2023-08-01 10:15:38
Delta (2308-TW) held a law conference today (1) to benefit from AI business opportunities and drive the growth of demand for data center construction. Chairman Hai Yingjun said that AI server power supplies currently account for 15% of revenue, and there are still many orders in hand and it is urgent , the proportion is expected to be much higher next year.
Hai Yingjun said that the AI market is in the early stage of development, and AI servers also need to be defined at this stage. In a narrow sense, it can be said that servers equipped with GPUs are counted. Currently, the wattage of such power supplies is almost 3000-4000W, accounting for about 10-10% of revenue. 15%, and will continue to increase in the future.
Delta currently has more than half of the market share of traditional server power supplies, and the legal person is also concerned about the future market share of AI server power supplies. Hai Yingjun believes that with the company’s design, manufacturing, and quality control capabilities, it will definitely be able to occupy a place in this market. The direction will also develop toward a market share of more than half.
Regarding the development of the AI market, Hai Yingjun believes that it will take time for the market to figure out a clear business model in the short term, but the long-term development is very clear. The large-scale technology industry will definitely not be absent. They will first build up their arsenal and consolidate their computing power to cope with potential AI market development. AI needs.
Hai Yingjun said that the emergence of AI in the short term has indeed caused a sensation, but enterprises are still cautious about AI applications, and the company has not opened up the use of AI at present, mainly worrying about the potential leakage of internal data, which is what AI applications are trying to change , is also a short-term need to explore.
Hai Yingjun believes that with the increase of applications in the future, there will inevitably be more demand for AI servers, but in the long run, AI tools are powerful, as long as people can use them with peace of mind, they will definitely become a major trend.
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