Service Provider Infrastructure and ODM Direct Market Trends

IDC's Service Provider Infrastructure and ODM Direct Market Trends program encompasses service provider compute and storage infrastructure, including supply chain strategies, deployment methods, and technology choices. Supplementing IDC's broad and deep quantitative portfolio surrounding this buyer segment, this service examines the supplier competitive landscape, forecasts future demand, and profiles different types of service providers (e.g., hyperscalers, cloud service providers, digital service providers, communication service providers, managed hosting providers, and hyperscale datacenter operators). This service is a syndicated research companion to IDC's Cloud Infrastructure Index (CII 100) multiclient study, Storage and Computing Platforms ODM Direct QView, and the Enterprise Infrastructure: Buyer and Cloud Deployment Tracker®.

Markets and Subjects Analyzed

  • Worldwide compute and storage cloud infrastructure market share, forecasts, and installed base
  • Cloud, hyperscale, and service provider infrastructures
  • Service provider infrastructure tiers
  • Open source and open infrastructure communities
  • Evolving supply chain for service providers
  • Cloud to edge deployments
  • Software-defined infrastructure
  • Infrastructure security for the cloud
  • Software-based infrastructure resilience for cloud applications
  • Public cloud infrastructure stacks
  • Infrastructure as a service for service providers
  • Vendor performance, strategies, and portfolios
  • Buyer case studies and profiles of service providers
  • The role of operating systems in cloud computing
  • The impact of virtualization, containers, and cluster/grid computing on service provider infrastructure deployments
  • Accelerated computing in the cloud

Core Research

  • Service Provider Infrastructure Taxonomy
  • Own Versus Rent: Service Provider Strategies
  • Service Provider Infrastructure Market Shares
  • Service Provider Infrastructure Forecast
  • ODM Direct Supplier and Demand Trends
  • Emerging Technologies, Standards, and Communities that influence Service Provider Infrastructure (e.g., Open Compute Project)
  • Content Delivery Network Infrastructure

In addition to the insight provided in this service, IDC may conduct research on specific topics or emerging market segments via research offerings that require additional IDC funding and client investment.

Key Questions Answered

  1. How will public clouds, service providers, and hyperscalers shape the infrastructure market in the future?
  2. How will emerging compute and storage technologies impact the market, and how will they be adopted in cloud, telecom, and managed services offerings?
  3. How will performance-intensive computing change public cloud?
  4. How will service providers address high-end and mission-critical workloads with their infrastructure strategies?
  5. What are the next set of trends in infrastructure abstraction for the cloud: virtualization, containerization, clustering, and composability?

Companies Covered

ADP LLC, ARM Limited, ASRock Rack Inc., AT&T Inc., Adobe Systems Inc., Advanced Micro Devices, Inc., Akamai Technologies, Inc., Alibaba Group Holding Limited, Altera Corporation, Amazon Web Services Inc., America Movil, S.A., Ampere Computing LLC, Apple Inc., Athenahealth, Inc., BT Group plc, Baidu, Inc., Box, Inc., Canonical Group Limited, CenturyLink Inc., Charter Communications, Inc., China Mobile Limited, China Telecom Corporation Limited, China Unicom Limited, Cisco Systems Inc., Citrix Systems, Inc., Comcast Corporation, Dawning Information Industry Co., Ltd., Dell Technologies Inc., Deutsche Telekom AG, Docker, Inc., Dropbox Inc., Endurance International Group, Inc., Equinix Inc., Ericsson, Foxconn Technology Group, Fujitsu Limited, Gigabyte Technology Co., Ltd., GoDaddy Inc., Google LLC, Hetzner Online GmbH, Hitachi, Ltd., Host Europe Group, Huawei Technologies Co., Ltd., IBM, Infor Inc., Inspur Group Co., Ltd., Intel Corporation, Intuit Inc., Inventec Corporation,, Inc., KDDI Corporation, KT Corp., LSI Corporation, Lenovo Group Limited, Liberty Global PLC, LinkedIn Corporation, Marvell Technology Group Ltd., Masergy Communications Inc., Meta Platforms Inc., MiTAC Inc., Microchip Technology Inc., Micron Technology, Inc., Microsoft Corporation, NEC Corporation, NTT, NVIDIA Corporation, NetApp, Inc., Netflix International B.V., New H3C Technologies Co., Ltd., Nokia Corporation, Nutanix, Inc., OVH Groupe S.A.S, OpenText Corporation, Oracle Corporation, Oracle NetSuite, Orange S.A., Packet Host Inc., PayPal, Inc., Pure Storage, Inc., Qualcomm Inc., Quanta Services Inc., Rackspace Technology Global, Inc., Red Hat, Inc., Rogers Communications Inc., SAKURA Internet Inc., SAP SE, SK Telecom Co., Ltd., SK hynix Inc., SUSE Linux GmbH, SYNNEX Corp.,, Inc., Samsung, SanDisk Corporation, Seagate Technology LLC, ServiceNow, Inc., Shaw Communications Inc., Super Micro Computer Inc., Swisscom Ltd., T-Mobile, TELUS Corporation, Tata Communications Limited, Telcel, S.A., Telstra Corporation Limited, Tencent Holdings Limited, Texas Instruments Incorporated, The Ultimate Software Group, Inc., Time Warner Cable Inc., Twilio, Inc., Twitter, Inc., Uber Technologies, Inc., United Internet AG, VMware, Inc., Verizon Communications, Inc., Vodafone Group Plc, Vonage Holdings Corp., Western Digital Corporation, Wiwynn Corporation, Workday, Inc., Xilinx, Inc., Yahoo! Inc., Yandex LLC, eBay Inc.

Related Links

Meet the Experts
Kuba Stolarski

Vice President, Infrastructure Systems, Platforms and Technologies Group

Leon Kao

Senior Research Manager, Infrastructure Systems, Platforms and Technologies Group

Natalya Yezhkova

Research Vice President, Infrastructure Systems, Platforms and Technologies Group

Rory Duncan

Program Vice President, IDC BuyerView