Juniper Research forecasts that the total annual spend on mobile edge computing will reach $11.2 billion in 2024, up from $1.3 billion in 2019, a compound annual growth rate of 53 percent.
What is not clear is which parts of the market this revenue represents. It might be supplier goods used to create infrastructure computing capabilities. It might represent the fees enterprise customers pay connectivity providers to provide edge computing services. It might include both.
In this instance, it appears that Juniper Research is talking about hardware and software sold to service providers to create edge computing capabilities. The top five players are said to be
- Siemens
- Bosch
- AWS
- VMware
- Telit
That ranking suggests the market in question is infrastructure suppliers, and represents the value of hardware and software sold to service providers. The forecast does not appear to represent the revenue streams earned by connectivity and platform services providers selling edge computing to enterprise customers.
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