全球边缘计算行业市场前景及投资研究报告-培训课件外文版2024.4

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TRENDSEdgecomputingCHAPTER

01OverviewEdgecomputingmarketrevenueworldwidefrom2019to2025(inbillionU.S.dollars)Edgecomputingmarketvalueworldwide2019-2025350300250317274208200176153139150100500201920202021*2023*2025*2026*3Description:Theworldwideedgecomputingmarketisprojectedtoreach317billionU.S.dollarsby2026.Edgecomputingisthedeliveringofstorage,computing,andnetworkcapabilitiestothelocalpointsofanetwork,throughwhichlesslatency,reducedcost,andgreaterperformanceareobtained.ReadmoreNote(s):Worldwide;2019to2023;*ForecastThe2019and2020figuresarecalculatedbySource(s):IDC;basedinitialfiguresprovidedbythesource.ReadmoreWhatpercentofyourorganization'stotalinvestmentforyourprimaryedgeusecasedoyouanticipatebeingallocatedtothefollowingservices?Mainanticipatedareasofedgecomputinginvestment2023ShareofoverallspendNetwork(design,deployment,andmaintenance)Overallstrategyandplanning29.8%23.4%Security(design,deployment,andmaintenance)Application(design,deployment,andmaintenance)Other22%21.7%3.1%4Description:Networkdesign,deployment,andmaintenanceareexpectedtoattractapproximately30percentoftotalcombinedinvestmentinprimaryedgecomputingusecasesin2023.Overallstrategyandplanningconstitutethesecondmainareaofedgeinvestment,followedbysecurityandapplications.ReadmoreNote(s):Worldwide;JulyandAugust2022;1,418respondents;securitypracticionerswhoseorganizationshaveimplementededgeusecasesusingnewertechnologiessuchas5G,robotics,VR,and/orIoTdevicesSource(s):AT&TWhichofthefollowingedgeusecasesdoesyourorganizationexpecttobeusinginproductionwithinthenextthreeyears?Mostanticipatededgecomputingusecasesinproduction2023Shareofrespondents0%5%10%15%20%25%30%35%40%45%IndustrialIoTorOTfunctionsPhysicalsecurityfunctions40.7%34.3%33.4%Smartbuilding/facilitiesfunctionsIndustry-orientedconsumerIoTfunctionsIndustry-orientedroboticsfunctionsEnvironmentalsensorfunctions32.7%30%29.8%28.4%28.3%Industry-orientedVR/ARfunctionsSpecialpurposeaudio/videodeliveryfunctionsAutonomousvehiclefunctions24%5Description:Whenaskedwhichgeneraledgecomputingcasestheyexpectedtobeusedinproductionwithinthreeyears,morethan40percentofrespondentsmentionedindustrialInternetofThings(IIoT)oroperationaltechnology(OT)functions.Physicalsecurityrankedsecond,withover34percentofrespondentsexpectingtheirorganizationtousesuchfunctionsinproductionwithinthenextthreeyears.ReadmoreNote(s):Worldwide;JulyandAugust2022;1,418respondents;securitypracticionerswhoseorganizationshaveimplementededgeusecasesusingnewertechnologiessuchas5G,robotics,VR,and/orIoTdevicesSource(s):AT&TWhatedgecomputingtypesareyouplanningtoconnectinthenextthreeyears?Mostanticipatedconnectionsbetweenedgecomputingtypes2023ShareofrespondentsIndustrialIoT/OTenvironment(factory,warehouse,refinery)IaaS/PaaS/SaaSclouddatacenter65.4%60.4%Corporateremoteoffice/branchoffice59%CommercialIoTenvironment(store,bank,stadium,collegecampus)ConsumerIoTenvironment(gaming,homeautomation)49.6%32.9%6Description:Whenaskedwhatedgecomputingtypestheywereplanningtoconnectinthenextthreeyears,morethan65percentofrespondentsmentionedindustrialInternetofThings(IIoT)oroperationaltechnology(OT)environment.Cloudcomputingas-a-serviceoptionssuchasinfrastructure-as-a-service(IaaS),platform-as-a-service(PaaS),andsoftware-as-a-service(SaaS)rankedsecond,withover60percentofrespondentsplanningtoconnectthesetypesofedgecomputinginthenextthreeyears.

ReadmoreNote(s):Worldwide;JulyandAugust2022;1,418respondents;securitypracticionerswhoseorganizationshaveimplementedgeusecasesusingnewertechnologiessuchas5G,robotics,VR,and/orIoTdevicesSource(s):AT&TNumberofnewpapersrelatedtoedgecomputingpublishedonGoogleScholarfrom2010to2021NumberofnewpapersonGoogleScholarrelatedtoedgecomputingworldwide2010-202145,00040,00035,00030,00025,00020,00015,00010,0005,00039,30028,70025,10017,7009,72020184,21020171,7202016720240245292319458020102011201220132014201520192020202120227Description:ThenumberofarticlesrelatedtoedgecomputingonGoogleScholarincreasedramaticallyinthelastdecade.2010onlyrecorded240articlesrelatedtoedgecomputingonGoogleScholar,whereas2022sawmorethan39,000scholarlypapersonthistopic.ReadmoreNote(s):Worldwide;2010to2021Source(s):GoogleScholarCHAPTER

02MarketsinfluencedPubliccloudservicesend-userspendingworldwidefrom2017to2023(inbillionU.S.dollars)Publiccloudservicesmarketsize2017-2023700600500400300591.79490.33412.633142431972001000145201720182019202020212022*2023*9Description:Theworldwidepubliccloudcomputingmarketcontinuestogrowandisexpectedtoreachanestimated490billionU.S.dollarsin2022.Thisencompassesbusinessprocesses,platform,infrastructure,software,management,security,andadvertisingservicesdeliveredbypubliccloudservices.Apubliccloudisaclouddeploymentmodelthatofferscomputingservicesovertheinternet.Thephysicalhardwareofthiscloudmodelissharedbymultiplecompanies.Theservicesofferedtocustomers[...]

ReadmoreNote(s):Worldwide;2017to2022;*ForecastThecloudadvertisingsegmentwasremovedfromGartner'spubliccloudservicesforecastsegmentsstartingfrom2017.

ReadmoreSource(s):GartnerInformationtechnology(IT)spendingondatacentersystemsworldwidefrom2012to2024(inbillionU.S.dollars)ITdatacentersystemstotalspendingworldwide2012-2024250235.53221.22217.88215216210200181179171170166163150100501400201220132014201520162017201820192020202120222023*2024*10Description:In2023,spendingondatacentersystemsisexpectedtoamountto217billionU.S.dollars,aslightdecreaseofaround1.5percentcomparedtothepreviousyear.TheoverallITmarketexperiencedarecessionin2020,duetothenegativeeconomicimpactbroughtaboutbythecoronavirus(COVID-19)pandemic,butisalmostbacktothesamelevelsasin2019.ReadmoreNote(s):Worldwide;2012to2023;*ForecastReadmoreSource(s):GartnerWhatdoyouestimateis/willbeyourorganization`spercentageofserversineachformatbetween2020and2024?Shareofservershostedon-premisesandonthecloudworldwide2021-2024PhysicalserverswithinyourdatacenterVirtualmachinesonhostswithinyourdatacenterHostedvirtualmachineswithina"hyperscale"orserviceprovider(MSP)60%50%40%30%20%10%0%52%52%49%47%38%32%30%29%27%25%24%24%24%24%23%202020212022*2023*2024*11Description:ITprofessionalsacrosstheglobeestimateanear50/50splitbetweenon-siteandcloud-hostedserversattheirorganizations.Theyanticipatethatthisbalancewillpersistto2024,estimatingonlyaslightfallintheshareofphysicalmachinesandvirtualservershostedon-premises.ReadmoreNote(s):Worldwide;OctobertoDecember2021;3,393respondents;ITdecisionmakersorITprofessionals;*Forecast

ReadmoreSource(s):VeeamWhichtypesofendpointswillyouuseforyourprimaryedgecomputingusecase?Expectedendpointsforprimaryedgecomputingusecase2023ShareofrespondentsPersonalcomputers(desktops,laptops,workstations)48.1%47.8%Mobiledevices(smartphones,tablets)Sensoryinputcomponents(videocameras,motiondetectors,environmentalsensors)43.5%42.4%41.7%40.1%36.7%36.6%33.9%31.2%30.3%Multi-accessedgecomputingdevices(5Gonly)ApplicationserversonedgenetworksSpecialpurposefixedlocationcomputers(kiosks,ATMs,shareddevices)AI/MLfunctionalserversonedgenetworksWearables(watches,tokens,badges,glasses,tags)Industrialrobots(mechanicalassistance)Autonomousmobilevehicles(cars,drones,planes,rockets)Autonomousindustrialmachinery12Description:Whenaskedwhichtypesofendpointstheywereplanningtousefortheirprimaryedgecomputingusecase,justunderhalfofrespondentsmentionedpersonalcomputers,includingdesktops,laptops,andworkstations.Mobiledevicessuchassmartphonesandtabletsrankedsecond,followedbysensoryinputcomponentsandmulti-accessedgecomputing(MEC)devices.ReadmoreNote(s):Worldwide;JulyandAugust2022;1,418respondents;securitypracticionerswhoseorganizationshaveimplementededgeusecasesusingnewertechnologiessuchas5G,robotics,VR,and/orIoTdevicesSource(s):AT&TForecastnumberofmobile5Gsubscriptionsworldwidefrom2023to2027(inmillions)Forecastnumberof5Gmobilesubscriptionsworldwide2023-202776545.94.93.82.832101.92023202420252026202713Description:Asof2023,thereareanestimated1.9billionfifthgeneration(5G)subscriptionsworldwide.Thisfigureisforecasttoincreaseto2.8billionby2024,and5.9billionby2027.5Gnetworksofferhigherdownloadspeedsandlowerlatencythanolder4Gnetworks.ReadmoreNote(s):Worldwide;2023Source(s):5GAmericasCHAPTER

03SegmentsPrognosisofworldwidespendingontheInternetofThings(IoT)from2018to2023(inbillionU.S.dollars)InternetofThings(IoT)spendingworldwide2023900805.7800749720.368670060050040030020010006462018201920202022202315Description:Asof2023,805billionU.S.dollarswerespentontheInternetofThings(IoT)technologyworldwide.Despitebeinganincreasefromtheyearbefore,the2023spendinggrewlessthanoriginallyforecast,duetotheglobalcoronaviruspandemic.TheprognosisforworldwidespendingonIoTby2023was1.1trillionU.S.dollars,asestimatedin2019.Region-wise,theAsiaPacificregionheldthelargestshareoftheIoTmarket.NorthAmericacameinsecond,followedbyEurope,MiddleEastand[...]

ReadmoreNote(s):Worldwide;2018to2023;*Forecast.For2022thesourcestatesthefollowing"WorldwideIoTspendingisforecasttopassthe$1trillionmarkin2022".

Datafor2021unavailable

ReadmoreSource(s):IDC;VarioussourcesThe5GInternetofThings(IoT)installedbaseworldwidein2020and2023,bysegment(inmillions)Global5GIoTinstalledbase2020-2023,bysegment20202023*2519.09201510515.765.865.152.481.551.180.390.40.14Fleettelematicsdevices0.050.06Emergencyservices0Connectedcars-embedded(consumerandCommercial)OutdoorsurveillancecamerasIn-vehicletolldevicesOthers16Description:Theglobal5GInternetofThings(IoT)endpointmarketisforecasttohavealargegrowthintheconnectedcarssegment,from0.4millionin2020to19.1millionunitsin2023.Theoverall5GIoTinstalledbasehasbeenforecasttogrowtoaround49millionin2023.ReadmoreNote(s):Worldwide;2022;*ForecastReadmoreSource(s):AppinventivCloudgamingmarketvalueworldwidefrom2021to2025(inmillionU.S.dollars)Cloudgamingmarketsizeworldwide2021-20259,0008,0007,0006,0005,0004,0003,0002,0008,1702,37920221,36820211,00002025*17Description:In2025,theglobalcloudgamingmarketisprojectedtoreach8.17billionU.S.dollarsinrevenue,upfromanestimated2.38billionU.S.dollarsin2022.Withimprovinginternetinfrastructure,cloudgamingservicesarestartingtoseetraction.CurrentmainstreamcloudgamingservicesincludeconsolecloudgamingservicesPlayStationNowandXboxCloudGaming,aswellasAmazonLuna(U.S.onlyandearlyaccess)andGeForceNow.

ReadmoreNote(s):Worldwide;2022;basescenario;*Forecast.ReadmoreSource(s):NewzooEstimatedeconomicvaluefromIoTofautonomousvehiclesworldwidein2025and2030(inbillionU.S.dollars)GlobalestimatedIoTeconomicvalueofautonomousvehicles2025-2030Lower-endscenarioUpper-endscenario3503003002502002401501005013011002025203018Description:TheIoTproductsandservicesforautonomousvehiclewillhaveaneconomicvalueof110to130billionU.S.dollarsby2025.Thisrangeisforecasttoreach240to300billionU.S.dollarsby2030.

ReadmoreNote(s):Worldwide;November2021Source(s):McKinsey&CompanyEstimatedeconomicvaluefromdisastermanagementIoTworldwidein2025and2030(inbillionU.S.dollars)GlobalestimatedeconomicvalueofdisastermanagementIoT2025-2030Lower-endscenarioUpper-endscenario25023020015010050140302002025203019Description:ThedisastermanagementIoTwillhaveanestimatedeconomicvalueof20to30billionU.S.dollarsby2025.In2030itisforecasttogrowbetween140and230billionU.S.dollars.

ReadmoreNote(s):Worldwide;November2021Source(s):McKinsey&CompanyAdoptionofinformationtechnology(IT)trends,currentandplanned,inorganizationsinNorthAmericaandEuropefor2023TechnologytrendadoptionNA/Europe2023Shareofrespondents0%10%20%30%40%50%60%70%80%GigabitWi-FinetworkingITautomationtechnologyIoT67%65%57%5Gtechnology53%52%51%51%VirtualDesktopInfrastructure(VDI)ContainertechnologyEdgecomputingConverged/hyperconvergedinfrastructureServerlesscomputingComposableinfrastructureArtificialintelligence48%48%44%43%3Dprinting40%VirtualrealitytechnologyKubernetes37%36%35%Blockchaintechnology20Description:ThemostpopularinformationtechnologytrendeitherimplementedorplannedtobeimplementedinNorthAmericanandEuropeanorganizationswasgigabitWi-Finetworking,followedbyITautomationtechnology.Bycontrast,only35percentofrespondentsstatedthattheircompanyeitheradoptedofplannedtoadoptblockchaintechnologyin2023.ReadmoreNote(s):NorthAmerica,Europe;June2022;>1,400;ITprofessionalsSource(s):Spiceworks;SWZDCHAPTER

04PubliccloudPublicITcloudservicesmarketrevenueworldwidefrom2016to2022,bysegment(inbillionU.S.dollars)GlobalpublicITcloudservicesrevenue2016-2022,bysegmentInfrastructureasaservicePlatformasaserviceSoftwareasaservice600500400300337.792.6282.7197.6200148.5123.970.191.520211000100.3818.0547.667.235.94961.1111.57115.5202225.835.424.81201717.8201620182019202022Description:In2022,theglobalspendingonpublicITcloudservicesamountedtoapproximately545billionU.S.dollarsintotal.Softwareasaservice(SaaS)spendingisthelargestsegmentwithrevenuesofaroundnearly338billionU.S.dollars.ThisgrowthisdrivenbyorganizationsacrosstheworldreplacingtheirlegacybusinessapplicationswithSaaSapplicationsthataremoredata-drivenandamoreappropriatefitformoderncloudarchitectures.

ReadmoreNote(s):Worldwide;2016to2022;*SaaSrevenuesincludebothSaaSapplicationsandSaaSSystemsInfrastructureSoftware(SISaaS).2022SaaSapplicationsrevenue:246.3bnUSD2022SISaaSrevenue:91.4bnUSD

ReadmoreSource(s):IDCCloudservicesmarketspendingbysegmentworldwidefrom2015to2022(inbillionU.S.dollars)*Cloudcomputingworldwiderevenue2015-2022,bysegmentSoftwareasaService(SaaS)450InfrastructureasaService(IaaS)PlatformasaService(PaaS)4003503002502008474.3468143123.8947.679.9111331501005056223514185174.58202116528125.51105852020152016YeartoendJune201820192020202223Description:In2022,softwareasaservice(SaaS)isexpectedtorepresentthelargestsegmentoftheglobalcloudcomputingmarket,with185billionU.S.dollarsinrevenues.Revenuesfromallthreecloudsegmentsareforecastedtoincreasein2023,beingimportantenterprisecomputingcomponents.ReadmoreNote(s):Worldwide;2015to2023;*ThesourcedidnotpublishdataforeveryyearReadmoreSource(s):ITCandorPublicclouddesktopasaservice(DaaS)end-userspendingworldwidefrom2019to2024(inmillionU.S.dollars)Globalpublicclouddesktopasaservicespending2019-20244,0003,5003,0002,5003,5353,1222,5252,0592,0001,5001,23520201,00050006162019202120222023*2024*24Description:In2023,thedesktopasaservice(DaaS)marketisexpectedtobeworthapproximatelythreebillionU.S.dollars.DaaSdeliversvirtualappsanddesktopstoanydeviceviaaprivateorpubliccloud.DaaSisusuallybasedonapay-as-you-gosubscriptionmodel.Currently,thenumberofDaaSusersisexpectedtocontinuegrowingduetoanongoingshifttoremoteworkmodels.ReadmoreNote(s):Worldwide;2019to2023;*ForecastReadmoreSource(s):GartnerCurrententerprisepubliccloudadoptionworldwidefrom2017to2023,byserviceEnterprisepubliccloudplatformandinfrastructureserviceusageworldwide2017-2023AWS(AmazonWebService)AzureGoogleCloudOracleInfrastructureCloudIBMPublicCloudAlibabaCloud90%80%70%60%50%40%30%20%10%0%201720182019202020212022202325Description:Accordingtothelatestreport,75percentofenterpriserespondentsindicatedthattheywereadoptingMicrosoftAzureforpubliccloudusage.AWS,MicrosoftAzure,andGoogleCloud,alsoknownashyperscalers,areamongtheleadingcloudcomputingplatformprovidersworldwide.ReadmoreNote(s):Worldwide;2017to2023;554(2020)/637(2021)/597(2022)/627(2023);Technicalprofessionalsacrossacross-sectionoforganizations;*Respondentsrepresententerprises(morethan1,000employees)

ReadmoreSource(s):FlexeraSoftwareCHAPTER

05Specialfocus:UnitedStatesEdgedeploymentintheUnitedStatesasof2022,bylocationEdgedeploymentintheU.S.2022,bylocation60%50%40%30%54%48%20%35%24%10%0%Edgeofnetwork(networkedge)On-premisesdatacenterlocationITfacilityInthefield(retailstore,factory,warehouse,location)Colocationserviceproviderdatacenter27Description:In2022,edgesolutionsweremostlydeployedatthenetworkedgewith54percentaccordingtothereport.Closeto50percentofotheredgedeploymentswerelocatedwithinaanon-premisesdatacenter.

ReadmoreNote(s):UnitedStates;OctobertoNovember,2022;735respondentsSource(s):IDCTopbusinessbenefitsofedgesolutionsintheUnitedStatesasof2022TopbusinessbenefitsofedgecomputingintheU.S.202250%45%40%35%30%25%20%15%10%5%44%42%41%36%35%29%28%24%21%0%28Description:In2022,themajorityoftheorganizations