CB-Insights_边缘计算的大公司-57正式版.ppt

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1、WHAT IS CB INSIGHTS?CB Insights helps the worlds leading companies makesmarter technology decisions with data,not opinion.Our Technology Insights Platform provides companieswith comprehensive data,expert insights and workmanagement tools to drive growth and improveoperations with technology.CLICK HE

2、RE TO SIGN UP FOR A FREE TRIALghts helps us compress ourtime-to-decision when gathering andanalyzing data and getting an externalview on whats happening in the marketso we can quickly take action.Meraj MohammadVice President,Ventures Group,ADPContents4OverviewWhy now?Amazon51 32 33 13 94 65 3Microso

3、ftGoogleAppleFacebookWhats next?3Summary of findingsAdvances in wireless standards like 5G and the explosion of connected devices are driving interest in edge computing,the processing of data closerto its source.This emerging approach to computing has implications for cloud providers,device manufact

4、urers,software makers,and more.Intricately involved in these technical areas,Amazon,Microsoft,Google,Apple,and Facebook have invested in building edge infrastructure,developingnew applications,and improving device capabilities.These companies are aiming to establish favorable positioning for emergin

5、g trends associated withedge computing and capture a piece of the$500B market opportunity.Big Tech In Edge Computing Amazon:The e-commerce&cloud computing powerhouse seeks to maintain its dominance in cloud by extending its infrastructure to the networkedge and rolling out capabilities that support

6、edge computing use cases(such as predictive maintenance,device management,and more.)It has alsoinvested heavily in emerging areas that should benefit from edge computing,like self-driving cars.Microsoft:The enterprise software giant is looking to deepen its role in the telecommunications space while

7、 extending its public cloud infrastructureto the edge of the network and meeting enterprise demands for device security and management.Google/Alphabet:Googles wide-ranging initiatives include cloud capabilities,devices,and investments in emerging applications like augmentedreality.Its data analysis

8、and AI capabilities could set it apart from the competition as it approaches edge computing opportunities.Apple:With its expertise in devices,Apple is operating at the very edge of the network and looking to improve the data processing that occurs there.The companys investments in artificial intelli

9、gence allow more computing to take place on devices rather than in the cloud.Facebook:The social media giant expects edge computing to support emerging applications like virtual and augmented reality,where the companyhas invested heavily.These new communication mediums will help the company keep its

10、 users active and engaged on its platforms.4T E C H G I A N T S I N E D G E C O M P U T I N GWhat is edgecomputing?5Edge computing is the processing of datacloser to where it is generatedCloud computing enables companies to store and process data(among other computing tasks)outside of their own phys

11、icalhardware,across a network of remote servers.Fog computing refers to the network connections betweenedge devices and the cloud,i.e.,the extension of the cloud tothe edge of a network.Edge computing is computational processing done at or nearthe“edge”of a network,i.e.,at the device level.Edge comp

12、uting stands to complement cloud computing.One key difference between the two is the centralized nature ofcloud computing and the decentralized or local nature of edgecomputing.CB Insights6Edges potential is attracting media attention Faster(or real-time)data processing and analysis:Data is processe

13、d closer to the source,not in anexternal data center or cloud,which reduces lag time.Lower costs:Enterprises spend less on datamanagement solutions for local devices than forcloud and data center networks.News mentions of“edge computing,”20152020 YTD(12/16/20)Less network traffic:With an increasing

14、number ofIoT devices,data generation continues to rise atrecord rates.As a result,network bandwidthbecomes more limited,overwhelming the cloud andleading to a greater bottleneck of data.Increased application efficiency:With lower latencylevels,applications can operate more efficiently andat faster s

15、peeds.CB Insights7T E C H G I A N T S I N E D G E C O M P U T I N GWhy Now?8A convergence of technical trends is creating asizable market opportunityRoll out of 5GProliferation of edge devicesIn 2020,there were 50 billion IoT devices a number only expected to grow.The new wireless standard supports

16、bandwidth-intensive,low-latency applications.Emerging technologiesNew technologies likeautonomous vehicles,virtual reality,and theinternet of things(IoT)willbe best serviced by an edgecomputing model.An explosion of dataBy the year 2025,an$500BEdge computingmarketestimated 463 exabytesworth of data

17、will be createdper day globally equivalentto over 200 million DVDs perday.CB Insights,Network World9Edge could hugely impact Big Techs business linesEdge computing will impact numerouscomponents of todays computing model inwhich Big Tech is entrenched.Cloud:Cloud providers offer the tools tomanage d

18、evices and analyze data,but facechallenges supporting new low-latencyapplications.Devices:The increasingly diverse devicelandscape,with wearables,smartphones,smart home products,and more,requires anew computing model.Applications:An edge computing model willbest serve many emerging applications andu

19、se cases like autonomous driving thatrequire high bandwidth and low latency.CB Insights10Big Tech has an incentive to actThe last 80 years have seen shifts in computing trends from centralized mainframes to decentralized personal computers tocentralized,hyperscale data centers(i.e.,cloud computing).

20、These changes have made technology companies householdnames:first IBM,then Microsoft,and finally Amazon.Edge computing would represent a swing back to the decentralized approach to computing,akin to the PCs of the early2000s.With substantial revenue implications,the risk of inaction by big tech comp

21、anies is significant.1950s 1970s:The mainframecomputer is introduced,IBMdominates the market1970s 2000s:The personalcomputer(PC)is introduced,withMicrosofts Windows becoming the and provides hosted computedominant operating system resources2000s present:Amazoncreates Amazon Web Services pursuing sev

22、eral approachesto data processing at the edgePresent?:Companies are11Big Tech has the resources to invest=$15B$138BQ3 2020 cash&short-term investment holdings by company$132.6B$91B1.5B ActiveDevices$68.7B$55.8B2020 Third Quarter Cash&Short Term Investments12T E C H G I A N T S I N E D G E C O M P U

23、T I N GAmazon in EdgeComputing13A M A Z O N S C O R E C O M P E T E N C I E S F O R E D G E C O M P U T I N GAmazon has invested from the cloud down to devicesAmazon seeks to establish a foothold in edge computing by extending the capabilities of Amazon Web Services(AWS)andinvesting in emerging appl

24、ications like smart homes and autonomous driving.The company has also invested in devices thatoperate on edge,like smart speakers,tablets,and drones.CB Insights14A M A Z O N S C O R E C O M P E T E N C I E S F O R E D G E C O M P U T I N G:C L O U D C O M P U T I N GAmazon leverages its cloud capabi

25、litiesThe leader by revenue in the public cloud space,Amazon is turning to its cloud services to differentiate itself on the edge.AWS IoT Greengrass manages connected devices and enables them to run applications offline by providing access toserverless functions and Docker containers.SageMaker Neo h

26、elps companies create machine learning algorithms in the cloud that can run autonomously on theedge.AWS RoboMaker allows companies to deploy robotic applications at the edge.Amazon15A M A Z O N S C O R E C O M P E T E N C I E S F O R E D G E C O M P U T I N G:E D G E I N F R A S T R U C T U R EAmazo

27、n is extending its cloud to the edgeAWS Local Zones provides clients typicallylocated in densely populated areas with datacenters closer to their operations to deliver afaster,more responsive experience to end-users.Amazon has already rolled out this newinfrastructure model in Los Angeles and counts

28、Netflix and Luma Pictures among its initialcustomers.Wavelength supports 5G applications by usingtelecom providers infrastructure to place AWSstorage and compute resources on the wirelessnetwork.The first of these telecom-AWS arrangements isin Chicago,where Bethesda Softworks and theNational Footbal

29、l League are early adopters.Amazon,Amazon16A M A Z O N S C O R E C O M P E T E N C I E S F O R E D G E C O M P U T I N G:E D G E I N F R A S T R U C T U R ETelecom operators are partners in an edge futureTelecom providers are upgrading theirinfrastructure to support the emerging wirelessstandard 5G.

30、Part of this upgrade process includes thevirtualization of network infrastructure,essentially the replacement of hardware usedfor network functions with software running inthe cloud.This transition to software makes telecomproviders valuable potential customers for cloudproviders,as well as promisin

31、g partners for theroll-out of new cloud-based applications.Amazon has partnered with several telecoms aspart of its Wavelength initiative to bring cloudresources to the networks edge.Amazon,CB Insights17A M A Z O N S C O R E C O M P E T E N C I E S F O R E D G E C O M P U T I N G:A P P L I C A T I O

32、 N SAmazons edge infrastructure will support newapplicationsEdge computing applies to numerousemerging applications that require orcould benefit from increasedresponsiveness.Applications like gaming,autonomousdriving,and factory operations,wherereal-time decision making is critical,would benefit fro

33、m closer dataprocessing.Amazon seeks not only to support thislocal data processing but also to investin the emerging applications expected tobenefit from it.Amazon18“AWS Wavelength provides the same AWSthat theyre usingtoday at the edge of the 5G network.While some ultra-low-latency use cases like s

34、mart cars,streaming games,VR,andautonomous industrial equipment are well understood today,we cant wait to see how builders use 5G edge computing todelight their mobile end users and connected device customers”Andy Jassy,Amazon Web Services CEO19Source:AmazonA M A Z O N S C O R E C O M P E T E N C I

35、E S F O R E D G E C O M P U T I N G:A P P L I C A T I O N SA big bet on autonomous drivingSelf-driving vehicles could rely on Amazonscloud and edge infrastructure to supportreal-time decision making and ensureregular software updates.The emerging application could also benefitAmazons quickly growing

36、 deliverybusiness.In June 2020,Amazon acquiredautonomous vehicle developer Zoox for$1.2B.The company also purchased a minoritystake in electric vehicle company Rivian in2020 and participated in self-driving carcompany Auroras Series B in 2019.CB Insights20A M A Z O N S C O R E C O M P E T E N C I E

37、S F O R E D G E C O M P U T I N G:A P P L I C A T I O N SAmazon sets its sights on other emerging areasOver the past few years,Amazon has invested in several areas expected to benefit from advances in edge computing.Smart homeGamingDronesHomes are becoming anIn September 2020,Amazonannounced its clo

38、ud gamingplatform,Luna.The company alsoowns the popular game streamingservice Twitch,which it purchasedin 2014.Amazon has filed patents for newdrone designs and in August 2020received approval from the FederalAviation Administration to deliverpackages via drones.ecosystem of connected devices,and Am

39、azon doubled down in thisarea in 2018 with its$839Macquisition of home securityprovider Ring.CB Insights21W H E R E C O U L D A M A Z O N G O N E X T?A brick-and-mortar cloud strategyFrom its roots as an online marketplace,Amazon hasquickly expanded its brick-and-mortar presence by buildingAmazon st

40、ores and acquiring the grocery chain WholeFoods.The company now operates more than 500 physical retaillocations as well as 100+distribution centers.Itspartnerships with telecommunications providers furtherextend its physical presence across the United States andbeyond.This brick-and-mortar network c

41、ould serve as theinfrastructure for a distributed computing model thatservices its own edge needs(such as drones andautonomous vehicles),as well as the needs of its clients.Walmart,Amazons often-cited retail rival,has reportedlyexplored leveraging its much larger store presence foredge computing pur

42、poses.22CNET,Wall Street JournalT E C H G I A N T S I N E D G E C O M P U T I N GMicrosoft inEdge Computing23M I C R O S O F T S C O R E C O M P E T E N C I E S F O R E D G E C O M P U T I N GMicrosoft is betting big on edge computingIn 2018,Microsoft announced itwould invest$5B over the next fourye

43、ars in IoT and Intelligent Edge.These investments largely center onextending Microsofts Azure cloudservices and capabilities to the edgeof the network.Beyond edge infrastructure and thecloud,Microsofts devices,virtual/augmented reality,andgaming businesses could benefitfrom an edge computing model.M

44、icrosoft24M I C R O S O F T S C O R E C O M P E T E N C I E S F O R E D G E C O M P U T I N G:C L O U D C O M P U T I N GPublic cloud supports edge use casesMicrosofts Azure cloud platform delivers services for devices(industrial assets,drones,etc.)at the edge of thenetwork.Azure Sphere:Secures edge

45、 devices and monitors their activity.In June 2020,Microsoft boosted these edgesecurity capabilities with its acquisition of IoT security provider CyberX.Digital Twins:Creates a digital model of real-world environments(e.g.,devices,processes,people)to test andpredict connected use-cases.IoT Hub:Manag

46、es connected devices and their communications with the cloud.Microsoft25M I C R O S O F T S C O R E C O M P E T E N C I E S F O R E D G E C O M P U T I N G:E D G E I N F R A S T R U C T U R EMicrosoft rolls out three edge computing models1.Azure Edge Zones are micro data centersin cities that will s

47、upport end usersrunning low-latency and high-bandwidthapplications such as gaming or mediaproduction.2.Azure Edge Zones place Azurecapabilities on the 5G infrastructure oftelecom providers.This proximity to thewireless network will enable applicationson mobile devices to run with low latency.3.Azure

48、 Private Edge Zones bring AzuresIoT and device security offerings on-premises.This managed service targetscompanies running private wirelessnetworks to support applications requiringhigh levels of reliability and low latency,such as robotics or assisted surgery.Microsoft26M I C R O S O F T S C O R E

49、 C O M P E T E N C I E S F O R E D G E C O M P U T I N G:E D G E I N F R A S T R U C T U R ETelecom providers help expand Microsofts reachMicrosoft has entered the world oftelecommunications in earnest:Acquired the cloud-native networkingprovider Affirmed Networks in March 2020for$1.4B.Acquired virt

50、ualized network software-maker Metaswitch Networks in May 2020.Partners with leading telecom providers,including Telefonica and Verizon.These acquired capabilities and businessrelationships should help Microsoft extend itscloud capabilities to the edge.Microsoft,CB Insights27“But at the same time,th