高效能运算：市场占有率分析、产业趋势与统计、2024-2029 年成长预测

高效能运算市场在基准年的价值为 543.2 亿美元，预计在未来五年内将以 11.18% 的复合年增长率增长至 967.9 亿美元。

云端中高效能运算 (HPC) 的日益普及以及高效快速处理大量资料的新需求正在推动市场成长。

主要亮点

• 工业物联网（IIoT）、人工智慧（AI）和需要电子设计自动化（EDA）的工程投资增加等因素预计将在预测期内推动市场发展。硬体供应商持续投资开发支援这些功能的解决方案，从而扩大了市场。此外，美国、德国、英国、日本和中国等国家已认识到这些技术是经济成长的重要驱动力。这些国家是 HPC 解决方案的潜在市场，这些解决方案支持这些倡议，同时保持成本和效能倡议。
• 此外，如果没有合适的工具和技术，就很难满足日益增长的缩短产品开发週期 (PLC) 的需求以及即时维持品质的要求。配备用于高保真建模和模拟的 CAE（电脑辅助工程）软体的高效能运算 (HPC) 系统广泛应用于离散製造、医疗机器人和汽车行业等各个领域。更受欢迎，正在支援市场的成长。
• 金融建模和生命科学模拟等各种工业应用中的物理模拟、最佳化和机器学习 (ML) 是 HPC 如何在及时解决复杂问题方面发挥关键作用的例子。随着电动车、自动驾驶汽车和联网汽车进入市场，汽车产业不断应对发展挑战，将边缘运算功能融入这些解决方案正在推动高效能运算软体市场的发展。
• 然而，HPC 解决方案需要必要的企业资料才能发挥作用，这使最终用户面临资料外洩的风险，并且需要国防、BFSI 和医疗保健领域等高安全协议，这对许多最终用户来说是采用解决方案的障碍。
• 对 HPC 的需求大幅增长，尤其是在生物科学领域，因为 HPC 用于疫苗开发和应对 COVID-19 大流行的影响。自大流行以来，资料消耗和云端需求增加。这是因为企业已经推广远距工作并将工作负载转移到云端。这支持了 COVID-19 大流行后的市场成长。

高效能运算市场趋势

本地部署模型预计将显着成长

• 本地系统利用了整个HPC系统的全部功能，并且不受连接问题的影响，并且拥有很大的市场占有率。此外，已经建立储存和旧有系统的企业通常是大型企业，更喜欢在本地部署 HPC 解决方案，从而在预测期内推动市场发展。
• 本地系统越来越多地用于大规模研究、分析和建模应用程序，并且及时存取资料是一项关键需求。此外，随着业务复杂性的增加和这些系统功能的增加，高效能运算系统的输出和输入能力的增加，也强化了这个趋势。
• 该模型的另一个关键驱动因素是个人资料的安全性。这种防止资料库攻击的方法被企业和政府机构使用，特别是在国防部门。物理存在要求对系统、应用程式和资料的安全性和完整性有很大影响。
• 此外，随着网路威胁的增加以及脸部辨识和全球安全资料库等更先进技术的出现，这些系统预计将被引入国防部门。由于国防部门对隐私和安全的需求日益增长，HPC 的本地部署在世界各地的国防应用中越来越受欢迎。
• 云端基础方案正在成为各种应用程式最容易存取的选项之一，因为它们以相对较低的成本提供用户所需的储存和运算，但它们不能保护云端用户的资料和应用程式。适当的安全措施应包括在内，以确保

北美预计将占据很大份额

• 由于美国和加拿大的技术进步，北美地区以较早采用先进技术而闻名。新技术的发展和安全需求正在推动高效能运算系统的使用。这种扩展可能会影响这两种类型的大资料量。在此预测期内，北美预计仍将是高效能运算的全球市场领导。支持这项需求的主要因素之一是政府在研发活动上的支出增加。
• 此外，美国政府将提高高效能运算处理能力，以应对製造业挑战，并支持该国为所有美国创造清洁能源未来的倡议。推出了「製造业」计画。
• 例如，2023年1月，美国能源局宣布与美国国家实验室高效能运算（HPC）部门合作，协助製造商简化流程、提高生产力、减少碳排放6，并宣布投资180万美元团队。
• 该产业云集了 HPE、IBM、微软、NVIDIA 和 AMD 等大公司，因此该地区的高效能运算需求预计将大幅成长。此外，北美国家越来越多地采用高效能运算，让各行业的公司透过虚拟环境将模拟、高阶建模和资料分析应用到製造流程中，从而创造了北美市场的需求。
• 市场上的供应商正在与其他公司建立新的合作伙伴关係，以扩大其地理范围和覆盖范围。例如，Graphcore的合作伙伴计画已扩大，以涵盖更多潜在客户并推广其智慧处理单元IPU解决方案的使用。为了扩大其区域影响力，该公司在其全球合作伙伴计画中增加了几个北美合作伙伴，其中包括 Applied Data Systems 和 Images et Technologie，它们正在支持北美市场的成长。

高效能运算产业概览

高效能运算 (HPC) 市场高度分散。惠普、超微、中科曙光、NEC、富士通等大公司的进驻对整体市场影响重大。高效能运算供应商越来越注重透过产品创新、联盟和研发投资来提供增强的解决方案，以在预测期内扩大市场占有率。

• 2022 年 11 月 - 印度和欧盟签署高效能运算和量子技术合作意向协议，包括在生物分子医学领域使用印度和欧洲超级电脑进行 HPC 应用方面的合作。
• 2022 年 5 月－慧与建立欧洲首个高效能运算和人工智慧系统生产设施，以加速客户交付并加强该地区的供应生态系统，并宣布业务扩张。为了支援高效能运算需求，Apollo HPE 系统和 Cray EX超级电脑的製造和出货证明了全球 HPC 解决方案的市场成长。

其他福利：

• Excel 格式的市场预测 (ME) 表
• 3 个月分析师支持

目录

第一章简介

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

• 市场概况
• 产业吸引力－波特五力分析
  • 供应商的议价能力
  • 买方议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 产业价值链分析
• COVID-19 对高效能运算市场的影响

第五章市场动态

• 市场驱动因素
  • 以高效率的速度处理大量资料的新需求
  • 云端 HPC 采用率的提高
• 市场抑制因素
  • 资料安全问题

第六章市场区隔

• 按成分
  • 硬体
    • 伺服器
    • 储存设备
    • 系统
    • 网路装置
  • 软体和服务
• 依部署类型
  • 本地
  • 云
• 按工业用途
  • 航太/国防
  • 能源/公用事业
  • BFSI
  • 媒体娱乐
  • 製造业
  • 生命科学与医疗保健
  • 其他工业应用
• 按地区
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东/非洲

第七章竞争形势

• 公司简介
  • Advanced Micro Devices Inc.
  • NEC Corporation
  • Hewlett Packard Enterprise
  • Sugon Information Industry Co. Ltd
  • Fujistu Ltd
  • Intel Corporation
  • International Business Machines Corporation
  • Microsoft Corporation
  • Dell EMC（Dell Technologies Inc.）
  • Dassault Systemes SE
  • Lenovo Group Ltd
  • Amazon Web Series
  • NVIDIA Corporation
  • Atos SE

第八章投资分析

第9章市场的未来

The High Performance Computing Market is valued at USD 54.32 billion in the base year and is expected to grow at a CAGR of 11.18% during the forecast period to become USD 96.79 billion by the next five years. Increasing adoption of High Performance Computing (HPC) in the cloud and the emerging need to process large amounts of data efficiently and quickly drive market growth.

Key Highlights

• Factors such as the increasing investments in the Industrial Internet of Things (IIoT), Artificial Intelligence (AI), and engineering, which demand Electronic Design Automation (EDA), are likely to drive the market over the forecast period. The market has been augmented by the continued investment from hardware providers to develop solutions that support these capabilities. In addition, countries like the United States, Germany, the United Kingdom, Japan, and China, among others, have acknowledged the significance of such technologies as an essential driver for economic growth. These countries are potential markets for HPC solutions, which support these initiatives while preserving cost and performance efficiencies.
• Moreover, without the appropriate tools and technology, it becomes practically difficult to handle the growing need for short product development cycles (PLCs) and the requirement to maintain quality in real time. High-performance Computing (HPC) systems with Computer-aided Engineering (CAE) software for high-fidelity modeling simulation are becoming more widely used in various sectors, including discrete manufacturing, robotics in healthcare, and the automotive industry, fueling the market growth.
• Physical simulation, optimization, and Machine Learning (ML) in varied industrial applications, including financial modeling and life science simulation, are some examples where HPC plays a critical role in solving complex problems within time. In the automotive industry, EVs, autonomous vehicles, and connected vehicles are continuously taking development challenges to enter the market and require edge computing capabilities to be incorporated into these solutions driving the HPC software market.
• However, the HPC solutions need essential enterprise data for their functioning, which exposes the market to data breaching risk for the end users, creating obstacles for the adoption of the solutions across many end users due to their high-security protocols, such as Defence, BFSIs, and Healthcare sectors.
• The demand for HPC saw significant growth, especially in bioscience, as HPC was used to develop a vaccine and tackle the effects of the COVID-19 pandemic. Data consumption and cloud demand have increased since the pandemic, owing to enterprises moving toward remote working and shifting their workloads onto the cloud. This has supported the market growth after the Covid-19 pandemic.

High Performance Computing Market Trends

On Premise Deployment Model is Expected to Witness Significant Growth

• With its ability to take advantage of all the overall HPC system's capabilities and not be hindered by connection problems, an on premise model has a significant market share. Aditionally, the companies that have already established storage and legacy systems are generally large-scale enterprises which prefer the on-premise deployment of HPC solutions, fueling the market during the forecast period.
• There is an increasing use of onpremise systems in large research, analytical and modelling applications as well as a key need for access to timely data. In addition, this trend is reinforced by the increasing complexity of operations and the increasing capabilities of these systems, which increase the output and input capacity of high performance computing systems.
• Another main driver for this model is the security of private data. This way of preventing database attacks is used by businesses and government agencies, particularly in the defence sector. The physical presence requirement has a strong impact on the security and integrity of the system, application and data.
• Moreover, due to the increasing cyber threat and the emergence of more advanced technologies such as facial recognition and global security databases, it is anticipated that these systems will be introduced into the defence sector. Due to the increasing need of privacy, and security in the defence sector, the on premise deployment of HPC is gaining traction in the defence application worldwide.
• Although cloud-based solutions are becoming one of the most depedable options for various applications as they provide the storage and computation needs for users at a relatively very low cost, the area still needs to include appropriate security measures to protect the data and applications for cloud users.

North America is Expected to Hold Major Share

• The North American region is recognized for its early adoption of advanced technologies because of the Technical advancement in the United States and Canada. The development of new technologies and the need for security are encouraging the use of high performance computing systems. The expansion will affect both types of large data. North America will remain the world's market leader in high performance computing during this projection period. One key factor underpinning this demand is the increased government expenditure on research and development activities.
• Aditionally, the US government has introduced the High-Performance Computing for Manufacturing program to increase the country's capabilities in high computing processing to address the manufacturing challenges and support the country's initiatives for a clean energy future for all Americans.
• For instance, in January 2023, the Department of Energy of the USA announced an investment amount of USD 1.8 million for six teams who would work with the U.S. National Laboratories' high-performance computing (HPC) department to help manufacturers streamline their processes, increase productivity, and lower their carbon footprint in the country, would support the market growth in the North American region.
• The industry has significant companies, including, HPE, IBM, Microsoft, NVIDIA and AMD, and as a result, the need for high-performance computing in the area is anticipated to develop significantly. Additionally, North American countries have been adopting High-performance computing, enabling companies in various sectors to apply simulation, advanced modeling, and data analysis to manufacturing processes through a virtualized environment, creating a demand for the market in North America.
• The market's vendors have forged new alliances with other businesses to increase their geographic reach and coverage. Graphcore's partner programme has been expanded, for example, to reach more potential customers and help them accelerate their use of its Intelligence Processing UnitIPU solutions. To broaden its regional reach, the company added several partners in the North American region to its global partner program, including Applied Data Systems and Images et Technologie, among others, supports the market growth in North America.

High Performance Computing Industry Overview

High Performance Computing (HPC) Market is highly fragmented. The presence of major players, such as Hewlett Packard Enterprise, Advanced Micro Devices Inc., Sugon Information Industry Co. Ltd, NEC Corporation, and Fujitsu Ltd, has considerable influence on the overall market. High-performance computing vendors increasingly focus on delivering enhanced solutions through product innovations, collaborations, and investment in R&D to increase their market share during the forecast period.

• November 2022 - India and the EU signed an Intent for Cooperation agreement in high-performance computing and quantum technologies, including collaboration on HPC applications using Indian and European Supercomputers in Bio molecular medicines, which would create an oppertunity for the market vendors during the forecast period.
• May 2022 - Hewlett Packard Enterprise has announced An expansion to accelerate customer delivery and strengthen the region's supply ecosystem by building its first European production facility for high performance computing and artificial intelligence systems. In order to support the need for high performance computing, a market growth in HPC solutions throughout the world is shown by building and shipping Apollo HPE systems and Cray EX supercomputers.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Impact of COVID-19 on the High-performance Computing Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 The Emerging Need to Process Enormous Amount of Data with Efficiency Speed
  • 5.1.2 Increasing Adoption of HPC in the Cloud
• 5.2 Market Restraints
  • 5.2.1 Concerns Regarding the Security of the Data

6 MARKET SEGMENTATION

• 6.1 By Component
  • 6.1.1 Hardware
    • 6.1.1.1 Servers
    • 6.1.1.2 Storage Devices
    • 6.1.1.3 Systems
    • 6.1.1.4 Networking Devices
  • 6.1.2 Software and Services
• 6.2 By Deployment Type
  • 6.2.1 On-premise
  • 6.2.2 Cloud
• 6.3 By Industrial Application
  • 6.3.1 Aerospace and Defense
  • 6.3.2 Energy and Utilities
  • 6.3.3 BFSI
  • 6.3.4 Media and Entertainment
  • 6.3.5 Manufacturing
  • 6.3.6 Life Science and Healthcare
  • 6.3.7 Other Industrial Applications
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia Pacific
  • 6.4.4 Latin America
  • 6.4.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Advanced Micro Devices Inc.
  • 7.1.2 NEC Corporation
  • 7.1.3 Hewlett Packard Enterprise
  • 7.1.4 Sugon Information Industry Co. Ltd
  • 7.1.5 Fujistu Ltd
  • 7.1.6 Intel Corporation
  • 7.1.7 International Business Machines Corporation
  • 7.1.8 Microsoft Corporation
  • 7.1.9 Dell EMC (Dell Technologies Inc.)
  • 7.1.10 Dassault Systemes SE
  • 7.1.11 Lenovo Group Ltd
  • 7.1.12 Amazon Web Series
  • 7.1.13 NVIDIA Corporation
  • 7.1.14 Atos SE

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET