Original title: Analysis of the current market status of edge computing in China in 2021, application continues to expand, and about 3.37% of enterprises have applied "picture"
1. Overview of the edge computing industry
1, Definition
Edge Computing is a distributed computing form that places main processing and data storage on the edge nodes of the network. Edge cloud computing is built on the edge infrastructure between the central cloud and the terminal, close to the data source, and provides cloud computing, network, storage, security and applications nearby. It is the sinking of cloud computing capabilities from the center to the edge, emphasizing the shortcomings of centralized cloud computing through cloud edge collaborative management.
Edge computing industry diagram
Source: Public information sorting
2, basic features
Edge computing is an extension of cloud computing. Based on its own powerful IaaS and PaaS, cloud computing enterprises use distributed technology to expand and extend computing power and storage outward, covering edge computing from top to bottom and from inside to outside, while the control center is still firmly grasped in the central node. By combining edge computing with cloud computing (i.e. "Edge and Cloud Cooperation"), edge nodes focus on real-time and short-period data processing, while central node focus on non-real-time and long-period data processing (to prevent edge nodes from compute saturation), this can greatly alleviate network bandwidth and data center pressure, while enhancing the response capabilities of service requests.
Comparison of edge computing and cloud computing
Source: Public information sorting
2. Edge computing development background
The Chinese government attaches great importance to cloud computing and edge computing, and has issued policies to support the development of cloud computing and edge computing many times in recent years. It provides policy guarantees and support for the development of server and cloud computing from multiple aspects such as investment and financing system, taxation, industrial technology, income distribution, talent attraction and cultivation, intellectual property protection , industry organization and management, etc., and has created a good development environment and driven the overall development of related industries such as cloud computing and edge computing.
Cloud computing and related industrial policies in recent years
Source: Public information sorting
3, Current status of edge computing industry
1, Market size
1, Market size
htt ml3 With the rapid development of my country's cloud computing and Internet of Things industries, edge computing has also shown a rapid growth trend. Data shows that in 2020, the market size of my country's edge computing service reached US$2.655 billion, an increase of 16.3% year-on-year in 2019. In 2021, the epidemic basically ended and market demand rebounded, and the growth rate of market size rebounded to US$3.31 billion. In terms of trends, with the acceleration of the overall trend of artificial intelligence and the Internet of Things, edge computing still has a large expandable market environment.
2019-2021 China's edge computing server market size and growth rate
Source: IDC, compiled by Huajing Industry Research Institute
2, sales volume
In terms of sales, as the industry is widely used in the fields of health care, oil, energy, etc. and gradually implemented, sales continue to rise with the continued growth of overall edge computing demand. Data shows that in 2021, the sales of edge computing servers in the Chinese market increased by 36.3% year-on-year to 123,000 units.
2020-2021 H2 China's edge computing server sales changes
Source: Public information sorting
3, market structure
In terms of the proportion of my country's edge computing server market structure, general servers are still the mainstream. Data shows that currently, general servers account for 87.1% of edge computing servers, and edge custom servers account for only 13.7%. With the rapid growth of customization demand, it is expected that the proportion of edge custom server market size will continue to increase in the future, and is expected to exceed 40% in 2025, becoming a key driving force for the growth of the edge computing industry.
China's edge computing server market structure accounts for
Source: IDC, compiled by Huajing Industry Research Institute
4, Penetration rate
Edge computing involves many industries and has rich business scenarios, including the application of different scenarios such as network function virtualization infrastructure in the communications industry, sinking core network elements, smart business halls in the financial industry, predictive maintenance of manufacturing equipment, line/pipe detection, etc. According to China Academy of Information and Communications Technology statistics, as of 2020, 3.37% of enterprises in my country used edge computing, while 44.23% of enterprises planned to use edge computing. In the future, edge computing will be widely used in high-growth tracks such as autonomous driving, intelligent safety monitoring, VRAR, and Industry 4.0, providing support for the development of low-latency, high bandwidth and high-security services in the production process.
Application of edge computing in China in 2020
Source: Institute of Information and Communications Technology, compiled by Huajing Industry Research Institute
IV. Edge computing competition pattern
1, market share
html l0 In terms of my country's edge computing market share, the industry barrier is relatively high, the market concentration is relatively high, and the major server manufacturers occupy the main market share. Data shows that in 2021, the top three manufacturers in China's edge custom server market are Inspur , H3 New H3 and Huawei . The top 3 manufacturers account for 57.3% of the national market share, of which Inspur accounted for 35.5% in 2020, which has improved and has occupied the leading position in the country for many years.22021 China's edge custom server market share
Source: IDC, compiled by Huajing Industry Research Institute
2, Inspur Information Current status of business
Inspur Information has occupied the leading position in China's edge computing for many years, and has formed four major edge computing product series: edge microcenter, edge server, portable AI server, and edge microserver, from widely used in manufacturing, energy, transportation and other industry scenarios. As for operations, the overall scale continues to grow, with its revenue increasing from 12.668 billion yuan in 2016 to 67.046 billion yuan in 2021, an overall increase of more than four times, and its net profit attributable to shareholders also increased from 287 million yuan in 2016 to 2.023 billion yuan in 2021. The overall profit level growth rate is much higher than the revenue growth rate.
2016-2021 Inspur Information's operating income and net profit
Source: Company Bulletin, compiled by Huajing Industry Research Institute
5. Current status of the edge computing industry chain
1, layout architecture
Upstream of edge computing is edge infrastructure such as edge gateways and edge data centers. Edge computing penetrates into various major application scenarios, and edge cloud and central cloud are coordinated with each other. Edge computing can be divided into three levels: central cloud, edge network and terminal equipment from top to bottom. The central cloud is composed of a centralized data center and a core network, providing the most dense IT resources and is the overall coordination center of the entire computing network. Edge network refers to all IT resources on the path from central cloud to terminal equipment, including computing resources, storage resources and network resources; terminal equipment does not operate in isolation, but may be scheduled by the edge network as part of edge computing to provide corresponding IT resources.
Edge computing layout architecture diagram
Source: Public information sorting
2, downstream application
Edge computing establishes a distributed open platform that integrates the core capabilities of network, computing, storage, and application in the edge of the network near objects or data sources. The server computing resources are closer to the data source, which can effectively reduce the bandwidth pressure during the network transmission process and the risk of terminal sensitive data privacy leakage. The downstream application scenarios are broad, including government affairs, transportation, finance, power grid and energy mining.
Edge computing application scenarios
Source: Public information sorting
6. Edge computing development trend
In recent years, as more and more Internet-related companies have entered the research on edge computing, edge computing technology has rapidly reserved and developed rapidly, and has now entered the stage of industry implementation. At present, edge computing has been widely used in the fields of healthcare, oil, energy, etc. In the future, the demand for intelligent infrastructure construction will further promote the development of edge computing technology and provide guarantees for the communication foundation of the metaverse.
Edge computing scale + computing power dual drive, driving demand for the server market segment. With the combination of edge computing and emerging technologies such as artificial intelligence, 5G, and the Internet of Things, driven by demand in industries such as energy, transportation, and manufacturing, the edge server market will usher in rapid growth from point to surface.
Original title: Analysis of the current situation of China's edge computing market in 2021, the application continues to expand. About 3.37% of enterprises have applied "picture"
Huajing Industry Research Institute conducted an in-depth analysis of the current development status of China's edge computing industry, upstream and downstream industrial chains, competitive landscapes and key enterprises, etc., to minimize corporate investment risks and operating costs and improve corporate competitiveness; and use a variety of data analysis technologies to predict the industry's development trends so that enterprises can seize the market opportunities in a timely manner; for more detailed content, please pay attention to the "2022-2027 China Edge Computing Industry Market Panoramic Assessment and Development Strategy Research Report" published by Huajing Industry Research Institute.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-