세계의 하이퍼스케일 클라우드 시장 : 최종사용자별, 지역별-COVID-19의 영향을 고려한 규모 및 동향, 예측(-2028년)

In 2022, the global hyperscale cloud market was valued at US$256.27 billion and is expected to grow to US$1,261.15 billion by 2028. The term "hyperscale" refers to scalable cloud computing systems in which a very large number of servers are networked together. The number of servers used at any one time can increase or decrease to respond to changing requirements. This means the network can efficiently handle both large and small volumes of data traffic.

Some of the reasons companies are switching to hyperscale cloud computing are speed, reduced downtime losses, easier management, easier transition into the cloud, scalability based on demand, etc. On the other hand, the adoption of industry clouds is expected to significantly increase the IT total addressable market (TAM) in the forthcoming years with the three leading hyperscalers taking a huge share due to their capabilities in data analysis and artificial intelligence. The hyperscale cloud market is projected to expand at a CAGR of 30.5% over the forecast period of 2023-2028.

Market Segmentation Analysis:

By End-User: The report provides the bifurcation of the hyperscale cloud market into nine segments based on end-user: BFSI, IT & Telecom, Retail & Consumer Goods, Media & Entertainment, Manufacturing, Energy & Utilities, Government & Public Sector, Healthcare, and Others. In 2022, the BFSI segment led the hyperscale cloud market, owing to the increasing number of banking applications, which has resulted in the exponential growth of data in the banking and financial services industry. The manufacturing hyperscale cloud market is expected to grow at the highest CAGR. The scope for scaling operations up and down via the cloud enables manufacturing companies to mitigate market demand volatility. The future of all levels of the manufacturing industry is expected to incorporate cloud computing technology to stay more securely connected with consumers and the supply chain, hence contributing to market growth.

By Region: In the report, the global hyperscale cloud market is divided into five regions: North America, Europe, Asia Pacific, Latin America, and Middle East & Africa. North America dominated the market in 2022 due to the presence of well-established providers of hyperscale computing and increasing investment in technological advancements. North America is further divided into three regions: The US, Canada, and Mexico. The emergence of 5G technology along with growth in Industrial IoT (IIoT), complemented by technologies like big data, blockchain, and artificial intelligence (AI) would boost the adoption of hyperscale cloud services in the US.

The hyperscale cloud market in the Asia Pacific is expected to grow significantly in the coming years due to the presence of various developing countries and a growing number of hyperscale data centers, China held a major share in the Asia Pacific hyperscale cloud market in 2022. China's appetite for cloud infrastructure services continues to outpace the rest of the world, with the government making it one of its top strategic priorities - driven by the continued expansion of online services and digitization of processes and operations within enterprises and government organizations.

Germany is one of the leading cloud markets in Europe. Germany's sophisticated economy is one of the major drivers of advancing digitalization in all areas of personal life and business. Further, Germany's well-established infrastructure and consumer base are driving the demand for hyperscale cloud services in the country.

Global Hyperscale Cloud Market Dynamics:

Growth Drivers: One of the most important factors impacting hyperscale cloud market dynamics is the increasing adoption of cloud in SMEs. Most IT enterprises in SMEs need the advanced technology of cloud computing services to flourish their businesses and leave their footprints in various geographies. An increase in the demand for cloud computing by SMEs led to growth in the hyperscale cloud market. Furthermore, the market has been growing over the past few years, due to factors such as increasing penetration of IoT devices, growing usage of video streaming apps, growing adoption of AI, growing internet traffic, and an increasing number of data centers, etc.

Challenges: However, the market has been confronted with some challenges specifically, insecurity of data, need to incur huge capital expenditure as technology advances, etc.

Trends: The market is projected to grow at a fast pace during the forecast period, due to various latest trends such as SaaS vendors re-platform onto hyperscale infrastructure, acceleration of digital transformation, hyperscalers dominating the IT spending, increasing 5G adoption, escalating edge computing, big data analytics, etc. The spending on IT would increase significantly, with companies increasingly using IT to digitalize their service offerings. The three main hyperscalers are as likely to dominate the new additional total addressable market (TAM) as they increasingly become integrated into company service offerings. This would allow the hyperscalers to maintain high levels of growth over the coming years.

Impact Analysis of COVID-19 and Way Forward:

Due to the pandemic, most companies have increased their cloud usage by more than they planned, resulting in higher cloud spending. In fact, according to a recent study by McKinsey & Company, companies globally have accelerated their cloud adoption compared to pre-pandemic adoption rates. This marks a significant shift in the use of cloud-based solutions, from purely data storage solutions to environments in which data is used transactionally and supports day-to-day business operations. Therefore, an increase in the demand for cloud computing services has led to significant growth in the hyperscale cloud market. Demand for hyperscaling would continue to be driven by the accelerated digital transformation post-COVID, which would see corporates accelerate their shifting of on-premise systems to the cloud, and the adoption of hyperscale platforms as the main resource for software development, testing, and deployment.

Competitive Landscape:

The global hyperscale cloud market is highly concentrated, with few major players holding almost two-third of the market share.

The key players of the global hyperscale cloud market are:

Amazon.Com, Inc. (Amazon Web Services, Inc.)

Microsoft Corp. (Microsoft Azure)

Alphabet Inc. (Google Cloud Platform)

Alibaba Group (Alibaba Cloud)

Oracle Corporation

IBM

Apple Inc.

Fujitsu Limited

VMware, Inc.

Salesforce, Inc.

The top infrastructure cloud providers, called hyperscalers, such as AWS, continue to invest massively in their data centres. In the hyperscale revolution, Amazon, Google and Microsoft used their software development skills to disrupt several traditional industries, such as retailing (Amazon.com), advertising (Google Search) and productivity (Microsoft Office 365). Then, these hyperscalers have extended their capabilities in data processing and IT networking to disrupt the IT industry itself, providing massive storage and computing platforms to enterprises, replacing the need to own datacenters filled with servers and customised software. This act is set to accelerate further over the next few years, with COVID triggering an acceleration of digitalisation trends.

Table of Contents

1. Executive Summary

2. Introduction

• 2.1 Hyperscale Cloud: An Overview
  • 2.1.1 Introduction to Cloud Computing
  • 2.1.2 Introduction to Hyperscale
  • 2.1.3 How Does Hyperscale Work
  • 2.1.4 Benefits of Hyperscale Cloud
• 2.2 Hyperscale Cloud Segmentation: An Overview
  • 2.2.1 Hyperscale Cloud Segmentation by End-User

3. Global Market Analysis

• 3.1 Global Hyperscale Cloud Market: An Analysis
  • 3.1.1 Global Hyperscale Cloud Market: An Overview
  • 3.1.2 Global Hyperscale Cloud Market by Value
  • 3.1.3 Global Hyperscale Cloud Market by End-User (BFSI, IT & Telecom, Retail & Consumer Goods, Media & Entertainment, Manufacturing, Energy & Utilities, Government & Public Sector, Healthcare, and Others)
  • 3.1.4 Global Hyperscale Cloud Market by Region (North America, Europe, Asia Pacific, Latin America, and Middle East & Africa)
• 3.2 Global Hyperscale Cloud Market: End-User Analysis
  • 3.2.1 Global Hyperscale Cloud Market by End-User: An Overview
  • 3.2.2 Global BFSI Hyperscale Cloud Market by Value
  • 3.2.3 Global IT & Telecom Hyperscale Cloud Market by Value
  • 3.2.4 Global Retail & Consumer Goods Hyperscale Cloud Market by Value
  • 3.2.5 Global Media & Entertainment Hyperscale Cloud Market by Value
  • 3.2.6 Global Manufacturing Hyperscale Cloud Market by Value
  • 3.2.7 Global Energy & Utilities Hyperscale Cloud Market by Value
  • 3.2.8 Global Government & Public Sector Hyperscale Cloud Market by Value
  • 3.2.9 Global Healthcare Hyperscale Cloud Market by Value
  • 3.2.10 Global Others Hyperscale Cloud Market by Value

4. Regional Market Analysis

• 4.1 North America Hyperscale Cloud Market: An Analysis
  • 4.1.1 North America Hyperscale Cloud Market: An Overview
  • 4.1.2 North America Hyperscale Cloud Market by Value
  • 4.1.3 North America Hyperscale Cloud Market by Region (The US, Canada, and Mexico)
  • 4.1.4 The US Hyperscale Cloud Market by Value
  • 4.1.5 Canada Hyperscale Cloud Market by Value
  • 4.1.6 Mexico Hyperscale Cloud Market by Value
• 4.2 Europe Hyperscale Cloud Market: An Analysis
  • 4.2.1 Europe Hyperscale Cloud Market: An Overview
  • 4.2.2 Europe Hyperscale Cloud Market by Value
  • 4.2.3 Europe Hyperscale Cloud Market by Region (Germany, UK, France, Italy, Spain, and the Rest of Europe)
  • 4.2.4 Germany Hyperscale Cloud Market by Value
  • 4.2.5 The UK Hyperscale Cloud Market by Value
  • 4.2.6 France Hyperscale Cloud Market by Value
  • 4.2.7 Italy Hyperscale Cloud Market by Value
  • 4.2.8 Spain Hyperscale Cloud Market by Value
  • 4.2.9 Rest of Europe Hyperscale Cloud Market by Value
• 4.3 Asia Pacific Hyperscale Cloud Market: An Analysis
  • 4.3.1 Asia Pacific Hyperscale Cloud Market: An Overview
  • 4.3.2 Asia Pacific Hyperscale Cloud Market by Value
  • 4.3.3 Asia Pacific Hyperscale Cloud Market by Region (China, Japan, India, Australia, South Korea, and the Rest of the Asia Pacific)
  • 4.3.4 China Hyperscale Cloud Market by Value
  • 4.3.5 Japan Hyperscale Cloud Market by Value
  • 4.3.6 India Hyperscale Cloud Market by Value
  • 4.3.7 Australia Hyperscale Cloud Market by Value
  • 4.3.8 South Korea Hyperscale Cloud Market by Value
  • 4.3.9 Rest of Asia Pacific Hyperscale Cloud Market by Value
• 4.4 Latin America Hyperscale Cloud Market: An Analysis
  • 4.4.1 Latin America Hyperscale Cloud Market: An Overview
  • 4.4.2 Latin America Hyperscale Cloud Market by Value
• 4.5 Middle East & Africa Hyperscale Cloud Market: An Analysis
  • 4.5.1 Middle East & Africa Hyperscale Cloud Market: An Overview
  • 4.5.2 Middle East & Africa Hyperscale Cloud Market by Value

5. Impact of COVID-19

• 5.1 Impact of COVID-19 on Hyperscale Cloud Market
• 5.2 Impact of COVID-19 on IaaS Public Cloud Services Market
• 5.3 E-Commerce Boom
• 5.4 Post COVID-19 Impact

6. Market Dynamics

• 6.1 Growth Drivers
  • 6.1.1 Increasing Spending on IoT Technologies
  • 6.1.2 Growing Popularity of Video Streaming
  • 6.1.3 Increasing Adoption of AI
  • 6.1.4 Growing Internet Traffic
  • 6.1.5 Increasing Data Centers Revenue
  • 6.1.6 Increase in Adoption Of Cloud in SMEs
• 6.2 Challenges
  • 6.2.1 Insecurity of Data
  • 6.2.2 Need to Incur Huge Capital Expenditure as Technology Advances
• 6.3 Market Trends
  • 6.3.1 Hyperscalers to Dominate the IT Spending
  • 6.3.2 Increasing 5G Adoption
  • 6.3.3 Escalating Edge Computing
  • 6.3.4 Growing Big Data and Business Analytics
  • 6.3.5 SaaS Vendors Re-platform Onto Hyperscale Infrastructure
  • 6.3.6 Acceleration of Digital Transformation

7. Competitive Landscape

• 7.1 Global Hyperscale Cloud Players by Market Share
• 7.2 Global Hyperscale Cloud Market Players by Cloud Revenue
• 7.3 Global Hyperscale Cloud Market Players by Data Center Capacity

8. Company Profiles

• 8.1 Amazon.Com, Inc. (Amazon Web Services, Inc.)
  • 8.1.1 Business Overview
  • 8.1.2 Operating Segments
  • 8.1.3 Business Strategy
• 8.2 Microsoft Corp. (Microsoft Azure)
  • 8.2.1 Business Overview
  • 8.2.2 Operating Segments
  • 8.2.3 Business Strategy
• 8.3 Alphabet Inc. (Google Cloud Platform)
  • 8.3.1 Business Overview
  • 8.3.2 Operating Segments
  • 8.3.3 Business Strategy
• 8.4 Alibaba Group (Alibaba Cloud)
  • 8.4.1 Business Overview
  • 8.4.2 Operating Segments
  • 8.4.3 Business Strategy
• 8.5 Oracle Corporation
  • 8.5.1 Business Overview
  • 8.5.2 Operating Segments
  • 8.5.3 Business Strategy
• 8.6 IBM
  • 8.6.1 Business Overview
  • 8.6.2 Operating Segments
  • 8.6.3 Business Strategy
• 8.7 Apple Inc.
  • 8.7.1 Business Overview
  • 8.7.2 Operating Segments
  • 8.7.3 Business Strategy
• 8.8 Fujitsu Limited
  • 8.8.1 Business Overview
  • 8.8.2 Operating Segments
  • 8.8.3 Business Strategies
• 8.9 VMware, Inc.
  • 8.9.1 Business Overview
  • 8.9.2 Operating Segment
  • 8.9.3 Business Strategy
• 8.10 Salesforce, Inc.
  • 8.10.1 Business Overview
  • 8.10.2 Operating Regions
  • 8.10.3 Business Strategy