市场调查报告书
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1372042
全球机密运算市场,到 2030 年的预测:按组件、部署模式、应用程式、最终用户和地区进行的全球分析Confidential Computing Market Forecasts to 2030 - Global Analysis By Component (Services, Hardware and Software),Deployment Mode (Cloud and On-premises), Application, End User and By Geography |
根据 Stratistics MRC 的数据,2023 年全球机密计算市场规模为 62.62 亿美元,预计将以 24% 的复合年增长率增长,到 2030 年达到 282.27 亿美元。
机密计算是一种可以在记忆体中处理加密资料以限制存取的概念,以确保资料在使用时受到保护。机密运算可确保宝贵的智慧财产权得到适当保护,免受恶意行为者和内部威胁。它只能由那些为了提供特权存取程式码而专门授权的人进行存取。
据 Informatica 称,2019 年发生了 5,000 多起资料外洩事件,洩露了 80 亿笔记录。
资料隐私法规,例如《一般资料保护规范》(GDPR) 和《加州消费者隐私法案》(CCPA),要求企业保护客户资料。组织可以透过使用机密计算来遵守法规,这提供了安全且私密的处理环境。机密运算可以透过确保安全、保密地处理资料来帮助组织满足这项需求。组织可以透过提供安全的处理环境和使用机密运算来保护商业机密免遭未经授权的个人存取或洩露,从而扩大市场。
部署和维护机密运算解决方案需要具备资料安全、密码学和云端运算知识的合格专业人员。僱用和留住此类专业人员的成本很高,并且需要定期培训以保持他们的能力与时俱进。此外,现有的IT基础设施必须与敏感的运算解决方案相链接,这既耗时又昂贵。这需要从头开始创建新的系统和应用程序,或修改现有系统和应用程式以使用安全计算解决方案。这些因素正在阻碍市场成长。
随着人工智慧 (AI) 应用的激增,对有助于保护 AI 模型和资料隐私的解决方案的需求不断增长。为了保护敏感的人工智慧资料,敏感的人工智慧解决方案使用安全隔离区和同态加密技术。 AI 模型通常使用包含个人识别资讯(PII) 和商业机密等敏感资料的大型资料进行训练。预计这将在预期期间推动市场成长。
部署和维护机密运算需要特定的专业知识和技能,这使得一些公司和组织难以进入机密运算市场,尤其是IT资源较少的小型公司。造成这种情况的原因之一是,机密计算背后的技术相对较新且不断发展。此外,敏感运算解决方案通常需要整合到目前的IT基础设施中,这可能很困难。需要进行密集的测试和调试,以确保解决方案按计划工作并且不会引入新的漏洞或相容性问题。
COVID-19大流行和远距工作的兴起使企业营运变得更加困难。 COVID-19 对近期经济衰退的影响凸显了对替代商业方法的需求。企业主现在必须拥抱云端运算并将其资料仓储迁移到云端。然而,这可能有助于企业在短期内维持稳定的商业环境,同时实现长期成长和扩张。由于提高可用性、减少延迟、可扩充性和企业级安全性等优点,资料仓储服务被各行各业的公司采用。
预计服务业将成为预测期内最大的领域。敏感运算系统的安装、部署和维护很大程度上依赖于服务。他们提供知识、支援和专业服务,帮助企业部署和利用敏感运算技术。采用机密计算的组织可能会受益于咨询和顾问服务,帮助他们认识到这样做的好处、风险和影响。我们还提供有关在实施机密运算时选择正确的技术、建立安全架构和製定安全策略的建议。服务可协助企业创建安全运算解决方案并将其整合到其当前的系统和软体中。
资料安全领域预计在预测期内年复合成长率最高。使用专用硬体基础设施为资料处理和机密运算提供安全且隔离的环境。该基础设施包括基于硬体的安全功能、安全隔离区、可信任执行环境等。为了提供客户可靠、安全的运算环境,云端服务供应商和资料中心正在投资私有运算基础设施。此外,随着云端运算和分散式运算系统的普及,维护资料安全变得越来越困难。引入机密计算来解决这些问题。机密运算使资料所有者能够委託其资料,从而降低与外包资料相关的风险,即使资料是在外部环境中处理的。
预计北美将在整个预测期内占据最大份额。这是机密运算采用率最高的市场,受到多种因素的推动,包括有利的IT基础设施、大量组织的存在以及技术人才的可用性。秘密运算的采用也受到 Fed RAMP 等法律要求的影响,该法律要求应用定义的方法对云端产品和服务进行安全评估、授权和持续监控。此外,随着资料隐私和安全要求随着技术进步而增加,需求也在增加。为了保护敏感资料并遵守资料保护法,美国多家公司正在实施机密运算。主要采用者来自金融、医疗保健、政府和科技部门。
预计亚太地区在预测期内复合年复合成长率最高。在亚太地区,对云端驱动和支援云端的云端资料仓储的需求不断增加,导致各行业的支出增加和技术突破。在亚太地区,製造业是最大的产业,其次是零售、电子商务和 BFSI。为了保持市场竞争力,必须迅速解决这些挑战。该地区的公司继续专注于增强客户服务,以获得竞争优势和收益成长。
According to Stratistics MRC, the Global Confidential Computing Market is accounted for $6.262 billion in 2023 and is expected to reach $28.227 billion by 2030 growing at a CAGR of 24% during the forecast period. Confidential computing is a concept in which encrypted data can be processed in memory to limit access to ensure data in use is protected. Confidential computing ensures that valuable intellectual property is properly protected from malicious and insider threats. This is only accessible to specially authorized for the purpose of providing privileged access programming code.
According to Informatica, in 2019, the company noted over 5,000 data breaches with 8 billion records exposed.
Data privacy regulations such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA) require businesses to protect their customers' data. Organisations can comply with the regulations through the use of confidential computing, which offers a safe and private processing environment. By ensuring that data is processed safely and confidentially, confidential computing can assist organisations in meeting this need. Organisations can safeguard their trade secrets from being accessed or compromised by unauthorised individuals by using confidential computing, which offers a secure processing environment and leads to market expansion.
Implementing and maintaining confidential computing solutions requires qualified experts with knowledge of data security, cryptography, and cloud computing. Such specialists can be expensive to hire and maintain, and they need regular training to keep their abilities current. Additionally, the existing IT infrastructure must be linked with confidential computing solutions, which can be time-consuming and expensive. This may entail creating new systems and apps from scratch or modifying already-existing ones to work with secure computing solutions. These factors hamper market growth.
A rising need exists for solutions that can aid in preserving the privacy of AI models and data as the number of artificial intelligence (AI) applications increases. Secure enclaves and homomorphic encryption techniques are used by confidential AI solutions to safeguard sensitive AI data. AI models are frequently trained using sizable datasets, including sensitive data such as personally identifiable information (PII) or secret corporate secrets. Over the course of the anticipated period, this is expected to fuel the market's growth.
It is challenging for some firms and organizations, especially smaller ones with fewer IT resources, to crack the confidential computing market since it requires specific expertise and skills to deploy and maintain. There are many causes, one of which is the fact that the technology underlying secret computing is relatively young and continually developing. Additionally, integrating confidential computing solutions into the current IT infrastructure is frequently required, which can be difficult. To make sure the solution works as planned and does not create additional vulnerabilities or compatibility problems, intensive testing and debugging are needed.
The COVID-19 pandemic and the rise of remote work settings have rendered it more challenging for companies to operate. The influence of COVID-19 on the recent economic recession highlights the necessity for alternative business methods. Business owners now need to embrace cloud computing and move their data warehouses to the cloud. However, this will assist firms in maintaining a stable business environment in the short term while aiming for long-term growth and expansion. Data warehouse services are employed by businesses in a wide range of industries due to their improved availability, reduced latency, scalability, and enterprise-grade security, among other benefits.
The services segment is anticipated to be the largest during the projected period. The implementation, deployment, and maintenance of confidential computing systems depend significantly on services. To assist enterprises in implementing and utilizing confidential computing technology, they offer knowledge, support, and specialized services. Organizations which employ confidential computing might benefit from consulting and advisory services that assist them recognize the advantages, dangers, and effects of doing so. Moreover, for implementations of confidential computing, they offer advice on choosing the appropriate technology, creating safe architectures, and establishing security policies. Services help firms create and incorporate secure computing solutions into their current systems and software.
The data security segment is anticipated to have highest CAGR during the forecast period. Secure and isolated environments are offered for data processing via confidential computing with the use of specialized hardware infrastructure. This infrastructure includes hardware-based security features, secure enclaves, and trusted execution environments. To provide their clients with reliable and safe computing environments, cloud service providers and data centers are investing in private computing infrastructure. Moreover, data security is becoming increasingly challenging to maintain as cloud computing and distributed computing systems become more popular. These issues are addressed by confidential computing, which reduces the risks associated with outsourcing data by enabling data owners to keep control over their data even when it is processed in external environments.
North America is projected to have largest share throughout the extrapolated period. It is the most developed market in terms of the adoption of secret computing, driven by a variety of circumstances, including beneficial IT infrastructure, the presence of many organizations, and the availability of technical talents. Confidential computing adoption is also influenced by legal requirements like Fed RAMP, which applies a defined methodology to security evaluation, authorization, and continuous monitoring for cloud products and services. Additionally, it is growing in demand as data privacy and security requirements grow along with technological improvements. To safeguard sensitive data and adhere to data protection laws, several US firms are implementing confidential computing. Leading adopters consist of the financial, healthcare, government, and technology sectors.
The Asia Pacific region is estimated to witness highest CAGR throughout the projected period. The Asia Pacific region is experiencing a rise in demand for cloud-driven and cloud-supported cloud data warehouses, which has led to higher expenditures and technological breakthroughs in a variety of industries. In the APAC area, manufacturing is the largest industry vertical, followed by retail, e-commerce, and BFSI. Lower operational costs and higher productivity have grown to be major challenges for local manufacturers as a result of global competition; these issues must be swiftly resolved in order to maintain market competitiveness. For competitive advantage and revenue growth, businesses in this region continue to put their attention on enhancing customer service.
Some of the key players in Confidential Computing Market include: AMD (Advanced Micro Devices), Anjuna Security, Amazon Web Services, Decentriq AG, Arm Holdings, Google LLC, Huawei Technologies Co., Ltd., Fortanix, Microsoft Corporation, OVHcloud, Swisscom, Intel Corporation, Super Protocol, R3, IBM Corporation and Alibaba Cloud.
In May 2023, Intel announced the release of a new security-as-a-service solution called Project Amber. The solution is an independent trust authority, designed to remotely verify whether a compute asset in the cloud, network's edge or on-premises environment is trustworthy.
In April 2023, Microsoft announced the expansion of its confidential VM family with the launch of the DCesv5-series and ECesv5-series in preview. Featuring 4th Gen Intel Xeon Scalable processors, these VMs are backed by an all-new hardware-based Trusted Execution Environment called Intel Trust Domain Extensions (TDX). Organizations can use these VMs to seamlessly bring confidential workloads to the cloud without any code changes to their applications.
In April 2023, Google and Intel collaborated on a new research project to identify potential security vulnerabilities in Intel's new confidential computing technology, Intel Trust Domain Extensions (Intel TDX). In addition to an expanded feature set, Intel Tdx offers full vm compute models without requiring any code changes.