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Cloud Gaming: A Profitable Arena for Multiple Verticals

Overview:

Cloud gaming has become one of the hottest sectors right now. With Google launching Stadia and Microsoft announcing Project xCloud, major players are entering this arena. A lot of startups have cropped up in this space. Hatch, Blade, Parsec, Liquidsky and Vortex Cloud Gaming are a few examples of the startups that are trying to grab up the market share.

This report entails the different verticals in the cloud gaming value chain and their relationships in terms of business and revenue sharing. The report provides revenue sharing models on the existing value chain as well as potential future changes due to cloud gaming coming into the picture. Further, the report will provide a competitive advantage perspective in the cloud gaming value chain, in terms of leading value-driving verticals and who will have the bargaining power. Finally, the report will provide recommendations for each vertical in the cloud gaming value chain and how the players should approach to maximize their profits. 

Table of Contents:

  • Introduction
  • Value Chain and Partnerships
  • Hardware Component Players
  • Telecom Operators
  • Game Developers 
  • Current and Future Revenue Models
  • Key Takeaways

Number of Pages: 18
Author: Prachir Singh
Published Date: November 2019

Microchip, Intel and Nvidia Dominated the US$ 5 Billion Server Accelerator Market in 2018

Overview:

Cloud Services have expanded from the basic compute and storage services, as new technologies such as AI, machine learning and deep learning emerge. Servers must be installed with accelerators to perform these high-computing and special tasks. Accelerators include FPGA (Field Programmable Gate Arrays), GPU (Graphics Processing Unit), ASICs (Application-Specific Integrated Chips), TPU (Tensor Processing Unit), etc.

This report details the top vendors for server accelerators that provide their products to server manufacturers, IaaS (Infrastructure-as-a-Service) providers, REIT (Real Estate Investment Trust) and data center companies. Global Server Accelerator shipments by vendor (in thousands), revenues by vendor (in USD billion) and ASP by vendor (in USD) have been provided for CY2016 to CY2018. YoY growth rates, as well as market share, have also been included.

Table of Contents:

  • Global Server Accelerator Market
    • Global Server Accelerator Shipments (in Thousands)
    • Global Server Accelerator Revenue (in USD Billion)
    • Global Server Accelerator ASP by Vendor (in USD)
  • Global Server Accelerator Market Growth Rates
    • Global Server Accelerator Shipments Growth Rate (%)
    • Global Server Accelerator Revenue Growth Rate (%)
    • Global Server Accelerator ASP Growth Rate (%)
  • Global Server Accelerator Shipments Market Share (%)
    • Global Server Accelerator Revenues Market Share (%)
    • Global Server Accelerator Market Share (%)

Author: Prachir Singh
Published Date: October 2019

Google, Amazon and Alibaba Lead in Data Center Server Capex Spends

Overview:

The cloud services market has been experiencing high double-digit growth in the past few years. Yet, there is more room to grow. Demand will continue to increase as more geographies, and companies adopt cloud services. Conventional corporate organizations are shifting towards public and hybrid cloud due to better offerings and low-cost maintenance. This demand has compelled datacenter and IaaS (Infrastructure-as-a-Service) providers to invest heavily and continually increase their infrastructure to support clients.

This report details the top customers for servers which include IaaS (Infrastructure-as-a-Service) providers, REIT (Real Estate Investment Trust) and data center companies. Global data center server capex and global capex share have been provided for CY2016 to CY2018.

Table of Contents:

  • Introduction and Analysis
  • Global Data Center Server Capex – 2018
  • Global Data Center Server Capex Share – 2018

Author: Prachir Singh
Published Date: October 2019

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