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データセンタCAPEXの四半期レポート

Data Center Capex Quarterly Reports

 

出版社 出版年月価格 ページ数図表数
Dell'Oro Group
デローログループ
2020年6月お問い合わせください 21 19

サマリー

デローログループ「データセンタCAPEXの四半期レポート - Data Center Capex quarterly report」はクラウドサービスを提供する上位10社について、各社のデータセンタとサーバーへの資本的支出に関する詳細な情報を提供しています。

The Dell’Oro Group Data Center Capex report includes quantitative and qualitative information, and outlook on the market and the top-ten Cloud service providers and the major customer segments. Spending (and volume) on servers, which drives the overall spending on data centers and its constitutes such as facilities and networking equipment, is an important measure that we track and rely on in this report.

  • Data center capex
  • Server capex
  • Server installed-base
  • Server unit shipments
  • Number of data centers in regions and availability zones at the worldwide level, and for the major regions: North America, EMEA, Asia Pacific, and CALA (the Caribbean and Latin America)

In addition, the report contains market-level and vendor revenue and unit market share information on the following technology segments:

  • Servers
    • Blade Servers
    • High-Density Servers
    • Stand-Alone Servers
  • Storage Systems
    • All Flash Arrays
    • Disk and Hybrid Arrays

Major vendors tracked include: Dell Technologies; Hewlett Packard Enterprise; Inspur; Huawei; Lenovo; IBM; and White Box. We also provide market-level information by region including North America, EMEA, Asia Pacific, and CALA (the Caribbean and Latin America).



目次

Table of Contents

Executive Summary

Significant Changes..................1
Overview ......................1
Definitions....................7
Methodology.....................9

Capital Expenditures by Selected Cloud Service Providers

Table 1: Worldwide Data Center Infrastructure Market - Total...........1
Table 2: Worldwide Server Market - Total ..............2
Table 3: Regional Server Market - Total..............3
Table 4: Worldwide Storage System Market - All Flash Array and Disk and Hybrid Array - Total.......4
Table 5: Regional Storage System Market - Total ...............5
Table 6: Worldwide Data Center Capex - Total - By Customer Segment ...........6
Table 7: Worldwide Server Capex - Total - By Customer Segment............7
Table 8: Worldwide Server Unit Shipments - Total - By Customer Segment .........8
Appendix 1: Worldwide Data Center Capex - Top 10 Cloud Service Providers..........9
Appendix 2: Worldwide Server Capex - Top 10 Cloud Service Providers ........10
Appendix 3: Worldwide Server Unit Shipments - Top 10 Cloud Service Providers..........11
Appendix 4: Worldwide Server Installed-Base - Top 10 Cloud Service Providers........12
Appendix 5: Worldwide Data Center Regions - Top 10 Cloud Service Providers.........13
Appendix 6: Worldwide Data Center Availability Zones - Top 10 Cloud Service Providers ...14
Appendix 7: North America Data Center Regions - Top 10 Cloud Service Providers.......15
Appendix 8: North America Data Center Availability Zones - Top 10 Cloud Service Providers......16
Appendix 9: Europe, Middle East, and Africa Data Center Regions - Top 10 Cloud Service Providers .......17
Appendix 10: Europe, Middle East, and Africa Data Center Availability Zones - Top 10 Cloud Service Providers.....18
Appendix 11: Asia Pacific Data Center Regions - Top 10 Cloud Service Providers .........19
Appendix 12: Asia Pacific Data Center Availability Zones - Top 10 Cloud Service Providers.........20
Appendix 13: Caribbean and Latin America Data Center Regions - Top 10 Cloud Service Providers......21
Appendix 14: Caribbean and Latin America Data Center Regions - Top 10 Cloud Service Providers......22
Appendix 15: Worldwide Cloud Revenue - Top 10 Cloud Service Providers ...........23

Vendor Tables

Servers - Total

Worldwide - Total - Mfg. Revenue, Units, Mfg. ASP...............24
Worldwide - Modular - Blade - Mfg. Revenue, Units, Mfg. ASP ............27
Worldwide - Modular - High-Density - Mfg. Revenue, Units, Mfg. ASP ........30
Worldwide - Stand-Alone - Mfg. Revenue, Units, Mfg. ASP ...........33
Servers - Regions (North America, EMEA, Asia Pacific, CALA)
Regions - Total - Mfg. Revenue, Units..............36

Storage System - Total

Worldwide - Total - Mfg. Revenue, ..................44
Worldwide - All Flash Array Market, Mfg. Revenue.............45
Storage System - Regions (North America, EMEA, Asia Pacific, CALA)
Regions - Mfg. Revenue ...................46

Data Center Capex - Total

Worldwide - Total - Data Center Capex................51

Data Center Capex - Server Capex

Worldwide - Total - Server Capex, Units, ASP.................52

 

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プレスリリース

Tier 1 Cloud Service Providers to Resume Spending on Servers Following Pause in 2019

REDWOOD CITY, Calif. – March 25, 2020 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, Cloud data center capex is forecasted for higher growth despite market challenges. The Tier 1 Cloud service providers are due to resume spending on servers following a pause in 2019.

“Despite recent market uncertainties, we anticipate the Tier 1 Cloud service providers to increase data center capex as planned, primarily on servers, as the sector seeks to resume capacity expansion,” said Baron Fung, Research Director at Dell’Oro Group. “We project a steep decline in enterprise IT spending due to severe near-term supply and demand disruptions from COVID-19. Enterprises will seek to conserve capital during these uncertain times and resort to the Cloud to satisfy near-term demand for digital services. We expect that the Cloud service providers will need to expand their infrastructure at a measured pace to capture this incremental demand,” explained Fung.

Following are additional highlights from the 4Q 2019 Cloud Data Center Capex Quarterly Report:

  • The Top 10 Cloud service providers spent $66 billion, in aggregate in 2019, a 3 percent annual increase.
  • Amazon Web Services maintained a 50 percent Cloud revenue share in 2019, although Microsoft Azure and Google Cloud Platform gained share.
  • Spending on servers projected to compose of 47 percent of data center capex in 2020.

About the Report

Dell’Oro Group’s Cloud Data Center Capex Quarterly Report details the capital spending of each of the ten largest Cloud service providers. Data is provided on facilities and servers by geographic region and availability zone as well as on the number of installed servers. The report also discusses market trends, drivers of the leading Cloud service providers’ capex growth during the quarter, and the outlook for the next year.


[プレスリリース抄訳]

クラウドへのCAPEXは前年から停滞

カリフォルニア州レッドウッドシティ、2019年8月20日

通信、ネットワーク、データセンタIT産業に関する市場情報で定評のあるデローログループはこの度新しいレポートシリーズ『クラウドデータセンタCAPEX』の発刊開始を発表しました。クラウドへのCAPEX(資本的支出)は前年から停滞が予想されています。

「デローログループは2014年よりクラウドデータセンタのサービス提供会社のCAPEXについて調査を続けていて、これが予測モデルへの重要要素となっています。調査部長のBaron Fungはデローログループ入社後、デローログループのデータの拡充と分析の改善を率先して行っています。(デローログルーCEO兼設立者 Tam Dell'Oro)」

デローログループ「クラウドデータセンタCAPEXの四半期レポート - Cloud Data Center Capex quarterly report」はクラウドサービスを提供する主要企業10社について、各社のデータセンタとサーバーへの資本的支出について詳細な情報を提供しています。また資本的支出に加えレポートには地域数とクラウドサービスの提供会社各社のサービス領域、サーバーのインストール数についての状況も含まれています。更に市場動向と主要クラウドサービスの提供会社のCAPEXの成長促進要因については、四半期と翌年の展望を提供しています。

[プレスリリース原文]

Cloud Capex Projected to Slow from the Prior Year

REDWOOD CITY, Calif. – August 20, 2019 – Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, announced today the launch of its new Cloud Data Center Capex report. Cloud Capex projected to slow from the Prior Year.

“Data center capital expenditure, which consumes the largest share of Cloud service provider spending, is a valuable measure that we track each quarter,” said Baron Fung, Research Director at Dell’Oro Group. “We also forecast data center capex of the largest Cloud service providers, which offers insights to potential supply chain disruptions. For example, after traveling to China and learning that IT spending by Cloud service providers would soften as economic uncertainty escalates, we forecasted Baidu Alibaba, and Tencent (BAT) to collectively decline data center capex in first half 2019. Indeed, major IT suppliers to BATs, such as Cisco and Lenovo, have recently attributed weaker 2Q19 earnings to this sector,” added Fung.

“Dell’Oro Group has been tracking Cloud Data Center service provider capex spend since 2014 as an important factor to our forecast models. With Baron joining the firm, he took the initiative to expand our data and refine our analysis. This information is a solid set of predictive analysis,” said Tam Dell’Oro, CEO and Founder of Dell’Oro Group.

Dell’Oro Group’s Cloud Data Center Capex quarterly report includes detailed capital spending of each of the largest ten Cloud service providers on data centers and servers. In addition to capital spending, the report includes information on the number of regions and availability zones for each Cloud service provider, as well as the number of installed servers. The report also discusses market trends and drivers of leading Cloud service providers’ capex growth during the quarter and the outlook for the next year.

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