MSI expects to high 10 million motherboard gross sales for the primary time as market rebounds

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Backside line: MSI is staging a decisive comeback within the fiercely aggressive motherboard and GPU markets, navigating provide chain challenges and shifting business calls for to reclaim its place alongside high rivals. This rebound indicators broader shifts in tech manufacturing and client urge for food amid fast innovation.

DigiTimes reviews MSI is poised for a milestone 12 months, with analysts projecting international motherboard shipments will high 10 million models in 2025. The surge marks a pointy restoration for the Taiwanese producer, placing it alongside rival Gigabyte as renewed demand for AMD and Intel platforms drives the market.

Robust demand for AMD’s X870 and Intel’s Z890 motherboards has fueled MSI’s resurgence. The recognition of those platforms displays rising urge for food for high-performance PCs and gaming techniques, the place MSI has pushed improvements in cooling, design, and worth. Analysts say its premium boards – typically providing flagship options at decrease costs – have additional boosted the model’s enchantment with customers and lovers.

Whereas rivals like Asus and ASRock have rushed into AI server manufacturing, MSI has taken a slower strategy. It continues to prioritize motherboards, graphics playing cards, and notebooks whereas making cautious investments in enterprise-grade AI servers. DigiTimes notes MSI plans to ramp up output in late 2025, specializing in modular designs constructed round Nvidia’s MGX and DGX architectures. These platforms goal demanding duties – from massive language mannequin coaching to scalable deep studying – with techniques just like the CG480-S5063 and CG290-S3063 providing multi-GPU assist and superior PCIe and reminiscence configurations.

Regardless of its measured AI server technique, MSI is constructing momentum in different segments. Robust demand for the producer’s gaming and content-creation merchandise is driving this progress, because the model positive factors traction worldwide. DigiTimes tasks MSI plans to ship about 2.55 million notebooks in 2025, a year-over-year enhance of as much as 6 p.c. The corporate will even ship 5 million graphics playing cards, matching Asus and cementing its top-tier spot within the aggressive GPU market.

As MSI goals to maintain progress, it’s increasing its manufacturing footprint. The primary campus in Taoyuan will maintain producing motherboards, whereas new and expanded amenities in Vietnam, Thailand, California, and Europe will deal with pocket book, desktop, and server meeting. This international enlargement goals to cut back provide chain dangers and navigate shifting commerce dynamics, supporting each client and enterprise progress.

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