Structured Databases/Data Management continued driving the largest share
of enterprise IT infrastructure spending in the second half of 2022
(2H22), according to the International Data Corporation (IDC)
Worldwide Semiannual Enterprise Infrastructure Tracker: Workloads.
Organizations spent $7.6 billion on compute and storage hardware
infrastructure to support this workload in 2H22, which represents 9.1%
of the market total. Year-to-year (YoY) growth was relatively low
compared to other workloads with a 6.5% increase in value compared to
2H21. Unstructured Database and HR/Human Capital Management (HCM) saw
the highest YoY growth in hardware infrastructure demand with spending
growing at 36.7% and 35.4% respectively from 2H21. However, these are
also the second and fourth smallest workloads regarding consumption of
compute and storage infrastructure, respectively, with Unstructured
Database accounting for $2.4 billion in spending, while HR/Human Capital
Management (HCM) accounting for $2.7 billion in spending.
IDC estimates spending on compute and storage systems across 19 mutually
exclusive workloads, defined as applications and their datasets. The
full taxonomy including definitions of the workloads can be found in IDC's Worldwide Semiannual Enterprise Infrastructure Tracker: Workloads Taxonomy, 2021
(IDC #US48332521). The majority of workloads map to secondary or
functional software markets while several, including Content Delivery
and Digital Services, have no equivalent in the software market
structure. Workloads are further consolidated into seven workload
categories, which include: Application Development & Testing,
Business Applications, Data Management, Digital Services,
Email/Collaborative & Content Applications, Infrastructure, and
Technical Applications.
In 2022, the Data Management workload category, which includes five
workloads - AI Lifecycle, Business Intelligence and Analytics,
Structured Database/Data Management, Text and Media Analytics, and
Unstructured Database - was the largest workload category with $41.4
billion in spending on compute and storage infrastructure products. It
will remain the largest throughout the forecast period with a five-year
compound annual growth rate (CAGR) of 8.3% and reaching $61.7 billion in
infrastructure spending in 2027. Most of the growth in this category
will come from the fastest growing workloads related to unstructured
data and artificial intelligence, all of which will grow at a
double-digit CAGR.
Data Management will also be the largest category of infrastructure
spending in both shared and dedicated cloud environments at 14.1% CAGR
and $26.6 billion spending in 2027 in shared, 4.9% CAGR and $35.2
billion in 2027 in dedicated environments (this includes dedicated cloud
and non-cloud infrastructure deployments). Technical Applications will
be the fastest growing workload category for compute and storage
infrastructure consumption in both shared environments at 15.7% CAGR,
and in dedicated environments at 5.8% CAGR. Cumulative spending on
infrastructure for the Technical workload category will reach $12.0
billion in 2027.
As enterprise workloads continue to move into public cloud, investments
in shared infrastructure (a hardware base for delivering public cloud
services) will be increasing faster than investments in dedicated
infrastructure across all workloads. Similarly, the growth in
investments compute and storage systems for cloud-native workloads will
be twice as high as the growth in spend on infrastructure supporting
traditional workloads (11.6% vs 5% CAGR) although traditional workloads
will continue accounting for majority of spend during the forecast
period (71.4% in 2027).