Edge computing market sizing forecast

Introducing STL Partners’ edge computing market sizing forecast

This report presents the key findings of STL Partners’ new demand forecast model for edge computing services. Its purpose is to:

  • Assess the demand from 20 use cases which currently rely on edge or will require edge to fully develop;
  • Identify the total revenue across the value chain: hardware, connectivity, application, edge infrastructure (network and on-premise), and integration and support;
  • Output a full set of results for over 180 countries over the 2020–2030 period per use case and per vertical.

This report is accompanied by a dashboard which presents a summary of our model output and the associated graphics for the world’s regions and for 20 major markets. The dashboard also presents the full revenue output for the 180+ countries.

Download the accompanying spreadsheet (Edge Insights subscribers only)

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Edge computing addressable revenue will reach US$543 billion by 2030

High-level findings from the model indicate that:

  • The growth in the number of connected devices, as well as the need for higher levels of automation, operational efficiency and cost reduction, will drive the adoption of edge computing across many use cases and verticals over the next 10 years. This will result in increased spend across the value chain.
  • The total edge computing addressable market will grow from US$10 billion in 2020 to US$543 billion in 2030 at a CAGR of 49% over the 10-year period.
  • The total value chain breaks into five main components which are hardware, connectivity, application, integration & support, in addition to the edge infrastructure which includes both on-prem edge and network edge.

Total edge computing addressable revenue

Edge computing

Source: STL Partners

Table of contents

  • Executive Summary
  • Methodology
  • Revenue by value chain component
  • Revenue by use case
  • Revenue by vertical
  • Revenue by region
  • Appendix

For more information on STL Partners’ edge-related services, please go to our Edge Insights Service page.

The new forecast is intended to complement:

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Fixed and mobile services – Revenue forecasts to 2022

Headline findings

STL Partners’ telecoms revenue forecast is for less than 1% per annum global telecoms services revenue growth for the period 2019-2022.

NB If you don’t subscribe to our research yet, you can download a snapshot of telco revenues v GDP growth as part of our sample report series.

Chart showing less than 1% telecoms revenue growth forecast globally 2019-2022
Under 1% telecoms revenue growth forecast globally 2019-2022

 

For fixed and mobile combined, of the ten largest markets, China will grow most at 3.7% pa, and India least at -1.6%.

Regionally, Africa will show the strongest growth (4.8% mobile, 3.6% fixed), while western Europe’s mobile market will shrink most (-1.3%) and the North American fixed market will stay flat at 0% growth.

Chart showing telecoms revenue forecasts by region, 2019-2022
Telecoms revenue forecasts by region, 2019-2022

 

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Telecoms revenue forecasts included

  • Fixed and mobile services revenues
  • Forecast period: 2019-2022
  • Eight regional forecasts: Africa, Middle East, Asia & Pacific, Eastern Europe, Latin America & Caribbean, US & Canada, Western Europe
  • 94 individual country forecasts: Algeria, Argentina, Armenia, Australia, Austria, Bahrain, Bangladesh, Belarus, Belgium, Bosnia and Herzegovina, Brazil, Bulgaria, Cameroon, Canada, Chile, China, Colombia, Croatia, Czech Republic, Denmark, Ecuador, Egypt, Estonia, Ethiopia, Finland, France, Germany, Greece, Hong Kong, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Israel, Italy, Japan, Jordan, Kazakhstan, Kenya, Kuwait, Latvia, Lithuania, Malawi, Malaysia, Maldives, Mali, Mexico, Moldova, Montenegro, Morocco, Netherlands, Nigeria, North Macedonia, Norway, Oman, Pakistan, Palestinian Territory, Paraguay, Peru, Philippines, Poland, Portugal, Qatar, Romania, Russia, Rwanda, Saudi Arabia, Serbia, Singapore, Slovakia, Slovenia, South Africa, South Korea, Spain, Sri Lanka, Sudan, Sweden, Switzerland, Syria, Taiwan, Tanzania, Thailand, Tunisia, Turkey, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Venezuela, Zimbabwe.

Methodology

  • Reported services revenues by companies from 94 countries have been converted to US Dollar figures based on year end exchange rates:
    • As such, historical growth is affected by foreign exchange movements
    • Handset and equipment sales are excluded
  • Forecasts are created from historical trends plus adjustments for known market or economic changes
  • No foreign exchange fluctuations are factored into forecasts so forward growth rates are ‘smoother’ than historical ones
  • Regions and global figures are calculated by aggregating country data
  • At around $1.4 trillion, we estimate this represents 85+% of global telco service revenues and is a good indicator of the overall industry

Report comprises

  • 98 pages
  • 200+ charts
  • Detailed spreadsheet

Specimen chart of country detail for fixed and mobile services

Chart showing Finland's actual and forecast telecoms revenue growth for fixed and mobile services
Finland’s actual and forecast telecoms revenue growth for fixed and mobile services
Screenshot of STL Partners Forecast Spreadsheet
Screenshot of STL Partners’ forecast spreadsheet 2019-2022 total telecoms revenues

If you want to talk to us in more detail about any of the numbers in the telecoms revenue forecast, reach us through your account director or please fill out our contact form.

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