边缘网关、工业PC与嵌入式OT伺服器：赋能边缘解决方案的关键基础平台

边缘领域已成为企业在整个营运技术 (OT) 环境中进行创新和解决方案差异化的焦点。过去几年，在嵌入式处理、软体架构、工作负载加速、无线连接和应用赋能技术的广泛进步的推动下，这一领域经历了翻天覆地的变化。因此，透过在更靠近资料来源的位置部署先进的运算基础设施，边缘系统的功能和价值正在迅速提升。由此，边缘硬体平台市场持续保持强劲成长势头，为全球各行各业智慧解决方案和服务的发展提供支援。

本报告分析了全球边缘网关、工业PC (IPC) 和嵌入式/OEM OT伺服器市场。基于对数十家主要供应商的访谈以及对众多工程机构的广泛调查，本报告提供了详细的市场规模估算，并深入研究了关键区域和垂直市场趋势、竞争格局以及需求侧洞察。

本报告探讨的关键问题

• 边缘运算和连接平台如何演进以支援现代工业解决方案架构和应用服务？
• 哪些垂直市场细分领域为边缘闸道器、工业处理器 (IPC) 和嵌入式营运技术 (OT) 伺服器提供了最大的机会？
• 边缘人工智慧如何影响边缘系统硬体设计和解决方案整合？
• 边缘系统硬体的主要供应商有哪些？不同类型设备的竞争格局有何异同？
• 商用边缘平台最重要的产品特性与功能是什么？

本研究中的技术提供者

• ADLINK Technology
• Advantech
• AIS
• AMD
• ARBOR Technology
• Arm
• Ava​​lue Technology
• B&R Automation (ABB)
• BAE Systems
• Beckhoff Automation
• CalAmp
• Cisco Systems
• Dell Technologies
• Digi International
• Emerson
• GDMS
• HPE
• Huawei
• IEI Integration
• Intel
• Itron
• Lantronix
• Lenovo
• Mercury Systems
• Moxa
• NXP
• OnLogic
• Qualcomm
• Penguin Solutions
• Schneider电气
• Semtech
• 西门子
• 超微计算机
• 其他

主要发现

• 由网关、工业PC (IPC) 和嵌入式OT伺服器组成的边缘系统市场预计在2024年将达到全球310亿美元以上，并在2029年达到500亿美元以上。
• 边缘系统的平均售价因设备类型而异，简单的M2M网关通常售价数百美元，而大多数OT伺服器的售价则高达数千美元。
• 对边缘系统平台的需求几乎涵盖所有垂直行业，每种设备类型都专注于汽车/车队、能源、医疗、工业自动化、通讯、交通运输和其他主要边缘硬体产业的不同成长领域。
• 边缘网关的区域出货量与生产地之间的差异尤其显着，亚太地区生产的大多数设备最终销往其他地区的终端用户。同时，在IPC和OT伺服器市场，区域出货量与生产地则更为接近。
• VDC的 "工程师之声" 调查结果显示，工程师在开发和评估边缘硬体平台方面存在多种偏好，其中应用效能和赋能因素通常在选择标准中排名靠前。

报告摘录

边缘运算产业正在为全球各行各业、各种规模的企业带来前所未有的解决方案价值。中小企业依靠边缘平台创新，更快地将强大的产品推向市场。拥有成熟客户群的大型企业正寻求透过在其产品组合中添加边缘处理、网路和分析功能来实现差异化竞争。本地部署和云端运算的限制和成本也推动了强劲的需求。 儘管边缘运算市场短期内不太可能在营收上超越这些产业，但它仍然是所有产业工业运算解决方案和服务的重要架构要素。

更先进的本地资料收集、过滤、分析和管理功能的引入，满足了对低延迟、资料隐私和边缘人工智慧应用日益增长的解决方案需求。目前的边缘运算应用主要集中在需求明确且投资报酬率 (ROI) 已验证的领域。边缘运算市场尚未广泛商品化，这主要是因为每个用例都需要针对特定客户进行整合和支援。虽然原始设备製造商 (OEM) 和整合商正在将边缘运算功能整合到终端市场的基础设施和设备中，但对专用边缘系统（例如边缘网关、工业 PC 和 OT 伺服器）的需求仍然十分普遍。

总体而言，终端用户正在寻求减少对云端和本地资料中心基础设施的依赖，以管理其庞大的资料资产。独立式边缘网关、工业 PC 和 OT 伺服器长期以来一直是强大的硬体平台，能够优化资料流和可用性。 这些系统在各种约束条件下平衡运算和网路负载方面发挥关键作用，有助于管理与设备整合、功率限制、实体和网路安全以及资料管理相关的成本和挑战。

目录

报告内容

摘要整理

• 主要发现

全球市场概览

• 边缘硅晶片的演进
• 边缘人工智慧突破传统能力的界限
• 通路伙伴在边缘系统上市中仍然至关重要

区域趋势与预测

垂直产业市场趋势与预测

终端使用者洞察

• IPC选择着重于效能和软体
• 网关外包推动商业市场发展
• OT伺服器功能丰富

竞争格局风景

• 研华
• 倍福
• 戴尔科技公司
• 数码
• 兰创尼克斯
• 联想
• OnLogic
• Semtech
• 西门子
• 超微

范围与方法

关于作者

VDC 研究

Inside this Report

The edge domain has become the focal point for enterprise innovation and solution differentiation across operational technology (OT) environments. The space has undergone a dramatic evolution over the past couple of years driven by widespread advances in embedded processing, software architecture, workload acceleration, wireless connectivity, and application enablement. Consequently, there has been a rapid increase in edge system capabilities and value derived from deploying more sophisticated computing infrastructure in the field closer to data sources. The edge hardware platform market continues to carry strong momentum as a result, supporting the development of intelligent solutions and services worldwide and across industries.

This market research report analyzes the global market for edge gateways, industrial PCs (IPCs), and embedded/OEM OT servers. Supported by research interviews with dozens of leading suppliers and large-scale surveys of engineering organizations, this report features extensive market sizing as well as a deep investigation into key regional and vertical market trends, the competitive landscape, and demand-side findings.

What Questions are Addressed?

• How are edge computing and connectivity platforms evolving to support modern industry solution architectures and application services?
• Which vertical market segments feature the greatest opportunities for edge gateways, IPCs, and embedded OT servers?
• What impact is edge AI having on the design and solution integration of edge systems hardware?
• Who are the leading suppliers of edge systems hardware and how does the competitive landscape compare and contrast between device types?
• What are the most important product features and capabilities for commercial edge platforms?

Who Should Read this Report?

This report was written for those making critical decisions regarding product, market, channel, and competitive strategy and tactics. This report is intended for senior decision-makers who are developing, or are a part of the ecosystem of, IoT, embedded, and/or edge computing solutions, including:

• CEO or other C-level executives
• Corporate development and M&A teams
• Marketing executives
• Business development and sales leaders
• Product development/strategy leaders
• Channel management/strategy leaders

Technology Providers in this Research

• ADLINK Technology
• Advantech
• AIS
• AMD
• ARBOR Technology
• Arm
• Avalue Technology
• B&R Automation (ABB)
• BAE Systems
• Beckhoff Automation
• CalAmp
• Cisco Systems
• Dell Technologies
• Digi International
• Emerson
• GDMS
• HPE
• Huawei
• IEI Integration
• Intel
• Itron
• Lantronix
• Lenovo
• Mercury Systems
• Moxa
• NXP
• OnLogic
• Qualcomm
• Penguin Solutions
• Schneider Electric
• Semtech
• Siemens
• Supermicro Computer and others

Demand-side Research Overview

VDC launches numerous surveys of the IoT and embedded engineering ecosystem every year using an online survey platform. To support this research, VDC leverages its in-house panel of more than 30,000 individuals from various roles and industries across the world. Our global Voice of the Engineer survey recently captured insights from a total of 600 qualified respondents. This survey was used to inform our insight into key trends, preferences, and predictions within the engineering community.

Executive Summary

The edge data estate is the setting for reaching new heights for intelligent automation and data utility. Enterprise solution and service providers worldwide are forming new business models and strategies to target the edge space. Their goal is to enable the development of innovative solution capabilities and data-driven offerings. The rampant growth in connected field devices and infrastructure is opening opportunities for the next stage of digitalization. Edge gateways, IPCs, and OT servers play instrumental roles in this transformation by connecting, filtering, analyzing, and acting on application data. Dedicated edge hardware solutions are needed to support growing data volumes and the maturation of edge use cases. This is especially true for deployments incorporating AI/ML, real-time computing, computer vision, or other high-value functions across a fragmented OT landscape.

Edge hardware platforms themselves have been evolving for decades and have greatly benefited from recent advances in embedded processing and other component technologies. Intelligent gateways, for example, are the fastest-growing edge system device type having surpassed the M2M gateways segment years ago, supporting edge processing and decision-making to drive savings in operating costs and reduce cloud dependency. Edge system suppliers and integrators now have more semiconductor options than ever. These options meet a range of performance-per-watt and pricing requirements, and many come with configurations that feature integrated or add-on workload accelerators. However, hardware is now only part of the equation. Software tooling, lifecycle management, and ecosystem compatibility are now equally important.

The edge system landscape is highly fragmented in its composition of form factors, device supplier types, partnership ecosystems, regulatory oversight, customer requirements, and go-to-market models. Demand varies significantly by region, vertical market, and associated needs for ruggedization or certification compliance. Nonetheless, the edge hardware market will feature strong revenue and unit growth through the end of the decade carried by strong demand across a variety of sectors.

Key Findings

• The edge systems market, comprising gateways, IPCs, and embedded OT servers, totaled more than $31B in 2024 worldwide and is expected to reach more than $50B in 2029.
• Average selling prices of edge systems vary widely across device types, with simpler M2M gateways typically costing a few hundred dollars while most OT servers cost several thousand dollars.
• Demand for edge system platforms spans almost all vertical segments, with each device type featuring different hotspots for growth among automotive/fleet, energy, healthcare, industrial automation, telecom, transportation, and other leading edge hardware industries.
• The differences between regional shipments and manufacturing origin are particularly stark for edge gateways, with an outsized portion of devices created in Asia-Pacific and shipped to end users elsewhere; the IPC and OT server markets are much closer in regional deliveries and production.
• VDC's Voice of the Engineer survey results highlight a variety of preferences for the development and evaluation of edge hardware platforms, with application performance and enablement elements often topping the charts for selection criteria.

Report Excerpt

The edge computing space is delivering unprecedented solution value for enterprises in all industries and of all sizes worldwide. Smaller companies rely on edge platform innovation to bring powerful products to market faster. Larger companies with established customer bases are looking to differentiate themselves by adding edge processing, networking, and analytics capabilities to their arsenal. Strong demand is also driven by the limitations and costs of on-premises and cloud computing. The edge market is by no means set to overcome these sectors in revenue size anytime soon, but it is a crucial architectural element for industry computing solutions and services in all sectors.

Deploying more intelligent on-premises data gathering, filtering, analytics, and management helps contend with escalating solution requirements for low latency, data privacy, and edge AI applications. Edge computing applications today focus on areas with clear needs and proven ROI. The edge is still not a broadly commoditized market, largely because each deployment requires significant customer-specific integration and support. While edge computing capabilities are being designed into end market infrastructure and devices by OEMs and integrators, there is still a broad need for dedicated edge systems such as edge gateways, industrial PCs, and OT servers.

Overall, end users are looking to reduce their dependency on the cloud or on-premises datacenter infrastructure for their sprawling data estates. Standalone edge gateways, IPCs, and OT servers have for many years already served as powerful hardware platforms for optimizing data flow and utility. These systems play a critical role in balancing computing and networking loads against various constraints. They help manage associated costs and challenges related to device integration, power limitations, physical and cybersecurity hardening, and data management.

Scope & Methodology

Scope

VDC defines the "edge" as the layer of compute in between target embedded/IoT devices in the operational technology field (IoT Things), and a centralized cloud/IT/enterprise infrastructure, either on premise or in the cloud, that stores and acts on large volumes of data to form an end-to-end industry solution. Edge systems are deployed to enable distributed and dedicated data collection, processing, and networking for connected industry solutions and services. Edge devices range from relatively simple M2M gateways to industrial PCs and OT servers processing application data locally.

Methodology

VDC produces its forecasts from a combination of primary and secondary data, including its own surveys and in-depth interviews with OEMs and industry executives; internal historical data sets and market models; public and privately disclosed numbers from vendors and customers, industry organizations, trade publications, and conferences; and our analysts' extensive base of industry experience and knowledge.

In this report, we size the merchant market for embedded OT server hardware, which is supplied to external OEMs and integrators for the development of in-field, operational products and solutions. It does not include the captive portion of the market, which includes server systems designed and built internally at OEMs solely for internal use or integration into their own larger systems or end products.

The edge hardware market sizing estimates and forecasts are based on a combination of: (1) VDC's longstanding expertise and ongoing coverage of the total market opportunity for merchant processors, boards, modules, and integrated systems; (2) frequently updated engineering survey data from product development organizations designing, building, deploying, and managing edge computing and connectivity solutions; (3) in-depth interviews with decision-makers at OEMs and other embedded technology customers; and (4) regular discussions with embedded and edge technology providers and broader ecosystem participants.

Table of Contents

Inside this Report

Executive Summary

• Key Findings

Global Market Overview

• Edge Silicon is Changing
• Edge AI Raises the Ceiling for Traditional Capabilities
• Channel Partners Remain Critical for Edge System Path to Market

Regional Trends & Forecast

Vertical Market Trends & Forecast

End-user Insights

• IPC Selection Centers on Performance & Software
• Gateway Outsourcing Fuels Commercial Markets
• OT Servers are Rich in Features

Competitive Landscape

• Advantech
• Beckhoff
• Dell Technologies
• Digi
• Lantronix
• Lenovo
• OnLogic
• Semtech
• Siemens
• Supermicro

Scope & Methodology

About the Authors

About VDC Research

List of Report Exhibits

• Exhibit 1 Forecasted Global Shipments of Edge Gateways, IPCs & Embedded OT Servers, 2024-2029
• Exhibit 2 Forecasted Global Shipments of Edge Gateways Segmented by Device Type, 2024-2029
• Exhibit 3 Forecasted Global Shipments of Industrial PCs Segmented by Form Factor, 2024-2029
• Exhibit 4 Forecasted Global Shipments of Embedded OT Servers Segmented by Form Factor, 2024-2029
• Exhibit 5 Forecasted Global Shipments of Edge Gateways, IPCs & Embedded OT Servers Segmented by CPU Architecture, 2024-2029
• Exhibit 6 Global Shipments of Edge Hardware Segmented by Region, 2024 & 2029
• Exhibit 7 Global Shipments of Edge Hardware Segmented by Manufacturing Origin, 2024
• Exhibit 8 Global Shipments of Edge Gateways Segmented by Vertical Market
• Exhibit 9 Global Shipments of Industrial PCs Segmented by Vertical Market
• Exhibit 10 Global Shipments of Embedded OT Servers Segmented by Vertical Market
• Exhibit 11 Global Shipments of Embedded OT Servers Segmented by Depth & Height, 2024
• Exhibit 12 Global Shipments of Edge Gateways Segmented by Connectivity Support, 2024
• Exhibit 13 Most Important Product Selection Criteria when Purchasing or Specifying IPC Systems, Aside From Cost
• Exhibit 14 Routes Used for Sourcing Gateway Technology
• Exhibit 15 Capabilities/Features of Current Embedded & Edge Projects
• Exhibit 16 Global Shipments of Embedded & Edge Hardware Segmented by Leading Vendors, 2024

List of Market Data Exhibits

Edge Gateways

• Exhibit 1 Edge Gateway Market, Device Type, Dollar Volume Shipments, 2024-2029
• Exhibit 2 Edge Gateway Market, Device Type, Unit Shipments, 2024-2029
• Exhibit 3 Edge Gateway Market, Device Type, Average Selling Prices, 2024-2029
• Exhibit 4 Edge Gateway Market, Vertical, Dollar Volume Shipments, 2024-2029
• Exhibit 5 Edge Gateway Market, Vertical, Unit Shipments, 2024-2029
• Exhibit 6 Edge Gateway Market, Vertical, Average Selling Prices, 2024-2029
• Exhibit 7 Edge Gateway Market, Region, Dollar Volume Shipments, 2024-2029
• Exhibit 8 Edge Gateway Market, Manufacturing Origin, Dollar Volume Shipments, 2024-2029
• Exhibit 9 Edge Gateway Market, Customer Class, Dollar Volume Shipments, 2024-2029
• Exhibit 10 Edge Gateway Market, Price Band, Dollar Volume Shipments, 2024-2029
• Exhibit 11 Edge Gateway Market, Ruggedization, Dollar Volume Shipments, 2024-2029
• Exhibit 12 Edge Gateway Market, CPU Core Architecture, Dollar Volume Shipments, 2024-2029
• Exhibit 13 Edge Gateway Market, CPU Socket Type, Dollar Volume Shipments, 2024-2029
• Exhibit 14 Edge Gateway Market, Operating System, Dollar Volume Shipments, 2024-2029
• Exhibit 15 Edge Gateway Market, Connectivity Support, Unit Shipments, 2024-2029
• Exhibit 16 Edge Gateway Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 17 Intelligent Gateway Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 18 M2M Gateway Market, Global Supplier Share, Dollar Volume Shipments, 2024

Industrial PCs

• Exhibit 1 Industrial PC Market, Form Factor, Dollar Volume Shipments, 2024-2029
• Exhibit 2 Industrial PC Market, Form Factor, Unit Shipments, 2024-2029
• Exhibit 3 Industrial PC Market, Form Factor, Average Selling Prices, 2024-2029
• Exhibit 4 Industrial PC Market, Vertical, Dollar Volume Shipments, 2024-2029
• Exhibit 5 Industrial PC Market, Vertical, Unit Shipments, 2024-2029
• Exhibit 6 Industrial PC Market, Vertical, Average Selling Prices, 2024-2029
• Exhibit 7 Industrial PC Market, Region, Dollar Volume Shipments, 2024-2029
• Exhibit 8 Industrial PC Market, Manufacturing Origin, Dollar Volume Shipments, 2024-2029
• Exhibit 9 Industrial PC Market, Distribution Channels, Dollar Volume Shipments, 2024-2029
• Exhibit 10 Industrial PC Market, Price Band, Dollar Volume Shipments, 2024-2029
• Exhibit 11 Industrial PC Market, CPU Core Architecture, Dollar Volume Shipments, 2024-2029
• Exhibit 12 Industrial PC Market, CPU Socket Type, Dollar Volume Shipments, 2024-2029
• Exhibit 13 Industrial PC Market, Operating System, Dollar Volume Shipments, 2024-2029
• Exhibit 14 Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 15 Box Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 16 DIN Rail Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 17 Rackmount Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024
• Exhibit 18 Panel Industrial PC Market, Global Supplier Share, Dollar Volume Shipments, 2024

Embedded/OEM OT Servers

• Exhibit 1 Embedded/OEM OT Server Market, Form Factor, Dollar Volume Shipments, 2024-2029
• Exhibit 2 Embedded/OEM OT Server Market, Form Factor, Unit Shipments, 2024-2029
• Exhibit 3 Embedded/OEM OT Server Market, Form Factor, Average Selling Prices, 2024-2029
• Exhibit 4 Embedded/OEM OT Server Market, Vertical, Dollar Volume Shipments, 2024-2029
• Exhibit 5 Embedded/OEM OT Server Market, Vertical, Unit Shipments, 2024-2029
• Exhibit 6 Embedded/OEM OT Server Market, Vertical, Average Selling Prices, 2024-2029
• Exhibit 7 Embedded/OEM OT Server Market, Region, Dollar Volume Shipments, 2024-2029
• Exhibit 8 Embedded/OEM OT Server Market, Manufacturing Origin, Dollar Volume Shipments, 2024-2029
• Exhibit 9 Embedded/OEM OT Server Market, Customer Class, Dollar Volume Shipments, 2024-2029
• Exhibit 10 Embedded/OEM OT Server Market, Price Band, Dollar Volume Shipments, 2024-2029
• Exhibit 11 Embedded/OEM OT Server Market, Ruggedization, Dollar Volume Shipments, 2024-2029
• Exhibit 12 Embedded/OEM OT Server Market, CPU Core Architecture, Dollar Volume Shipments, 2024-2029
• Exhibit 13 Embedded/OEM OT Server Market, CPU Socket Type, Dollar Volume Shipments, 2024-2029
• Exhibit 14 Embedded/OEM OT Server Market, Operating System, Dollar Volume Shipments, 2024-2029
• Exhibit 15 Embedded/OEM OT Server Market, Server Depth, Dollar Volume Shipments, 2024-2029
• Exhibit 16 Embedded/OEM OT Server Market, Rack Height, Dollar Volume Shipments, 2024-2029
• Exhibit 17 Embedded/OEM OT Server Market, Global Supplier Share, Dollar Volume Shipments, 2024

IoT & Embedded Engineering Survey

• Exhibit 30 Capabilities/Features of Current Project
• Exhibit 37 Estimated Length for Current Project (In Months)
• Exhibit 38 Current Project's Schedule Adherence
• Exhibit 39 Estimated Number of Years Current Project will be Manufactured Once Complete
• Exhibit 40 Estimated Number of Years of Useful Life for Product Once Deployed
• Exhibit 41 Attributions of Delays to Project
• Exhibit 60 Primary Method for Updating Devices Once Deployed in Field
• Exhibit 70 Discrete/Standalone Processing Unit(s) Used on Current Project
• Exhibit 109 Satisfaction with Current Embedded System Supplier
• Exhibit 110 Likelihood of Using the Same Embedded System on a Similar Project Three Years From Now
• Exhibit 112 Wired Connections In Use or Expected from Products Built by Organization for Current Project
• Exhibit 114 Wireless Connections In Use or Expected From Products Built by Company in Current Project
• Exhibit 116 Current Low-Power Wide-Area-Network Protocols/Networks Used in Products Built by Organization
• Exhibit 123 Primary Operating System Used on Current Project
• Exhibit 132 Embedded Software Stack Components Required on Current/Most Recent Project, Other than the OS
• Exhibit 140 Types of Artificial Intelligence Workloads Used in Current Projects
• Exhibit 142 Types of Machine Learning Used for AI in Current Projects
• Exhibit 147 Target Architecture(s) Used for Inferencing In Current Project
• Exhibit 151 Current Level of AI/ML Performance Expected for Target Systems to Run Typical End User/Customer Workloads
• Exhibit 414 Vendors Used for Analytics Solutions on Edge Gateway Devices