EXECUTIVE SUMMARY
EXECUTIVE SUMMARY
This Intersect360 Research report presents the cloud segment of the 2018 total market model and five-year forecast for the overall High Performance Computing
(HPC) market, segmented into cloud segments: raw cycles, storage, application hosting (SaaS), infrastructure hosting (IaaS, PaaS), and other. The forecast
horizon is from 2019 through 2023, with compound annual growth rates (CAGRs) using 2018 as a base.
Intersect360 Research defines HPC as the use of servers, clusters, and supercomputers—plus associated software, tools, components, storage, and services—for
scientific, engineering, or analytical tasks that are particularly intensive in computation, memory usage, or data management. Intersect360 Research
reports available in this series include the following segmentations:
- Products and Services: servers, storage, networks, software, service, cloud, other
- Economic sectors: industry, government, academia
- Vertical markets: academia, national security, national research labs, national agencies, state or local governments, bio sciences, chemical
engineering, consumer product manufacturing, electronics, energy, financial services, large product manufacturing, media and entertainment, retail,
transportation, other - Regions: North America, EMEA, Asia-Pacific, Latin America
- Server class (HPC server revenue): entry-level, midrange, high-end, supercomputer
- Cloud categories (HPC cloud revenue, this report): raw cycles, cloud storage, application hosting (SaaS), infrastructure hosting (IaaS,
PaaS), other - Software categories (HPC software revenue): operating environments, developer tools, middleware, storage software, transfer costs, application
software, other - Services categories (HPC services revenue): maintenance and repair, system engineering, system integration, training, programming services,
other - HPC server market shares (current year only, not forecast)
- HPC storage market shares (current year only, not forecast)
After a breakout growth year of 38.3% in 2017, cloud growth cooled somewhat but remained the highest-growth HPC segment in 2018, with 16.0% growth. Also
interesting is that the subsegments that attracted the highest growth flipped. After environment hosting and especially application hosting bloomed
in 2017, in 2018 it was raw cycles that showed substantial market growth, as HPC cloud models continued to mature.
Over the forecast period, we expect cloud to remain the highest growth product and service segment, crossing $2 billion in 2021 and $3 billion in 2023,
with growth across all the subsegments. Successful cloud providers have the opportunity to create value-added “cloud-first” strategies with premium
service offerings and competitive advantages other than cost savings.
TECHNOLOGIES COVERED IN THIS REPORT
- HPC system elements
- Systems, clusters
- Server technologies
- Storage elements
- Storage systems
- Interconnect elements
- System interconnects
- Software elements
- Operating systems
- Services
- Cloud computing, grid computing, utility computing
- Other technology trends
- Big Data trends
- Government programs or investment in HPC
- Artificial Intelligence / AI
- Deep Learning / Machine Learning
TABLE OF CONTENTS
INTRODUCTION
Definitions
What Is HPC?
Additional Reports and Segmentations
HPC 2018 TOTAL MARKET MODEL: CLOUD CATEGORIES
2018 Market Performance
Table 1: Market Revenue for Cloud Computing in HPC ($000), 2018 vs. 2017, by Cloud Computing Category
Figure 1: Graphical Depiction of HPC Cloud Revenue Growth, 2018 vs. 2017, by Cloud Computing Category
Availability of HPC-focused cloud instances
Maturation of software licensing models
The rise of machine learning
2018–2023 HPC CLOUD FORECAST: CLOUD CATEGORIES
Table 2: Market Revenue for Cloud Computing in HPC ($000), 2018 Actuals, 2019 to 2023 Forecast, by Cloud Category
Table 3: Cloud Category Share of HPC Cloud Segment, 2018 Actuals, 2019 to 2023 Forecast
Figure 2: Market Revenue for Cloud Computing in HPC ($000), 2018 Actuals, 2019 to 2023 Forecast, by Cloud Category
CONCLUSIONS
APPENDIX A: METHODOLOGY
Methodology Updates
APPENDIX B: HPC MARKET DYNAMICS MODEL AND FUNDAMENTAL FORECAST ASSUMPTIONS
Market Maturity
Fundamental Market Dynamics Model
Fundamental Market Assumptions
Model-Based Assumptions