Mobile Experts expects connected edge computing services to grow to about $7 billion worth of revenue in 2025. As much as 66 percent of service revenue will be earned by cloud computing firms.
Telcos, neutral host providers, and enterprises themselves will play important roles in hosting sites and providing connectivity, Mobile Experts believes.
Telcos and other internet service providers will attempt to add value through wholesale aggregation of local computing capacity, as well as by offering connectivity, the firm says. Some mobile operators will create offers based on ultra-low-latency or high-reliability connections, while others will be satisfied with local real estate hosting of edge data centers, Mobile Experts says.
"In 2025, we predict that more than half of 'edge data centers' will be on-premises, hosted by an enterprise,” says Mobile Experts. “Another 20 percent to 25 percent will be hosted by the telcos or ISPs.
Perhaps the key takeaway is that the edge computing business will be led by computing-as-a-service hyperscalers. Edge computing is, after all, computing. Much of the 5G or other access provider upside could hinge on how much the mobile network is used to directly connect sensors and servers to wide area networks.
No comments:
Post a Comment