Open Compute Project Achieves 40% YoY Growth
May 19, 2020
Open Compute Project Foundation (OCP) reported results of an updated
independent assessment of the Open Compute Project market impact by
Omdia, a global technology research powerhouse.
The study, commissioned by OCP, analyzes the global adoption and impact
of OCP-certified gear in the technology industry. With the uptick in
network usage and data demands associated with COVID-19, this report
reveals critical information to serve as a basis for the data center
sector and beyond to adjust their compass amid uncertain economic times.
At the close of 2019, Omdia interviewed OCP-certified equipment vendors
and end users to supplement its ongoing discussions within the data
center ecosystem, from server, power, network and rack vendors to
silicon suppliers and system integrators. Data obtained from these
discussions were fed into Omdia’s proprietary bottom-up models for
estimating markets to determine the growth of 2019 non-board member
adoption over the previous year. Participants shared how the market has
changed over the last 12 months regarding technology demands, shifting
compute to the edge, a circular economy, distribution models and more.
Among the preliminary findings:
Vendors of OCP-certified equipment earned revenues of $3.6B selling
to non-board member companies, showing an increase of over $1B compared
to 2018 for a 40% YoY growth rate.
2019 was a “watershed” year where non-board financial revenue became
rightsized within the market.
OCP non-board revenue forecast to hit $5.3B in 2020 and $11.8B by 2023
with a projected compounded annual growth rate (CAGR) of 36%.
APAC and EMEA will grow to 50% market share by 2023.
There is a credible path for non-board member revenue to top 5% market
share by 2023.
The finance sector yields to government, gaming, e-commerce and energy
as noteworthy contributors to growth in 2019 and are projected to
continue to carry future growth.
Adoption is moving to telco, enterprise and government as
high-performance compute (HPC) was cited across several enterprise
verticals as an important growth driver.
edge via OCP-certified equipment is getting attention in new verticals
such as Energy, Oil & Gas.
“We are witnessing a paradigm shift in the data center industry as
adoption acceleration continues,” comments Rocky Bullock, CEO for the
Open Compute Project Foundation. “We value the insights of the study to
fuel our community to innovate, collaborate and improve the global
ecosystem to support future growth.”
“These results confirm the increased emphasis on solutions that we have
undertaken,” adds Bill Carter, CTO for the Open Compute Project
Foundation. “Collaboration with open source software organizations and
OCP solution providers is making open hardware easier to adopt and
consume. The results also indicate that earlier enabling of a robust
product offering and supply chain for edge products is broadening the
reach of OCP products into new verticals.”
“Once again, the market has shown healthy maturation with significant
revenue growth,” states Cliff Grossner, Ph.D., Executive Director
Research & Technology Fellow at Omdia. “We have seen the early embers of
an emerging supply chain with a circular economy, innovations driven by
OCP certification and hyperscale operators showing greater importance
over the past year.”