全球无服务器行业市场前景及投资研究报告-培训课件外文版2024.6

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01OverviewInformationtechnology(IT)spendingworldwidefrom2012to2024,bysegment(inbillionU.S.dollars)GlobalITspendingforecast2012-2024,bysegmentDataCenterSystemsDevicesEnterprisesoftwareITServicesCommunicationServices6,0005,0004,0003,0002,0001,00002012201320142015201620172018201920202021202220232024*3Description:Theglobalinformationtechnology(IT)spendingondevices,includingPCs,tablets,mobilephones,printers,aswellasdatacentersystems,enterprisesoftware,andcommunicationsservicescameto4.7trillionU.S.dollarsin2023.By2024,ITspendingisexpectedtoincreasetoastaggeringfivetrilliondollarsworldwide.ReadmoreNote(s):Worldwide;2012to2023;*ForecastReadmoreSource(s):GartnerHosting,storage,andcomputingcloudservicesmarketrevenueintheWorldfrom2019to2028(inbillionU.S.Dollars)*Hosting&datastorageservicesmarketrevenueintheWorld2019-2028400350300250344.97293.22244.3197.8120015010050157.86124.76202396.91202269.37202159.14202052.5320190202420252026202720284Description:Theglobalrevenueinthe'WebHosting'segmentoftheITservicesmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal187.1billionU.S.dollars(+118.52percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach344.97billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'WebHosting'segmentoftheITservicesmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2019to2028Source(s):Publiccloudplatformasaservice(PaaS)end-userspendingworldwidefrom2015to2024(inbillionU.S.dollars)Publiccloudapplicationinfrastructureservicesmarket2015-202420018016014012010080176.49145.32119.5889.959603840200261294201520162017201820192020202120222023*2024*5Description:In2024,theplatformasaservice(PaaS)marketworldwideisestimatedtobeworthover176billionU.S.dollars.ThisgrowthunderscoresthevaluePaaSoffersbysimplifyinginfrastructuremanagementforsoftwaredevelopment.AsgenerativeAImarketgrowsrapidly,PaaSisprovinginstrumentalinitsdevelopmentanddeployment.ReadmoreNote(s):Worldwide;2015to2023;*ForecastReadmoreSource(s):GartnerPubliccloudbusinessprocessasaservice(BPaaS)end-userspendingworldwidefrom2015to2024(inbillionU.S.dollars)Publiccloudbusinessprocessservicesmarketsize2015-202480706072.9266.3461.56555040302010046.145.242.241.739.239.6201520162017201820192020202120222023*2024*6Description:In2024,thebusinessprocessasaservice(BPaaS)marketisestimatedtobeworthapproximately71billionU.S.dollars.BPaaSsolutionsareatypeofbusinessprocessoutsourcingbasedonacloudservicesmodel.Thepricingmodelsareusuallyeithersubscription-basedorconsumption-based.ReadmoreNote(s):Worldwide;2015to2023;*ForecastReadmoreSource(s):GartnerUsageofpubliccloudservicesworldwideasof2023Publiccloudservicesusedworldwide2023ShareofrespondentsCurrentlyusing20%

30%Experimenting40%Plantouse50%0%10%21%60%21%70%80%15%90%100%DBaaS(relational)DBaaS(NoSQL)HadoopDatawarehouse48%10%38%19%15%14%17%19%56%Container-as-a-ServiceServerless(Function-as-a-Service)Caching43%39%43%43%40%22%22%17%15%17%14%Batchprocessing28%16%Search20%13%17%StreamprocessingMachinelearning/ArtificialIntelligenceMobileservices31%36%37%22%17%27%21%21%7Description:In2023,thesurveyunderscoresthecontinueddominanceofdatawarehouseswithincloudstoragesolutions.With56percentofrespondentsutilizingthem,itisevidentthatbusinessesvaluetheextensiveanalyticalcapabilitiesandstructureddataorganizationthatdatawarehousesprovide.Thistrendsignalsapersistentneedforcentralizedrepositoriesfordatastorageandanalyticstosupportstrategicdecision-making.

ReadmoreNote(s):Worldwide;2023;750respondents;ITprofessionalsSource(s):FlexeraSoftwareCHAPTER

02SegmentsAdoptionofinformationtechnology(IT)trends,currentandplanned,inorganizationsinNorthAmericaandEuropefor2024TechnologytrendadoptionNorthAmerica&Europe2024ShareofrespondentsPlannedusewithin2yearsCurrentuse25%0%5%10%

15%

20%30%35%40%45%50%28%ITautomationtechnology5Gtechnology45%25%26%42%41%41%InternetofThings32%32%GigabitWi-FinetworkingVirtualDesktopInfrastructure(VDI)Converged/HyperconvergedInfrastructureContainertechnology25%35%28%26%27%28%Serverlesscomputing3DprintingArtificialIntelligence26%25%18%32%32%25%25%EdgecomputingComposableinfrastructure26%24%9Description:ThemostpopularinformationtechnologytrendeitherimplementedorplannedtobeimplementedinNorthAmericanandEuropeanorganizationswasITautomationtechnologywith45percentofrespondentsstatingthatitwascurrentlyinuse,while28percentofrespondentsstatedtheyplantoadoptitwithin2years.5Gtechnologyadoptioncameinatsecondplacewith42percentofrespondentsreportingthatitwascurrentlyinuse,and25percentreportingthattheyplantoadoptit[...]

ReadmoreNote(s):NorthAmerica,Europe;JunetoJuly2023;883respondents;ITprofessionalsSource(s):AberdeenGroup;Spiceworks;SWZDWhichnew/emergingtechnologiesareyouinterestedinusingorseeingintegratedwithOpenStack?Interestinemerging/newtechnologiestointegratewithOpenStack20235G5%Containers13%Serverless6%Lightweightvirtualization6%SDN/NFV6%AI/ML12%Baremetal10%Edgecomputing7%Platformasaservice(PaaS)8%CI/CD10%Hardwareaccelerators8%Hybridcloud9%10Description:ContainerstechnologyistheemergingtechnologythatmostcurrentOpenStackusersarelookingtointegratewithOpenStack,accordingtoa2023OpenStackusersurvey.Baremetal,hybridcloud,andCI/CDaretheothertechnologiesOpenStackuserswanttoadopt.ReadmoreNote(s):Worldwide;2023;367respondents;OpenStackusersandcommunitymembersSource(s):OpenStackWhichcloudcapabilitiesareyouprioritizinginthenext12months?Cloudcapabilityprioritiesofenterprisesforthenext12monthsinCEE2023Shareofrespondents0%10%20%30%57%56%51%40%50%60%70%80%90%100%CybersecurityStorageDataanalysisCompute38%38%EnterpriseappicationsArtificialIntelligenceandmachinelearningHybridcloud30%30%DeveloperenvironmentContainers24%19%17%15%ServerlessDatalake11Description:In2023,withinthenext12monthsthemostprioritizedcloudcapabilityamongenterprisesinCentralandEasternEuropeanregionwouldbecybersecurity.Followedby,storagethatreached56percentofpriorityamongCEEcompanies.

ReadmoreNote(s):CEE;FebruarytoMarch2023;389respondents;techandbusinessleadersSource(s):PwCCloudtechnologiesreceivingmostinvestmentsbycompaniesworldwidein2023Topcloudtechnologiesinvestedinbycompaniesworldwide202350%44%45%40%35%30%25%20%15%10%5%41%36%32%30%27%21%0%Virtualmachineson

VirtualmachinesonMicroservicesEdgecomputingtechnologyContaineronprivate

Serverlessonprivate

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cloudpubliccloudprivatecloud12Description:Over40percentofthesurveyedcompaniesreportinvestinginvirtualmachinesonpubliccloudandinvirtualmachinesonprivatecloud.Notfarbehind,microservices,edgecomputingtechnologyandcontaineronprivatecloudwerereportedasfocusofinvestmentsforover30percentofthesurveyedcompanies.ReadmoreNote(s):Worldwide;May2023;1420respondents;ITdecisionmakersatcompaniesandorganizationsineightsecotrs(Financialservices/insurance,Manufacturing&Logistics,Retail,Hospitality&Travel,Government/Publicsector,Media&Entertainment,Energysector,Healthcare,Pharma,Bio-tech/Lifesciences)Source(s):ColemanInsights;RackspaceDistributionofserverlessusersworldwideinthesecondquarterof2023,bycloudproviderDistributionofserverlessusersinthesecondquarterof2023,bycloudprovider80%70%70%60%50%40%30%20%10%0%60%49%AmazonWebServices(AWS)GoogleCloudMicrosoftAzure13Description:Amongthecloudusersdistributedacrossmajorcloudprovidersin2023,Amazonhadthelargestshareofserverlessadoption.Lessthan50percentofAzureusershadadoptedserverlessstrategyinthesameyear.

ReadmoreNote(s):Worldwide;2023;20,000respondentsSource(s):DatadogDistributionofcontainer-basedserverlesscomputeplatformsasof2023,bycloudproviderDistributionofcontainer-basedserverlesscomputeplatform2023,bycloudprovider70%66%60%50%40%30%20%10%0%26%22%GoogleCloudAmazonWebServices(AWS)MicrosoftAzure14Description:Amongthecloudusersdistributedacrossmajorcloudprovidersin2023,Googlecloudhadthelargestshareofcontainer-basedserverlesscomputeplatformadoption.LessthanaquarterofusersonAWSandAzurehadadoptedthisstrategyinthesameyear.ReadmoreNote(s):Worldwide;2023;20,000respondentsSource(s):DatadogApplicationsrunningoncloud-hostedFunction-as-a-Service(FaaS)platformworldwide2023,byshareofapplicationsDistributionofcloud-hostedapplicationsonFaaSplatform202335%32.2%30%25%20%15%10%5%27.9%14.5%10.5%7.4%2.8%0%0%1-24%25-49%50–74%75–99%100%15Description:In2023,aboutathirdofrespondentsseemedtoberunning25to49percentoftheircloud-hostedapplicationsonafunctionasaservice(FaaS)model.OnlyabouttenpercentoftherespondentshadnoapplicationsrunningonFaaS.

ReadmoreNote(s):Worldwide;August2023;363respondentsSource(s):SANSInstitute;SynopsysCHAPTER

03CompaniesAnnualrevenueofAmazonWebServices(AWS)from2013to2023(inmillionU.S.dollars)AmazonWebServices:Annualrevenue2013-2023100,00090,00080,00070,00060,00050,00040,00030,00020,00090,75780,09662,20245,37035,02625,655201817,459201712,21920167,88010,00004,64420143,108201320152019202020212022202317Description:In2023,AmazonWebServices(AWS)generated90.8billionUSdollarswithitscloudservices.From2013untiltoday,theannualrevenueofAWScloudcomputingandhostingsolutionscontinuallyincreased.ReadmoreNote(s):Worldwide;2013to2023Source(s):AmazonGlobalGoogleCloudrevenuesfrom2017to2023(inmillionU.S.dollars)GoogleCloudrevenueworldwide2017-202335,00033,08830,00025,00020,00015,00010,0005,000026,28019,20613,0598,91820195,83820184,0562017202020212022202318Description:In2023,GoogleCloudrevenueamountedto33.08billionU.S.dollars,accountingforover10percentofGoogle'stotalrevenues.Thecompany'sCloudsegmentprimarilygeneratesrevenuethroughtheGoogleCloudPlatform(GCP),whichoffersasuiteofcloudcomputingservicesrunningonGoogleinfrastructure.ReadmoreNote(s):Worldwide;2017to2023Source(s):Alphabet;GoogleIntelligentcloudsegmentquarterlyrevenueforMicrosoftCorporationfromfiscalyear2015to2024(inbillionU.S.dollars)Microsoft'sintelligentcloudrevenueworldwide2015-2024,byquarter30252015105.824

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'2419Description:Inthesecondquarteroffiscalyear2024,Microsoftgeneratedover25.8billionU.S.dollarsinrevenuefromintelligentcloudservices.MicrosoftisofferingcloudcomputingservicesthroughAzuretoitscustomers.Itssolutionsincludeinfrastructureasaservice(IaaS),platformasaservice(PaaS),andsoftwareasaservice(SaaS),whichcanbeusedforvirtualcomputing,analytics,networking,andstorage,forexample.

ReadmoreNote(s):Worldwide;Q12015toQ22024Source(s):MicrosoftShareofrevenueofOraclefrom2009to2023,bybusinessdivisionOraclebreakdownofrevenue2009-2023,bybusinessdivisionCloudandlicenseHardwareServicesCloudandon-premisesoftware100%90%80%70%60%50%40%30%20%10%0%9%8%9%8%9%8%8%8%7%11%6%10%68%13%72%75%76%77%14%77%78%81%80%84%85%83%83%83%81%11%17%201211%14%201310%14%20149%9%9%19%19%14%13%11%9%20092010201120152016201720182019202020212022202320Description:Oraclegenerated83percentofitsworldwiderevenuefromitscloudandlicensebusinessdivisioninthefiscalyear2023.Hardwareandservicescontributedaboutsixand11percentrespectivelytowardsthesalesinthesameyear.

ReadmoreNote(s):Worldwide;2009to2023;*FiscalyearendsMay31ofeachyear.ReadmoreSource(s):OracleCHAPTER

04Specialfocus:skills&developmentPrimaryskillsandtalentsforcloudadoptionworldwidein2023,byimplementationstageTopfivecloudskillsindemandworldwide2023,byimplementationstageKnowledgeofsoftwareapplicationsKnowledgeofbothtechnologyandbusinessstrategyKnowledgeofserverlessarchitectureKnowledgeofcloudmigrationanddeploymentKnowledgeofmachinelearningandAIKnowledgeofdataanalyticsCommunicationandinterpersonalskills180160140120100806040200PlanningInitialadoptionFulladoptionPost-migration22Description:Theskillsdeemedasnecessarybycompaniesfortheircloudadoptionprocessvariesacrossthedifferentimplementationstages.Whilecommunicationandinterpersonalskillsdoesnotmakeitintothetopfiveskillsintheplanningstage,itislistedasthemostwantedskillforthepost-migrationstage,risingsteadilyacrossthestages.ReadmoreNote(s):Worldwide;2,264respondents;Businessandtechnologyleaderswitharevenueofatleast500millionU.S.dollars;70percentITdecision-makersanddevelopersand30percentC-suiteexecutivesSource(s):UnisysHowdoyouruncodeinthecloud(intheproductionenvironment)?GlobalmethodofPythonprogrammersrunningcodeinthecloud2019-2022Shareofrespondents202215%202120%2020201925%0%5%10%30%35%40%45%50%47%47%47%47%WthincontainersInvirtualmachinesOnaplatform-as-a-serviceServerless41%41%43%46%27%27%27%25%27%24%25%24%2%2%2%2%Other9%11%11%11%None23Description:In2022,47percentofrespondentsstatethattheyusecontainerstoruntheircodeinthecloud.Virtualmachines,ontheotherhand,havelostsomepopularityinregardtorunningcodeinthecloud.ReadmoreNote(s):Worldwide;OctoberandDecember,2022;23,000respondents;Pythondevelopers*;*Respondentscomefromaround200countries/regionsThiswasamultiple-answerquestion.Thetotalmaybegreaterthan100%.

ReadmoreSource(s):JetBrains;PythonSoftwareFoundationUsageofpubliccloudservicesworldwideasof2023Publiccloudservicesusedworldwide2023ShareofrespondentsCurrentlyusing20%

30%Experimenting40%Plantouse50%0%10%21%60%21%70%80%15%90%100%DBaaS(relational)DBaaS(NoSQL)HadoopDatawarehouse48%10%38%19%15%14%17%19%56%Container-as-a-ServiceServerless(Function-as-a-Service)Caching43%39%43%43%40%22%22%17%15%17%14%Batchprocessing28%16%Search20%13%17%StreamprocessingMachinelearning/ArtificialIntelligenceMobileservices31%36%37%22%17%27%21%21%24Description:In2023,thesurveyunderscoresthecontinueddominanceofdatawarehouseswithincloudstoragesolutions.With56percentofrespondentsutilizingthem,itisevidentthatbusinessesvaluetheextensiveanalyticalcapabilitiesandstructureddataorganizationthatdatawarehousesprovide.Thistrendsignalsapersistentneedforcentralizedrepositoriesfordatastorageandanalyticstosupportstrategicdecision-making.

ReadmoreNote(s):Worldwide;2023;750respondents;ITprofessionalsSource(s):FlexeraSoftwareWhichpricingmodeldoyoupreferforSaaSproducts?PricingmodelofSaaSproductsgloballyin202335%32.15%29.98%30%25%20%15%10%5%26.63%10%0.59%Other0%TieredFlatratePer-userUsage-based25Description:PricingSoftware-as-a-Service(SaaS)productsper-userhasbeenvotedasthemostpreferredpricingmodel,withalmostathirdofallrespondentsreportingthesameworldwidein2023.Thiswasfollowedclosebehindbyausage-basedpricingmodelwithabouta30percentshare.ReadmoreNote(s):Worldwide;2023;400respondentsSource(s):VarioussourcesCHAPTER

05SecurityRevenueofthecloudsecuritymarketworldwidefrom2019to2028(inmillionU.S.dollars)Revenueofthecloudsecurityindustryworldwide2019-20289,0008,0007,0006,0005,0004,0003,0002,0001,0000201920202021202220232024202520262027202827Description:Theglobalrevenueinthe'CloudSecurity'segmentofthecybersecuritymarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal6.7billionU.S.dollars(+405.09percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach8.4billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'CloudSecurity'segmentofthecybersecuritymarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2019to2028Source(s):AreyoucurrentlyusingorplanningtouseaSaaSSecurityManagement(SSPM)platform?UseandimplementationplansofSSPMworldwide202350%44%45%40%35%30%25%20%15%10%5%36%19%0%CurrentlyusingPlantouseinthenext18monthsNocurrentplans28Description:In2023,whenaskedabouttheircurrentsuseorimplementationplansofSaaSSecurityPostureManagement(SSPM)intheircompanies,80percentofrespondentsstatedcurrentlyusingorplanningtouseitinthenext18months.Ontheotherhand,only19percentofrespondentsworldwidereportedhavingnoplansusingorimplementingSSPM.ReadmoreNote(s):Worldwide;March2023;1,130respondents;ITandsecurityprofessionalsSource(s):AdaptiveShield;CloudSecurityAllianceSizeoftheSecurityasaService(SECaaS)marketworldwidefrom2022to2032(inbillionU.S.dollars)SecurityasaServicerevenuesworldwide2022-20329080706050403081.320.116.92010020222023*2032*29Description:TheglobalSecurityasaService(SECaaS)marketwasvaluedapproximately16.9.2billionU.S.dollarsin2022andexpectedtoexceed20billionU.S.dollarsin2023.TheSECaaSmarketisforecasttocontinuegrowingthroughoutthecomingyearsandprojectedtoreachmorethan81billionU.S.dollarsby2032.Asbusinessescontinuouslymigratetheirdatatothecloudandimprovetheirinformationtechnologyinfrastructure,therelatedthreatstotheirdataalsoincrease.Forthisreason,[...]

ReadmoreNote(s):Worldwide;2022Source(s):StraitsResearchEstimatedfinancialdamageasaresultofcloudcyberthreatsworldwidein2023Estimatedfinancialdamageduetocloudcyberthreatsworldwide2023Shareofrespondents20%

25%0%5%10%15%30%35%40%45%50%01-10,000USD47%20%10,001-50,000USD50,001-200,000USDOver200,000USD17%10%6%30Description:In2023,themajorityofrespondentssurveyedforthisstudystatedthattheircompanydidnotexperiencefinancialdamageofmorethan10,000U.S.dollarsbecauseofcloudcyberattacks.However,sevenpercentofrespondentsansweredthattheircompaniessufferedlossesworthover200,000U.S.dollarsbecauseofcloudcyberthreats.ReadmoreNote(s):