边缘计算专题报告-72页.pdf
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EQUITY RESEARCH | October 14, 2018 | 9:06PM EDT
Heather Bellini, CFA
+1 212 357-7710
heather.bellini@gs.com
Goldman Sachs & Co. LLC
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a
result, investors should be aware that the firm may have a conflict of interest that could affect the
objectivity of this report. Investors should consider this report as only a single factor in making their
investment decision. For Reg AC certification and other important disclosures, see the Disclosure
Appendix, or go to www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are not
registered/qualified as research analysts with FINRA in the U.S.
The Goldman Sachs Group, Inc.
Ted Lin
+1 212 357-6107
ted.lin@gs.com
Goldman Sachs & Co. LLC
Mark Grant
+1 212 357-4475
mark.grant@gs.com
Goldman Sachs & Co. LLC
Caroline Liu
+1 212 357-9111
caroline.liu@gs.com
Goldman Sachs & Co. LLC
As more devices generate more data from more locations, computing is facing a speed-versus-scale challenge. The
public cloud remains unrivaled in its compute and storage resources, but getting data there and back takes time, and
ultimately is limited by the speed of light and the size of internet “pipes.” In cases where big data will be used to drive
real-time decision-making, we see an opportunity for “edge computing” to become a key enabler and extension of
the public cloud by putting compute and storage resources closer to the device or source of data generation. Edge
computing could unlock a $40bn incremental market ($100bn in the bull scenario), including a range of new
applications that can better direct operations—from “when to brake” for a self-driving truck to “when to change
course” for an oil drill working miles underground. We see providers of a cohesive public cloud and edge solution as
best positioned and highlight Microsoft in particular, in addition to Amazon, Pivotal, and VMware.
How edge computing will augment the cloud & unlock real-time, big data applications
The Cutting ‘Edge’ of Computing
Cloud Platforms, Volume 5
For the exclusive use of GAOHANG467@PINGAN.COM.CN
P
M summary 3
S
hift to the cloud continues in earnest 11
But computing is poised to shift back to a decentralized paradigm 13
What is edge computing? 17
Edge computing demand drivers 22
Sizing the potential market opportunity for virtualization and server operating systems 28
Edge computing vs. cloud computing performance 33
Killer apps for edge computing 44
Winners & losers: edge computing could sustain a renaissance in on-premise software 49
Valuation & risks 67
Disclosure Appendix 68
14 October 2018
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Goldman Sachs
Cloud Platforms Volume 5
Table of Contents
For the exclusive use of GAOHANG467@PINGAN.COM.CN
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