The main board market as a whole has stopped falling and is recovering, and is expected to return to the growth track in the second half of 2024

According to news from this site on July 19, Taiwanese media DIGITIMES Electronic Times stated that the motherboard market has basically emerged from the trough of the previous industry boom. The shipments of the four major Taiwanese motherboard brands (Note from this site: Asus, Gigabyte, MSI, and ASRock) will stop falling and slowly rebound in the full year of 2023 and the first half of 2024.

From the perspective of the global market, the motherboard field is still dominated by these four Taiwanese companies; in terms of mainland companies, Colorful has the best performance, and its market share is closely following MSI; in the foundry field, Foxconn, Elite, Pegatron, etc. Shipments also remained stable.

▲A corner of ASUS Pro H610M-C-CSM motherboard

The motherboard shipments of four Taiwanese companies, ASUS, Gigabyte, MSI, and ASRock, in 2019 were 16.4 million, 10.8 million, and 6 million respectively. and 4.4 million tablets.

Global PC hardware consumption increased significantly in 2020, and various motherboard companies ushered in a period of business dividends from 2020 to 2021.

However, this bonus period has in turn overdrafted the installed demand for the following period. The motherboard shipments of the four companies will all show a significant decline in 2022, ushering in a cold winter for the industry.

However, these four companies will see a rebound in performance in 2023, and motherboard shipments will achieve a certain increase compared with 2022.

	2019	2020	2021	2022	2023	2024
ASUS	1640	1700	1800	1330	1450	1500
GIGABYTE	1080	1300	?	950	1030	1030
MSI	600	680	780	560	820	930
ASRock	440	590	?	250	380	420

The shipment status of the four major Taiwanese motherboard manufacturers over the years, the unit is 10,000 pieces.

Data for 2021 and 2024 are estimates.

Reports indicate that the motherboard market will usher in a new peak season as both Intel and AMD launch a new generation of mainstream desktop platforms in the second half of the year.

The motherboard shipments of ASUS, Gigabyte, and MSI in the third quarter of 2024 are expected to reach 3.9 to 4 million pieces, 2.95 million pieces, and 2.35 million pieces respectively. The annual shipments are expected to reach 15 million pieces, 10.3 million pieces, and 4.2 million pieces. tablets, ASRock will also reach 4.2 million tablets.

In other words, the motherboard shipments of ASUS, Gigabyte, and ASRock this year will be close to the level of 2019, and MSI will achieve a motherboard shipment growth of more than 50% in 6 years, and its market share is close to ranking second. of Gigabyte.

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