馬遜AWS持續更新Snowball行動硬體方案、可於企業內部落地的AWS Outpost混合雲解決方案，微軟更於Ignite 2018上正式推出Azure Data Box服務，以及其推出許久的StorSimple、Cloud-in-a-box等混合儲存方案。

雲端大廠聚焦開源環境與多雲策略

據Gartner數據，光是2019年公有雲市場年增17.3%，規模突破2,000億美元，達2,062億美元。預估到2022年，將有90%的組織或是企業透過提供整合IaaS與PaaS功能的雲端業者購入並部署相關公有雲功能，走入新一波的數位轉型模式，與目前僅有10~20%的企業已進行數位化比例相比，成長空間仍相當龐大。

企業端面臨數位轉型的需要，衡量整體IT成本的因素，對雲端環境應有更強烈的需求，但與雲端服務發展初期不同的是，本地化配置、開源客製化軟體，乃至混合雲端的發展，將比由雲端服務業者提供的公有雲符合企業客戶的需求，其中一部分也反映出資安風險，以及企業客戶更在意的成本取向。

雲端環境不同於過往傳統自建IT配置方式，企業不僅需要熟捻自家軟硬體需求的內部IT員工，同時也得培養瞭解雲端架構的新型態IT人員，瞭解雲端與本地部署的優劣差異，也能清楚外部開發資源對企業需求的助益與影響。例如熟悉愈發熱門的Kubernetes等開源性容器管理技術，這也是亞馬遜AWS、微軟Azure等雲端服務龍頭不約而同開發與友善Kubernetes開源技術的服務資源。

其中動作最大者，莫屬以340億美元買下紅帽(Red Hat)的IBM。IBM原本即強調藉由其Kubernetes技術，可提供客戶多樣的管理應用以銜接不同的跨多雲服務，並可從企業自身的底層IT設施來管理多雲環境。IBM購併紅帽乃結合自家的IT硬體以及紅帽的開源容器管理資源，是私有雲硬體與公有雲技術的聯手，也為2019年的雲端市場增添新的戰局。

對於IBM而言，其發展多年的人工智慧(AI)Watson並未帶來豐碩果實，更在亞馬遜與微軟積極轉往雲端發展時錯失先機，故購併紅帽意味著該公司大步轉往雲端發展的第一步，或許不久將來也可看到Watson技術結合紅帽開源管理平台的新產品現身。

不過，相較於企業使用已久的私有雲、資料中心，或是成為當今雲端市場主流的公有雲模式，IBM押注的多雲環境市場規模到底有多大，各家說法不一，某部分代表著市場對多雲環境仍有相當多的不確定性。

Forbes援引IBM數據顯示，多雲市場規模至2020年時有將近1兆美元商機，但Statista卻認為只有917.4億美元，落差非常大。但無論如何，IBM已藉購併紅帽昭告世人其將深入多雲與開源市場。

雲端需求刺激資料中心成長　台廠發揮空間大

據DIGITIMES Research報告，2018年伺服器業者全球伺服器出貨量成長11.5%，到了2019年時將再成長7%，達1,660萬台，其中台廠出貨將佔91%以上，成長較具代表性的業者為廣達以及緯創集團。

廣達客戶以美國四大雲端業者為重，佔2017年出貨量近78.4%，2018年預估達77.3%。特別是前兩大客戶Facebook與Google，在2018年的出貨量佔比可望來到60.5%。

緯創集團伺服器主機板在2018年出貨成長動能，由緯穎對微軟與Facebook出貨大幅增加所致，幅度成長達8成至超過1倍，兩者已成為緯創集團2018年的第三、第四大客戶。

同樣的，鴻海從2017年起，來自亞馬遜與微軟的訂單明顯增加，至2018年時可望年增5~6成，2019年則為持平表現，另外來自微軟的訂單在2018年時有望增加35%，2019年時更可達5~6成。

整體而言，雲端業者儼然已成為慧與、戴爾等傳統伺服器服務業者以外，最重要的伺服器市場成長動能，其中又以美國大型資料中心的需求最為顯著。四大資料中心(Facebook、Google、亞馬遜、微軟)需求遠超過伺服器市場成長的平均值，預估2018、2019年各將成長22.9%與18.2%。

雲端業者成長的需求正好與傳統伺服器業者如戴爾、慧與成長放緩成為明顯對比，讓以白牌產品為主力的台廠受益良多，雲端業者需求佔全球伺服器出貨比重逼近4成，此外，中國大陸業者也是帶動台廠出貨成長的重要市場。

不管是微軟的Azure Stack或亞馬遜AWS Outpost，兩家雲端巨擘不約而同利用自身在軟體面的優勢，結合已在企業端採用多年的資料中心軟硬體，如思科(Cisco)、戴爾(Dell)、慧與(HPE)，甚至是VMware等，打造兼具營運彈性與安全的混合雲端解決方案，對於傳統伺服器業者實是對其威脅性極大的挑戰，但對於皆有在競爭兩方布局的台廠而言，混合雲端可說是傳統伺服器商機外的新藍海。

新年希望，上市，MSCI，破千 XDD 希望能成真 哈哈

昨天封關日，晚上緯穎最主要的兩大客戶也交出上一季財報，就雲端事業而言，是個相當不錯的成績。最近還有另一篇歐洲資料中心市場研究的報告有提到供應商為緯穎(Wiwynn) 與雲達 (QCT)，內容跟先前貼的差不多，歐洲地區資料中心市場成長可期，就不特別貼了。

微軟週三公布最新季報(2019財年第二季)，儘管多數產品業績趨緩，但雲端服務 Azure 76%的強勁成長支撐微軟的業績。

上一季整體營收成長 12%達 324.7億美元，略低華爾街預估的 325.4億美元。獲利達 84.2億美元，EPS 1.08美元。

臉書週三交出優異財報，盤後大漲11.51%。儘管隱私權爭議纏身，臉書上季表現仍然亮眼，獲利達 68.8億美元，EPS達 2.38美元，去年同期為 1.44美元，高於華爾街預估的 每股2.18美元。

營收 169.1億美元，去年同期 129.7億美元，華爾街預估 163.9億美元。主要營收來源為廣告，佔 93%的營收，去年同期佔比為 89%。其他收入包括如 VR虛擬實境硬體銷售達 2.74億美元。

在連續幾季使用人數下滑後，上一季美加地區新增一百萬活躍使用者。在歐洲地區也成長至 2.82億人，前一年同期為 2.77億。

Microsoft Sales Slow in Some Product Lines as Cloud Business Grows

Revenue from tech giant’s cloud-computing segment jumps 20%

A Microsoft store in New York City. PHOTO: CARLO ALLEGRI/REUTERS

0 COMMENTS

By 

Micah Maidenberg

Jan. 30, 2019 4:51 p.m. ET

Microsoft Corp. MSFT 3.34% said sales from its cloud-computing business jumped again in its latest quarter, but growth in several other product lines slowed down.

Revenue from the company’s Intelligent Cloud segment, which includes server products and cloud services, rose 20% from the year earlier to $9.38 billion in the fiscal-second quarter, Microsoft reported. Sales from Azure, its cloud-services business, increased 76% compared with the year earlier, matching the 76% gain in the prior period.

Cloud-related sales have powered Microsoft’s rebound in recent years, helping the Seattle software giant on occasion lay claim to the title of world’s most valuable company. It now only trails Amazon.com Inc. in terms of market share for cloud offerings.

Revenue rose 12% to $32.47 billion, compared with the $32.54 billion that analysts polled by FactSet expected.

Microsoft shares fell 2.6% in aftermarket trading Wednesday after gaining 3.3% to close at $106.38 during regular hours.

Microsoft reported revenue growth slowed across several products in the quarter that ended in December. In its segment that includes Windows, sales of $12.99 billion were slightly below a forecast by analysts, according to FactSet.

LinkedIn sales rose 29% in the period from a year ago, compared with a 33% gain during its fiscal first quarter.

Gaming-related revenue rose 8%, down from a 44% increase last quarter. And Xbox software and services gained 31% in the latest quarter, slightly weaker than the previous gain.

The company reported a profit of $8.42 billion, or $1.08 a share, compared with a net loss of $6.3 billion, or 82 cents a share, in the comparable quarter a year ago, when it recorded a charge related to the federal tax law.

The company’s adjusted profit for the latest quarter of $1.10 surpassed the forecast on FactSet by a penny.

www.wsj.com/articles/microsoft-reports-slower-sales-in-some-product-lines-despite-cloud-strength-11548885062

Facebook reports record profit, stock surges more than 12% after earnings

Published: Jan 30, 2019 7:06 p.m. ET

Facebook adds 1 million daily users in the U.S. and Canada despite constant controversy

Bloomberg News

Despite ongoing controversies, it was a very good quarter for Facebook.

By

MAXA. CHERNEY

TECH REPORTER

Facebook Inc. reported record profits — about $1 billion more than any previous quarter — as the company beat Wall Street expectations for fourth-quarter earnings and revenue late Wednesday.

Facebook stock FB, +11.51% rose more than 12% in after-hours trading as the company conducted a conference call.

The Menlo Park, Calif.-based company reported $6.88 billion in net income for the fourth quarter, which amounts to $2.38 a share, up from $1.44 a share in the year-ago period. Analysts’ average estimates for fourth-quarter profits called for $2.18 a share, according to FactSet.

Overall, Facebook logged sales of $16.91 billion, up from $12.97 billion in the year-ago period, beating Wall Street expectations for sales of $16.39 billion, according to FactSet. Facebook’s main source of revenue is ads, which brought in 93% of revenue, up from 89% in the year-earlier period. Facebook’s payments and other fees category — which includes its Oculus virtual-reality hardware — banked $274 million compared with $193 million last year.

See also: Apple pulls Facebook Research app for policy violation 

After several quarters of declining or flat user growth in Canada and the U.S., Facebook said it added 1 million daily members in those territories. Daily membership grew in Europe as well, to 282 million from 277 million in the year-ago quarter.

Monthly active users in the U.S. and Canada remained flat at 242 million compared with the third quarter, though rose from 239 million in the year-ago period. Facebook said its European monthly users grew to 381 million from 370 million in last year’s fourth quarter.

“Our community and business continue to grow,” Facebook Chief Executive Mark Zuckerberg said in a statement. “We’ve fundamentally changed how we run our company to focus on the biggest social issues, and we’re investing more to build new and inspiring ways for people to connect.”

Don’t miss: Facebook removes hundreds of Russian accounts as it tries to fight fake news

The U.S. and Canada are Facebook’s most lucrative territories, and on average users were worth $34.86 each, compared with $26.76 in the same period last year; in Europe, Facebook made an average of $10.98 per user. Worldwide average revenue per user grew to $7.37.

“With these results, Facebook has clearly demonstrated that the challenges of 2018 have not had a lasting impact on its ability to increase both revenues and usage,” eMarketer analyst Debra Williamson said via email. “Advertisers are clearly still very reliant on Facebook, and the fact that daily active usage in both the U.S. [and] Canada and Europe increased is a surprise after the flatness we saw in the U.S. and Canada last year and the falloff we saw in Europe.”

Before Wednesday’s results, Facebook stock had fallen 20% in the past year, while the S&P 500 index SPX, +1.55%  has fallen 6.6%. Facebook stock rose 4.3% to $150.42 during Wednesday’s regular session.

www.marketwatch.com/story/facebook-beats-prior-profit-record-by-1-billion-stock-surges-8-after-earnings-2019-01-30

從這中間可以看到，與雲端產業有關的就佔了三位， Amazon, Alphabet, Microsoft，而社群 Facebook 因為儲存使用者影音照片(如IG)等資訊也一直在擴充伺服器設備。前十大企業裡頭，據電子時報報導 Microsoft, Facebook是緯穎的主要客戶， 並於去年成為 Amazon 的伺服器供應商之一。也難怪 2018 年緯穎的業績如此耀眼。展望2019年，也許不會那麼耀眼，但還是樂觀看待。

Amazon, Alphabet and Walmart Were Top IT Spenders in 2018

The top 10 firms accounted for 7% of $1.1 trillion in IT spending, according to International Data Corp.

www.wsj.com/articles/amazon-alphabet-and-walmart-were-top-it-spenders-in-2018-11547754757?mod=hp_minor_pos4

Gartner 預估，全世界雲端市場的營收將由 2017年1,450億美元成長至 2021的 2,780億美元。

=============================================

Europe’s cloud market is giving a big boost to US giants like Amazon and Salesforce

Europe’s public cloud market is expected to grow 22 percent annually until 2022.

Revenues in Europe are growing faster than in any other region for some U.S. cloud giants like Salesforce.

GDPR has gone from an obstacle to an accelerator for cloud adoption in Europe, according to some experts.

Elizabeth Schulze | @eschulze9

Published 1:09 AM ET Fri, 11 Jan 2019  Updated 3:45 AM ET Fri, 11 Jan 2019CNBC.com

What is the cloud?  3:22 AM ET Fri, 23 Nov 2018 | 02:50

Over the past year, Europe’s tech sector has been overshadowed by privacy scandals, stricter regulation and the trade war between the U.S. and China.

But there’s one bright spot where the outlook isn’t quite so bleak: cloud computing.

Europe’s public cloud market is expected to grow at a 22 percent rate for the next three years, according to the International Data Corporation (IDC). The trend is showing up in earnings reports of U.S. companies from small cloud firms to enterprise software giants.

Salesforce, for example, reported 31 percent revenue growth in its European business last quarter.

We were the fastest growing region in the world, even though some of them are smaller, so we’re obviously very excited about that, Chris Ciauri, Executive Vice President of Salesforce EMEA, told CNBC in a phone interview in December.

Allergic to hype

Cloud computing allows businesses and consumers to store and access data, apps and software over the internet, instead of locally on a hard drive or server. Global investment in cloud services has surged in recent years as more companies have adopted online infrastructure offered by tech giants like Amazon, Microsoft and Google. Research firm Gartner estimates worldwide public cloud revenue will top $278 billion in 2021, up from $145 billion in 2017.

There is a common assumption that European organizations are 18 to 24 months behind the U.S. when it comes to cloud adoption, according to a report published in 2018 by IDC senior program director of European software Carla Arend. Arend said the issue is less about European companies lagging behind and more about a cautious, pragmatic attitude toward new technology that is culturally different than in other regions.

European organizations, they are quite allergic to hype, she said in a phone interview with CNBC last week. Only when they really see the tangible benefits, will they embrace the technology.

Arend said that, after taking the time to evaluate the benefits and challenges of moving operations off-premises and into the cloud, European organizations are now getting into the market fast.

Salesforce’s Ciauri pointed to clients that range from Aston Martin to Eurostar to Spanish bank BBVA that have recently embraced cloud solutions.

Lack of European cloud players

Another reason U.S. firms are benefiting from cloud adoption in Europe is a lack of alternatives.

There are no European megacloud providers, said Lauren Nelson, a principal analyst at research firm Forrester, in an email to CNBC. This means using a U.S.-headquartered company or a smaller player.

U.S. cloud players are filling the void with expansion plans across Europe. In December, Amazon’s AWS opened new data centers in Sweden, and the company says it already serves tens of thousands of customers in the Nordics. Microsoft announced plans last year to build data centers in Norway, Germany and Switzerland.

Chinese firms are also competing for the European market. Tech titan Alibaba expanded its presence in Europe in October with new data centers in the U.K.

GDPR: From obstacle to accelerator

The massive data privacy legislation called the General Data Protection Regulation (GDPR) that went into effect across the EUin May could have been a deterrent to more companies moving data online. The law requires firms to provide customers with data they request and grants consumers the right to be forgotten, meaning their data can be erased.

IDC’s Arend said that instead of rejecting internet solutions that put more data online, European firms have turned to the cloud to help comply with the new laws. She said GDPR has gone from being an obstacle to an accelerator for cloud adoption in Europe.

Still many firms are reluctant to store all of their data with one company. This has benefited big cloud providers, as well as smaller firms.

Of all the regions in the world, Europe is the one that’s really humming for us, Brian Halligan, CEO of cloud marketing and sales firm HubSpot, told CNBC at the Slush tech conference in Helsinki in December. HubSpot is a Cambridge, Massachusetts based-firm valued around $5 billion that tailors its software for small and medium-sized businesses.

HubSpot launched in Dublin in 2012 has since established an office in Berlin. Halligan said the company will also open a Paris location in the first quarter of this year.

People have talked about the European economy slowing down, Halligan said. We haven’t seen any sign of that.

www.cnbc.com/2019/01/09/cloud-computing-in-europe-salesforce-amazon-are-big-winners---.html

1.召開法人說明會之日期：108/01/16 ~ 108/01/18

2.召開法人說明會之時間：09 時 00 分

3.召開法人說明會之地點：新加坡及香港

4.法人說明會擇要訊息：本公司受邀參加元大證券海外法人說明會

5.法人說明會簡報內容：內容檔案於當日會後公告於公開資訊觀測站

6.公司網站是否有提供法人說明會內容：無

歷年興櫃股王上市櫃成績都是不錯的，

更何況緯穎是這兩年的營收王與獲利王，

每股盈餘是近幾年興櫃股王裡最佳，

唯一被影響的事件就是來自中美貿易戰。

劍子覺得若貿易戰有停止惡化，

那緯穎掛牌將會是市場外資與主力追逐的焦點，

唬王大真是厲害，劍子佩服您投資眼光，

緯穎，加油，期許有機會可以突破400 500 600，

祝福大家獲利滿滿……

2018/11 12,876,772 

2018/10 16,692,443 

2018/09 19,336,348 

2018/08 16,986,462 

2018/07 12,198,020 

2018/06 14,082,248

2018/05 16,299,306

2018/04 15,985,847

2018/03 17,038,548

2018/02 10,478,056

2018/01 11,910,254

2017/12 10,711,800

2017/11 10,039,355

2017/10 10,761,203

2017/09 5,573,018

2017/08 9,934,326

2017/07 7,397,168

2017/06 8,426,597

2017/05 6,103,762

2017/04 6,682,173

2017/03 2,888,377

2017/02 4,321,457

2017/01 3,174,462

從研討會的講者來看，臉書(Facebook)有 33位演講者，Intel 有17位，微軟(Microsoft)有 16位，Google 有 11位， 緯穎 (Wiwynn)有 7位。而雲達 (QCT) 則掛零。

在OCP的規格制訂上，緯穎無疑是與臉書、微軟等世界一級大廠站在同一個平台上一起努力的。也是台灣廠商的驕傲。

2019ocpglobalsummit.sched.com/directory/speakers

目前全球最主要資料中心座落在美國，未來的熱門地點包括中國、日本、英國、澳洲與德國。

Hyperscale Data Center Count Jumps to 43; Another 132 in the Pipeline

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January 10, 2019 06:00 ET | Source: Synergy Research Group

photo-release

Hyperscale Data Centers

Hyperscale Data Centers

Synergy Research Group

RENO, Nev., Jan. 10, 2019 (GLOBE NEWSWIRE) -- New data from Synergy Research Group shows that the number of large data centers operated by hyperscale providers rose by 11% in 2018 to reach 430 by year end. In 2018 the Asia-Pac and EMEA regions featured most prominently in terms of new data centers that were opened, but despite that the US still accounts for 40% of the major cloud and internet data center sites. The next most popular locations are China, Japan, the UK, Australia and Germany, which collectively account for another 30% of the total. During 2018 new data centers were opened in 17 different countries with the US and Hong Kong having the largest number of additions. Among the hyperscale operators, Amazon and Google opened the most new data centers in 2018, together accounting for over half of the total. The research is based on an analysis of the data center footprint of 20 of the world’s major cloud and internet service firms, including the largest operators in SaaS, IaaS, PaaS, search, social networking, e-commerce and gaming.

On average each of the 20 firms had 22 data center sites. The companies with the broadest data center footprint are the leading cloud providers – Amazon, Microsoft, Google and IBM. Each has 55 or more data center locations with at least three in each of the four regions – North America, APAC, EMEA and Latin America. Alibaba and Oracle also have a notably broad data center presence. The remaining firms tend to have their data centers focused primarily in either the US (Apple, Facebook, Twitter, eBay, Yahoo) or China (Baidu, Tencent).

“Hyperscale growth goes on unabated, with company revenues growing by an average 24% per year and their capex growing by over 40% – much of which is going into building and equipping data centers,” said John Dinsdale, a Chief Analyst and Research Director at Synergy Research Group. “In addition to the 430 current hyperscale data centers we have visibility of a further 132 that are at various stages of planning or building. There is no end in sight to the data center building boom.”

About Synergy Research Group

Synergy provides quarterly market sizing and segmentation data on cloud and related markets, including company revenues by segment and by region. Synergy Research Group (www.srgresearch.com) helps marketing and strategic decision makers around the world via its unique insights and in-depth analytics.

globenewswire.com/news-release/2019/01/10/1686004/0/en/Hyperscale-Data-Center-Count-Jumps-to-43-Another-132-in-the-Pipeline.html

財訊快報 01-10 15:10

【財訊快報王宜弘報導】緯穎(6669)、沅聖(6638)兩家興櫃業者分擁雲端設備與智慧家庭亮麗前景，加上都有富爸爸加持，12月業績在季底效應下同步創歷史次紀錄，緯穎單月營收170.55億元，月增逾32%，年增率達64%，沅聖單月營收8億元，月增8.9%，年增率15.3%。

緯穎週四(10日)興櫃參考價飆漲，一舉重回300元大關，最高來到322.99元，大漲32.6元或11.23%，挑戰前高328元；沅聖最高達156.83元，上漲9.57元或6.5%，寫波段新高價。

緯穎除了有業績次高題材之外，外資券商德意志首評緯穎，認為白牌伺服器需求增加，有利於身為第二大伺服器ODM廠的緯穎營運成長，估其去年EPS34.89元，今、明年將達36.3元與39.85元，前景亮麗。該公司去年底前已通過證交所上市審議，預計首季掛牌。

沅聖也計畫在今年掛牌，目前已進入IPO流程。該公司從資料收集器起家，近年從智慧手持裝置ODM業務轉向智慧家庭裝置市場，並獲美系客戶大單，帶動業績起飛，目前正進一步搶進智能物流設備市場，透過客戶為亞馬遜(Amazon)收購而躋身亞馬遜供應鏈。

華亞園區全部是要放伺服器的生產線而且速度要很急很快

看到大大分析

亞馬遜、google及臉書的市值已經擠下Apple

就能看出產業趨勢

外資此時喊進相信也是忍了很久，等到上市前終於可以下手

而且12月營收也是較去年成長

不過108年01月份基期已經較高，所以看看業績會如何

2019年產業展望系列

﹝2019年產業展望系列﹞ 全球伺服器維持小幅成長 動能來自雲端服務需求

李立達 2019-01-10 02:37

亞馬遜發布自行開發的Graviton伺服器等級處理器，成本比採用英特爾Xeon晶片減少達45%。AWS

人工智慧(AI)、虛擬實境(VR)／擴增實境(AR)、5G等新技術、新應用的演進，帶動伺服器持續成長。伺服器產業近年維持緩步上揚步調，預估2019年也將如此，伺服器主要成長動能將來自雲端服務業者需求，影響所及的是後端供應鏈版圖變化，伺服器的小碎步成長，反成為供應鏈關注焦點，從核心處理器到伺服器設計製造，都成兵家必爭之地。

AI、5G帶動伺服器產業起飛

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英特爾試圖將x86伺服器推入電信商局端架構，圖為聯想x86伺服器台北研發中心。

英特爾試圖將x86伺服器推入電信商局端架構，圖為聯想x86伺服器台北研發中心。符世旻

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全球主要伺服器業者3Q18營收

全球主要伺服器業者3Q18營收

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全球伺服器市場3Q18市場規模年增率(YoY)

全球伺服器市場3Q18市場規模年增率(YoY)

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台廠伺服器出貨量變化與預測

台廠伺服器出貨量變化與預測

AI被視為下一次科技革命的起點，也是推動伺服器產業的主要推手，AI有二大關鍵，一為訓練，二為推論，訓練時需要輸入大筆資料，並且進行一連串的辨識，給予權重值，再回饋給系統，期間必須進行大量的運算分析，以視覺分析來說，才能辨別出該影像代表的意義。

在神經網路完成訓練後的下個階段是推論，針對資料推論期間同樣需要在已經訓練過的資料庫進行大量的運算分析。在AI環境中，有三項關鍵缺一不可，一為大量資料，二為演算法與模型，三為強而有力的運算能力，也由於晶片處理能力提升，AI才得以發展，進一步也將刺激伺服器產業成長。

廣達董事長林百里是台灣最早將雲端運算放在嘴邊，大聲疾呼雲端時代將來臨的科技人。近期他不再講雲端，在公開場合他講的都是AI，他指出，從醫療、農業、教育至交通，所有都與AI相關，由於廣達是伺服器製造的硬體公司，在AI革命來臨時，廣達絕對可以乘浪而起。

至於5G通訊新技術預計2020年商轉，2019年相關產業就會逐漸發酵，5G的三大特性，eMBB(enhanced MobileBroad Band)、URLLC(Ultra Reliable LowLatency Communications)及mMTC(massive MachineType Communication；多裝置連接)。

明泰董事長李中旺將上述5G三大特性，歸納出簡單三原則：eMBB就是讓傳輸快的更快，高畫質龐大檔案，可即時傳輸；URLLC就是短的更短，超低延遲，不僅讓VR/AR使用者免於暈眩，更能加速車聯網及自駕車的發展；mMTC是廣的更廣，透過物聯網，很多夕陽產業，比如安控、遠距抄表等，可以再復活。

5G發展勢必帶動新應用出現，比如自駕車透過5G低延遲的高速傳輸可即時反應，調研機構Gartner預估，2025年前全球自駕車有機會突破60萬輛，而每台自駕車每月將上傳1TB以上的車輛與感測器資料至雲端，龐大且需要快速傳輸的資料，都必須仰賴更多伺服器等硬體設備。

然對電信營運商而言，4G尚未回本，又要透入資金架設5G，營運壓力不小，也因此帶出新商機。例如英特爾(Intel)與廣達攜手，試圖將x86伺服器推入電信商局端架構，其訴求是5G標準尚未定案，電信商可先導入成本較低的x86伺服器，構建5G技術基礎設施，且該類型伺服器彈性大，可執行多樣化工作。

過去電信設備硬體規格被綁死，造就思科(Cisco)等電信設備商的營運佳績，然近年AT&T、思科相繼調整人力，將重心從硬體轉為軟體，已在反映虛擬化的浪潮，此波浪潮可望打破過去的硬體規格，讓x86伺服器可進入電信設備市場，讓伺服器相關業者能有機會打入供應鏈。

雲端服務商超越品牌　成伺服器最大買家

新技術、新應用的持續推進，有助於伺服器產業大環境發展，而其背後推手也從傳統的銀行、製造業等大型企業，轉為雲端服務業者，包括Google、亞馬遜(Amazon)、微軟(Microsoft)及Facebook，中國大陸的百度、阿里巴巴及騰訊等，都是採購伺服器的重量級廠商。

雲端服務業者除了自身的龐大需要外，提供搜尋、電商、企業軟體及影音串流，需要持續在全球建置更多資料中心，達到當地化服務目的之外，包括亞馬遜、微軟、Google及阿里巴巴、騰訊等業者也做起房東，提供企業彈性租用資料中心，企業為了成本效益與國際化需求，採用此公有雲服務的比重正持續拉升。

亞馬遜是公有雲業者營運翹楚，在全球公有雲市場的市佔率高達40%，根據AWS在2018年前三季會計年度營收，較2017年同期達46%成長，達到270億美元。AWS帶頭向前跑，居次的微軟Azure成長幅度更高，上季營收年增率為76%，更前一季的營收年增率更高達90%。

不只亞馬遜與微軟，包括Google、阿里巴巴等公有雲業務，也都處於高速成長階段，DIGITIMES Research指出，上述的雲端服務供應商在全球採購伺服器的數量，每年都以20%以上的幅度成長，預估至2021年就會與企業自行建置所需要的伺服器數量相當，達到黃金交叉。

雲端服務供應商成為全球伺服器採購大戶，亞馬遜、微軟、Google等廠商，成為伺服器最具話語權的客戶，連帶影響的是供應鏈版圖，過去企業用戶會將伺服器採購委由品牌廠或SI廠，如今雲端服務業者打破此模式，直接與硬體供應商合作，廣達、緯穎、英業達、神達等廠商，因此受惠。

IDC統計，2018年第2季的伺服器市場，營收年增率達到43.7%，出貨量達290萬台，年增幅度達20.5%，而以上述直接供貨給雲端服務業者的ODM，整體營收達55億美元，達到24.44%，其年增幅度高達55.9%。

廣達為最早喊出自有品牌的伺服器ODM廠，其伺服器營收未分開公布，公司對外說法是，2018或2019年伺服器出貨均可達雙位數成長幅度，法人曾預估，由於伺服器利潤遠較NB高，伺服器佔廣達本業獲利已經超過5成，然此訊息未獲廣達證實。

緯穎是緯創旗下子公司，以伺服器直接供貨為主要的商業模式，緯穎2018年營運是倍數成長，前三季營收為新台幣1,344.40億元，年增146.67%，稅後純益達42.96億元，年增428.15%，累計前三季EPS為29.62元。緯穎主要受惠二大美系客戶，而目前美系雲端服務商對後續發展仍然表示樂觀。

雲端服務業者羽翼日豐　手握零組件議價與制定權

雲端服務業者成為採購大戶，不僅改變伺服器製造供應鏈生態，更進一步向上掌握伺服器心臟的設計製造權。迄今英特爾仍是伺服器處理器(CPU)的最大供應商，市佔率高達95%，然其未來是否能夠持續享有高市佔率備受關注，因為亞馬遜推出了首款伺服器處理器，且已經實際導入應用。

亞馬遜在年度re:Invent大會中，首度揭露該自行開發的Graviton伺服器等級處理器，以及採Graviton提供運算的雲端運算實例EC2 A1，AWS全球基礎架構與客戶支援副總裁Peter DeSantis指出，採用Graviton晶片對於網路伺服器工作負載來說，成本比採用英特爾Xeon晶片或甚至採超微(AMD)晶片的運算實例減少達45%。

對亞馬遜、微軟及Google等公有雲業者而言，成本絕對是致勝關鍵，各家都會有各自的軟體平台優勢，然對於想要採用公有雲的企業來說，哪家業者能夠提供最實惠的雲端方案，才是首要選擇。對於伺服器最貴的處理器而言，能夠減少45%支出，絕對會讓亞馬遜在公有雲市場中更具競爭力。

眾廠覬覦英特爾伺服器處理器龍頭寶座

不只亞馬遜，Google或微軟是否會跟進，都將進一步影響英特爾在伺服器處理器的霸主地位，除了將會取代部分英特爾處理器出貨，也可透過自家開發的處理器與英特爾商議更佳的採購條件，除此之外，英特爾在10奈米處理器製程延誤，也讓超微等對手有可趁之機。

超微預計2019年推出下一代的Rome伺服器處理器不容小覷，採用7奈米製程的Rome將搭載64核心、128個執行緒和8個記憶體通道，超越Xeon Cascade Lake 48核心和12個記憶體通道。

超微執行長Lisa Su於接受專訪時提及，該公司合理預期伺服器處理器市佔率在未來4~6季可達到雙位數市佔率，並預期下一代Rome伺服器處理器將在2019年成為超微總營收中，佔一定的組成比例，顯示對其產品的高度信心。而業界一般預料，英特爾在伺服器市場將會面臨近年少見的激烈挑戰。(2019年產業展望系列)

最近有關於白牌伺服器的報導，來自電子時報的有兩則，一個比較像是賣自家研究報告的，說白牌伺服器2019年將佔全球伺服器出貨量 45％。持續暢旺。主要是來自於美國資料中心的需求。另一則則是說，今年上半年表現將會趨緩，但下半年將重返成長動能，2020年將飆漲。

總之，大致上今年雲端與資料中心伺服器產業就是成長的，在如 iPhone, 被動元件相關許多類股都走下坡且股市震盪不穩定疑似走空的時候，緯穎看起來是在穩定成長的產業上，持股上也較令人放心。

尤其目前美國股市市值前兩大已經變成亞馬遜與微軟的時候，象徵的就是雲端事業的需求還是穩定上漲的。也會有越來越多企業放棄自己採購維護伺服器，改用雲端服務。再加上 5G、人工智慧這些都有助於相關產業的發展。

而中美貿易戰，對台灣伺服器廠商而言更是大利多，華為事件，也會讓美國歐洲日本資料中心儘量避免採購中國品牌的伺服器，對台灣廠商也會是一大加分。

White-box servers’ share of global shipments will see the biggest growth and expand to nearly 45% in 2019. US-based brands will continue to feel the pressure from white-box suppliers - mostly Taiwan-based makers - with their share expected to dip from 31.5% in 2018 to 29% in 2019. Shipments by China-based brands’ share will increase moderately from 14.4% in 2018 to 15.7% in 2019.

Demand from large-scale datacenter operators including Facebook, Google and Microsoft, and from China-based firms such as Inspur and Huawei both showed significant growth in 2018. Orders from Amazon were flat in 2018, but its demand is likely to register substantial growth in 2019. Microsoft’s demand in 2019 will continue to rise.

Between the two leading server brands, Dell saw growth while HP experienced decline in 2018 shipments. Dell continues to benefit from the merger with EMC while HP falls under the impact from white-box vendors. Dell will likely experience flat growth in 2019 with diminishing effect from the merger with EMC. HP will continue to see its market share being eroded by white-box vendors.

Datacenter server demand to see sharp growth after sluggish 1H19

Aaron Lee, Taipei; Joseph Tsai, DIGITIMES

 Thursday 3 January 2019

0 

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Orders for datacenter servers are expected to slow down in the first half of 2019, but will resume sharp growth in the second half and grow even stronger in 2020, as many first-tier cloud computing service providers are turning to focus on raising the utilization of their new storage capacity established during the past year.

Wiwynn, a subsidiary of Wistron, currently sees over 90% of its revenues contributed by orders from US-based cloud computing datacenter players. The company generated a total of NT$134.4 billion for the first three quarters of 2018, up 146.7% on year. For 2019, Wiwynn expects its on-year shipment growth to weaken and will only reach below 30%.

Wiwynn president Emily Hong pointed out that the company’s two major US-based Internet service provider clients have been investing in datacenter establishment since 2017, allowing the company to enjoy robust shipment growths during the period from the second half of 2017 to 2018. However, since the second half of 2018, the clients have started making adjustments to the utilization of its storage capacity and the process is expected to continue in 2019.

The industry will still be in good shape in 2019, but Wiwynn is unlikely to more than double its revenues in the year as it did in 2018.

Digitimes Research’s latest special report on the global server industry also estimates that Wiwynn’s shipments will rise over 25% on year in 2019, allowing the company to get a hold of around 7% share in Taiwan’s overall volumes.

Fellow competitor Quanta Computer expects its server operation to continue enjoying a double-digit percentage on-year growth in 2019.

As for Inventec, the largest server motherboard supplier worldwide, some market watchers have pointed out that the ODM had 6-9% on-year growths in server shipments and revenues in 2018, while shipments to datacenter players went up 20% on year. Inventec’s shipments to datacenter players in China were up 30% on year. However, shipments to datacenter players are expected to see slower on-year growth at 10-15% in 2019.

For 2020, global demand for servers will see sharp growth as new applications including AI and Internet of vehicles (IoV) are expected to strongly stimulate the requirement of datacenter capacity.

推估去年一整年以15億股本計算 EPS 約為 39.4元

比先前推估的38元 要好 耶!

很多產業都在衰退，雲端伺服器尤其是白牌的伺服器還在成長期，當然要選就要選還在長大中的!

本資料由　(興櫃公司) 緯穎　公司提供

民國107年12月 單位：新台幣仟元

項目 營業收入淨額

本月 17,055,071

去年同期 10,372,626

增減金額 6,682,445

增減百分比 64.42

本年累計 181,064,815

去年累計 85,674,525

增減金額 95,390,290

增減百分比 111.34

備註

隨雲端產業蓬勃發展，帶動資料中心建置需求提升，本公司切入大型資料中心客戶，出貨量成長，故營收增加。

1.各項增減百分比資訊，如數值逾越999999.99或分母為零（無法計算），則以999999.99表示。

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2019-01-09 14:48經濟日報 記者趙于萱╱即時報導

外資向來不追蹤未上市股票，不過緯創小金雞緯穎（6669）成長性驚人，去年前三季每股稅後純益（EPS）高達29.6元，即將上市成為高價股新兵，外資德意志證券搶先在緯穎掛牌興櫃，發布初評「買進」報告，目標價396元；激勵緯穎今（9）日爆量漲。

興櫃股票交易時段到下午15時，截至14點30分左右，緯穎交易量已衝破千張，比昨天的174張增近十倍，股價也一舉衝破300元，創下半個月新高。

德意志證券早自去年就追蹤緯穎，雖未發布正式評等報告，但長期看好緯穎，不少投信等買方法人也積極追蹤，期待緯穎上市將累積持股。

德意志指出，緯穎今年起進入獲利大爆發，預估2019~2021年EPS複合成長率上看14%，緯穎擴大資本支出及ISP客戶市占，將是兩大推動力。

除此之外，緯穎高EPS，還有高殖利率，德意志表示，目前緯穎股價經過修正，本益比降到八倍，預估股利殖利率達到8%，伴隨極高成長性，評價可望進一步提升。

德意志預估，緯穎去年EPS 34.89元，今年有36.3元，2020年挑戰39.85元。

證交所今日也公告緯穎等三家公司IPO現增案，緯穎上市前公開銷售現金增資將發行普通股1,881萬股，每股面額10元，總額1.881億元，即日起申報生效。

以證交所掛牌流程預估，緯穎可望順利於本季上市，晉升高價潛力股。

發布時間︰民國 108年01月09日 09:08

緯穎科技服務股份有限公司（證券代號：6669）申報初次上市前公開銷售之現金增資發行普通股18,810,000股，每股面額10元，總額新臺幣188,100,000元乙案，依「發行人募集與發行有價證券處理準則」第13條第2項規定，自108年1月9日起申報生效。

緯穎2018年營收大漲，預期2019年營收成長率不會像今年這麼大

加上大家都在競爭搶單

上市時間點不好，只能說要買的要放長一點了

現在投資氛圍是真的不佳，

要在這時候獲利難度比較高，

緯穎沒有在最佳上市時間點是可惜，

換一個說法，若沒貿易戰干擾，

現在這個價位是不可能買到的。

股市這門課題大家一起相互學習，

祝福您賺錢……

小弟從以前就很欣賞您的分析能力，默默跟隨無雙大一陣子了

也一直很看好興櫃股王，但他在股價的表現確實不如我們這群股東的預期

尤其今天參與除權息的股東，前幾個月隨便買都比除權價來得好很多⋯⋯⋯

這樣對有參與的股東情何以堪⋯

現在卻估36-38元，跟我們估的一樣。

這是什麼心態？

瞭解了~ 感謝 :D

不好意思，原想說簡單陳述即可，

上市前增資用途，是為了公開承銷，

而依照目前制度公開承銷分為2個部分，

1.公開競拍 2.公開申購（抽籤）

完成這兩個程序，就是要正式上市櫃。

想請教您，公開承銷競拍與抽籤

這公開承銷競拍，改成這樣後，不是很懂

是公司派原始大股東，也跟散戶一樣得透過抽籤嗎？

現增案通過了，原始股東沒優先認購權，唉∼這樣死抱活抱這麼久，感覺原股東根本不被重視，在考慮出清了

上市前增資是供公開承銷競拍與抽籤，原始股東本來就沒辦法認購，每一支興櫃轉上市櫃都有這個過程，別做過多臆測。劍子認為這幾日價格被打壓目的就是要壓低承銷價格，有意參與競拍與抽籤者是好事（成本較低）。掛牌上市後才是輸贏的開始，僅供參考。

歷屆興櫃股王上市櫃成績都沒很差，只是這個時刻比較為難，中美貿易戰影響股價。

看來要繼續跌了

公開資訊觀測站重大訊息公告

(6669)緯穎-公告本公司董事會通過辦理上市前現金增資發行新股

1.董事會決議日期:107/12/27

2.增資資金來源:現金增資

3.發行股數(如屬盈餘轉增資，則不含配發給員工部份):普通股18,810,000股

4.每股面額:新台幣10元

5.發行總金額:新台幣188,100,000元

6.發行價格:暫定發行價格為每股新台幣218元溢價發行

7.員工認購股數或配發金額:2,821,000股

8.公開銷售股數:15,989,000股

9.原股東認購或無償配發比例(請註明暫定每仟股認購或配發股數):15,989,000股依證券交易法第28條之1及本公司107年1月17日股東臨時會決議由原股東放棄優先認購權利，全數辦理上市前公開承銷，不受公司法第267條按照原有股份比例儘先分認之規定限制。

10.畸零股及逾期未認購股份之處理方式:員工認購不足或放棄認購之部分，授權董事長洽特定人認購之。對外公開承銷認購不足部分，依「中華民國證券商業同業公會證券商承銷或再行銷售有價證券處理辦法」規定辦理。

11.本次發行新股之權利義務:本次現金增資發行之股份均採無實體發行，發行之新股權利義務與原有股份相同。

12.本次增資資金用途:充實營運資金

13.其他應敘明事項:本次增資計畫所定之資金來源、計畫項目、預定資金運用進度、預計可能產生效益暨其他相關事宜如經主管機關修正，或因法令規定及因客觀環境之營運評估而須變更時，提請董事會授權董事長視實際情況全權處理之。

2.公司名稱:緯穎科技服務股份有限公司

3.與公司關係(請輸入本公司或聯屬公司):本公司

4.相互持股比例(若前項為本公司，請填不適用):不適用

5.發生緣由:依財團法人中華民國證券櫃檯買賣中心之證櫃審字第1070100618號函辦理，

107年11月份自結合併財務報表之負債比率、流動比率及速動比率如下:

(1)負債比率：71.18%

(2)流動比率：179.31%

(3)速動比率：63.75%

6.因應措施:本公司依主管機關規定於每月底前申報自結合併財務報告截至前一月底之

負債比率、流動比率及速動比率，以供投資人參考，直至合併財務報告負債比率下降

至60%以下。

7.其他應敘明事項:

(1)負債比率=負債總額/資產總額

(2)流動比率=流動資產/流動負債

(3)速動比率=(流動資產-存貨-預付款項)/流動負債

（原股東應該有機會認一些吧)

再來就看何時上市跟承銷價了

主管機關備查

(主管機關核准)

日期

107/12/22

======================================

伺服器代工廠明年營運增溫

雲端資料中心需求增長

看好資料中心伺服器需求將持續增長，法人預期全球伺服器主要代工台廠包括英業達（2356）及廣達（2382）及緯創（3231）明年都將受惠雲端伺服器產品的出貨增長，挹注營收獲利表現。

法人預期，英業達明年度包括在筆電產品出貨及商務型伺服器、白牌伺服器的出貨量增長幅度將達1成以上，雖短期仍將受到CPU供貨短缺，與伺服器在第四季及第一季等淡季庫存調整等因素影響，法人仍看好英業達明年獲利表現將持穩增長，今年度全年稅後EPS估達2.04元，明年度增長至2.3元。

至於同步受惠資料中心需求增長、帶動雲端伺服器產品出貨持續揚升的廣達，法人預期其今年在雲端業務增長的力道將達15∼20％，而雲端及伺服器業務也將繼續扮演其明年營運的主要成長動能，除調升對其今年度獲利估值、稅後EPS可望達3.84元，明年度再微幅增長至3.87元。

　另一方面，緯創旗下白牌伺服器子公司緯穎（6669）今年以來營收、獲利仍以高達3位數的高年增幅度、翻倍增長，也拉抬緯創「母以子為貴」、毛利率維穩增長，惟因來自智慧型手持裝置業務的營運動能有雜音，法人雖樂估緯創今年稅後EPS可達1.33元，但下修其明年度的獲利估值、預期緯創明年EPS為1.62元。

reader.turnnewsapp.com/cm/20181221/A20AA20/Q01fMjAxODEyMjFfQTIwXzY1/share

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亞系外資評PC類股，雲端伺服器為明年成長引擎，英業達列首選

財訊快報 (2018-12-19 18:10)

分享|      

【財訊快報王宜弘報導】PC大廠拼轉型各出招，亞系外資週二(18日)一口氣發佈國內PC大廠投資報告，針對五大代工廠與華碩( 2357 )給出評等與目標價，其中，該機構將英業達( 2356 )列為PC族群首選，在資料中心伺服器需求激勵下，明年營收獲利將同步增長，EPS上升到2.3元，因此維持該股超越大盤評等之外，並調升其目標價至28.8元。

　　不過，同樣具備雲端伺服器業務的廣達( 2382 )與緯創( 3231 )，該機構的評價則相對保守。針對廣達，該機構雖也看好雲端伺服器為其明年的主要成長引擎，同時因較好的毛利率預期而調升其EPS預測至3.87元，目標價也從48元提升到50元，但仍維持中立評等。

　　至於緯創，雖有子公司緯穎(6669)等雲端伺服器的成長引擎，但因智慧型手機成長動能風險，因此下修緯創明年營收獲利，EPS估1.62元，維持其中立評等，目標價19.4元。

　　而仁寶( 2324 )雖維持超越大盤的評等，但目標價卻從22元調降到20.5元，主要是因為毛利率可能走滑的預期。針對明年業績表現，亞系外資預估營收將增至9891.39億元，年增3%，EPS從2.23元的預估下修至2.06元，低於今年的2.13元，但本業獲利成長至116億元。

　　和碩( 4938 )則從低於大盤的評等提升至中立，該機構認為，和碩在連續三年的EPS衰退後，明年將恢復成長，不過，因通訊產品線的動能減緩，明年預估該公司EPS從5.66元降為4.86元，目標價49元；至於華碩，因營運調整，維持低於大盤評等，目標價降為170元。

news.sina.com.tw/article/20181219/29325124.html

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勤業眾信發布2018 Fast 500

鄭斐文 

2018-12-18 

勤業眾信發布2018年「Deloitte亞太區高科技、高成長500強」(Deloitte Technology Fast 500 Asia Pacific, Fast 500)評選結果，大陸企業貝殼找房，以32,179%的高營收成長表現為榜首；台灣伊雲谷搭上雲端服務及大數據趨勢，其亞馬遜雲端服務代理及儲存商品銷售業務雙雙大幅成長，獲得總排名第33名的成績。2018年整體平均營收成長率為987%，創下Fast 500歷年來最佳成績；大陸企業佔領榜單前五名，更佔前十強寶座七成比例；印度共有兩家企業登入前十強，紐西蘭則有一家公司列榜第十名。

Fast 500依據過去連續三年財年的營收成長率進行排名，2018年整體平均營收成長率達987%，相較2017年的成長率600%，成長387個百分點；前10強平均營收成長率也高達17,314%。綜觀亞太區各國，前10強當中有七家為大陸企業，入榜企業總數也高達149家，位居第一；入榜企業家數居第二的則為台灣，2018年共有91家企業上榜。

勤業眾信高科技、媒體及電信產業負責人陳明煇會計師表示，相較大陸與印度受惠於互聯網的高成長表現，台灣整體表現仍有進步的空間。本次台灣榜首為雲端服務公司伊雲谷。陳明煇說，從2018年台灣前十強榜單可看出高成長公司的兩大成長動能，分別為小新創依附全球大平台生態系成長，以及搭上綠能政策與趨勢的凱勝綠」與斯其大。

2018年軟體繼續主導500強產業成長，亞太前十強中有五家是軟體公司外，500強當中近四成軟體公司(190家，佔38%)。2018年500強榜單亦涵蓋了多樣化的B2B電子商務公司，B2B生態系統正在快速的由傳統商業模式轉變到線上平台，而大陸位居此轉變與成長的最前線。

台灣企業搶入大平台市場

以產業別分析，台灣雖仍以硬體表現支撐高科技市場的成長動能，但前十強以軟體表現掛帥，共四家入榜。本次台灣榜首為軟體業伊雲谷，以平均營收成長率3,007% 擠進亞太第33名。伊雲谷2018年7月登錄興櫃市場。緯創資通子公司緯穎科技搭上雲端趨勢進入第七名，近年因網路大廠爭相蓋大型資料中心，而使其雲端伺服器營收大幅成長。

新創搭上大平台趨勢成長的另一案例則為「百聿數碼創意」，因應OTT平台為未來影視產業的主流播放頻道，打入Apple、Google、Netflix等主要國際大型OTT平台後製中心，為台灣高成長第四名。隨著指紋辨識技術當紅，神盾科技再度榮登台灣高成長前十強，同步入榜的映智科技亦為指紋辨識軟體技術公司。

綠能、生技產業持續成長

在台灣前十強榜單當中，亦可歸納出政府綠能政策加速電動車產業、智慧電表成長的趨勢。第九名的凱勝綠能迎合2030年公車全面電動化的政策方針，其綠能電動巴士營收大幅成長；而第十名的斯其大與電信商合作建置民生智慧電表，並於未來搶攻智慧電表、水表、瓦斯表三表合一的商機。

2018年生技醫療產業為台灣上榜家數第二名，營收成長登台灣前十大，分別為第二名的法德生技藥品及第八名的太景生物科技。

www.digitimes.com.tw/iot/article.asp?cat=130&id=0000549541_N7E4PSL95BN02W058L2UQ

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2018年全球伺服器市場持續成長，預估全年出貨量年增約5%、達1,242萬台

TrendForce記憶體儲存研究（DRAMeXchange）昨（20）日指出，2018年全球伺服器市場持續成長，預估全年出貨量年增約5%、達1,242萬台。

以品牌廠出貨市占率排名來看，前三名分別為戴爾 、惠普與浪潮，出貨市占率分別為16.7%、15.1%、 7.8%。隨著品牌業者持續增長，帶動廣達（2382）、英業達與緯穎等伺服器代工廠出貨量跟著沾光。

DRAMeXchange資深分析師劉家豪指出，2018年全球伺服器出貨成長動能，主要仍來自於北美品牌廠，比重超過三成。就伺服器屬性來看，商務型伺服器仍占出貨大宗，網路型資料中心的比重則成長至近35%，主因為資料中心需求受淡旺季影響較小。

2018上半年北美直接代工規模年增17%，而下半年因庫存調整與資本支出放緩，需求略為趨緩，年增約12%。從品牌端來看，2018年雖然第1季受到淡季影響，出貨略為衰退，但第2季開始市況明顯回溫，出貨量季成長超過一成，進入第3季後整體伺服器更達到出貨高峰。

展望2019年，因新平台備貨周期提前，多數需求已在2018年到位，廠商布局將轉為保守，2019上半年出貨成長幅度預估將收斂至2%，待下半年英特爾的Gen2與AMD的Rome新平台問世後，才有可能再次驅動市場需求。

現階段北美品牌廠出貨表現仍相當強勁，全球市占前兩名的戴爾與惠普在商務型伺服器表現依舊穩健；其次，隨著雲端運算興起，戴爾在全球雲端基礎架構市場上已占有一席之地，且逐漸擴大儲存伺服器的比重。

www.iotmart.com.tw/2018/12/201851242.html

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謝金河：尋找有台灣特色的潛力股

2018/12/22　提供機構：先探週刊

【文／謝金河】

二○一八年即將走入歷史，正如年前我不斷提醒大家的「逢八必有大變局」，今年二○一八又是一次歷史的巨變，這當中貫穿全局的是中美貿易戰從三月一直延續到現在，全球經濟也從熱氣沖天，逐漸隨著中美爭鬥景氣逐漸走軟，用在股市投資也呈現上半年好、下半年慘的局面。

最具代表性的是國巨，今年被動元件缺貨一直成為最受矚目的新聞焦點，國巨可以說是集萬千寵愛於一身，股價在七月三日寫下一三一○元天價，這跟當年宏達電寫下一三○○元的榮景非常相近，但如果把一三一○元切成兩半，上半年買國巨，賣到最高點的人是空前大贏家，但如果是下半年進場，可能會賠到脫褲！從股價來看，去年十二月二十九日最後一個交易日，國巨收盤三五三元，農曆年前最後一個交易日是三一二元，現在回到三三八．五元，最低一度跌到二九二元，所有千元高價買到的人全都慘賠。

這也意味了投資要買在低點，追高下場是慘烈的，所以華新科四九一．五元，禾伸堂的三○一元，大毅的一五五．五元，日電貿的一○五元，信昌電的一四六．五元，奇力新的二○八元，光頡的八一．九元，恐怕只能成為往事的追憶。

追高的下場可能很慘烈

台股又進入新舊年關交替的重要時刻，此時外資準備度假去，美國有聖誕、新年長假，中國人也有春節長假，此時中美祭出九○天緩衝期是十分合理的，全球股市也可望有休養生息機會，因為Fed眼看情勢不妙，升息步伐似乎放慢了。而華為公主被押，造成華為供應鏈巨大調整看起來也近尾聲，美股在Apple領跌壓力下，也在尋找支撐，全球股市會出現一個獵殺紅色十月後的緩衝期，這當中有幾個徵候可以注意。

一是全球最弱勢的深滬港股市，上證十月最慘跌到二四四九．二，深證跌到一二一二．二三，滬深三○○到三○○九．五，香港恆生到二四五四○．六三，已經不再破底了，台股加權指數最低跌到九四○○．六九，摩台指數跌到三五○．三八也撐住。而跌最慘的櫃買指數到一○九．一四，這回彈升到一三○．九六，彈幅接近兩成，這個彈升力道比摩台指數、加權指數還凌厲，顯示跌深中小型股這次又活潑起來了。

二是這一周美國兩年及三年期公債殖利率超過五年期，造成市場上利率倒掛的恐慌，十一日道瓊指數大挫五五八．七二，又造成亞股一陣恐慌，從技術面來看，美股跌破年線，技術面形成死亡交叉，看起來形勢險惡，不過道瓊還沒有跌破去年收盤價，Nasdaq仍站在七○○○點，這與去年二月創下的六六三○．六七的低點還有一段差距，美股技術面已走空，但多空仍在掙扎，川普對股市漲跌一向敏感，先前他曾把股市下跌嫁禍給Fed，這回股市又跌，似乎他想從中美貿易戰的緩兵之策中找到支撐力，所以中美休兵九○天是有意義的。

貿易戰重創半導體產業

回到台股來看，加權指數九四○○在年關前應有支撐，關鍵仍在選股，這次中美貿易戰衝擊最大的是半導體產業，大家回頭看看Nvidia、AMD、美光、應用材料跌得有多麼慘烈就可看出端倪，Nvidia在二○一五年只有十九美元，這回漲到二九二．七六美元，最近慘跌到一三三．三一美元，股價跌了五四％，AMD從九．○四拉升到三四．一四美元，最近又重挫到十六．一七美元，代表DRAM的美光從六四．六六美元跌到三三．八二美元，也幾近腰斬狀態，但是相對來看，微軟仍站在一○八．五美元以上，距天價一一六．一八美元十分接近，這可以看出SatyaNadella帶領微軟走上雲的世界是相當成功的。

美國前三大企業市值競賽，最近微軟成為老大，Amazon居次，在中國挨打的Apple退至第三，所以從微軟大家可以連想到台灣雲端伺服器廠像廣達的雲達，緯創底下的緯穎，緯穎上市案過關，股價可望撐在三○○元以上。

另一個對台灣有啟發的指標是思科，過去在華為宰制全球電信業的時代，思科挨打，這三年股價一度跌到二二．四六美元，這回創下四九．四七美元歷史新高，股價仍呈現多頭排列。這次美國聯手澳紐、日本、英國、俄羅斯合組聯盟反華為５Ｇ建置，美國正在構建５Ｇ新的大聯盟，台灣的電信產業供應鏈正在重新整隊，像過去虧損累累的正文，第三季本業轉盈，十一月營收創了十九．○五億元今年新高，股價慢慢從十七．一六漲到二三．一元，最近很多５Ｇ概念股股價開始有表現，像昇達科多頭排列，譁裕也不差，今年網通股逐漸有起色，智邦、智易、宇智，二線的明泰、友勁、友訊股價表現相對強勢，這是先前我提到的在中美貿易戰底下，台灣的碎片產業可望得到重生。

www.moneydj.com/funddj/yb/yp052001.djhtm?a=23ED6B07-2021-404C-9754-5F21C33C2250

就是頗妖 我做上市櫃比較多 過往這種股票真的確認趨勢沒問題 分配好閒錢低檔買入

就關帳戶2.3年後趨勢改變再回來收成也許是比較好的策略

不過這種妖股型波動部位控管能力很重要 要擺的金額應該是抱著虧光也不影響正常生活的心態🤣

興櫃轉上市不是股價上漲動力，可能是利多出盡，大股東乘機出脫持股，蠻多這種例子的。

興櫃股版果然都是神人(b)

殺紅眼

大股東及相關人股權太集中

持股比例過高

是否壓低轉讓？兼下壓洗盤？

所以結論是上市前價格壓低是常態，但上市過後除了基本面外，也要考量氣氛決定是否有蜜月行情

近期興櫃轉上市櫃的有行情，來自幾個因素

1.外資放假內資主導

2.這幾家有漲的有基本面有題材，羅麗芬、興能高及南寶都是這樣

3.前五日因為無漲跌幅限制，內資及大股東有進去捧場

依照進度緯穎最快在年前，最慢過年之後

若1-2月之後真的受到中美貿易影響

會不會有新股行情還很難說

因為是興櫃新手，目前研究了一下其他檔興櫃

好像大部分到上市前價格都容易殺一波再掛牌(當然也大部分再走高)

想詢問這是常態性的慣性嗎？感恩

根據IDC全球伺服器季追蹤報告，2018年第三季全球伺服器營收再創新高，主要是來自於雲端巨人資料中心的成長需求。整體營收於第三季達 234億美元，再創季新高。年成長達 37.7%，連五季達兩位數成長。同時出貨成長YOY也達 18.3%，計 320萬台(單位)。

由於下一代雲端運用需求，促使大型資料中心持續升級與擴展。

受益者最大的為 ODM廠商 (白牌)，市佔由去年第三季的 2.5%成長至今年 26.8%。過去12個月，ODM廠商營收成長超過51.9%。

不過IDC指出，營收佔比最大的品牌仍然是 Dell (17.5%)

Global server revenue hits record quarterly high as hyperscale demand for datacentre kit soars

Latest worldwide server market tracker from analyst house IDC suggests hyperscale demand for datacentre hardware has fuelled record quarterly revenue growth for the sector

Caroline Donnelly

Datacentre Editor

14 Dec 2018 12:00

The revenue generated by global server shipments hit a record quarterly high during the third quarter of 2018, as the demand for datacentre kit from the cloud giants continues to soar.

According to IDC’s Worldwide Quarterly Server Tracker, server shipment revenue hit $23.4bn during the third quarter, which is the highest quarterly total on record.

Revenue was up 37.7% year-on-year overall, marking the third quarter out as the fifth consecutive quarter of double-digit growth the worldwide server market has enjoyed in recent times. Meanwhile, shipment volumes were up 18.3% on the previous year and totalled 3.2 million units.

Sebastian Lagana, research manager of infrastructure platforms and technologies at IDC, said the figures are indicative of how high the demand is for datacentre hardware from the cloud and internet giants at present.

“The worldwide server market once again generated strong revenue and unit shipment growth due to an ongoing enterprise refresh cycle and continued demand from cloud service providers,” said Lagana.

“Enterprise infrastructure requirements from resource intensive next-generation applications support increasingly rich configurations, ensuring average selling prices [ASPs] remain elevated against the year-ago quarter. At the same time, hyperscalers continue to upgrade and expand their datacentre capabilities.”

The market’s record quarter appears to have been primarily driven by the growth in volume server shipments, as the revenue generated by this category of hardware was up 40.2% on the previous year and hit $20bn.

IDC has directly attributed the surge in demand for volume units to the datacentre refresh and build-out activities of the hyperscale cloud and internet service provider community in previous quarters.

The main beneficiaries of this trend tend to be the original design manufacturers (ODM), who saw their share of the server market creep up by 2.5% to 26.8% from third quarter 2017. This group of suppliers also grew their collectively revenue by 51.9% during the past 12 months.

While the ODM community collectively holds the biggest share of the server market, Dell is name-checked by IDC as the server market leader with 17.5% revenue share, and quarterly revenue of $4.09bn, which is up 33.3% on the previous year.

www.computerweekly.com/news/252454435/Global-server-revenue-hits-record-quarterly-high-as-hyperscale-demand-for-datacentre-kit-soars

阿里巴巴集團最近也開始採用白牌伺服器。由於美國四大雲端服務提供商（Google, Amazon, Microsoft, Facebook)率先採用白牌伺服器以更符合需求，阿里巴巴近來也開始採用白牌伺服器解決方案，我們預期其他雲端廠商明年也會陸續採用。

2018雲端超大型資料中心資本支出有兩位數成長，2019會趨緩。

企業端成長2019也會趨緩

供應商年營收成長仍然強勁，主要是伺服器價格調高。

==================================

www.delloro.com/news/global-white-box-server-shipments-surpassed-30-percent-share-server-market-3q18

GLOBAL WHITE BOX SERVER SHIPMENTS SURPASSED 30 PERCENT SHARE IN SERVER MARKET IN 3Q18, ACCORDING TO DELL’ORO GROUP

Alibaba Is Latest Cloud Hyperscaler to Adopt White Box

REDWOOD CITY, Calif. – December 19, 2018 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, global white box server shipments surpassed 30 percent market share in 3Q18. Alibaba is the latest Cloud hyperscaler to adopt white box.

“The Top 4 U.S. Cloud service providers—Google, Amazon, Microsoft, and Facebook—were the first to adopt white box servers in order to drive a greater degree of hardware customization, efficiencies, and cost-reduction benefits in their data centers,” said Baron Fung, Director at Dell’Oro Group. “Alibaba recently adopted white box servers with the current server refresh cycle. We expect other Cloud hyperscalers that currently deploy branded servers to consider white box adoption next year as they continue to scale.  This will have important long-term implications in the Cloud server vendor landscape,” explained Fung.

Additional highlights from the 3Q18 Server Quarterly Report:

Cloud hyperscale data center Capex are on track for double-digit growth in 2018. Slower growth is projected in 2019.

The Enterprise server refresh cycle continued for the third straight quarter. However, Enterprise growth is expected to slow in 2019 as the server refresh cycle subsides.

Vendors continue to report strong revenue growth as server average selling prices increased Y/Y, primarily due to the richer configuration of the Xeon Scalable platform.

About the Report

Dell’Oro Group’s Server Quarterly Report provides complete in-depth coverage of the Server market with tables covering manufacturers’ revenue and unit and port shipments for Blade, High-Density, and Stand-Alone servers. Network and virtualization attach rates, VM density, common equipment overlap between storage, servers and switching, and white box versus traditional enterprise server shipments are included. To purchase this report, please contact us at dgsales@delloro.com.

 About Dell’Oro Group

Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets.  Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions.  For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.

請問上市日期定在何時?

107/12/18

日本也禁用華為設備。當美中貿易戰與國安問題打得火熱時，主要歐美先進國家都視中國牌的設備為洪水猛獸，貿易戰反而是台灣設備商有機會大豐收的時期。未來歐美日資料中心設備的採買，應該都會避免購買中國品牌，不用太害怕中國伺服器廠商低價競爭，這是國安問題。

=========

technews.tw/2018/12/13/supermicro-spy-chip/

SuperMicro：第三方調查結果，產品沒有任何惡意晶片

作者 Atkinson | 發布日期 2018 年 12 月 13 日 17:10 | 分類 Amazon , Apple , 伺服器 follow us in feedly

應該不少人還記得，2018 年 10 月初，《彭博社》專文報導，中國駭客透過一顆小小的間諜晶片，入侵了蘋果、亞馬遜等美國高科技公司。入侵的方法，靠的是在超微 (SuperMicro) 所生產的伺服器，在主板上植入惡意硬體所達成。該新聞刊出之後，包括亞馬遜、蘋果先後跳出來澄清，否認被入侵，並指責彭博報導失真。此外，這次報導還導致 SuperMicro 股價大跌。為了證明自己的清白，SuperMicro 委託第三方公司對此進行全面調查，13 日公布了最終結果，表示在他們主板上沒有發現任何惡意硬體存在。

technews.tw/2018/12/10/japanese-government-prohibited-to-use-huawei-zte-2019/

日本政府下令禁用華為等中國廠設備，2019 年擇時生效

作者 MoneyDJ | 發布日期 2018 年 12 月 10 日 17:00 | 分類 伺服器 , 網通設備 , 資訊安全 follow us in feedly

日本中央省廳與自衛隊週一接獲最新採購規範，將實質禁止採用華為與其他中國廠商生產的個人電腦、伺服器與通訊設備。

新規範主要目的在防止機敏資訊外洩，這是日本政府首次對通訊設備的採購作業設此限制，訓導期結束後將於明年擇時生效。之前日本政府採購通訊設備，通常採公開競價方式，一旦新規範生效，資安將正式列入考慮，有資安疑慮的中國廠等同出局。（日經亞洲評論）

新規範並未針對個別公司指名道姓，不過中國駐日本大使館對自家的華為、中興通訊可能被封殺，於上週五風聲傳出後已表示嚴重關切。中國大使館認為此舉有歧視特定國家與特定公司的產品之嫌，可能影響中日經貿合作。

日本新規範與美國目前防堵中國廠的作為一致。美國憂心中國製設備可能植入惡意軟體，敏感訊息可能被竊取，不僅禁止公部門採買華為與中興的通訊設備，也提供相關資訊給友邦參考，傳日本新規範是根據美方提供資料所制定。

台灣伺服器出貨量 2018 比去年成長10%, 2019預測比2018再成長為7％。

表現最好的將是廣達集團，之後是緯創集團，最主要的成長動力來自於緯穎的出貨。

而英業達集團與鴻海集團則表現平平。

www.digitimes.com/news/a20181213RS400.html

Global server shipment forecast and industry analysis, 2019

Betty Shyu, DIGITIMES Research, Taipei Thursday 13 December 2018 0 Toggle Dropdown

Registration required (free) to purchase. Please sign in if you wish to continue.

According to Digitimes Research statistics and analyses, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.

DIGITIMES is offering an early bird discount of 25% from the US$2,000 list price of the report for subscribers who order before January 10.

ABSTRACT

Overall revenues from Taiwan’s server sector are expected to rise over 20% on year in 2018 with server shipments increasing over 10% on year, according to Digitimes Research figures. For 2019, Taiwan’s server shipments will pick up another 7% on year.

The Wistron Group (Wistron plus Wiwynn) and Quanta Computer have seen increasing revenue contributions from their server businesses in 2018. For Inventec and Foxconn Electronics (Hon Hai Precision Industry), their server revenue proportions are expected to be flat from a year ago.

Mitac has seen the proportion of revenues from the server business slipping. Its server business cover server motherboards, end systems, storage devices and network equipment.

In terms of shipments, Quanta and the Wistron Group are also expected to have on-year growths higher than the others in 2018, followed by Foxconn and Inventec. For 2019, Quanta is expected to perform the best, and the Wistron Group will come in second in terms of growth, according to the figures from Digitimes Research.

Quanta’s shipment growth in 2019 will be driven mainly by orders from US-based first-tier datacenter clients and demand from telecommunication equipment suppliers who will begin preparing solutions for the upcoming 5G era. The Wistron Group will see its shipment growths primarily coming from Wiwynn.

TABLE OF CONTENTS

Introduction

Taiwan server-related revenues

Chart 1: Taiwan server-related revenues, 2014-2019 (NT$b)

Chart 2: Taiwan server-related revenues by maker, 2014-2019 (NT$b)

Chart 3: Taiwan server-related revenue share by maker, 2014-2019

Global server shipments

Chart 4: Global server shipments, 2014-2019 (k units)

Global shipments by client type

Chart 5: Global server shipments by client type, 2015-2019 (k units)

Chart 6: Global server shipment share by client type, 2015-2019

Global shipments by client

Chart 7: Global server shipments by client, 2017-2019 (k units)

Taiwan server shipments

Chart 8: Taiwan server shipments, 2015-2019 (k units)

Taiwan shipments by maker

Chart 9: Taiwan server shipments by maker, 2015-2019 (k units)

Chart 10: Taiwan server shipment share by maker, 2015-2019

Maker-client relationship

Chart 11: Taiwan maker-client shipment matrix, 2018

Chart 12: Taiwan maker-client shipment matrix, 2017

Chart 13: Vendor order distribution share, 2018

Chart 14: Vendor order distribution share, 2017

Chart 15: Taiwan maker-client shipment share matrix, 2018

Chart 16: Taiwan maker-client shipment share matrix, 2017

Shipments breakdown

Inventec

Chart 17: Inventec server revenue share, 2015-2018

Chart 18: Inventec server shipments, 2015-2019 (k units)

Chart 19: Inventec server shipments by client, 2015-2018 (k units)

Wistron

Chart 20: Wistron server revenue share, 2015-2018

Chart 21: Wistron server shipments, 2015-2019 (k units)

Chart 22: Wistron server shipments by client 2015-2018 (k units)

Foxconn

Chart 23: Foxconn server revenue share, 2015-2018

Chart 24: Foxconn server shipments, 2015-2019 (k units)

Chart 25: Foxconn server shipments by client, 2015-2018 (k units)

Quanta

Chart 26: Quanta server revenue share, 2015-2018

Chart 27: Quanta server shipments, 2015-2019 (k units)

Chart 28: Quanta server shipments by client, 2015-2018 (k units)

Mitac

Chart 29: Mitac server revenue share, 2015-2018

Chart 30: Mitac server shipments, 2015-2019 (k units)

Chart 31: Mitac server shipments by client, 2015-2018 (k units)

2018-2023

Market trends

Global server shipments

Chart 32: Global server shipments, 2015-2023 (k unit)

Cloud/self-built datacenter

Chart 33: Global datacenter server shipment share by cloud/self-built type, 2006-2021

Intel CPU platforms

Table 1: Intel server CPU roadmap, 2018-2022

Hyper-converged infrastructure

AI support

Virtualization

Network speed

Chart 34: Server shipment share by network speed, 2016-2021

Table 2: Server network speed detail

Full report [subscription required]

Price: NT$45,000 (approx. US$1,500)

今年追了一整年緯穎的新聞

國內媒體講緯穎前景的沒幾條對

多是找藉口詮釋股價

緯穎有多少價值會算的人自己會算

媒體的看看就好

不用太當真

我會翻譯跟整理國外相關報導貼在這裡

就是想讓有持股的人不要只看國內那些媒體跟法人的報導

看緯穎要看的是全世界對雲端的需求

AI、雲端運算、5G、還有無數服務需要的儲存服務、以及各地政府要求落地等

緯穎剛好搭上這個蓬勃發展的列車

因為需求成長遠比緯穎原先預期速度還快

只好到處籌資湊錢做生意

國內媒體的引述的法人穿鑿附會的臆測很多

看看之前講的什麼四大因素

還有什麼cpu缺貨

甚至還有間諜晶片入侵小摩叫投資人要放空緯穎等伺服器股的報導

最後證明全都是胡說八道

然後什麼都不知道的時候就全都推給中美貿易戰 XDD

結果一年看下來

緯穎的營收還是相當耀眼

國外大多評估明年雲端也是樂觀看待

所以我是沒太擔心

最後營收出來會說明一切

台灣伺服器可是佔了全球九成的出貨量

白牌又是其中成長最快的重中之重 :)

明年估35元？

10-11月個人估算也與虎大的6元相近

再加12月第四季約估8元

怎麽算都不可能那麽少？

真讓人懷疑動機？

拉回後準備再上

www.servethehome.com/where-cloud-servers-come-from-visiting-wiwynn-in-taipei/

報告指出當地相關營收至2023年可達290億美元。2017-2023年年複合成長率為10%。報告提到，大型資料中心多採 OCP 設計的伺服器，主要的廠商就是雲達（QCT)跟緯穎(Wiwynn)。

12-10-2018 10:46 AM CET - IT, New Media & Software

Print

Hyperscale Data Center Market in Western Europe & Nordic - GDPR to Boost Investment in the Region | Arizton

Press release from: Arizton Advisory & Intelligence

Apple, Aruba S.P.A, Facebook, Google, Microsoft, OVH, and IBM will dominate the hyperscale data center market in Western Europe and Nordic region.

Arizton’s recent market research report on the hyperscale data center market in Western Europe & Nordic provides comprehensive industry analysis, trend forecasts, and competitive analysis. The study segments the market by IT infrastructure (server, storage, and network), by electrical infrastructure (UPS systems, generators, transfer switches & switchgear, rack PDU, and other electrical infrastructure), by mechanical infrastructure (cooling systems, rack, and other infrastructure), by general construction (building development, installation and commissioning services, building design, physical security, and DCIM), by geography (Western Europe and Nordic), and offers detailed competitive analysis.

The hyperscale data center market in Western Europe & Nordic is anticipated to reach revenues of approximately $29 billion by 2023, growing at a CAGR of around 10% during 2017-2023.

The research report also offers market share analysis in terms of area (square feet) and power capacity (MW) during the forecast period. Leading vendors such as Apple, Facebook, Google, AWS, Microsoft, Alibaba, OVH, and Aruba are increasingly investing in the development of the Western European and Nordic market. The growing network traffic, industrial revolution 4.0 specifically in Germany, adoption of big data, and IoT technologies will augment the growth of the hyperscale data center market in Western Europe & Nordic.

Request for your free sample today!

www.arizton.com/market-reports/hyperscale-data-center-mar...

The top 3 drivers and trends contributing to the growth of the hyperscale data center market in Western Europe & Nordic are discussed below:

GDPR Will Continue to Increase Hyperscale Investment in the European Market

The increasing focus on data privacy and the establishment of stringent regulations that for data security is fueling the development of the hyperscale data center market in Western Europe & Nordic. In May 2018, the European Union established the General Data Protection Regulation (GDPR), which restricts datacenter operators to store personal data outside the European Union. The implementation of GDPR will augment the development of hyperscale data center market in Western Europe & Nordic. The advent of cloud-based services will encourage cloud service providers to invest in the deployment of wholesale colocation spaces in the Europe. The concerns about the protection of personal data will lead local operators to improve the services offered as the economy moves towards digitalization. Various compliance regulations such as Gramm-Leach-Bliley Act, the Health Insurance Portability and Accountability Act (HIPAA), the Sarbanes–Oxley Act of 2002, the Payment Card Industry Data Security Standard (PCI DSS), and Canada’s Personal Health Information Protection Act (PHIPA) in the healthcare sector is fueling the growth of the market. The need for regulatory compliance and the implementation of data security and privacy policies will contribute to the growth of the hyperscale data center market in Western Europe & Nordic.

Nordic Countries Competing to Attract Hyperscale Investment through Tax incentives

Tax incentives are one of the major site selection criteria and help generate lucrative business opportunities for sub-contractors in the hyperscale data center market in Western Europe & Nordic. The availability of resources such as renewable energy sources, reliable power supply, availability of water for cooling, and the presence of fiber connectivity are some of the factors that impact site selection process. The government agencies are offering tax breaks and other benefits to attract a maximum number of investments in the hyperscale data center market in Western Europe & Nordic. These tax incentives yield millions of dollars savings for hyperscale data center market operators. For instance, in 2017, Sweden reduced the electricity tax rate by 97% to promote facilities development in the region. Soon after Sweden, countries such as Norway, Finland, Denmark, and Iceland reduce their tax rates to attract new investments in the market. Sweden, Norway, Finland, Denmark, and Iceland also facilitate datacenter operations on 100% renewable energy. The drastic improvements of fiber connectivity networks will lead to a higher number of data center construction in Nordic over the next few years. The regional government in Finland and Norway are also offering land for facilities development to build digital economies in the region. These initiatives will contribute to the growing revenues in the hyperscale data center market in Western Europe & Nordic.

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Increase in Adoption of OCPs and Hyperscale Specific Infrastructure

The innovations in IT and support infrastructure is fueling the growth of the hyperscale data center market in Western Europe & Nordic. The OPC community focuses on providing facility infrastructures such as servers, storage,and network devices, power, and cooling solutions in the market. Leading facility operators such as Facebook, Google, Microsoft, Tencent, Alibaba, and IBM are also members of OCP along with ODM suppliers such as QCT, and Wiwynn. The leading vendors are focusing on designing components that offer higher flexibility for specific or multiple related services that help in reducing power consumption. The developments in the OCP community will initiate development in the hyperscale data center market in Western Europe & Nordic. The OCP community also offers innovations in facility power and cooling solutions, IT space layout and designs, DCIM solutions, and facility operations. Significant focus on the efficiency and flexibility of operations will contribute to the revenues in the hyperscale data center market in Western Europe & Nordic.

The leading vendors in the hyperscale data center market in Western Europe & Nordic are Apple, Aruba S.P.A, Facebook, Google, Microsoft, OVH, and IBM

The complete overview of the latest market research report on the hyperscale data center market in Western Europe & Nordic by Arizton is now available.

The report also offers a detailed study of major trends, drivers, challenges, and also provides the market size and forecast for major geographical regions and key countries.

Source: www.arizton.com/news/press-release/hyperscale-data-center...

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============================

Taiwan server revenues and shipments to continue rising in 2019

Betty Shyu, DIGITIMES Research, Taipei Monday 10 December 2018 0 Toggle Dropdown

Overall revenues from Taiwan’s server sector are expected to rise over 20% on year in 2018 with server shipments increasing over 10% on year, according to Digitimes Research figures. For 2019, Taiwan’s server shipments will pick up another 7% on year.

The Wistron Group (Wistron plus Wiwynn) and Quanta Computer have seen increasing revenue contributions from their server businesses in 2018. For Inventec and Foxconn Electronics (Hon Hai Precision Industry), their server revenue proportions are expected to be flat from a year ago.

Mitac has seen the proportion of revenues from the server business slipping. Its server business cover server motherboards, end systems, storage devices and network equipment.

In terms of shipments, Quanta and the Wistron Group are also expected to have on-year growths higher than the others in 2018, followed by Foxconn and Inventec. For 2019, Quanta is expected to perform the best, and the Wistron Group will come in second in terms of growth, according to the figures from Digitimes Research’s 2019 server special report.

Quanta’s shipment growth in 2019 will be driven mainly by orders from US-based first-tier datacenter clients and demand from telecommunication equipment suppliers who will begin preparing solutions for the upcoming 5G era. The Wistron Group will see its shipment growths primarily coming from Wiwynn.

臺灣證券交易所有價證券上市審議委員會審議通過緯穎科技服務(股)公司初次申請股票上市案

台灣證券交易所於107年12月10日召開之第708次「有價證券上市審議委員會」，審議緯穎科技服務（股）公司初次申請股票上市案，審議結果—通過，其審議結論如下：本案建議董事會請該公司除依「初次申請有價證券上市公開說明書應行記載事項準則」之規定揭露相關事項外，尚應於公開說明書特別記載事項乙節中揭露下列事項，並俟該公司股票公開銷售完畢後，暨母公司緯創資通股份有限公司與其關係人等總計持有該公司股份總額降低至70%以下後，同意其股票上市：

一、最近3年度及申請(107)年度前三季業績變化之合理性。

二、銷貨集中之緣由、必要性、合理性、營運風險暨因應措施。

三、對母公司進貨集中(含關係人交易)之緣由、必要性、合理性、營運風險暨因應措施，及與母公司財務業務獨立性。

四、近期負債比率約80%之原因及改善措施。

五、研發支出、研發人力建置及未來專利布局。

六、自103年起辦理現金增資，母公司放棄部分可認購股數及其後洽特定人認股之適法性及價格合理性。

有關緯穎科技服務（股）公司之相關基本資料如下：

公司名稱：緯穎科技服務（股）公司

公司登記地址：新北市汐止區新台五路一段90號8樓

申請上市資本額：新台幣1,519,848千元

董事長：林憲銘先生

總經理：洪麗甯女士先生

輔導上市之承銷商：元大證券（股）公司

稅前純益：

104年度：332,627千元

105年度：402,838千元

106年度：1,642,443千元

107年前3季：5,491,228千元

稅後每股盈餘：

104年度：6.53元/股

105年度：4.46元/股

106年度：11.70元/股

107年前3季：29.62元/股

主要業務：

市場結構：內銷：0.01%、外銷：99.99%。

全體董事持股比率：董事7席，占58.53%。

2018/10 16,692,443

2018/09 19,336,348

2018/08 16,986,462

2018/07 12,198,020

2018/06   14,082,248

2018/05   16,299,306

2018/04   15,985,847

2018/03   17,038,548

2018/02   10,478,056

2018/01   11,910,254

2017/12   10,711,800

2017/11   10,039,355

2017/10   10,761,203

2017/09 5,573,018

2017/08 9,934,326

2017/07 7,397,168

2017/06 8,426,597

2017/05 6,103,762

2017/04 6,682,173

2017/03 2,888,377

2017/02 4,321,457

2017/01 3,174,462

10月 16.7E

11月 12.8E

逐月下降幅度太太,有狀況嗎?

作帳行情結束了嗎?

提前拉貨結束了嗎?

後勢蠻堪慮啊.......

希望能先看到 10倍 本益比

1-11月EPS 35.8左右

全年大概在 38 元左右

民國107年11月 單位：新台幣仟元

項目 營業收入淨額

本月 12,876,772

去年同期 10,039,355

增減金額 2,837,417

增減百分比 28.26

本年累計 164,009,743

去年累計 75,301,899

增減金額 88,707,844

增減百分比 117.80

備註

隨雲端產業蓬勃發展，帶動資料中心建置需求提升，本公司切入大型資料中心客戶，出貨量成長，故營收增加。

例如:

辦一次現金增資就可以解決

或是上前承諾事項等

只要解決了就可以過，反正下周一下班就知道結果

但負債比率解決了？

或不影響上市？

============================

緯穎上市案12／10審議

2018年12月06日 15:35 工商 呂淑美

證交所將於12月10日召開有價證券上市審議委員會，審議緯穎（6669）申請股票上市案。

緯穎為緯創轉投資51.1％的重要子公司，董事長為林憲銘，實收資本額15.2億元，主要產品：整機櫃伺服器。

106年稅前純益16.42億元，107年前3季54.91億元，每股稅後盈餘（EPS）106年11.7元，107年前3季29.62元。

(工商 )

2118出版時間：2018/12/04 20:21

即將迎來的5G時代帶旺伺服器需求，台灣供應歐美大廠臉書、谷歌資料中心的代工鏈後勢看漲。圖為廣達董事長林百里。

即將迎來的5G時代帶旺伺服器需求，台灣供應歐美大廠臉書、谷歌資料中心的代工鏈後勢看漲。圖為廣達董事長林百里。

近年來亞馬遜、臉書、Google、微軟、推特等網路巨頭不斷擴建資料中心，電信業者亦同樣加入此行列，促使雲端伺服器代工鏈後勢看漲，國內供應鏈如廣達（2382）、緯創（3231）持續挹注產能，廣達早前預告的德國新廠已於11月底正式量產。而緯創子公司緯穎專注於伺服器市場，現旗下除美系客戶外，也積極開發市場二線雲端服務客戶，其伺服器業務同樣推動不少業務動能。

廣達曾於今年11月法說指出，保守看待明年PC筆電出貨量，然而對伺服器卻樂觀看待之。現廣達除瞄準Google、Facebook、亞馬遜Amazon等大客戶，同時也積極耕耘二線客戶電信客戶，因此廣達預估2019年有望可維持雙位數的成長。

而5G相關技術或將於2020年開始應用，屆時相關電信商將導入全新電信應用，促使Intel x86架構的伺服器，跨入電信端設備市場。廣達董事長林百里近期也表示，看好5G、雲端及AI相關技術應用，更在台灣龜山廠區加碼投資40億，全力發展相關技術，更表示未來相關應用多到不勝枚舉。

英業達（2356）在伺服器相關產品出貨則為全球第一，現伺服器產品主要出貨機櫃（Rack）、系統與主機板三大類，主機板占比七成，機櫃與系統占三成。緯創子公司緯穎現則更專注於伺服器，除美系主流客戶，同時亦積極開發二線雲端服務客戶，訂單呈現穩定成長。

據研調資料顯示，隨愈來愈多資料中心落地，全球對於伺服器的需求也水漲船高，而中國將成未來最大5G市場。中國大陸因政策推動，加上民間大規模資料中心部署以及運營商伺服器建置的需求帶動，伺服器使用量逐年攀升，今（2018）年中國伺服器市場出貨量預估年成長23%。來年，專攻伺服器業務的代工廠也因此後勢看好。（易皓瑜／台北報導）

雲端伺服器需求強勁　2大白牌廠看好2019成長動能

李立達 2018-12-04

廣達並非悶著頭作伺服器代工，而是積極以雲達的品牌，打響名號。李立達攝

相較於PC市場受到英特爾(Intel)伺服器處理器缺貨影響，2018下半年的傳統旺季成長動能不如預期，雲端伺服器受到影響的幅度相對較小，廣達、緯穎2大白牌伺服器廠均表示，未感受到處理器缺貨問題。

雲端伺服器市場持續暢旺，廣達11月底在德國維爾賽倫(Würselen)開設的新廠，正式量產，據悉其廠房面積較之前大1倍，廣達對2019年NB營運態度保守，唯獨對伺服器業務，正向看待，評估2019年將維持雙位數的成長動能；至於緯創子公司緯穎，對2019年營運，也同樣樂觀以待。

點擊圖片放大觀看

點擊圖片放大觀看

廣達在德國Würselen原有設廠，然有鑑於歐洲當地與北美客戶在歐洲雲端落地的雙重需求，在原廠附近另覓新廠，其廠房面積較原面積成長1倍，後續將視客戶訂單需求而擴充，此外，因應美中貿易戰，廣達林口總部對面的廠房，已經改為伺服器生產線，並開始量產出貨。

日前曾有市場傳聞，英特爾的伺服器處理器缺貨，然廣達表示，並未感受，評估2019年營運，將維持雙位數的成長動能。據了解，廣達主要成長動能，不只一線雲端客戶，諸如Google、Facebook、亞馬遜(Amazon)等，同時也包括二線客戶及廣達積極耕耘的電信客戶。

廣達2018年首度參加在西班牙巴塞隆納的MWC展，預計2019年也會參加，同樣將以5G電信機房為主軸，並且將在1月底在北美加州Fremont總部先行「預演」。廣達看好5G帶動網路動態服務，各家電信營運商都正嘗試導入網路虛擬化(NFV)及軟體定義網路(SDN)，將讓x86伺服器，跨入原本封閉的電信局端設備市場。

廣達對5G抱持高度興趣，與多家軟硬體廠商及電信設備商合作，並持續與電信營運商接觸，由於5G商轉時間在2020年，預計2019年起，將會有更多5G應用開始發酵，廣達董事長林百里多次提及，未來的5G、雲端與AI，將是分散式的雲端運算，應用非常多元，也將是廣達成長的大機會。

值得觀察的是，廣達並非悶著頭作伺服器代工，而是積極以雲達的品牌，打響名號，近期包括台北市信義區及桃園國際機場的入境大廳，都可以看到雲達伺服器的巨幅廣告，雲達表示，此廣告可協助雲達擴大品牌形象，選擇上述地點，都是客戶經常會出入的場合。

緯穎同樣表示未感受英特爾伺服器缺貨影響，對後續營運也表示樂觀，緯穎評估雲端市場將持續成長，主要客戶對雲端積極投資的態度不變。目前緯穎除美系2大客戶外，也積極開發二線雲端服務客戶，有別於廣達投資在5G及AI，緯穎更專注於伺服器，並鎖定具高度成長的客戶訂單。

緯穎第3季毛利率與營業利益率雙雙較2017年同期成長，單季每股稅後純益達到9.94元，前3季營收達1,344.41億元，創歷史新高，稅後純益達42.96億元，每股稅後純益達29.62元，相較於2017年同期的6.6元，明顯拉升。

這裡提到一個重要數據，在全球雲端應用服務市場中，Amazon 目前佔比 51.8%，仍居龍頭，其次是微軟 13.3%。

華爾街預期雲端市場仍將強勁成長。Gartner 預測 Amazon 與微軟目前所提供的全球雲端應用服務(AWS跟Azure)的市場，到了2021年將從去年的 236億美金成長到 630億美金。

緯穎的成長動力來源就是在此。一是雲端應用服務市場的強勁成長如微軟（今年第二季電子時報有報導緯穎也出貨到Amazon)，另一則是雲端資料儲存的需求如臉書，再來是其他如新的AI應用等。

這些服務目前都集中在幾家大廠，這些大廠為了提供全球使用者服務，只好一直建新的資料中心，而且採用開放設計OCP的白牌伺服器。

至於中美貿易戰，緯穎的客戶主要是北美市場，講難聽一點，供貨是緯創提供，讓緯創去煩惱就好。真的擔心中美貿易戰的，有個好消息，今天川普跟習進平在阿根廷G20開會，本來川普要在1月1日提高對中國的懲罰性關稅從10%提升到25%，因為中國低頭答應要買更多美國產品跟開放市場，所以川普給中國90天的緩衝期答應緩徵。

10％還是照收，本來要提高到25％的先暫緩，覺得川普還是大贏家。

========================

How Microsoft Quietly Became the World’s Most Valuable Company

CEO Satya Nadella remade the software giant by prioritizing selling computing services over buzzy consumer electronics

Microsoft’s resurgence can be traced to CEO Satya Nadella’s vigorous pursuit of web-based services. PHOTO: TED S. WARREN/ASSOCIATED PRESS

33 COMMENTS

By 

Jay Greene

Dec. 1, 2018 7:00 a.m. ET

Microsoft Corp. MSFT 0.64% tried through the years to compete in a range of buzzy consumer businesses, but it was Chief Executive Satya Nadella’s focus on selling humdrum yet fast-growing computing services to companies that allowed it to reclaim the title of world’s most valuable company.

Microsoft unseated Apple Inc. for the top spot, closing Friday with a market cap of $851.36 billion, nearly $4 billion higher than the iPhone maker. To get there, Microsoft also had to outpace Amazon.com Inc.,Facebook Inc. and Google owner Alphabet Inc., once red-hot tech titans that have been roiled by congressional hearings, investor concerns about growth and caustic tweets from President Trump, controversies Mr. Nadella largely has avoided.

The resurgence—Microsoft last wore the most-valuable crown in 2003—can be traced to Mr. Nadella’s vigorous pursuit of web-based services known as cloud computing, which had threatened to undermine Microsoft’s own business selling productivity and data-center software companies and people installed on their own computers.

Big Apple

Microsoft, under CEO Satya Nadella, has surpassed its tech rivals in market value.

Market capitalization

trillion

$1.2

Friday

Microsoft

$851.4B

1.0

Apple

$847.4

0.8

Amazon

$826.4

0.6

Alphabet

$766.4

0.4

0.2

0.0

’15

’16

’17

’18

2014

Source: FactSet

“They built a strategy for the cloud when the cloud was really starting to emerge,” said Matt McIlwain, managing director of Madrona Venture Group, a Seattle firm that invests in cloud startups. “Enterprises started embracing the cloud just as Microsoft was starting to get it right.”

Microsoft’s first ascent up the market-cap mountain was powered by its ubiquitous Windows operating system and Office productivity software, and the aggressive leadership of co-founder Bill Gates. The CEO leveraged his Windows monopoly to move into new markets, a strategy that launched battles with regulators in the U.S. and abroad.

Settling those matters led to new rules for Microsoft’s conduct that slowed the company’s growth. Its stock stagnated for a decade. Since Mr. Nadella took over as CEO five years ago, Microsoft’s shares have tripled, buttressing the statuses of Mr. Gates and former CEO Steve Ballmer—still two of Microsoft’s biggest shareholders—as some of the world’s wealthiest individuals.

At The Wall Street Journal’s WSJ Tech D.Live conference in November, Mr. Ballmer said enterprise business powers Microsoft today. Mr. Nadella took a company with good profit streams and technology “to whole new levels,” he said.

Microsoft’s Azure cloud business has been key, with revenue climbing more than 76% every quarter since the company began reporting the metric in October 2015.

“I think Satya has done a great job,” Mr. Ballmer said. “I think that’s fantastic and as a shareholder I think it’s double and triple fantastic.”

Mr. Nadella has sought to change Microsoft’s culture. On his watch, it has taken public positions on contentious issues, calling for regulation of facial-recognition tech and responsible use of artificial-intelligence software. He moved away from some of Mr. Ballmer’s bets, dismantling the company’s mobile-phone business, and prioritized working with partners in the cloud and elsewhere, putting popular Microsoft apps on Apple’s iOS and Google’s Android software.

“They’ve succeeded under Satya because they have developed a different persona,” said Bob Muglia, a former Microsoft executive who is now CEO of Snowflake Computing Inc., a data-warehousing service.

Amazon still dominates the cloud. The online retail giant last year held a 51.8% share of the world-wide cloud-infrastructure market, according to the market-research firm Gartner Inc. Microsoft is second, with 13.3% of the market.

Wall Street expects the cloud to keep booming. Gartner estimated the world-wide market for cloud-infrastructure services like the ones Microsoft and Amazon sell will grow to $63 billion in 2021 from $23.6 billion last year.

Amazon is aware of Microsoft’s presence. At the Amazon Web Services annual conference Wednesday in Las Vegas, Amazon cloud-computing chief Andy Jassy told attendees that Amazon is pulling in more actual dollars than Microsoft, even if its rate of growth is slower. And he introduced a new service that lets customers run Amazon’s cloud-computing offerings in their own data centers, taking aim at Microsoft’s area of strength.

Also contributing to Microsoft’s rebirth is productivity software, which helped Microsoft gain the most-valuable crown nearly two decades ago. The commercial version of Office 365—a cloud-based subscription version of the traditional Office software—is among the fastest-growing pieces of a segment that accounts for roughly a third of Microsoft’s revenue.

Microsoft was once the dominant force in tech, and its use of that power led the U.S. to sue to break it apart. But in recent years, regulators and legislators haven’t focused as much on Microsoft.

Microsoft never built a successful social network like Facebook that could generate concerns over data security and misinformation. It is a distant second to Google in web search, escaping scrutiny over data harvesting. Its Surface computer and Xbox gaming units are a small enough part of its business that they don’t appear to be jeopardized by the trade battle between Washington and Beijing, or a lightning rod for criticism over U.S.-based manufacturing.

Microsoft’s foray into selling smartphones was a failure—the company ultimately took charges that exceeded the $9.4 billionMicrosoft paid for Nokia Corp. That costly period years ago ended up insulating Microsoft today from a slowdown in the smartphone market that has hammered Apple’s stock in recent weeks.

Write to Jay Greene at Jay.Greene@wsj.com

www.wsj.com/articles/how-microsoft-quietly-became-the-worlds-most-valuable-company-1543665600?mod=hp_lead_pos8

2018、2019年全球伺服器出貨將續增　白牌勢力漸壯大

2018/11/30-電腦運算-20181130-257-徐康沛

本文限「Research 電腦運算」會員閱讀，請登入會員，或洽詢會員服務！

DIGITIMES Research統計與分析，2018年台灣伺服器廠商包括主機板到終端系統、儲存裝置與相關網路設備事業營收持續成長，可望年增24.6%，達新台幣8,700億元，高於以出貨量計算的年...

2.公司名稱:緯穎科技服務股份有限公司

3.與公司關係(請輸入本公司或聯屬公司):本公司

4.相互持股比例(若前項為本公司，請填不適用):不適用

5.發生緣由:依財團法人中華民國證券櫃檯買賣中心之證櫃審字第1070100618號函辦理，

107年10月份自結合併財務報表之負債比率、流動比率及速動比率如下:

(1)負債比率：75.42%

(2)流動比率：161.32%

(3)速動比率：68.10%

6.因應措施:本公司依主管機關規定於每月底前申報自結合併財務報告截至前一月底之

負債比率、流動比率及速動比率，以供投資人參考，直至合併財務報告負債比率下降

至60%以下。

7.其他應敘明事項:

(1)負債比率=負債總額/資產總額

(2)流動比率=流動資產/流動負債

(3)速動比率=(流動資產-存貨-預付款項)/流動負債

申請後一直無法通過上市審議，但也不見公司撤件。

參考其他公司申請上市過程，此現象似乎非常、非常罕見。

如果卡關的原因是負債比率太高，

難道公司會不知道自己的負債比率以及此規定？

公司若知道此規定，應知無法上市，為何7月31日要申請上市？

七月負債比率：73.82%,

八月負債比率：74.23%,

九月負債比率：76.27%,

十月負債比率：75.42%,

觀察近幾個月負債比率，似乎沒有改善。

明知暫時無法上市卻又不改善問題，那麼公司申請上市目的何在?

此外，如果負債比率太高而無法上市，公司為何不等負債比率達到要求後再申請上市，藉此消除負債比率的不確定因素，而使股價回歸基本面。

其中是否有某些玄機？　是否有高人能指點迷津？

感恩、謝謝

2017-2023年複合成長率為10%，其中又可區分為廠區建置、機電建置與伺服器三大市場。

超大型資料中心的伺服器主要採取開放運算方案( OCP )的解決方案，主要的參與者有 Facebook, Google, Microsoft, Tencent, Alibaba, IBM, 供應商主要為 QCT(雲達) 與 Wiwynn(緯穎)

微軟市值這幾天一度超過蘋果成為全世界市值最大的公司，最主要就是來自於他雲端事業的成長，緯穎是他雲端硬體的主要合作廠商，應該可以搭配著微軟欣欣向榮的雲端事業一起茁壯。

======================

www.prnewswire.com/news-releases/the-global-hyperscale-data-center-market-is-estimated-to-generate-revenues-of-over-128-billion-by-2023-300755460.html

The global hyperscale data center market is estimated to generate revenues of over $128 billion by 2023

The global hyperscale data center market is estimated to generate revenues of over $128 billion by 2023, growing at a CAGR of more than 10% during 2017-2023. The research report also offers market size in square feet area and power capacity in megawatts (MW) across geographies for the forecast period

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LONDON, Nov. 26, 2018 /PRNewswire/ --

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The availability of renewable energy, land for development, strengthening of its fiber backbone, district heating technique, and reduction in electricity pricing is attracting multiple development projects in the Nordic region in the global market. The increasing adoption of multiple innovative infrastructures to reduce the PUE to 1.3 or less will promote sustainability in the market.The global hyperscale data center market is driven by the demand and availability of renewable energy sources to power facilities. Investments by Microsoft, Google, AWS, and Alibaba in the APAC region will boost revenues in the global market. The market research report provides in-depth market analysis and segmental analysis of the global hyperscale data center market by IT infrastructure, electrical infrastructure, mechanical infrastructure, general construction, and geography.

The report considers the present scenario of the global hyperscale data center market and its market dynamics for the period 2018?2023. It covers a detailed overview of various market growth enablers, restraints, and trends. The study covers both the demand and supply sides of the market. It also profiles and analyzes the leading companies and various other prominent companies operating in the hyperscale data center market.

Hyperscale Data Center Market - Dynamics

The rising focus on the procurement and use of renewable energy sources across facilities is propelling the growth of the global hyperscale data center market. The leading data center providers are purchasing clean, renewable energy sources,to power their existing and new facilities across the globe and to reduce their carbon footprint.SDDC is categorized into software-defined computing (SDC), software-defined storage, and software-defined networking (SDN). Cloud providers such as Microsoft, AWS, Google, Oracle, and VMware (OVH) are involved in providing SDDC solutions for end-users. The growing adoption of hyper-converged datacenter infrastructure will increase SDDC deployments in the global market.The increasing focus on improving the efficiency IT and support infrastructures will lead to the adoption of open compute project (OCP) in the global hyperscale data center market. The OPC community in the global market is involved in offering infrastructures such as a server, storage, network, power, and cooling solutions. Leading facilities operators in the OCP community are Facebook, Google, Microsoft, Tencent, Alibaba, and IBM and ODM suppliers such as QCT, and Wiwynn in the global hyperscale data center market.

Hyperscale Data Center Market - Segmentation

This market research report includes a detailed segmentation of the market by IT infrastructure, electrical infrastructure, mechanical infrastructure, general construction, and geography.The global hyperscale data center market by IT infrastructure is segmented into server, storage, and network. Server segment dominated the largest market share in 2017, growing at a CAGR of around 12% during the forecast period. The growing adoption of cloud-based technologies and growing construction of cloud facilities are driving the demand for servers in the global market.The growing need for converged, commodity-based, and hyperconverged storage solutions will continue to increase in the global market.

The electrical infrastructure in the global hyperscale data center market is classified into UPS systems, generators, transfer switches & switchgear, rack PDU, and other electrical infrastructure. Rack PDU is the fastest growing segment in the global market, at a CAGR of more than 8% during the forecast period. The growing implementation of intelligent PDU solutions such as metered and switched PDU products is driving the growth of this market segment.The global hyperscale data center investment market by infrastructure is classified into IT infrastructure, electrical infrastructure, mechanical infrastructure, and general construction. IT infrastructure segment is the fastest growing segment in the global market, at a CAGR of approximately 12% during the forecast period. The growing adoption of server infrastructure based on OCP designs is expected to drive innovations across this market segment over the next few years.

The general construction segment in the global hyperscale data center investment market is categorized into building development, installation and commissioning services, building design, physical security, and DCIM. Building development segment dominated the largest market share in 2017, growing at a CAGR of around 6% during the forecast period. Building development includes site selection, preparation, and area construction and concrete-based data center building with windows.The increasing number of Greenfield developments with on-site solar and wind farms for renewable energy generation that partially or entirely power operations will increase in the global market. Cooling systems occupied the largest market share in 2017, growing at a CAGR of around 6% during the forecast period. The growing use of indirect evaporative cooling systems which facilitate free cooling of the facility using outside air is primarily driving the growth of this segment in the global market.

Market Segmentation by Infrastructure

• IT Infrastructure

• Electrical

• Mechanical

• General construction

Market Segmentation by IT Infrastructure

• Server Infrastructure

• Storage Infrastructure

• Network Infrastructure

Market Segmentation by Electrical Infrastructure

• UPS systems

• Generators

• Transfer Switch and Switchgear

• Rack PDU

• Other Infrastructure

Market Segmentation by Mechanical Infrastructure

• Cooling Systems

• Rack

• Other Infrastructure

Market Segmentation by General Construction

• Building Development

• Installation & Commissioning

• Building Design

• Physical Security

• DCIM

Hyperscale Data Center Market - Geography

The global hyperscale data center market by geography is segmented into Americas, APAC, and EMEA. Americas dominated the majority of the market share in 2017, growing at a CAGR of 7% during the forecast period. The internet giants, cloud service providers, and wholesale colocation providers are investing billions of dollars in the US in the global market.The increasing investment from both global and local cloud and colocation service providers is contributing to the revenues in the APAC market. China and Hong Kong dominate the APAChyperscale data center investment market, followed by Singapore, Australia, India,and Japan. Multiple global SaaS providers entering the market in the APAC region by constructing facilities or by collocatingwholesale spaces will drive the growth of the global market.

Market Segmentation by Geography

• North America

o US

o Canada

o Latin America

• EMEA

o Western Europe

o Nordic

o Eastern Europe

o MEA

• APAC

o China & Hong Kong

o Singapore

o Australia

o Rest of APAC

Key Vendor Analysis

The global hyperscale data center market is contributed by the presence of various cloud service providers. The leading vendors are investing in increasing their product portfolio to gain a larger global market share. The penetration of open source infrastructure solutions namely, ODM infrastructure, is very high across enterprise cloud-based service providers in the market. The development and supply of mission critical and high-performance infrastructure solutions will increase the level of competition in the global market. The growing need for SDDC solutions will create lucrative opportunities in the global hyperscale data center market over the next few years.

The major vendors in the global hyperscale data center market are:

• Alibaba Group Holding Limited

• Apple

• Facebook

• Google

• IBM

• Microsoft

• NTT Communications

• OVH

• Tencent

Other prominent vendors include Aruba, Ascenty, China Telecom Global, Digital Realty, Equinix, Chunghwa Telecom (CHT), CloudHQ, Colo-D, CyrusOne, GDS Holdings Ltd, Global Switch, Infomart Data Centers, Oracle, Pi DATACENTERS, Reliance Communications (Global Cloud Xchange), Quality Technology Services (QTS), Sabey Data Centers, SAP, Singtel, Sinnet, SUNeVison (iAdvantage), ST Telemedia Global Data Centres (STT GDC), Teraco Data Environments, T-Systems (Deutsche Telekom), and Vantage Data Center.

Key market insights include

1. The analysis of global hyperscale data center market provides market size and growth rate for the forecast period 2018-2023.

2. It offers comprehensive insights into the current industry trends, trend forecast, and growth drivers about the global hyperscale data center market.

3. The report provides the latest analysis of market share, growth drivers, challenges, and investment opportunities.

4. It offers a complete overview of market segments and the regional outlook of global hyperscale data center market.

5. The report offers a detailed overview of the vendor landscape, competitive analysis, and key market strategies to gain competitive advantage.

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www.prnewswire.com/news-releases/the-global-hyperscale-data-center-market-is-estimated-to-generate-revenues-of-over-128-billion-by-2023-300755460.html

籌碼開始有獲利了結的賣壓

個人潛見，僅供參考。

350元何時會出現

富比士刊登的一篇產業研究報告，預期 Intel 近期的獲利最主要的成長動能還是來自於資料中心的強勁需求。

國內那些媒體引用的國內法人分析師說什麼中美大戰會影響資料中心建置 (去看前幾個月緯穎相關報導)

但國外的研究報告卻都指資料中心需求強勁

再看緯穎近來的營收，真覺得國內那些法人分析師的說法跟分析都是垃圾

什麼都是假的，只有營收跟獲利才是真的

==============================================

www.forbes.com/sites/greatspeculations/2018/11/15/heres-what-will-drive-intels-near-term-earnings-growth/#efcdb832bc3f

Nov 15, 2018, 03:24pm

Here’s What Will Drive Intel’s Near-Term Earnings Growth

Great Speculations

Trefis Team Contributor

Great Speculations

Contributor Group

Markets

The Intel logo appears on a screen at the Nasdaq MarketSite, in New York’s Times Square, Wednesday, Oct. 3, 2018. (AP Photo/Richard Drew)

Intel (NASDAQ:INTC) is seeing strong growth in its Data Center business, and we expect it to drive the company’s near term earnings growth. The strong demand for high performance products, such as Xeon Scalable, has aided the segment growth in the recent past, and we expect this trend to continue in the near term. Apart from the Data Center Group, the company’s Client Computing Group will also aid the overall earnings growth, led by modest growth in the overall PC TAM (total available market). We have created an interactive dashboard ~ What Will Drive Intel’s Near Term Earnings Growth. You can adjust the revenue and margin drivers to see the impact on the company’s overall earnings, and price estimate.

Expect Data Center Group To Drive Near Term Growth

TREFIS

We forecast the Data Center Group revenues to grow in low 20s percent for the full year 2018. The segment is benefiting from its cloud business, as well as high performance products, primarily Xeon Scalable. The company is seeing growth in all verticals, Cloud, Enterprise & Government, and Communications. Cloud, in particular, is seeing strong growth and saw a 50% jump in Q3 revenues. The overall public cloud computing market is expected to grow in the low 20s percent to $186 billion in 2018, according to a research by Gartner. Growth in cloud computing will result in higher demand for faster and high performance servers, and this will bode well for Intel. While Intel’s market share in data center servers is in the high nineties percent, AMD is trying to increase its market share with its EPYC processors (Also see ~ Expect Ryzen And EPYC To Drive AMD’s Future Earnings Growth). Given the overall growth in the cloud computing, Intel’s Data Center Group will continue to see strong growth in the near term, in our view. Also, we expect a slight uptick in EBITDA margins, led by higher ASPs for its products.

Client Computing Group Will Aid The Overall Earnings Growth

We forecast the Client Computing Group to see mid-high single digit revenue growth for the full year 2018, primarily led by higher notebook sales, given an expected modest growth in the overall PC TAM, after 7 years of decline. Notebook sales have picked up in the recent past, and the global shipments were up 2% in 2017. In fact, Intel saw low double digit growth in notebook sales in Q3. However, we don’t expect any significant revenue growth for the segment in the coming years, given the overall computing devices market is expected to remain relatively stable. The notebook market, in particular, is expected to grow at a CAGR of 0.4% to $109 billion by 2025. Moreover, Intel is facing competition with AMD, which is seeing a sharp surge in sales, led by the success of its Ryzen processors. More OEMs (original equipment manufacturers) are shipping Ryzen processor-based notebooks.

Overall, we expect the Data Center Group to drive the company’s near term earnings growth, led by Xeon Scalable. We currently forecast earnings of $4.56 per share in 2018, and a TTM price to earnings multiple of 13x, to arrive at our price estimate of $58 for Intel, which is at a premium of around 20% to the current market price.

前三季29元，保守估計第四季若賺5-8元

漲上去是應該的

還是送件有所突破

伺服器缺貨情況有解，對緯穎業績可能會有幫助。

目前連審議會審議時間都還沒有

展望2019年，廣達董事長林百里表示，預期明年雲端市場高成長，而廣達現以北美資料中心建案與代工，包括Google、AWS、Azure與Facebook代工量佔最多；另指出今年第4季筆電因零組件缺料，導致全球出貨量下滑，來年或將獲得緩解，因此整體而言對於明年營運展望抱持樂觀態度。

＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝

廣達Q3財報優於預期　高階產品移回台生產

1050出版時間：2018/11/13 17:48

為因應中美貿易戰之衝擊，廣達宣布將高單價產品移回台灣生產，並導入AI自動化製程，以吸引客戶下單。資料照

為因應中美貿易戰之衝擊，廣達宣布將高單價產品移回台灣生產，並導入AI自動化製程，以吸引客戶下單。資料照

廣達（2382）今舉行法說會，針對近期美中貿易戰持續延燒，外界關注其筆電、伺服器事業是否受影響，董事長林百里表示，現已陸續與客戶協調將高階的產品移回台灣製造，儘管成本較高，但客戶還是表達增加採購意願；另廣達公布第3季財報，單季營益率提升1.57個百分點，稅後盈餘為47.08億元，整體表現優於預期。

廣達董事長林百里指出，現高階產品生產線全面走向自動化，導入AI製程降低生產成本，增加顧客下單意願，而高單價產品現皆已陸續移回台灣生產製造。為此，廣達亦在台成立人工智慧（AI）跨部門辦公室，以因應產線持續擴增的AI需求，其研發成果將可用於美國、德國等產線擴充。

廣達表示，2018 年第3季能營收優於預期，主要因筆電、伺服器等主力產品出貨提升，其中，筆電於第3季出貨990萬台，較第2季增加7.6%，此外，近期全球大數據風潮帶動伺服器需求量，本季出貨量也超出目標。高單價筆電產品出貨量提升，以及伺服器出貨成長，使單季合併營收來到2821.52億元，季增35.5%，年增2.2%。

然毛利率受惠伺服器高毛利率，帶動本季毛利率較前季的4.45%，以及 2017 年同期的 4.48%小幅減少，同樣優於原預期。針對美中貿易戰造成的影響，廣達表示現產品項目中，除伺服器外，筆電與穿戴裝置等都尚未列入課徵項目，而為預防美國第3波關稅措施將擴大課稅品項，董事會已授權權責單位選擇生產基地因應。

據廣達公告之財報，受惠於13.93億元之匯兌收益，本季稅後盈餘達47.08億元，季增33.2%，年增17.8%，EPS為1.22元，然毛利率小幅下滑至4.39%。前3季累計營收為7113.07億元，年減3.8%，毛利率4.3%，營益率1.4%，稅後盈餘109.77億元，年增2%，EPS為2.85元。

展望2019年，廣達董事長林百里表示，預期明年雲端市場高成長，而廣達現以北美資料中心建案與代工，包括Google、AWS、Azure與Facebook代工量佔最多；另指出今年第4季筆電因零組件缺料，導致全球出貨量下滑，來年或將獲得緩解，因此整體而言對於明年營運展望抱持樂觀態度。

法人亦指出，蘋果近期推出之Apple Watch 4市場反應佳，隨歐美聖誕旺季到來銷量有望再攀升，將帶動廣達之生產、出貨量。此外，由廣達主力代工之新一代MacBook亦將有助其筆電出貨量，預估其接下來營收表現將呈逐季走高勢態。（易皓瑜／台北報導）

營業現金流出會記科目轉成存貨增加

存貨增加有可能增加備貨？

也有可能銷售不佳？

但對比10月營收看起來銷售還不錯！

客戶應該趕在產品課徵前要求緯穎出貨

若沒錯11-12月可能還是年增%很不錯

但明年就要看生產基地移轉是否順利

有大大解讀嗎?

＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝

www.digitimes.com/news/a20181109PD208.html

Global server shipments to fall 9% in 4Q18, says Digitimes Research

Betty Shyu, DIGITIMES Research, Taipei Friday 9 November 2018 0 Toggle Dropdown

Global server shipments are forecast to fall 9% sequentially in the fourth quarter of 2018 due partly to the impact of the US-China trade war, Digitimes Research estimates.

Shipments rose only slightly to four million units in the traditional peak season in the third quarter, as buyers already had made significant purchases in the second quarter, and were less eager to place orders during the industry’s transition to new platforms. The transition factor is seen to keep playing a role in affecting shipment performance in the fourth quarter, Digitimes Research’s latest server tracker report shows.

The world’s three major server vendors Dell, HPE and Super Micro all saw their shipments for the third quarter stay flat or decline slightly on quarter. But server shipments to large-size datacenters remained the major growth driver, posting a sequential increase of 11% in the quarter.

Shipments for the fourth quarter were originally estimated to see a significant sequential growth, but most major customers are expected to reduce their purchases in the fourth quarter to minimize the impact of the fast escalating US-China trade conflicts, which will result in a sequential drop of 9% in global server shipments, Digitimes Research indicates.

Nevertheless, global server shipments for the whole of 2018 will continue to grow, but at a lower-than-expected annual pace of 10.5%. Shipments are expected to remain in a low gear in the first quarter of 2019, but are likely to regain growth momentum in the second quarter.

有誰知道是在那裡卡關了嗎?

下週應該有反彈買盤出現

什麼貿易戰，什麼預期營收大幅衰退，什麼雲端成長受限。。。。

國內媒體引用的那些法人分析師的預測全都是屁

無法阻止緯穎強勁成長

看緯穎，只要看微軟跟臉書的業績跟美國雲端資料中心建置成長就好

============================

民國107年10月 單位：新台幣仟元

項目 營業收入淨額

本月 16,692,443

去年同期 10,761,203

增減金額 5,931,240

增減百分比 55.12

本年累計 151,132,971

去年累計 65,262,544

增減金額 85,870,427

增減百分比 131.58

備註

隨雲端產業蓬勃發展，帶動資料中心建置需求提升，本公司切入大型資料中心客戶，出貨量成長，故營收增加。

10月營收為何不先公告?

卻先公告季報

是不是媒體猜月營收?

跟被動元件有點像?

全球雲端的強勁成長需求，就是帶動緯穎成長的原動力。

================================

1.事實發生日:107/11/05

2.公司名稱:緯穎科技服務股份有限公司

3.與公司關係(請輸入本公司或聯屬公司):本公司

4.相互持股比例(若前項為本公司，請填不適用):不適用

5.發生緣由:通過本公司一○七年第三季合併財務報告：

一○七年第三季合併財務報告業已編製完成並經安侯建業聯合會計師事務所

陳雅琳、張嘉信會計師核閱。

(單位：新台幣仟元)

107年1-9月

------------

銷貨收入淨額： 134,440,528

營業毛利： 8,112,644

營業淨利： 5,440,680

稅前淨利： 5,491,228

本期淨利： 4,296,380

基本每股盈餘： 29.62元

6.因應措施:公開資訊觀測站公告。

7.其他應敘明事項:無。

微軟公布最新一季財報，營收達 290億美元，比去年同期成長19％，比華爾街分析師預期的279億美元亮麗。

最主要的成長動力來自於雲端事業部門，年成長 76％。

微軟市值已超越亞馬遜，僅次於蘋果。

finance.yahoo.com/news/strong-cloud-growth-continues-drive-143700949.html

Strong Cloud Growth Continues to Drive Microsoft Higher

Motley Fool

Danny Vena, The Motley Fool

Motley FoolOctober 28, 2018

Over the past several years, Microsoft (NASDAQ: MSFT) has accomplished an amazing feat, transforming from a shrink-wrapped business software provider to one of the biggest names in cloud computing. The company has been successful challenging the cloud leader, Amazon Web Services, and making meaningful headway, currently ranking in a strong second place.

As the global digital transformation gains steam, investors were watching closely for signs that Microsoft’s cloud momentum would continue. When the company reported the financial results of its fiscal 2019 first quarter, which ended Sept. 30, 2018, Microsoft showed that it has much more growth in the tank, producing a record first quarter.

The Microsoft logo at the entrance to its campus.

The Microsoft logo at the entrance to its campus.

More

Image source: Microsoft.

Growth across the board

Metric

Q1 2019

Q1 2018

Change (YOY)

Revenue

$29.08 billion

$24.54 billion

19%

Operating income

$9.96 billion

$7.71 billion

29%

GAAP net income

$8.82 billion

$6.58 billion

34%

GAAP diluted earnings per share

$1.14

$0.84

36%

Data source: Microsoft First-Quarter 2019 Financial Release. YOY = Year over year.

Microsoft reported revenue of $29.1 billion, an increase of 19% year over year, and easily topping the high end of management’s forecast and analysts’ consensus estimates of $27.9 billion. Profits were similarly robust, with diluted earnings per share of $1.14, far exceeding the $0.96 expected by analysts.

Microsoft saw strong growth across each of the company’s major business segments:

Major Business Segment

Q1 2019

Q1 2018

Change (YOY)

Productivity and business processes

$9.8 billion

$8.2 billion

19%

Intelligent cloud

$8.6 billion

$6.9 billion

24%

More personal computing

$10.7 billion

$9.4 billion

15%

Total revenue

$29.1 billion

$24.5 billion

18%

Data source: Microsoft First-Quarter 2019 Financial Release. YOY = Year over year.

There were numerous highlights in Microsoft’s impressive quarter. Office 365 subscribers grew to 32.5 million, while commercial revenue from the Office suite of products increased 36% year over year. LinkedIn continued to scale, with revenue from the business social networking platform up 33%, producing record levels of engagement -- as measured by sessions -- which grew 34%. Microsoft’s gaming business continued to thrive, up 44% year over year, led by Xbox software and services revenue, which grew 36%.

Azure, Microsoft’s cloud computing business, continued its relentless march upward, growing 76% over the prior-year quarter, though it slowed somewhat from the 90% year-over-year gains seen last quarter.

Operating expenses of $9.2 billion grew 8% year over year, slower than the rate of revenue growth, allowing the company to drop more to the bottom line. Capital expenditures came in at $4.3 billion to support increasing demand for Microsoft’s cloud computing. Free cash flow of $10.1 billion declined 2% year over year, as the result of higher capital expenditures.

Down the road

For the second quarter, Microsoft is forecasting revenue growth in a range of $31.9 billion and $32.7 billion, which would represent year-over-year growth of between 10% and 13%. Cost of goods sold is expected to be at about $12.3 billion, while operating expenses are forecast at about $9.85 billion. Microsoft didn’t provide earnings-per-share estimates.

Analysts’ consensus estimates are calling for revenue of $32.25 billion, an increase of 11.5% year over year and near the midpoint of Microsoft’s guidance, and earnings per share of $1.08, an increase of 12.5% compared with the prior-year quarter.

Microsoft continues to make all the right moves, though its cloud growth continues to be the driving force.

不過。。結論就是「樂觀」

大致上跟國外研究報到都一樣

樂觀看待白牌伺服器資料中心雲端應用與AI的成長

＝＝＝＝＝＝＝＝＝＝＝＝

www.digitimes.com/news/a20181022GS400.html?chid=2

Global server shipment forecast, 2019 and beyond

Betty Shyu, DIGITIMES Research, Taipei Monday 22 October 2018 0 Toggle Dropdown

TABLE OF CONTENTS

Introduction

Server market

Market trends

Global server shipments

Chart 1: Global server shipments, 2015-2023 (k unit)

Cloud/self-built datacenter

Chart 2: Global datacenter server shipment share by cloud/self-built type, 2021

Intel CPU platforms

Table 1: Intel server CPU roadmap, 2018-2022

Hyper-converged infrastructure

AI support

Virtualization

Network speed

Chart 3: Server shipment share by network speed, 2016-2021

Table 2: Server network speed detail

不管市場如何紛擾與外界各種雜音如何

好的是緯穎營收再創新高

用實力打破各種傳聞才是真的

以上半年財報去推估

第三季 EPS 在10元左右

也就是緯穎今年前三季已經大約賺了 30 元

(以目前股本看上市前會再增資至17億)

樂觀推估今年EPS在 35 以上。

目前本益比在 6-7倍之間。

除非財報作假，不然以成長股而言，還是相當不錯的選擇。

今天殺低的

明天不知道會怎辦

有趣了

民國107年09月 單位：新台幣仟元

項目 營業收入淨額

本月 19,336,348

去年同期 5,573,017

增減金額 13,763,331

增減百分比 246.96

本年累計 134,440,528

去年累計 54,501,341

增減金額 79,939,187

增減百分比 146.67

備註

有無故意壓低吃貨？

沒人查一查

有無故意壓低吃貨？

沒人查一查

有無故意壓低吃貨？

沒人查一查

果然連250都跌破

這次應該有機會看到180~200元

目前看到的各種資料中心的研究報告

對伺服器的需求不用擔心還是屬於成長期

營收目前也還算穩定成長

貿易戰我覺只是短期效應

只要需求強勁產線調整後就可以供貨

估計今年應該賺30元以上沒問題

明年也許可以發個25塊錢

負債比過高就是資本額小但是營收太大造成的槓桿比較大

所以可以預期股本都還會再增資擴大

唯一的變數就上市申請能不能順利通過了

都已過了2個月

是否有負債比過高的問題

看過一篇報導

資料中心需求減緩

所以就出脫持股

大家要多觀察

現在我個人比較擔心上市審議時間表一直未出來

到時候展延時間尚未補齊文件而撤件 反而會造成不小波動

破300出清了

盤勢有點糟

台積電領跌

電子時報研究： 2018-2023年伺服器年複合成長率 (CAGR) 為 14％，來自雲端服務公司的伺服器成長則為20%，主因雲端計算與AI、5G等服務發展需求龐大。

=============

Global server shipments to see CAGR of 14% between 2018-2023, says Digitimes Research

Joyce Chen and Betty Shyu, DIGITIMES Research, Taipei Wednesday 3 October 2018 0 Toggle Dropdown

Worldwide server shipments will grow at a CAGR of 14% in the forecast period 2018 to 2023 as demand from social media, e-commerce and digital enterprises applications continues growing plus the emerging technologies including artificial intelligence (AI), Internet of Things (IoT) and 5G network.

Of the shipments, cloud computing service providers’ demand for servers is expected to see a CAGR of over 20% during the period, higher than the average.

As for Intel’s next-generation Whitley server platform, it is unlikely to be available until 2020 due to the delay in Intel’s new manufacturing technology.

In the past few years, software-defined datacenter (SDDC) has been treated as the key for enterprises to perform the transformation of digitalization. Among the available platform architectures, hyper-converged infrastructure (HCI) that is able to enable a large volume of virtualization services to replace traditional physical equipment, is the latest development trend for servers because of its low hardware costs and strong usage efficiency.

As AI-related applications have become popular, demand for cloud-computing and local-end AI development has been growing rapidly, helping to stimulate the birth of AI-specific servers from vendors. Most of the AI-specific servers are equipped with calculation accelerators and are paired with big data processing software to help manage data and train AI systems.

To reduce clients’ process of development and improve their time-to-market, most server vendors are offering server solutions with pre-installed AI systems to their customers.

As more enterprises are adopting microservices such as Amazon Web Services (AWS) and Microsoft Azure’s container and serverless applications, to speed up their product development, Digitimes Research expects the transition to boost the development of next-generation dynamic IT architecture, especially features including low I/O access latency and high computing performance, making NVMe and SoC with specific functions key development directions for server vendors.

Currently, most of the available servers in the market can support network transmission speed up to 10Gbps, but vendors and network players have been gradually upgrading to 25Gbps as it is the baseline technology for next-generation 100-400Gbps transmissions.

Digitimes Research estimates that shipments for servers supporting 25Gbps transmission technology will surpass those with 10Gbps in 2020. Since AI-specific servers require a higher bandwidth than regular servers, demand for 100Gbps servers is also expected to pick up steadily.

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2018-10-04 00:24經濟日報 記者蕭君暉／台北報導

台積電成立雲端聯盟（Cloud Alliance），再度讓雲端應用成為市場關注焦點。國內電子代工業者近年已在雲端領域部署重兵，包括廣達、英業達與緯創近年受惠雲端伺服器產品的高度成長性，彌補部分個人電腦（PC）產品需求長期不振的缺口，加上伺服器產品單價（ASP）高，推升獲利。

廣達雲端事業部資深副總楊麒令日前表示，因伺服器訂單湧入，今年上半年表現優於預期，下半年也將持續成長，廣達將在北美、歐洲與大陸同步擴增三成產能，以支應強勁成長需求。

英業達伺服器事業群總經理蔡枝安表示，全球雲端市場快速成長，今年來自資料中心雲端伺服器出貨成長上看兩位數，至於傳統來自企業端如惠普等的伺服器產品，每年維持3%至5％成長。

緯創旗下白牌伺服器廠緯穎近年業績成長也相當強勁。

我也聽您意見底檔買進

上市申請審期為3個月

目前已快接近2個月

好像還可申請展延3個月

我會繼續堅持

===================================

www.servethehome.com/the-5b-server-vendor-you-probably-have-never-heard-of-wiwynn/

The $5B Server Vendor You Probably Have Never Heard Of Wiwynn

By Patrick Kennedy - September 24, 20185

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Wiwynn ST300 Open

Wiwynn ST300 Open

Most of STH’s readers can rattle off a big portion of the top 5 server vendors by either revenue or units shipped without much effort. Titans of the industry such as Dell EMC, HPE, and IBM/ Lenovo have a rich history in the space. Companies like Cisco and Supermicro are well known as well, although in very different parts of the market. One of the companies that has been making the list recently is Inspur from China who we will be focusing on in the near future. What if you were told that there was a company that did over $2.6B of revenue, and has done over $2.6B in revenue the first half of 2018? We were at the Wiwynn Tech Day in Palo Alto, California this week and heard that exact story.

Wiwynn’s Path to a $5B+ Per Year Run Rate

Wiwynn started its path to $5 billion a year in revenue in April 2012 when it was first founded. The company is backed by, and a subsidiary of, the Wistron Group, one of the largest ODM/ OEMs around.

At the tech day in Palo Alto these figures were presented:

2016 Revenue: $1B

2017 Revenue: $2.6B

1H 2018 Revenue: ~$2.6B

Wiwynn is now on an annual run rate of over $5 billion a year. After the event, we wanted to double-check that our notes were correct and found a slide presented in November 2017 that shows about $1B in 2016 revenue, and in 1H 2017 so the numbers seem to line up:

Wywinn 1H 2017 Financial Data

Wiwynn 1H 2017 Financial Data

The company did not release exact figures but said that it is preparing for an IPO in 2019.

This is a big deal. A $5B per year player puts it ahead of Supermicro in terms of revenue, with a significantly higher CAGR. It is equally astonishing given that they were lumped into “ODM Direct” in IDC’s server market tracker released earlier this month. That is likely due to counting methodology, but with this growth rate (and this article) we expect that that may change in the near future.

As another check to see how the company is growing under the radar, we searched for “Wall Street Journal Wiwynn” and here is what we found:

Wywinn Wall Street Journal Search

Wywinn Wall Street Journal Search

That is somewhat stunning that the WSJ does not have much coverage of such a fast-growing company, even if it is a subsidiary. We checked STH coverage of Wywinn and here is what we have on the company this year:

Wiwynn XC200G2 PCIe Gen4 16x Compute Accelerator Machine

Wiwynn ST300 1U 24 bay U.2 NVMe JBOF

NVIDIA HGX-2 Design Launched for AI Cloud Providers

Twin Lakes Intel Xeon D-2100 Platform Powering Facebook

The company has made its name selling into a relatively small number of large accounts. One of the key accounts we know is Facebook, as we have covered how Wiwynn produces innovative OCP servers for the company.

Facebook OCP Twin Lakes In Wiwynn Yosemite V2 With MHA

Facebook OCP Twin Lakes In Wiwynn Yosemite V2 With MHA

Overall, we are excited to see companies servicing the hyper-scale community flourish. The OCP project has attracted not just hyper-scale players like Microsoft and Facebook, but also many telecom operators building out next-generation software defined 5G infrastructure. Wiwynn is poised to continue growing as a leading provider in the OCP ecosystem.

Final Words

If you read standard analyst reports, you probably missed the rise of Wiwynn and thought data center spending was stagnant with players like HPE and Dell EMC slugging it out for a few percentage points at the top. Instead, behind the scenes, we see a business that is on pace for over $5 billion in revenue this year, up from $1 billion just two years ago and is doing so largely under the radar. While one may suggest that Wiwynn’s strengths stem from the OCP community, they are building 19″ standard rack servers as well. Expect Wiwynn to be a player in the market in the coming years, as they gone from $0 to a $5 billion per year business in just over six years.

====================================

www.datacenterdynamics.com/news/facebook-spend-750m-expanding-data-center-prineville-oregon/

Facebook to spend $750m expanding data center in Prineville, Oregon

Again

September 21, 2018 By Sebastian Moss

Social network and advertising giant Facebook plans to add another two buildings to its data center campus in Crook County, Oregon, by mid-2020.

The $750 million investment will bring the company’s total footprint at the site to more than 3.2 million square feet (300,000 sq m), making it Facebook’s largest data center location.

The campus is currently home to 1.25 million square feet (116,000 sq m) of Facebook facilities spread across three buildings; another two buildings were announced in 2017 and are currently under construction, expected to add 900,000 square feet (83,613 sq m) of data center space and 70,000 square feet (6,503 sq m) of office space.

While Facebook did not provide details on the latest expansion, numbers suggest that it will total roughly one million square feet (93,000 sq m).

Facebook’s first, Facebook’s biggest

The new facilities will lead to the creation of approximately 100 jobs, in addition to the existing 350.

As with its current data centers, the upcoming facilities are expected to be powered by renewable energy - namely solar power. Two new projects in Crook County will increase the amount of solar power available in Oregon by more than 20 percent. Company-wide, Facebook expects to fully switch to renewable energy by 2020.

Next month, we will also launch our Community Action Grants program for 2019. This program provides grants to schools and organizations in support of putting the power of technology to use for the community and promoting STEM education, the company said in a blog post.

Prineville is home to Facebook’s first custom built data center, opened in 2011, which was constructed with the promise of $30 million in tax exemptions. The exemptions were further enhanced in 2015.

Facebook has grown substantially since its first facility, and now operates several huge data center campuses, in locations including Forth Worth, Texas; Los Lunas, New Mexico; Altoona, Iowa; Forest City, North Carolina; Luleå, Sweden; and Clonee, Ireland.

It is also building new data centers in New Albany, Ohio; Odense, Denmark; Henrico County, Virginia and Papillion, Nebraska.

脫窗就不要說出來，自己知道就好，

搞到大家都知道，

劍子給你秀秀。

今年興櫃操作賠錢收場，只有上市櫃有賺，

緯穎今日了結，興櫃剩2檔，

對於獲利王不理性操作，自己該檢討，

現今只能現金多一點……

李大

知道你最行啦，

但你眼睛可能不是太好，

我進出都有說喔，

再來說到級數，

我其中一個帳號到8月底，

已經做了402筆共6.6億，手續費加稅84萬，

所以不要跟我講級數，

你不是咖啦……

筆數 成交日期 交割日期 交易管道 委託別 買賣別 股票名稱 成交股數 價格 成交價金 手續費 債息 交易稅 證所稅 融資金額/融券保證金 融資自備款/融券擔保品 融券手續費 利息 淨收付金額

1 2018/1/3 2018/1/5 GPhone 現股 買進 中揚光(6668) 10000 149.99 1499900 640 0 0 0 0 0 0 0 -1500540

400 2018/8/31 2018/9/4 GPhone 現沖 賣出 華新科(2492) 10000 314.5 3145000 1340 0 4710 0 0 0 0 0 3138950

401 2018/8/31 2018/9/4 GPhone 現沖 買進 華新科(2492) 10000 311.5 3115000 1330 0 0 0 0 0 0 0 -3116330

小計: 668057742 296670 0 543511 0 1813 23

至於緯創，現階段主要客戶仍是 Dell 與 HPE 等傳統 OEM 廠，加上緯創是全球規模最大的主機板供應商，因此未來受到關稅的影響甚鉅。預期緯創可能會在既有的中山廠外，再增加台灣產線，提高生產彈性並降低貿易戰帶來的風險。至於集團出貨給北美資料中心的伺服器整機產品，則會維持在美墨邊境的免稅區組裝，受到貿易戰的衝擊較小

然而，因目前對應的伺服器生產與製造廠商都已有因應策略，目前評估北美資料中心業者受貿易戰的影響較小，在採購成本上不至於增加太多。

===========================

因應中美貿易戰，伺服器代工廠計劃將產線移至第三地

作者 TechNews | 發布日期 2018 年 09 月 20 日 14:45 | 分類 伺服器 , 國際貿易 , 財經 follow us in feedly

根據 TrendForce 記憶體儲存研究（DRAMeXchange）最新調查，受中美貿易戰 301 條款的第三期關稅制裁影響，從中國出口到美國的伺服器相關產品，如主機板、網路交換器、伺服器與伺服器模組等，都將受到 10% 增值稅衝擊。由於北美市場的伺服器需求約占全球的四成水準，考量在中國生產的不確定因素，主要已開始評估轉移生產重心，將產線遷至東南亞、台灣等第三地。

DRAMeXchange 資深分析師劉家豪指出，美國政府新公布的第三期 2,000 億美元關稅制裁，對伺服器代工廠的影響最大，包含廣達、緯創、英業達與神達等代工廠皆將面臨關鍵零組件成本墊高的壓力。現階段由於大多數代工廠的組裝與測試產線（L10）設立在美墨邊境的免稅區，所以受到中美貿易戰的衝擊較小，主要影響將會是主機板製造業務（L6 產線）與中國本地製造封裝的伺服器記憶體模組。

劉家豪分析各代工廠可能因應作法，首先，廣達因主要業務來自北美資料中心建案與直接代工（ODM Direct business），其中 Google、AWS、Azure 與 Facebook 的代工量為最高，且廣達組裝與測試廠（L10）在美國境內，若從中國直接出口美國，受關稅影響較大。為避免中美貿易的衝擊，廣達現階段已開始考慮在中國以外的地區生產，藉以規避整機成本與零組件成本墊高的威脅。此外，若從人力成本角度來看，由於中國薪資水平提高，伺服器廠轉往台灣或是東南亞等第三地生產，都是權衡且必要的選擇。

英業達的伺服器代工業務中，規模上仍以替傳統伺服器品牌廠代工最大，約占整體業務的六成以上，其次則集中在北美與中國網路服務業者，如 Google、百度與阿里巴巴等。面對中美貿易戰的第三波關稅挑戰，英業達的中國業務影響最低，而出貨北美的伺服器整機產品，除了會維持在墨西哥與捷克廠組裝，未來也不排除將上海的主板與 Level 6（barebone motherboard and Level 6 grade server）產線遷至台灣，以降低製造成本與未來雙方貿易戰衍生的問題。

至於緯創，現階段主要客戶仍是 Dell 與 HPE 等傳統 OEM 廠，加上緯創是全球規模最大的主機板供應商，因此未來受到關稅的影響甚鉅。預期緯創可能會在既有的中山廠外，再增加台灣產線，提高生產彈性並降低貿易戰帶來的風險。至於集團出貨給北美資料中心的伺服器整機產品，則會維持在美墨邊境的免稅區組裝，受到貿易戰的衝擊較小。

短期來看，中國出口美國的伺服器相關產品，皆可透過改由第三地出口的方式，避免關稅帶來的額外成本。但以長遠來分析，由於在中國生產的不確定因素較多，因此 DRAMeXchange 認為，主要伺服器製造商未來可能會遷移重心，將台灣列為生產重鎮。

北美資料中心業者受貿易戰影響有限

從需求端來看，北美市場的伺服器需求約占全球的 4 成，其中尤以網路型資料中心的直接代工最具規模，全年需求約占市場的 2 成水準。然而，因目前對應的伺服器生產與製造廠商都已有因應策略，目前評估北美資料中心業者受貿易戰的影響較小，在採購成本上不至於增加太多。

其中 Google 與 AWS 影響層面最低，因主要代工廠的產線多在台灣，未來也會繼續提高當地產能，而且對應的組裝廠在歐洲與美洲都有產線。而 Facebook 與 Microsoft 目前則提前與代工廠協商，未來皆已做好風險評估與對應措施，產線移轉計畫可以隨時因應貿易條款做調整。

（首圖來源：pixabay）

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SEPTEMBER 20, 2018 UMANG.S 0

Microserver Market Detailed Analysis, Growth Trends, Present & Expected Demand With Forecast To 2021

Microserver Market report represents an evaluation of the overall market size from 2017 to 2021 in terms of value at USD XX million in 2017 and is expected to extend USD XX million by the end of 2021. The research report analyzes the Microserver market in a detailed manner by explaining the key point of the market that are expected to have a quantifiable influence on its developmental prospects over the forecast period (2017-2021).

There are 3 key segments covered in this report: Geography segment, end user/application segment and competitor segment.

About Microserver

A server is an important part of a data center. The operation of a server depends upon the hardware reliability and durability. Microservers are easy to configure, install, and maintain. Similar to other servers, they have inbuilt software, hardware, and operating systems. They save space, consume less power, and are ideal for light applications. The workload for microservers includes entry-level dedicated hosting, serving static web pages, and basic content delivery.

Industry analysts forecast the global microserver Market to grow at a CAGR of 42.91% during the period 2017-2021.

Microserver Report Scope: The primary aim of the report is to study the Microserver market potential, exhibited by the industry and evaluate the Microserver manufacturing segment globally. Through a detailed analysis, the report finds the best avenues of investment for the worldwide Microserver market. Throughout, the Microserver report maintains an analytical approach to present an executive-level blueprint of the Microserver market.

Key regions: APAC, EMEA, Americas | No. of Pages: 101

Get Sample copy of Microserver Market Report @ www.360marketupdates.com/enquiry/request-sample/11171336

Research Objectives of Microserver Market

To study the factors affecting the Microserver Market growth as well as the market drivers driving the Microserver Market

To provide revenue forecast of the market segments & sub-segments w.r.t to three key regions APAC,EMEA & Americas

To study & predict the accurate market share, revenue & size during the period 2017-2021

To provide future perspective of the Microserver Market size in various regions & its key performing countries.

To provide the information regarding the challenges & restraints faced by the new entrants of Microserver Market along with the threat of substitutes & threats of rivalry

To study, track & analyze competitive developments such as joint ventures, strategic alliance, mergers, acquisitions & new product developments

To provide detailed analysis of the market structure along with forecast for 2017-2021 duration.

To provide the segmentation analysis based on application & geographical location

Leading Players of Microserver Market Space: Dell, HP Development, FUJITSU, Huawei Technologies, Quanta Computer, Super Micro Computer, Boston, Cavium, Marvell, Penguin Computing, Plat’Home, TYAN Computer, and Wiwynn

出版時間：2018/09/20 14:07

因應貿易戰，伺服器代工廠產線遷移。資料照

TrendForce記憶體儲存研究(DRAMeXchange)調查，受中美貿易戰301條款的第3期關稅制裁影響，從中國出口到美國的伺服器相關產品，如主機板、網路交換器、伺服器與伺服器模組等，都將受到10%增值稅衝擊。由於北美市場的伺服器需求約占全球的4成水準，主要代工廠已開始評估轉移生產重心，將產線遷至東南亞、台灣等第3地。

DRAMeXchange資深分析師劉家豪指出，廣達、緯創、英業達與神達等代工廠皆將面臨關鍵零組件成本墊高的壓力。現階段由於大多數代工廠的組裝與測試產線(L10)設立在美墨邊境的免稅區，所以受到中美貿易戰的衝擊較小，主要影響將會是主機板製造業務（L6產線）與中國本地製造封裝的伺服器記憶體模組。

廣達因主要業務來自北美資料中心建案與直接代工(ODM Direct business)，其中Google、AWS、Azure與Facebook的代工量為最高，且廣達組裝與測試廠(L10)在美國境內，若從中國直接出口美國，受關稅影響較大。為避免中美貿易的衝擊，廣達現階段已開始考慮在中國以外的地區生產，藉以規避整機成本與零組件成本墊高的威脅。

英業達的伺服器代工業務中，規模上仍以替傳統伺服器品牌廠代工最大，約占整體業務的6成以上，其次則集中在北美與中國網路服務業者，如Google、百度與阿里巴巴等。面對中美貿易戰的第三波關稅挑戰，英業達的中國業務影響最低，而出貨北美的伺服器整機產品，除了會維持在墨西哥與捷克廠組裝，未來也不排除將上海的主板與Level 6產線遷至台灣，以降低製造成本與未來雙方貿易戰衍生的問題。

至於緯創，現階段主要客戶仍是Dell與HPE等傳統OEM廠，加上緯創是全球規模最大的主機板供應商，因此未來受到關稅的影響甚鉅。預期緯創可能會在既有的中山廠外，再增加台灣產線，提高生產彈性並降低貿易戰帶來的風險。至於集團出貨給北美資料中心的伺服器整機產品，則會維持在美墨邊境的免稅區組裝，受到貿易戰的衝擊較小。

短期來看，中國出口美國的伺服器相關產品，皆可透過改由第三地出口的方式，避免關稅帶來的額外成本。但以長遠來分析，由於在中國生產的不確定因素較多，因此DRAMeXchange認為，主要伺服器製造商未來可能會遷移重心，將台灣列為生產重鎮。（陳俐妏／台北報導）

級數差太多，你不懂是正常，

也不需跟你證明什麼，

浪費我的時間……

緯穎年底前若沒掛牌，確實是會讓主力想把檔走人，

時機時機，錯過了就會打折扣，

劍子此檔已經出清，

但還是認為緯穎是好股，

一起祝福它吧……

話任人掰

二位緯穎一直推一直推

其他股也一樣

跌到地板價

緯穎我說會跌破275

事實証明

利用盟友人氣拉抬個股

坑殺小小散戶

散戶却不知覺

小心求證

顧好自己荷包

不要太羨慕喔……

說到能力……呵呵

小的今年證交稅與手續費到目前是140萬，

獲利呢？不能告訴你ㄟ

酸你一下，只是希望你能感同身受，

沒事，祝福你賺錢。

天風國際證券研究與策略部副總監郭明錤觀察新iPhone預購成績，iPhone XS Max符合預期，然更看好有價格競爭力的iPhone XR。摩根大通證券從組裝廠投資角度出發，點名同時掌握iPhone XR、XS Max商機的和碩為優先選項，但不看好緯創後市。

郭明錤指出，iPhone XS Max具備金色機殼、雙卡與大螢幕，來自中國大陸需求強勁，代表蘋果高價策略成功；且與去年下半年的iPhone X對照，這次的iPhone XS Max平均出貨時間縮短約一周，供貨狀態改善，預計iPhone XS Max占下半年新機出貨比重25∼30％。

然因iPhone XR價格更具競爭力，且在大陸市場支援雙卡，天風看好出貨展望正向，並上調iPhone XR今年下半年占新機出貨比重，由50∼55％調整為55∼60％。

蘋果本次三款新iPhone螢幕加大，預購數字果傳捷報，更印證德意志證券科技產業分析師呂家霖「大螢幕有助推動換機潮」的預測。

摩根大通證券科技產業分析師哈戈谷（Gokul Hariharan）指出，市場現在對整體新iPhone的產品循環還是相當保守，市場共識的出貨8,000∼8,500萬支料將輕易被超越。針對iPhone三大組裝廠投資選擇，和碩因在iPhone XR市占約6成、在iPhone XS Max約占15％，是iPhone整體新品循環的主要受惠者，反觀緯創iPhone組裝題材告終，且恐不如預期，是投資組裝廠最不建議的標的。

小摩進一步解釋，緯創在蘋果新LCD款iPhone（iPhone XR）的組裝市占很可能未達市場預期，而且在該業務上，需要更長時間才能達到損益平衡，至此，緯創蘋果新機題材已告段落，眾所期待的iPhone組裝業務轉虧為盈難以成真，因此，將投資評等降為「中立」。

另一方面，緯創旗下緯穎可說是主要成長引擎（緯穎今年以來營收年增135％），但小摩放眼明年，因臉書（Facebook）、微軟的市占已達高峰，明年來自亞馬遜（Amazon）的訂單前景不明朗，研判緯穎明年的成長性將與整體產業水準相去無幾，為10∼15％。

(工商時報)

個人猜測依照上述外資所講 猜測今年影響幅度不會太大

明年還是能維持成長態勢 就算是代工廠 今年EPS也有望35元以上 本益比低於十倍

風險相對一些動輒3~40倍本益比股票 相對還是抱起來較安穩

等待築底完成 還是不錯標的

上面這句話很熟吧！

換劍子說說看感覺不賴ㄟ，

再加碼一局《不急，200再來撿》

虎×幫，我學的像不像呢？指導一下哦

下跌不就是經過利空淬煉 才能形成底部

況且7/31已經送件申請上櫃 至今算算也快出來審議日期(除非申請撤件)

雖然英特爾缺貨 FB成長走緩 但影響程度5~10%

但看看緯穎已經修正多少 是有點超跌了

假外資(真主力)持續減碼 殺傷力夠大的

但是以殺到快回四月起漲

已經殺到這樣

還來4因子刮逆風?

令人不解啊!!!!

---------------------------------------------------------------------------------

《興櫃股》緯穎股價跳水，4因子刮逆風

中時電子報 (新聞發布)-2018年9月13日

緯穎(6669)近期股價頻破底，失守300元整數關卡，早盤再跌逾10個百分點。近期影響股價的消息面包括:一、美中貿易戰影響全球伺服器產業。

就待日後時間證明吧!