20211117-科尔尼-The_shifting_sands_of_computing_five_trends_transforming_the_IT_landscape_5页_353kb

The report analyzes five key trends that are transforming the IT landscape: cloud computing, white box hardware, the Internet of Things/edge computing, artificial intelligence, and 5G connectivity. These trends are reshaping corporate IT infrastructure, business models, and market dynamics, posing both opportunities and threats to established vendors and new competitors.

• Cloud Computing: Shifting data storage and compute from on-site hardware to cloud-based services, led by providers like AWS and Azure. This reduces costs, increases scalability, and is expected to dominate the market, with spending growing rapidly.

• White Box Hardware: Cloud providers increasingly use customized, "lean" servers sourced directly from component providers, bypassing traditional OEMs like HP and Dell. This drives down costs, benefits Asian ODMs, and may lead to declines for established vendors.

• Internet of Things/Edge Computing: An explosion of connected devices (est. 30 billion by 2020) requires edge computing for real-time processing, involving chipmakers and creating opportunities for OEMs to regain market share through specialized offerings.

• Artificial Intelligence and Machine Learning: Widespread applications in various industries, enabled as a service on cloud platforms, with AI start-ups receiving significant funding, enhancing cloud services and efficiency.

• 5G Connectivity: Faster, more reliable networks supporting innovations like autonomous vehicles, crucial for integrating cloud, IoT, edge computing, and AI, with market growth projected significantly.

The report highlights economic shifts, such as the rise of IT-as-a-service, which lowers barriers for businesses, and emphasizes that ignoring these trends risks obsolescence, while embracing them can lead to prosperity. It also outlines strategies for different vendor types, focusing on security across the end-to-end ecosystem.

In summary, these trends are driving fundamental changes in IT, with winners emerging based on adaptation and focus on high-growth markets.