TECH SUPPLIER Jul 2021 - Market Note - Doc # US48027021

June 2021 Supply Chain, ODM Production, and Service Provider Consumption Update


Leon Kao
, Zsofia Madi-Szabo, Eric Sheppard
Table of Contents

Executive Snapshot

Figure: Executive Snapshot: Supply Chain Delays, Component Shortages, and Transportation Hiccups Dampen Unit Shipment Growth Despite Booming Cloud SP Demand for Server Systems in 1Q21

In This Market Note

ODM Direct Shipments

Supply Chain and Component Supply Updates

Figure: Component Supply Update: As of June 2021

Demand by Cloud Service Providers

Solution Providers

IDC's Point of View

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