欧洲云计算行业市场前景及投资研究报告-培训课件外文版2024.5极光

DIGITAL

&

TRENDSCloudcomputinginEuropeCHAPTER

01OverviewPubliccloudservicesend-userspendingworldwidefrom2017to2023(inbillionU.S.dollars)Publiccloudservicesmarketsize2017-2023700600500400300591.79490.33412.633142431972001000145201720182019202020212022*2023*3Description:Theworldwidepubliccloudcomputingmarketcontinuestogrowandisexpectedtoreachanestimated490billionU.S.dollarsin2022.Thisencompassesbusinessprocesses,platform,infrastructure,software,management,security,andadvertisingservicesdeliveredbypubliccloudservices.Apubliccloudisaclouddeploymentmodelthatofferscomputingservicesovertheinternet.Thephysicalhardwareofthiscloudmodelissharedbymultiplecompanies.Theservicesofferedtocustomers[...]

ReadmoreNote(s):Worldwide;2017to2022;*ForecastThecloudadvertisingsegmentwasremovedfromGartner'spubliccloudservicesforecastsegmentsstartingfrom2017.

ReadmoreSource(s):GartnerCloudcomputingmarketsizeinEuropefrom2016to2027,bysegment(inbillionEUR)Europeancloudcomputingmarketsize2016-2027,bysegmentSoftwareasaServicePlatformasaServiceInfrastructureasaService2001801601401201008044.7349.6240.5243.5535.4737.8830.2324.9831.6219.5718.2625.2416.276012.499.9314.34409.781.52202775.43202669.6120257.6963.7820247.3357.3420235.625.7346.9320222042.784.054.3534.0220203.0627.6323.3116.8511.290201620172018201920214Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2027.Thetrendobservedfrom2016to2027remainsconsistentthroughouttheentireforecastperiod.Thereisacontinuousincreaseintheindicatoracrossallsegments.Notably,theSoftwareasaServicesegmentachievesthehighestvalueof81.52billioneuroat2027.ReadmoreNote(s):Europe;2016to2027Source(s):TechnologyMarketInsightsLeadingdatacenteroperatorsforcloudon-rampsindatacentersworldwidein2022,byregionLeadingdatacenteroperatorsforcloudon-rampsworldwide2022,byregionNumberofcloudon-rampsNorthAmerica50Europe3

5Oceania100AsiaLatinAmerica150MiddleEastandAfrica2000250300EquinixDigitalRealtyCoreSite1095164213411

51843KDDI8NEXTDC12VocusCommunications

2NTTGlobalDataCentersSUNeVision(iAdvantage)CirionTechnologies745e&(Etisalatand)

25Description:In2022,NorthAmericaaccountedforthemajorityofcloudon-rampsintheyear,withEquinixasleadingdatacenteroperatorforthisregionwith109on-ramps.EquinixandDigitalRealtytogetherrecordedabout115cloudon-rampsinEuropeinthesameyear.ReadmoreNote(s):Worldwide;H22022Source(s):CloudsceneCloudhyperscalerevenueworldwidein2022,byregion(inbillionU.S.dollars)Globalcloudhyperscalerevenue2022,byregionRevenueinbillionU.S.dollars40

50010203060708090100UnitedStatesChina87.619.516.6RestofEuropeSouthEastAsiaUnitedKingdomEastAsia1310.97.45.6IndiaAustralia/NewZealandLatinAmericaCanada3.42.82.71.1MiddleEast/Africa6Description:In2022,theUnitedStatessaw87.6billiondollarsincloudhyperscalerevenue,thehighestofanyregionworldwide.TheU.S.hascementeditselfasakeymarketincloudtechnology,withNorthernVirginiaservingasanimportanthubforhyperscaledatacenters.China,thesecondlargestmarket,saw19.5billionU.S.dollarsinrevenuefortheyear.ReadmoreNote(s):Worldwide;2022Source(s):Cushman&WakefieldRevenueofthecloudsecuritymarketinEuropefrom2019to2028(inmillionU.S.dollars)RevenueofthecloudsecurityindustryinEurope2019-20282,5002,0001,5001,000500020192020202120222023202420252026202720287Description:Therevenueinthe'CloudSecurity'segmentofthecybersecuritymarketinEuropewasforecasttocontinuouslyincreasebetween2023and2028byintotal1.7billionU.S.dollars(+400.96percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach2.2billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'CloudSecurity'segmentofthecybersecuritymarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):2019to2028Source(s):CHAPTER

02PubliccloudrevenuebyregionRevenueofthepubliccloudmarketintheUKfrom2018to2027,bysegment(inmillioneuro)PubliccloudrevenueintheUK2018-2027,bysegmentSoftwareasaServicePlatformasaServiceInfrastructureasaService30,00025,00020,00015,00010,0005,00005,431.235,921.474,922.695,538.664,312.055,152.83,679.843,034.084,691.832,372.84,154.531,926.522,987.273,471.971,463.832,400.691,147.472,030.416,968.61202715,890.982026906.0114,762.56202513,640.3220241,734.3112,356202310,342.1720229,243.1620217,423.0720206,308.0220195,410.7520189Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2027.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2018to2027.Itisestimatedthattherevenueiscontinuouslyrisinginallsegments.Inthisregard,theSoftwareasaServicesegmentachievesthehighestvalueof17millionEurosin2027.ReadmoreNote(s):UnitedKingdom;2018to2027Source(s):TechnologyMarketInsightsRevenueofthepubliccloudmarketinFrancefrom2018to2027,bysegment(inmillioneuro)PubliccloudrevenueinFrance2018-2027,bysegmentSoftwareasaServicePlatformasaServiceInfrastructureasaService20,00018,00016,00014,00012,00010,0008,0006,0004,0002,0000201820192020202120222023202420252026202710Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2027.Thetrendobservedfrom2018to2027remainsconsistentthroughouttheentireforecastperiod.Thereisacontinuousincreaseintheindicatoracrossallsegments.Notably,theSoftwareasaServicesegmentachievesthehighestvalueof10billioneuroat2027.ReadmoreNote(s):France;2018to2027Source(s):TechnologyMarketInsightsRevenueofthepubliccloudmarketinGermanyfrom2018to2027(inmillionU.S.dollars)RevenueofthepubliccloudindustryinGermany2018-202735,00030,00025,00020,00015,00010,0005,0000201820192020202120222023202420252026202711Description:TherevenueinthepubliccloudmarketinGermanywasforecasttocontinuouslyincreasebetween2023and2027byintotal11,441.3millionU.S.dollars(+54.02percent).Accordingtothisforecastin2027,therevenuewillhaveincreasedforthefourthconsecutiveyearto32.6billionU.S.dollars.Notably,therevenueofthepubliccloudmarketwascontinuouslyincreasingoverthepastyears.Findfurtherinformationconcerningtherevenueinthepubliccloudmarketbylookingatcountries[...]ReadmoreNote(s):Germany;2018to2027Source(s):RevenueofthepubliccloudmarketinItalyfrom2016to2027,bysegment(inmillioneuro)PubliccloudrevenueinItaly2016-2027,bysegmentPlatformasaServiceInfrastructureasaServiceSoftwareasaService14,00012,00010,0008,0006,0004,0002,00003,782.694,076.613,586.273,739.563,333.953,288.883,066.842,768.072,317.612,234.962,806.932,032.41,572.031,798.64,968.7920274,372.7220261,299.841,479.991,216.7520213,770.4920251,109.15694.393,088.8320241,119.79774.44781.072,395.262023873.7543.61499.951,634.492022508.86380.09395.562018176.782016258.8120172019202012Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2027.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2016to2027.Itisestimatedthattheindicatoriscontinuouslyrisinginallsegments.Inthisregard,thePlatformasaServicesegmentachievesthehighestvalueof5billioneuroin2027.ReadmoreNote(s):Italy;2016to2027Source(s):TechnologyMarketInsightsRevenueofthepubliccloudmarketintheNetherlandsfrom2018to2027(inmillioneuros),bysegmentPubliccloudrevenueintheNetherlands2018-2027,bysegmentSoftwareasaServicePlatformasaServiceInfrastructureasaService14,00012,00010,0008,0001,624.223,614.611,419.693,203.921,196.222,836.2970.85756.212,4126,0001,963.79548.17433.231,448.534,0002,00001,162.86312.536,716.6420276,105.122026830.165,556.052025218.764,993.052024601.84,390.32023159.61457.353,445.8120223,148.032,454.671,857.521,493.36201820192020202113Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2027.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2018to2027.Itisestimatedthattherevenueiscontinuouslyrisinginallsegments.Inthisregard,theSoftwareasaServicesegmentachievesthehighestvalueof6.7millionEurosin2027.ReadmoreNote(s):Netherlands;2018to2027Source(s):TechnologyMarketInsightsRevenueofthepubliccloudmarketinSpainfrom2018to2027,bysegment(inmillioneuro)PubliccloudrevenueinSpain2018-2027,bysegmentPlatformasaServiceInfrastructureasaServiceSoftwareasaService12,00010,0008,0006,0004,0002,00002,282.854,032.732,200.613,665.342,090.113,178.871,970.672,669.781,8291,583.551,637.222,158.161,472.651,252.814,526.2520273,957.9520261,130.671,316.031,028.4620213,377.820251,007.6593.442,736.962024981.86654.752,089.242023767.7469.211,407.282022333.9820182019202014Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Thisreflectstheoveralltrendthroughouttheentireforecastperiodfrom2018to2027.Itisestimatedthattheindicatoriscontinuouslyrisinginallsegments.Inthisregard,thePlatformasaServicesegmentachievesthehighestvalueof4.5billioneuroin2027.ReadmoreNote(s):Spain;2018to2027Source(s):TechnologyMarketInsightsRevenueofthepubliccloudmarketinBelgiumfrom2018to2027(inmillionU.S.dollars)RevenueofthepubliccloudindustryinBelgium2018-20276,0005,0004,0003,0002,0004,844.94,285.433,801.493,289.342,759.282,093.351,798.651,321.921,019.56814.3220181,000020192020202120222023202420252026202715Description:TherevenueinthepubliccloudmarketinBelgiumwasforecasttocontinuouslyincreasebetween2023and2027byintotal2.1billionU.S.dollars(+75.58percent).Afterthefourthconsecutiveincreasingyear,therevenueisestimatedtoreach4.8billionU.S.dollarsandthereforeanewpeakin2027.Notably,therevenueofthepubliccloudmarketwascontinuouslyincreasingoverthepastyears.Findfurtherinformationconcerningtherevenueinthepubliccloudmarketbylookingat[...]

ReadmoreNote(s):Belgium;2018to2027Source(s):CHAPTER

03ConsumptionandusageHowiseconomicuncertaintychangingexpectedcloudusageandspendinEuropein2023ImpactofeconomicuncertaintyoncloudusageandspendinEurope2023Shareofrespondents15%

20%0%5%10%25%30%35%40%45%50%SignificantlyhigherthanplannedSomewhathigherthanplannedAboutthesameasplanned12%36%43%SomewhatlowerthanplannedSignificantlylowerthanplanned8%1%17Description:Ina2023survey,36percentofpercentofrespondentsconsideredtheimpactofeconomicuncertaintyoncloudusageandspendinEuropetobesomewhathigherthanplanned,and12percentsawitassignificantlyhigherthanplanned.Ontheotherhand,economicuncertaintydidnotseemtohaveaparticularimpactoncloudusageandspendinEuropefor43percentofrespondents.ReadmoreNote(s):Europe;2023;143respondents;Clouddecisionmakersandusers*;*Respondentsrepresententerprisesfromawidevarietyofindustries.

ReadmoreSource(s):FlexeraSoftwareLeadingcloudinitiativesanticipatedbyEuropeanorganizationsfor2023LeadinganticipatedcloudinitiativesinEurope2023Shareofrespondents0%10%20%30%40%50%60%70%Optimizingourexistinguseofcloud(costsavings)Migratingmoreworkloadstocloud62%62%Automatedpoliciesforgovernance45%44%43%41%39%38%Progressingonacloud-firststrategyMovingfromon-premisessoftwaretoSaaSBetterfinancialreportingoncloudcostsManagesoftwarelicensesinthecloudExpanduseofcontainersExpanduseofpubliccloudlaaS/PaaSservicesImplementcontinuousintegration/deliveryinthecloudExpandpubliccloudsweuse30%27%16%15%13%Expanduseofcloudmanagedserviceproviders(MSPs)EnablingITtobrokercloudservicesExpanduseofcloudmarketplaces6%18Description:Optimizingtheexistinguseofclouds(costsavings)andmigratingmoreworkloadstothecloudarethetopcloudinitiativesforEuropeanorganizationsin2023,ashighlightedby62percentofrespondents.Automatedpoliciesforgovernancerankedthird,with45percentofrespondentsconsideringthemakeypriorityfor2023.ReadmoreNote(s):Europe;2023;143respondents;Clouddecisionmakersandusers*;*Respondentsrepresententerprisesfromawidevarietyofindustries.

ReadmoreSource(s):FlexeraSoftwareShareofstorageintheUnitedStatesandtheUnitedKingdomforon-premisesandinthecloud2023,bycompanysizeStoragesplitbetweenon-siteandcloudintheU.S.&theUK2023,bycompanysizeOnpremisesCloud57%70%60%50%40%30%20%10%0%59%58%56%55%45%44%43%42%41%250-9991000-24992500-4999Numberofemployees5000-10000>1000019Description:Hybridcloudstoragehasbeengainingpopularityintherecentyears.In2023,themajorityofcompanystorageisdoneonthecloud,withmorethan50percentofdataonthecloud,incompaniesofallsizes.

ReadmoreNote(s):UnitedKingdom,UnitedStates;October2022;350respondents;ITleadersSource(s):VirtanaSplitbetweenstorageshareintheUnitedStatesandtheUnitedKingdomforon-premisesandinthecloud2023Storagesharebetweenon-siteandcloudintheU.S.&theUK2023Onpremises43%Cloud57%20Description:Hybridcloudstoragehasbeengainingpopularityintherecentyears.In2023,themajorityofcompanystorageisdoneonthecloud,withabout57percentofdataonthecloud,comparedto43percentstoredonpremises.

ReadmoreNote(s):UnitedKingdom,UnitedStates;October2022;350respondents;ITleadersSource(s):VirtanaUsageofcloudcomputingincompaniesinGermanyfrom2011to2022UsageofcloudcomputingincompaniesinGermany2011-2022UsagePlanninganddiscussions90%80%70%60%50%40%30%20%10%0%84%82%76%73%66%65%54%44%40%37%29%29%28%24%22%21%19%19%18%18%15%13%2011201220132014201520162017201820192021202221Description:ThisstatisticshowstheresultsofasurveyontheusageofcloudcomputinginGermanyfrom2011to2022.In2022,84percentofrespondingcompaniesstatedthattheyalreadyusedcloudservices(privateorpubliccloud).Anincreaseoftwopercentcomparedwiththeyearbefore.ReadmoreNote(s):Germany;2011to2022;552respondents;CEOsandITmanagersincompanieswithatleast20employeesSource(s):Bitkom;KPMGCHAPTER

04DatacentersNumberofdatacentersinEuropebycountry2022NumberofdatacentersinEuropeancountries2022Numberofdatacenters050100150200250300350400450500550GermanyUnitedKingdomNetherlandsFrance487456281264Russia172PolandItalySpain136131125SwitzerlandSweden1048174BelgiumAustria66Ukraine5723Description:AsofOctober2022,487datacenterswerelocatedinGermany,themostofanyEuropeannation.Datacentersarebuildingsthathousecomputersystemsandcentralizeorganizations'sharedinformationtechnology(IT)operations.

ReadmoreNote(s):Europe;2022Source(s):CloudsceneValueofthegreendatacentermarketinEuropefrom2020to2023,withaforecastuntil2030,byregion(inbillionU.S.dollars)ValueofthegreendatacentermarketinEurope2020-2030,byregionGermanyUKFranceSpainItalyRestofEurope60504030201002020202120222023*2024*2025*2026*2027*2028*2029*2030*24/statistics/1398530/europe-green-data-center-marketTheEuropeangreendatacentermarketisforecasttobeworthalmost50billionU.S.dollarsin2030,upfromanexpected14.57billionU.S.dollarsin2023.Germanyissettoremainthelargestmarket,followedbytheUnitedKingdomandFrance.

ReadmoreNote(s):Europe;2020to2023;*ForecastReadmoreSource(s):ExtrapolateLargestdatacenterpropertyandsitesaledealsinEuropein2022LargestdealsfordatacenterpropertysalesinEurope2022Property

(buyer;

seller)Property

size

(square

meters)Sale

price

(million

U.S.

dollars)Wilhelm-FayStrasse15,Frankfurt(DigitalCoreREIT;DigitalRealty)16722140Vanda3,Stockholm(Barings;Pictet,Brunswick)*630001600093CrdesPetitesEcuries,Paris(PentaInfra;CampusSungard)*25Description:In2022,thelargestpropertysaleinthedatacenterrealestatemarketinEuropewasVanda3inStockholm.InJuly2022,Baringsboughtthe63,000squaremeterpropertyfromPictetandBrunswick.Anothernotabledealwasthesaleofanalmost17,000squaremetersproperty(Wilhelm-FayStrasse15,Frankfurt)for140millionU.S.dollars.ReadmoreNote(s):Germany,Netherlands,UnitedKingdom;2022;*ConfidentialpriceReadmoreSource(s):Cushman&WakefieldLargestdatacentersitesaledealsinEuropein2022LargestdealsfordatacentersitesalesinEurope2022Property

(buyer;

seller)Site

size

(hectares)Sale

price

(million

euros)FormerGrossauheim-Kaserne,Frankfurt(DATA4;P3LogisticsParks)*62170CalleSauce20,Madrid(fmrCocaColaPlant)(ThorEquities;Stoneweg)*54.452712.2943.68-NoviglioSite,Lombardia(Hines,CompassDataCenters;confidentialseller)*Wilhelm-Fay-Strasse31-37,Frankfurt(CyrusOne,Corum)26Description:In2022,therewerefourmajorsiteacquisitiondealsfordatacentersinthemainEuropeanmarkets.TwoofthedealstookplaceinFrankfurt.Onlyoneofthedealshadanannouncedacquisitionprice:ThepurchaseofthesevenacresiteonWilhelm-Fay-Strasse31-37,FrankfurtfromCorumcostthebuyerCyrusoneover95millionU.S.dollars.ReadmoreNote(s):Germany,UnitedKingdom;2022Source(s):Cushman&WakefieldLeadingdatacentermarketsbylive,underconstructionandphaseddatacenterpowersupplyinEuropein2022(inmegawatts)DatacenterpowersupplypipelineinEurope2022,byleadingmarketLiveUndercosntructionCommittedcapacityEarlystagecapacity3,0002,5002,0001,5001,000500744149873.4145.8440746.9990.6188.95659.8114.9201.6769442.85122.17469.27428155.33599.151,054.43London939.27142.9394.110DublinFrankfurtAmsterdamParisStockholm27Description:In2022,LondonwasEurope'slargestdatacentermarket,withlivepowersupplycapacityofoveronegigawatts,146megawattsunderconstructionand1.7gigawattsincommittedorearlystageITpower.Committeddevelopmentsrefertodevelopmentsthathavealreadybeenpurchasedbytheendcustomer.Intermsofcommittedcapacity,Dublincamesecondinrankingwithdatacenterpowersupplymeasuringapproximately747megawatts.

ReadmoreNote(s):Europe;2022Source(s):DCByte;KnightFrankCHAPTER

05Specialfocus:supplychainActionstakenasaresultofsupply-chainchallenges2023Responsestosupply-chainchallenges202380%67%70%60%50%40%30%20%10%0%65%46%45%33%27%Spendmoretimeonprocurementandsupply-chainmanagementOptimizethelifeofexistingresourcesIncurskyrocketingcostsCobbletogetheraMigratemorestoragetothecloudthaninitiallyplannedDelayresponsestobusniessrequeststogetneededequipment

temporarystrategytoassoonaspossiblemeetimmediateneeds29Description:Supply-chainchallengesarecreatingsolutionswheremorethantwo-thirdsofrespondentshavingtospendmoretimeonprocurementandsupplychainmanagement.Almost65percentareworkingtooptimizeandextendthelifeoftheirexistingresources.ReadmoreNote(s):UnitedKingdom,UnitedStates;October2022;350respondents;ITleadersSource(s):VirtanaActionstakenasaresultofsupply-chainchallenges2023,bycompanysizeResponsestosupply-chainchallenges2023,bycompanysizeMigratemorestoragetothecloudthaninitiallyplannedOptimizethelifeofexistingresourcesIncurskyrocketingcoststogetneededequipmentassoonaspossibleDelayresponsestobusniessrequestsCobbletogetheratemporar