超微电脑 2024年度报告

Letter to Our Shareholders Dear Supermicro Shareholders, FY24 was a milestone year for Supermicro. Annual revenue is aboutdoubled to $14.9 billion, fueled by extraordinary demand for ourplug-and-play rack-scale Total IT solutions in AI, cloud, and enterpriseapplications. We continue our strong revenue growth with 61% CAGRover the past three years. This demonstrates the strength of ourinnovation, the agility of our business model, our unique ability todesign and manufacture in-house, and deliver optimized!rst-to-marketIT solutions. Thanks to our focused efforts, we believe we now lead themarket in AI systems and DLC liquid cooling solutions. Supermicro is in aclass of its own! Although we faced some unforeseen headwinds at the start of FY25, delaying the!ling of this AnnualReport for FY24, these challenges did not impact our product innovation or the con!dence sharedbetween us and our key customers, partners, or shareholders. I am happy to report that we are nowcurrent on all!nancial!lings and focused on continued business growth. We are scaling our teamsand processes and continue to strengthen our senior leadership across the organization. We are alsoexpanding our manufacturing footprint in North America, Europe, and Asia, with Malaysian facilitiesnow is ready for fully online. With this expansion, we now have the capacity to produce up to 5,000 racksof AI/IT solutions per month with 2,000 150KW liquid cooled. With that, our goal remains unchanged:to help our customers achieve breakthrough performance, be cost efficient, easy to use, and reduceenvironmental impact. Lastly, I would like to thank our employees, partners, Board of Directors, and shareholders. FY24was a testament to the value we created for all stakeholders, and we will move forward in FY25 withcon!dence and purpose, committed to delivering superior technology solutions and sustainablegrowth. We will continue to lead the industry with our Data Center Building Block Solutions (DCBBS) andDirect Liquid Cooling (DLC) technologies, delivering scalable and rapid Total IT Solutions that propel AItechnology advancement.Our unique new DCBBSis getting ready for volume deployment and theready-to-ship Blackwell GPU solutions are right around the corner. Our best is yet to come. Sincerely, Charles LiangPresident and CEOSuper Micro Computer, Inc. Our Corporate Strategy Complete Data Center Solutions with DCBBS Offering As our customers’ needs continue to evolve, we are beginning to o!er our Data Center Building Block Solutions(DCBBS) which can serve customers with a performance and cost-optimized complete data center. Thesesolutions include AI platforms, next generation compute, storage, networking, edge IOT, software, and thecomplete direct liquid cooling (DLC) stack, along with on-site installation, end-to-end DC management softwareand service. This combination enables our global top-tier customers to set up new data centers at scaleand accelerate their time-to-online. We believe customers will begin adopting our DCBBS solutions in bothgreenfield and brownfield data centers. As our o!erings continue to evolve, we believe this will drive our stronggrowth for years to come. DLC Technology Benefits Accelerating Green Computing Next-generation data centers and processors have increased power requirements, creating demand forsuppliers who can lower energy costs while providing superior technical performance. As the leader in DLCtechnology, we have demonstrated the ability to increase rack density and lower power requirements with ourproprietary designs. This approach enables users of our rack-level turnkey computing platforms to be morepower efficient, swapping air conditioning for compute density, and lowering total cost of ownership. Weestimate the universal adoption of our energy-saving products can save more than $10 billion in energy costs,saving the equivalent of 10 billion trees. Building Block and Liquid Cooled Solutions Enable Multi-Platform Design Wins Our Building Block strategy has enabled our engineers to rapidly develop new technologies with superiorperformance, unmatched power efficiency, and the broadest choice of solutions for our customers. Theacceleration of new CPU and GPU platforms has elevated power and thermal design challenges. Our teamsremain dedicated to delivering exceptional solutions, enabling our customers to achieve the lowest cost percompute and best performance per watt, which benefits their organization. We are also witnessing an increasein the adoption of next-generation compute technologies, along with DLC solutions, which could soon reach30% industry penetration. Time-to-Market and Innovative Infrastructure Design Customers are eager to deploy solutions quickly to serve their own customers e!ectively. Our ability to enableany compute architecture, in any system, rack, data center, or scale, ensures the fastest time-to-market, drivingprofitability for our customers. Our strategy of leading the infrastructure ma