엣지 게이트웨이, 산업용 PC, 임베디드 OT 서버 : 엣지 솔루션을 실현하는 중요 기반 플랫폼

Inside this Report

The edge domain has become the focal point for enterprise innovation and solution differentiation across operational technology (OT) environments. The space has undergone a dramatic evolution over the past couple of years driven by widespread advances in embedded processing, software architecture, workload acceleration, wireless connectivity, and application enablement. Consequently, there has been a rapid increase in edge system capabilities and value derived from deploying more sophisticated computing infrastructure in the field closer to data sources. The edge hardware platform market continues to carry strong momentum as a result, supporting the development of intelligent solutions and services worldwide and across industries.

This market research report analyzes the global market for edge gateways, industrial PCs (IPCs), and embedded/OEM OT servers. Supported by research interviews with dozens of leading suppliers and large-scale surveys of engineering organizations, this report features extensive market sizing as well as a deep investigation into key regional and vertical market trends, the competitive landscape, and demand-side findings.

What Questions are Addressed?

• How are edge computing and connectivity platforms evolving to support modern industry solution architectures and application services?
• Which vertical market segments feature the greatest opportunities for edge gateways, IPCs, and embedded OT servers?
• What impact is edge AI having on the design and solution integration of edge systems hardware?
• Who are the leading suppliers of edge systems hardware and how does the competitive landscape compare and contrast between device types?
• What are the most important product features and capabilities for commercial edge platforms?

Who Should Read this Report?

This report was written for those making critical decisions regarding product, market, channel, and competitive strategy and tactics. This report is intended for senior decision-makers who are developing, or are a part of the ecosystem of, IoT, embedded, and/or edge computing solutions, including:

• CEO or other C-level executives
• Corporate development and M&A teams
• Marketing executives
• Business development and sales leaders
• Product development/strategy leaders
• Channel management/strategy leaders

Technology Providers in this Research

• ADLINK Technology
• Advantech
• AIS
• AMD
• ARBOR Technology
• Arm
• Avalue Technology
• B&R Automation (ABB)
• BAE Systems
• Beckhoff Automation
• CalAmp
• Cisco Systems
• Dell Technologies
• Digi International
• Emerson
• GDMS
• HPE
• Huawei
• IEI Integration
• Intel
• Itron
• Lantronix
• Lenovo
• Mercury Systems
• Moxa
• NXP
• OnLogic
• Qualcomm
• Penguin Solutions
• Schneider Electric
• Semtech
• Siemens
• Supermicro Computer and others

Demand-side Research Overview

VDC launches numerous surveys of the IoT and embedded engineering ecosystem every year using an online survey platform. To support this research, VDC leverages its in-house panel of more than 30,000 individuals from various roles and industries across the world. Our global Voice of the Engineer survey recently captured insights from a total of 600 qualified respondents. This survey was used to inform our insight into key trends, preferences, and predictions within the engineering community.

Executive Summary

The edge data estate is the setting for reaching new heights for intelligent automation and data utility. Enterprise solution and service providers worldwide are forming new business models and strategies to target the edge space. Their goal is to enable the development of innovative solution capabilities and data-driven offerings. The rampant growth in connected field devices and infrastructure is opening opportunities for the next stage of digitalization. Edge gateways, IPCs, and OT servers play instrumental roles in this transformation by connecting, filtering, analyzing, and acting on application data. Dedicated edge hardware solutions are needed to support growing data volumes and the maturation of edge use cases. This is especially true for deployments incorporating AI/ML, real-time computing, computer vision, or other high-value functions across a fragmented OT landscape.

Edge hardware platforms themselves have been evolving for decades and have greatly benefited from recent advances in embedded processing and other component technologies. Intelligent gateways, for example, are the fastest-growing edge system device type having surpassed the M2M gateways segment years ago, supporting edge processing and decision-making to drive savings in operating costs and reduce cloud dependency. Edge system suppliers and integrators now have more semiconductor options than ever. These options meet a range of performance-per-watt and pricing requirements, and many come with configurations that feature integrated or add-on workload accelerators. However, hardware is now only part of the equation. Software tooling, lifecycle management, and ecosystem compatibility are now equally important.

The edge system landscape is highly fragmented in its composition of form factors, device supplier types, partnership ecosystems, regulatory oversight, customer requirements, and go-to-market models. Demand varies significantly by region, vertical market, and associated needs for ruggedization or certification compliance. Nonetheless, the edge hardware market will feature strong revenue and unit growth through the end of the decade carried by strong demand across a variety of sectors.

Key Findings

• The edge systems market, comprising gateways, IPCs, and embedded OT servers, totaled more than $31B in 2024 worldwide and is expected to reach more than $50B in 2029.
• Average selling prices of edge systems vary widely across device types, with simpler M2M gateways typically costing a few hundred dollars while most OT servers cost several thousand dollars.
• Demand for edge system platforms spans almost all vertical segments, with each device type featuring different hotspots for growth among automotive/fleet, energy, healthcare, industrial automation, telecom, transportation, and other leading edge hardware industries.
• The differences between regional shipments and manufacturing origin are particularly stark for edge gateways, with an outsized portion of devices created in Asia-Pacific and shipped to end users elsewhere; the IPC and OT server markets are much closer in regional deliveries and production.
• VDC's Voice of the Engineer survey results highlight a variety of preferences for the development and evaluation of edge hardware platforms, with application performance and enablement elements often topping the charts for selection criteria.

Report Excerpt

The edge computing space is delivering unprecedented solution value for enterprises in all industries and of all sizes worldwide. Smaller companies rely on edge platform innovation to bring powerful products to market faster. Larger companies with established customer bases are looking to differentiate themselves by adding edge processing, networking, and analytics capabilities to their arsenal. Strong demand is also driven by the limitations and costs of on-premises and cloud computing. The edge market is by no means set to overcome these sectors in revenue size anytime soon, but it is a crucial architectural element for industry computing solutions and services in all sectors.

Deploying more intelligent on-premises data gathering, filtering, analytics, and management helps contend with escalating solution requirements for low latency, data privacy, and edge AI applications. Edge computing applications today focus on areas with clear needs and proven ROI. The edge is still not a broadly commoditized market, largely because each deployment requires significant customer-specific integration and support. While edge computing capabilities are being designed into end market infrastructure and devices by OEMs and integrators, there is still a broad need for dedicated edge systems such as edge gateways, industrial PCs, and OT servers.

Overall, end users are looking to reduce their dependency on the cloud or on-premises datacenter infrastructure for their sprawling data estates. Standalone edge gateways, IPCs, and OT servers have for many years already served as powerful hardware platforms for optimizing data flow and utility. These systems play a critical role in balancing computing and networking loads against various constraints. They help manage associated costs and challenges related to device integration, power limitations, physical and cybersecurity hardening, and data management.

Scope & Methodology

Scope

VDC defines the "edge" as the layer of compute in between target embedded/IoT devices in the operational technology field (IoT Things), and a centralized cloud/IT/enterprise infrastructure, either on premise or in the cloud, that stores and acts on large volumes of data to form an end-to-end industry solution. Edge systems are deployed to enable distributed and dedicated data collection, processing, and networking for connected industry solutions and services. Edge devices range from relatively simple M2M gateways to industrial PCs and OT servers processing application data locally.

Methodology

VDC produces its forecasts from a combination of primary and secondary data, including its own surveys and in-depth interviews with OEMs and industry executives; internal historical data sets and market models; public and privately disclosed numbers from vendors and customers, industry organizations, trade publications, and conferences; and our analysts' extensive base of industry experience and knowledge.

In this report, we size the merchant market for embedded OT server hardware, which is supplied to external OEMs and integrators for the development of in-field, operational products and solutions. It does not include the captive portion of the market, which includes server systems designed and built internally at OEMs solely for internal use or integration into their own larger systems or end products.

The edge hardware market sizing estimates and forecasts are based on a combination of: (1) VDC's longstanding expertise and ongoing coverage of the total market opportunity for merchant processors, boards, modules, and integrated systems; (2) frequently updated engineering survey data from product development organizations designing, building, deploying, and managing edge computing and connectivity solutions; (3) in-depth interviews with decision-makers at OEMs and other embedded technology customers; and (4) regular discussions with embedded and edge technology providers and broader ecosystem participants.

Table of Contents

Inside this Report

Executive Summary

• Key Findings

Global Market Overview

• Edge Silicon is Changing
• Edge AI Raises the Ceiling for Traditional Capabilities
• Channel Partners Remain Critical for Edge System Path to Market

Regional Trends & Forecast

Vertical Market Trends & Forecast

End-user Insights

• IPC Selection Centers on Performance & Software
• Gateway Outsourcing Fuels Commercial Markets
• OT Servers are Rich in Features

Competitive Landscape

• Advantech
• Beckhoff
• Dell Technologies
• Digi
• Lantronix
• Lenovo
• OnLogic
• Semtech
• Siemens
• Supermicro

Scope & Methodology

About the Authors

About VDC Research

List of Report Exhibits

• Exhibit 1 Forecasted Global Shipments of Edge Gateways, IPCs & Embedded OT Servers, 2024-2029
• Exhibit 2 Forecasted Global Shipments of Edge Gateways Segmented by Device Type, 2024-2029
• Exhibit 3 Forecasted Global Shipments of Industrial PCs Segmented by Form Factor, 2024-2029
• Exhibit 4 Forecasted Global Shipments of Embedded OT Servers Segmented by Form Factor, 2024-2029
• Exhibit 5 Forecasted Global Shipments of Edge Gateways, IPCs & Embedded OT Servers Segmented by CPU Architecture, 2024-2029
• Exhibit 6 Global Shipments of Edge Hardware Segmented by Region, 2024 & 2029
• Exhibit 7 Global Shipments of Edge Hardware Segmented by Manufacturing Origin, 2024
• Exhibit 8 Global Shipments of Edge Gateways Segmented by Vertical Market
• Exhibit 9 Global Shipments of Industrial PCs Segmented by Vertical Market
• Exhibit 10 Global Shipments of Embedded OT Servers Segmented by Vertical Market
• Exhibit 11 Global Shipments of Embedded OT Servers Segmented by Depth & Height, 2024
• Exhibit 12 Global Shipments of Edge Gateways Segmented by Connectivity Support, 2024
• Exhibit 13 Most Important Product Selection Criteria when Purchasing or Specifying IPC Systems, Aside From Cost
• Exhibit 14 Routes Used for Sourcing Gateway Technology
• Exhibit 15 Capabilities/Features of Current Embedded & Edge Projects
• Exhibit 16 Global Shipments of Embedded & Edge Hardware Segmented by Leading Vendors, 2024

List of Market Data Exhibits

Edge Gateways

• Exhibit 1 Edge Gateway Market, Device Type, Dollar Volume Shipments, 2024-2029
• Exhibit 2 Edge Gateway Market, Device Type, Unit Shipments, 2024-2029
• Exhibit 3 Edge Gateway Market, Device Type, Average Selling Prices, 2024-2029
• Exhibit 4 Edge Gateway Market, Vertical, Dollar Volume Shipments, 2024-2029
• Exhibit 5 Edge Gateway Market, Vertical, Unit Shipments, 2024-2029
• Exhibit 6 Edge Gateway Market, Vertical, Average Selling Prices, 2024-2029
• Exhibit 7 Edge Gateway Market, Region, Dollar Volume Shipments, 2024-2029
• Exhibit 8 Edge Gateway Market, Manufacturing Origin, Dollar Volume Shipments, 2024-2029
• Exhibit 9 Edge Gateway Market, Customer Class, Dollar Volume Shipments, 2024-2029
• Exhibit 10 Edge Gateway Market, Price Band, Dollar Volume Shipments, 2024-2029
• Exhibit 11 Edge Gateway Market, Ruggedization, Dollar Volume Shipments, 2024-2029
• Exhibit 12 Edge Gateway Market, CPU Core Architecture, Dollar Volume Shipments, 2024-2029
• Exhibit 13 Edge Gateway Market, CPU Socket Type, Dollar Volume Shipments, 2024-2029
• Exhibit 14 Edge Gateway Market, Operating System, Dollar Volume Shipments, 2024-2029
• Exhibit 15 Edge Gateway Market, Connectivity Support, Unit Shipments, 2024-2029
• Exhibit 16 Edge Gateway Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 17 Intelligent Gateway Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 18 M2M Gateway Market, Global Supplier Share, Dollar Volume Shipments, 2024

Industrial PCs

• Exhibit 1 Industrial PC Market, Form Factor, Dollar Volume Shipments, 2024-2029
• Exhibit 2 Industrial PC Market, Form Factor, Unit Shipments, 2024-2029
• Exhibit 3 Industrial PC Market, Form Factor, Average Selling Prices, 2024-2029
• Exhibit 4 Industrial PC Market, Vertical, Dollar Volume Shipments, 2024-2029
• Exhibit 5 Industrial PC Market, Vertical, Unit Shipments, 2024-2029
• Exhibit 6 Industrial PC Market, Vertical, Average Selling Prices, 2024-2029
• Exhibit 7 Industrial PC Market, Region, Dollar Volume Shipments, 2024-2029
• Exhibit 8 Industrial PC Market, Manufacturing Origin, Dollar Volume Shipments, 2024-2029
• Exhibit 9 Industrial PC Market, Distribution Channels, Dollar Volume Shipments, 2024-2029
• Exhibit 10 Industrial PC Market, Price Band, Dollar Volume Shipments, 2024-2029
• Exhibit 11 Industrial PC Market, CPU Core Architecture, Dollar Volume Shipments, 2024-2029
• Exhibit 12 Industrial PC Market, CPU Socket Type, Dollar Volume Shipments, 2024-2029
• Exhibit 13 Industrial PC Market, Operating System, Dollar Volume Shipments, 2024-2029
• Exhibit 14 Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 15 Box Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 16 DIN Rail Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 17 Rackmount Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 18 Panel Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024

Embedded/OEM OT Servers

• Exhibit 1 Embedded/OEM OT Server Market, Form Factor, Dollar Volume Shipments, 2024-2029
• Exhibit 2 Embedded/OEM OT Server Market, Form Factor, Unit Shipments, 2024-2029
• Exhibit 3 Embedded/OEM OT Server Market, Form Factor, Average Selling Prices, 2024-2029
• Exhibit 4 Embedded/OEM OT Server Market, Vertical, Dollar Volume Shipments, 2024-2029
• Exhibit 5 Embedded/OEM OT Server Market, Vertical, Unit Shipments, 2024-2029
• Exhibit 6 Embedded/OEM OT Server Market, Vertical, Average Selling Prices, 2024-2029
• Exhibit 7 Embedded/OEM OT Server Market, Region, Dollar Volume Shipments, 2024-2029
• Exhibit 8 Embedded/OEM OT Server Market, Manufacturing Origin, Dollar Volume Shipments, 2024-2029
• Exhibit 9 Embedded/OEM OT Server Market, Customer Class, Dollar Volume Shipments, 2024-2029
• Exhibit 10 Embedded/OEM OT Server Market, Price Band, Dollar Volume Shipments, 2024-2029
• Exhibit 11 Embedded/OEM OT Server Market, Ruggedization, Dollar Volume Shipments, 2024-2029
• Exhibit 12 Embedded/OEM OT Server Market, CPU Core Architecture, Dollar Volume Shipments, 2024-2029
• Exhibit 13 Embedded/OEM OT Server Market, CPU Socket Type, Dollar Volume Shipments, 2024-2029
• Exhibit 14 Embedded/OEM OT Server Market, Operating System, Dollar Volume Shipments, 2024-2029
• Exhibit 15 Embedded/OEM OT Server Market, Server Depth, Dollar Volume Shipments, 2024-2029
• Exhibit 16 Embedded/OEM OT Server Market, Rack Height, Dollar Volume Shipments, 2024-2029
• Exhibit 17 Embedded/OEM OT Server Market, Global Supplier Share, Dollar Volume Shipments, 2024

IoT & Embedded Engineering Survey

• Exhibit 30 Capabilities/Features of Current Project
• Exhibit 37 Estimated Length for Current Project (In Months)
• Exhibit 38 Current Project's Schedule Adherence
• Exhibit 39 Estimated Number of Years Current Project will be Manufactured Once Complete
• Exhibit 40 Estimated Number of Years of Useful Life for Product Once Deployed
• Exhibit 41 Attributions of Delays to Project
• Exhibit 60 Primary Method for Updating Devices Once Deployed in Field
• Exhibit 70 Discrete/Standalone Processing Unit(s) Used on Current Project
• Exhibit 109 Satisfaction with Current Embedded System Supplier
• Exhibit 110 Likelihood of Using the Same Embedded System on a Similar Project Three Years From Now
• Exhibit 112 Wired Connections In Use or Expected from Products Built by Organization for Current Project
• Exhibit 114 Wireless Connections In Use or Expected From Products Built by Company in Current Project
• Exhibit 116 Current Low-Power Wide-Area-Network Protocols/Networks Used in Products Built by Organization
• Exhibit 123 Primary Operating System Used on Current Project
• Exhibit 132 Embedded Software Stack Components Required on Current/Most Recent Project, Other than the OS
• Exhibit 140 Types of Artificial Intelligence Workloads Used in Current Projects
• Exhibit 142 Types of Machine Learning Used for AI in Current Projects
• Exhibit 147 Target Architecture(s) Used for Inferencing In Current Project
• Exhibit 151 Current Level of AI/ML Performance Expected for Target Systems to Run Typical End User/Customer Workloads
• Exhibit 414 Vendors Used for Analytics Solutions on Edge Gateway Devices