Data Management Workloads Led Spending on Compute and Enterprise Storage Systems in the Second Half of 2023 while AI Lifecycle Gained Traction, According to IDC
2024年5月3日 - 3:15AM
ビジネスワイヤ(英語)
Structured Database/Data Management workloads continued to drive
the largest share of enterprise IT infrastructure spending in the
second half of 2023 (2H23), according to the International Data
Corporation (IDC) Worldwide Semiannual Enterprise Infrastructure
Tracker: Workloads. Organizations spent $7.2 billion on compute and
storage hardware infrastructure to support this workload in 2H23,
which represents 7.8% of overall enterprise IT infrastructure
spending.
Despite the high level of spending, Structured Databases/Data
Management was one of the few workloads where spending declined in
the second half of the year, falling 1.3% compared to the same
period in 2022. The workload with the fastest spending growth in
2H23 was Industry-Specific Business Applications with a
year-over-year increase of 36.6%. Spending on AI Lifecycle
workloads accelerated during the second half of 2023, growing 26.6%
compared to 2H22 and representing 7.2% of overall spending. This
made AI Lifecycle the second largest workload with spending
totaling $6.6 billion. Client Computing saw a strong recovery
following two weak semesters with 22.6% growth compared to 2H22.
Development Tools and Applications, Text and Media Analytics,
Business Intelligence/Data Analytics, and Engineering/Technical
workloads also experienced double-digit growth in 2H23 with
year-over-year spending growth of 17.8%, 16.6%, 15.3% and 11.4%
respectively.
Workload spending profiles vary across product categories. For
ODM Direct, the highest spending was from Consumer-Oriented Digital
Services workloads with $2.8 billion in 2H23, representing 10.6% of
ODM spending. For OEM Servers, AI Lifecycle was the leading
workload with $3.9 billion and 7.6% share. OEM Storage was led by
Structured Databases/Data Management workloads, which represented
16.6% of the spending with $2.4 billion value.
Similarly, workload priorities vary across geographic regions.
In the Americas, spending for AI Lifecycle workloads reached the
top position in 2H23 at $3.1 billion while in Asia/Pacific
(excluding Japan and China), China, and Europe, the Middle East,
and Africa (EMEA), Structured Database/Data Management workloads
saw the largest spending in 2H23 at $1.1 billion, $2.3 billion, and
$0.99 billion respectively.
As enterprise workloads continue to move into cloud
environments, investments in shared infrastructure (a hardware base
for delivering public cloud services) and in dedicated
infrastructure across all workloads are expected to grow at a
double-digit pace over the next five years.
- Spending for workloads in cloud and shared infrastructure
environments is forecast to have a five-year compound annual
growth rate (CAGR) of 12.8% with Digital Services and AI Lifecycle
spending leading the way. IDC predicts spending for Digital
Services and AI Lifecycle in cloud and shared environments will
reach $16.5 billion and $11.6 billion by 2028 respectively, both
with a five-year CAGR of 15%.
- Infrastructure spending in cloud and dedicated
environments will see a 12.9% CAGR with Structured
Database/Data Management followed by AI Lifecycle as the fastest
growing workloads and five-year CAGRs of 8.8% and 18.8%
respectively. AI Lifecycle will remain the second largest category
for spending, reaching $4.9 billion by 2028.
Over the next five years, IDC expects growth in compute and
storage systems spending for cloud-native workloads will grow much
faster than infrastructure supporting traditional workloads (14.0%
vs 8.4% CAGR) although traditional workloads will continue
accounting for most of the spending during the forecast period (67%
in 2028).
Spending for workloads in non-cloud infrastructure environments
will grow at a 4.1% CAGR over the next five years with Unstructured
Database, Text and Media Analytics, and AI Lifecycle as the fastest
growing workloads with five-year CAGRs of 12.8%, 11.8% and 9.0%
respectively. Nonetheless, Structured Database/Data Management,
Content Applications, and Business Intelligence/Data Analytics will
account for 24% of spending by 2028 while Unstructured Database,
Text and Media Analytics, and AI Lifecycle combined will only
account for 15% of spending in the same year.
A graphic illustrating IDC's 2023-2028 forecast for enterprise
infrastructure spending by workload category is available by
viewing this press release on IDC.com.
Taxonomy Notes
IDC estimates spending on compute and storage systems across 19
mutually exclusive workloads, defined as applications and their
datasets. The full taxonomy including definitions of the workloads
can be found in IDC's Worldwide Semiannual Enterprise
Infrastructure Tracker: Workloads Taxonomy, 2023 (IDC #
US51045423). The majority of workloads map to secondary or
functional software markets while several, including Content
Delivery and Digital Services, have no equivalent in the software
market structure. Workloads are further consolidated into seven
workload categories, which include: Application Development &
Testing, Business Applications, Data Management, Digital Services,
Email/Collaborative & Content Applications, Infrastructure, and
Technical Applications.
IDC's Worldwide Semiannual Enterprise Infrastructure Tracker:
Workloads provides insight into how enterprise workloads are
deployed and consumed in different areas of the enterprise
infrastructure hardware market and what the projections are for
future deployments. Workload trends are presented by region and
infrastructure platform and shared for the enterprise
infrastructure hardware market with a five-year forecast. This
Tracker is part of the Worldwide Quarterly Enterprise
Infrastructure Tracker, which provides a holistic total addressable
market view of the four key enabling infrastructure technologies
for the datacenter (servers, external enterprise storage systems,
and purpose-built appliances: HCI and PBBA).
For more information about IDC's Semiannual Enterprise
Infrastructure Tracker: Workloads, please contact Lidice Fernandez
at lfernandez@idc.com.
About IDC Trackers
IDC Tracker products provide accurate and timely market size,
vendor share, and forecasts for hundreds of technology markets from
more than 100 countries around the globe. Using proprietary tools
and research processes, IDC's Trackers are updated on a semiannual,
quarterly, and monthly basis. Tracker results are delivered to
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tools.
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About IDC
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version on businesswire.com: https://www.businesswire.com/news/home/20240502777270/en/
Natalya Yezhkova 508-935-4281 nyezhkova@idc.com Max Pepper
508-935-4347 mpepper@idc.com Lidice Fernandez 305-351-3057
lfernandez@idc.com Juan Seminara +54911-5761-0437 jseminara@idc.com
Michael Shirer 508-935-4200 press@idc.com