2020 HPC Market Report Update
November 2020
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The Hyperion Research Team
Analysts
Earl Joseph, CEO
Operations
Jean Sorensen, COO
Steve Conway, Senior Advisor
Global Accounts
Bob Sorensen, SVP Research
Rene Copeland, Strategic Mktg & Sales Advisor
Mark Nossokoff, Senior Analyst
Mike Thorp, Sr. Global Sales Executive
Alex Norton, Principal Analyst & Data Manager
Kurt Gantrish, Sr. Account Executive
Melissa Riddle, Associate Analyst
Data Collection
International Consultants
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Cary Sudan, Market Data Group
Katsuya Nishi, Japan and Asia
Jie Wu, China & Technology Trends
Michael Feldman, Europe & Strategic Trends
Sue Sudan, Market Data Group
Kirsten Chapman, KC Associates
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Hyperion Research HPC Activities
(www.HyperionResearch.com & www.HPCUserForum.com)
• Track all HPC servers sold each quarter worldwide and by
28 countries
• 4 HPC User Forum meetings each year
• Publish 85+ research reports each year
• Visit all major supercomputer sites & write reports
• Assist in collaborations between buyers and vendors
• Assist governments in HPC plans & strategies
• Maintain 5-year forecasts in many areas/topics
• Track the ROI from HPC
• AI, ML, DL & HPDA tracking
• Track HPC cloud spending and usage
• Future architectures and technologies
• Quantum computing
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The HPC User Forum:
www.hpcuserforum.com
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SC20 HPC Market Results,
And New Forecasts
www.HyperionResearch.com
www.hpcuserforum.com
November 2020
Earl Joseph
Covid-19's Impact on the HPC Market
Major shipment delays
Based on developments to date and discussions
with HPC vendors around the globe, we believe
several impacts are affecting the market:
• Delayed product shipments. HPC vendors report
that worker illnesses and related precautions
reduced output and temporarily shut down some
factories at HPC component suppliers, especially in
Q1 2020
• Delayed revenues. Delayed product shipments
have resulted in delayed revenues. However, most
vendors expect customers to spend their annual
HPC budgets once the covid-19 threat subsides
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Covid-19's Impact on the HPC Market
Now forecasting a decline of ~14% for 2020
• Delayed orders. Vendors' inability to meet customers
and prospects in person or to attend sales-supporting
conferences and industry meetings have reduced the
new business pipeline temporarily
▪ The lower end of the market is likely to have a number of
difficult years (under $100K HPC servers)
• Potential growth areas:
▪ New HPC demand to combat covid-19
▪ Public cloud computing for HPC workloads may grow faster
than previously predicted
• The net for the first half of 2020 was a decline of
11.5%
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