Overview:
The latest research from Counterpoint’s Cloud Service reveals that Global cloud service providers will grow capex by an estimated 7.8% YoY in 2023. Higher debt costs, enterprise spending cuts and muted cloud revenue growth are impacting infrastructure spend in data centers compared to 2022. The report covers global cloud capex spends, IT equipment spends and AI spends.
Hyperscalers are increasingly focusing on ramping up their AI infrastructure in data centers to cater to the demand for training proprietary AI models, launching native B2C generative AI user applications, and expanding AIaaS (Artificial Intelligence-as-a-Service) product offerings.
Microsoft and Amazon are among the highest spenders as they invest in data center development. Microsoft will spend over 13% of its capex on AI infrastructure. AI infrastructure can be 10x-30x more expensive than traditional general-purpose data center IT infrastructure. Chinese hyperscalers’ capex is decreasing due to their inability to access NVIDIA’s GPU chips, and decreasing cloud revenues. The companies covered are – Alibaba, Amazon, Baidu, Google, IBM, Meta, Microsoft, Oracle and Tencent.
Table of Contents:
- Definitions
- Total Capex Spends
- Total IT Equipment Spends
- Total AI Spends
- Contacts
Number of Pages:
Published Date: July, 2023
Overview:
The latest research from Counterpoint’s Semi Service reveals that Global Data Center CPU market’s revenue declined 4.4% YoY in 2022. AMD registered a 62% YoY growth in its data center CPU revenue to hold a 20% market share. Intel’s data center CPU revenue dropped 16% YoY in 2022, while its market share fell to 71%. ARM-based CPUs gained traction with Ampere, Graviton (Amazon) and Yitian (Alibaba) to surpass $1 billion in revenues for the first time. This market share growth in AMD was driven by newer product releases and performance gains with respect to market leader Intel’s existing portfolio. ARM based chips also saw a rise due to Amazon based Graviton processors being deployed at a larger scale along with Ampere computing chips. This report analyses the revenues of Data Center Chips based on Company and Architecture.
Table of Contents:
- ToC
- Pivot
- Definition
- FlatFile
- Contacts
Published Date: February 2023
Overview:
The latest research from Counterpoint’s Semi Service reveals the players about Indian Data Center market. The report analyses the key players – NTT Data Centers, Equinix, CtrlS, AdaniConnex, CtrlS, Nxtra, Reliance, Hiranandani (Yotta), Amazon, Google, Microsoft companies with their data center locations, size and estimated IT power capacity in India. This report also deals with the incoming capacity to be added in the Indian Market by 2030.
Table of Contents:
- ToC
- Pivot
- Definition
- FlatFile
- Contacts
Published Date: December 2022
Overview:
The latest research from Counterpoint’s Semi Service reveals that Data Center CPU market revenues decreased 13% QoQ in Q3 2022. Macro factors and lack of product release contributed to the decline in the revenues. Intel lost revenues by $1.5B due to constant delays in next generation of computing chips. AMD gained market share due to impressive product line-up and lack of competition. This market share growth in AMD was driven by newer product releases and performance gains with respect to market leader Intel’s existing portfolio. ARM based chips also saw a rise due to Amazon based Graviton processors being deployed at a larger scale along with Ampere computing chips. This report analyses the revenues of Data Center Chips based on Company and Architecture.
Table of Contents:
- ToC
- Pivot
- Definition
- FlatFile
- Contacts
Published Date: December 2022
Overview:
This report tells about the Global Data Center Compute Market from Q1 2018 – Q2 2022.
Table of Contents:
- ToC
- Pivot
- Definition
- FlatFile
- Contacts
Published Date: September 2022
Overview:
This tracker gives an insight into the major building blocks of Data Center – Servers and analyses from a quantitative perspective the trends affecting the Global Server market. This tracker details about the Revenues of Global Server companies – Dell, HPE, Lenovo, Inspur, IBM, Huawei, Supermicro, Wiwynn, Quanta, Mitac and Foxconn from year 2018-2021 including shipments at an Annual and Quarterly level. Additionally an annual forecast for 2022 have been provided. Mainstream Servers have been included in the scope of this tracker and exclusions include Storage Systems from the scope of this tracker.
Table of Contents:
- Global Server Market – Annual
- Global Server market by Revenue (USD Mn)
- Global Server Market by Shipments (Thousand units)
- Global Server Market – Quarterly
- Global Server market by Revenue (USD Mn)
- Global Server Market by Shipments (Thousand units)
- Global Server Market ASP (USD)
- Global Server Market Growth Rates
- Server Market Growth by Revenue (Vendor Share %)
- Server Market Growth by Shipment (Vendor %)
- Contacts
Published Date: June 2022
Overview:
The pace with which companies turning to look for cloudification in their business environments is staggering. The companies are increasingly moving towards processing and storing their data on cloud whether it be through on-prem devices or a cloud service provider. We believe that this market will continue to grow and pace at about 3% CAGR combined. The ODM direct companies are growing at a 5% CAGR due to large demand by cloud providers and large enterprises owing to rise in Automotive, Telecommunication and Edge use cases.
This report details the top vendors for servers which provides their products to Cloud Service providers, Data Center Companies and Enterprises. Global Server revenues by vendor (in USD million) have been provided for from CY2018 to Q3 2021
Since 2018, legacy server companies – HPE (Hewlett Packard Enterprises), Dell, IBM and Cisco held about 49% of the market share by revenue in server manufacturing. Dell and HPE are the biggest players accounting for over 40% of the market. From 2018, we see Chinese Server companies Inspur Power systems and Huawei capturing the market share until Huawei was banned from doing business in US from mid-2019. The demand for servers is fueled by the cloud service providers – Azure, AWS, Google and Facebook and sanctions against Huawei fueled the rise of Taiwanese ODM's who had earlier manufactured and continue to do so for Dell, HPE & IBM to capture this demand. In late 2021, Dell and HPE hold about 32% of the overall market while the Taiwanese ODM have raised their share from 27% in 2018 to about 32% in 2021.
Table of Contents:
- Introduction and Analysis
- Global Server Market – Pivot
- Global Server Market – Flat File
- Contacts
Published Date: February 2022
Overview:
A telecoms vendor since 1876, Ericsson and has gone through many transformations during its lifetime with the latest starting three years ago in 2017 when newly arrived CEO Börje Ekholm sold off some of the company’s non-core business and focused the company on 5G. At present, the company is reaping the benefits of that strategy and its future looks promising in the short to medium term buoyed by a number of macro-economic tailwinds.
This report provides an overview of Ericsson’s business areas and provides a strategic assessment of its future prospects as the mobile industry transitions from traditional proprietary infrastructure to open and cloud-native-based architectures.
Table of Contents:
- Snapshot
- Key Business Assumptions
- Introduction
- Key Business Areas
- Networks
- Digital Services
- Managed Services
- Emerging Business
- Technology Excellence and Product Innovation
- Silicon IP
- Massive MIMO Antenna Radios
- Advanced RAN Software Features
- Cloud Native Dual 5GC Core
- Leveraging AI Strengths
- The Ericsson Orchestrator
- Ericsson Business Strategy
- Key Strengths
- Weaknesses
- Growth Opportunities
- Key Threats
- Summary & Viewpoint
Number of Pages: 40
Author: Gareth Owen
Published Date: January 2021
Overview:
The India Inc. had been mildly affected by the recent COVID19 outbreak in China till March. However, as the outbreak is spreading, the government has enforced a nation-wide lockdown. This has impacted almost all sectors.
This short report entails the impact of the COVID-19 outbreak in India on multiple sectors, both on business operations and overall impact on revenue, on large enterprises, small and medium enterprises as well as on startups. This report also includes their subsequent effect on the cloud market in India.
Table of Contents:
- India Cloud Market – Impact of COVID-19 on Large Enterprises
- India Cloud Market – Impact of COVID-19 on SMBs
- India Cloud Market – Impact of COVID-19 on Startups
Number of Pages: 5
Author: Prachir Singh
Published Date: April 2020
