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市場調查報告書
商品編碼
1833567
2032 年機密運算市場預測:按組件、部署模式、應用程式、最終用戶和地區進行的全球分析Confidential Computing Market Forecasts to 2032 - Global Analysis By Component (Software, Hardware, and Services), Deployment Mode, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球機密計算市場預計在 2025 年達到 105.9 億美元,到 2032 年將達到 596.1 億美元,預測期內的複合年成長率為 28.0%。
機密運算是一種安全方法,它使用加密的隔離環境(稱為可信任執行環境 (TEE))在資料處理過程中保護資料。與僅保護靜態或傳輸中資料的傳統方法不同,機密運算會在資訊使用過程中對其進行加密,從而最大限度地降低資料外洩和內部威脅的風險。這項技術使公司能夠在雲端或共用基礎架構上安全地運行敏感應用程式和工作負載,而不會損害資料隱私。
根據 Palo Alto Networks (2024) 的調查,超過 60% 的北美公司認為雲端配置錯誤和相關人員風險是資料外洩的主要原因。
對資料隱私和安全的擔憂日益加劇
機密計算正日益受到關注,因為它能夠在隔離環境中安全地處理數據,即使在運行時也能保護敏感資訊。隨著《一般資料保護規範》(GDPR) 和《健康保險流通與責任法案》(HIPAA) 等資料管治法律的加強,企業正在優先考慮隱私權保護技術。人工智慧和機器學習應用程式的興起(這些應用程式通常處理敏感資料集)進一步推動了對安全運算的需求。企業擴大採用可信任執行環境 (TEE) 來緩解內部威脅和未授權存取。隨著數位轉型的加速,機密運算正成為企業安全架構的基石。
缺乏標準化和互通性
供應商通常會實施專有解決方案,這在多重雲端和混合部署中帶來了相容性挑戰。這種碎片化使工作負載遷移變得複雜,並減緩了企業採用的速度。由於 API 和運行時環境不一致,開發人員在建立可攜式應用程式時面臨障礙。同態加密和安全區域等新技術需要統一的框架才能有效擴展。如果沒有產業協作,市場可能會面臨創新孤立和跨平台可用性受限的風險。
擴展到多重雲端和混合雲端環境
企業正在尋找安全的方法,以便在不損害資料完整性的情況下,跨不同的雲端基礎架構處理敏感工作負載。機密運算支援在公共雲端中處理加密數據,從而增強對外包環境的信任。雲端供應商正在整合可信任執行環境 (TEE) 和機密虛擬機器 (VM),以支援安全分析和人工智慧工作負載。這一趨勢推動了跨本地、邊緣和雲端生態系統的互通解決方案的需求。隨著企業對其IT基礎設施進行現代化升級,機密運算正成為安全數位轉型的關鍵推動力。
與替代安全解決方案的競爭
機密運算面臨其他先進安全技術的激烈競爭,包括安全多方運算、差分隱私和零信任架構。這些替代技術在某些用例中展現出獨特的優勢,對可信任執行環境 (TEE) 的主導地位構成了挑戰。基於區塊鏈的隱私工具和量子安全密碼學的快速創新正在重塑網路安全格局。企業可以根據自身風險狀況和合規性需求,選擇更成熟、更具成本效益的解決方案。開放原始碼安全框架的激增也給專有機密運算平台帶來了壓力。為了保持競爭力,供應商必須不斷提升效能、可擴展性和開發人員的可存取性。
COVID-19的影響
疫情加速了雲端運算和遠距辦公的普及,也加劇了分散式環境中對安全資料處理的需求。供應鏈中斷和資源限制減緩了部分應用的步伐,但也刺激了分散式運算模型的創新。監管機構推出了靈活的合規措施,鼓勵快速採用安全的雲端技術。醫療保健和金融業率先利用機密運算進行安全的人工智慧診斷和詐騙偵測。後疫情時代策略如今強調整個雲端生態系的彈性、隱私和主導協作。
預計軟體領域將成為預測期內最大的領域
軟體領域預計將在預測期內佔據最大的市場佔有率,這得益於其在實現安全工作負載執行方面的關鍵作用。機密運算軟體包括虛擬機器管理程式、SDK 和執行時間環境,用於促進加密資料處理。供應商正在投資開發工具和開放原始碼框架,以簡化開發流程,加速應用程式落地。與人工智慧、分析和區塊鏈平台的整合正在擴展安全應用的範圍。持續的更新和修補程式對於維護安全區域的完整性和防止側通道攻擊至關重要。隨著對可擴展和靈活解決方案的需求日益成長,軟體仍然是機密運算部署的支柱。
醫療保健和生命科學領域預計將在預測期內實現最高複合年成長率
由於人們對病患資料隱私和《健康保險隱私及責任法案》(HIPAA)等法規合規性的擔憂日益加劇,預計醫療保健和生命科學領域將在預測期內實現最高成長率。機密計算能夠實現跨機構基因組、臨床和藥物數據的安全共用和分析。人工智慧診斷和個人化醫療高度依賴隱私保護計算。醫院和研究中心正在採用TEE來保護協作研究期間的敏感資料集。隨著數位醫療的擴展,機密運算對於醫療技術的安全創新至關重要。
在快速數位化和監管改革的推動下,亞太地區預計將在預測期內佔據最大的市場佔有率。中國、印度和日本等國家正大力投資雲端基礎設施和網路安全框架。各國政府推動資料在地化和隱私合規的措施正在推動對安全運算解決方案的需求。區域雲端供應商正在與全球科技公司合作,將機密運算整合到其產品中。金融科技、電子政府和智慧醫療的興起正在刺激這些領域的應用。在不斷發展的開發者生態系統和不斷擴大的企業基礎的推動下,亞太地區正在成為機密運算創新的中心。
由於技術領先地位和強力的法律規範,預計北美地區在預測期內的複合年成長率最高。美國和加拿大擁有主要的雲端供應商和網路安全創新者,並正在積極開發安全隔離區技術。企業正在迅速採用機密運算,以滿足嚴格的合規性要求並降低資料外洩風險。與人工智慧、邊緣運算和區塊鏈的整合正在推動各行各業的新用例。聯邦政府對安全雲研究的措施和資助正在加速市場發展。憑藉成熟的數位基礎設施和高度的資料隱私意識,北美將繼續引領全球採用的步伐。
According to Stratistics MRC, the Global Confidential Computing Market is accounted for $10.59 billion in 2025 and is expected to reach $59.61 billion by 2032 growing at a CAGR of 28.0% during the forecast period.Confidential Computing refers to a security approach that safeguards data during processing by using encrypted, isolated environments known as Trusted Execution Environments (TEEs). Unlike conventional methods that only secure stored or transmitted data, it keeps information encrypted while in use, minimizing exposure to breaches and insider threats. This technology allows organizations to safely run sensitive applications and workloads in cloud or shared infrastructures without compromising data privacy.
According to Palo Alto Networks (2024), over 60% of North American firms stated cloud misconfigurations and insider dangers as leading causes of data breaches.
Increasing concerns over data privacy and security
Confidential computing is gaining traction as it enables secure data processing within isolated environments, shielding sensitive information even during runtime. With stricter data governance laws like GDPR and HIPAA, organizations are prioritizing privacy-preserving technologies. The rise of AI and machine learning applications, which often involve sensitive datasets, further amplifies the need for secure computation. Enterprises are increasingly adopting trusted execution environments (TEEs) to mitigate insider threats and unauthorized access. As digital transformation accelerates, confidential computing is becoming a cornerstone of enterprise security architecture.
Lack of standardization and interoperability
Vendors often implement proprietary solutions, creating compatibility challenges for multi-cloud and hybrid deployments. This fragmentation complicates workload migration and slows down enterprise adoption. Developers face hurdles in building portable applications due to inconsistent APIs and runtime environments. Emerging technologies like homomorphic encryption and secure enclaves require harmonized frameworks to scale effectively. Without industry-wide collaboration, the market risks siloed innovation and limited cross-platform operability.
Expansion in multi-cloud and hybrid cloud environments
Organizations are seeking secure ways to process sensitive workloads across diverse cloud infrastructures without compromising data integrity. Confidential computing enables encrypted data processing in public clouds, fostering trust in outsourced environments. Cloud providers are increasingly integrating TEEs and confidential VMs to support secure analytics and AI workloads. This trend is driving demand for interoperable solutions that span on-premises, edge, and cloud ecosystems. As enterprises modernize their IT infrastructure, confidential computing is emerging as a key enabler of secure digital transformation.
Competition from alternative security solutions
Confidential computing faces stiff competition from other advanced security technologies such as secure multiparty computation, differential privacy, and zero-trust architectures. These alternatives offer distinct advantages in specific use cases, challenging the dominance of TEEs. Rapid innovation in blockchain-based privacy tools and quantum-safe encryption is reshaping the cybersecurity landscape. Enterprises may opt for more mature or cost-effective solutions depending on their risk profiles and compliance needs. The proliferation of open-source security frameworks also adds pressure on proprietary confidential computing platforms. To stay competitive, vendors must continuously enhance performance, scalability, and developer accessibility.
Covid-19 Impact
The pandemic accelerated cloud adoption and remote work, intensifying the need for secure data processing across distributed environments. Supply chain disruptions and resource constraints delayed some deployments, but also spurred innovation in decentralized computing models. Regulatory bodies introduced flexible compliance measures, encouraging faster adoption of secure cloud technologies. Healthcare and financial sectors led the charge, leveraging confidential computing for secure AI diagnostics and fraud detection. Post-Covid strategies now emphasize resilience, privacy, and secure collaboration across cloud ecosystems.
The softwaresegment is expected to be the largest during the forecast period
The software segment is expected to account for the largest market share during the forecast period, due to its pivotal role in enabling secure workload execution. Confidential computing software includes hypervisors, SDKs, and runtime environments that facilitate encrypted data processing. Vendors are investing in developer-friendly tools and open-source frameworks to accelerate adoption. Integration with AI, analytics, and blockchain platforms is expanding the scope of secure applications. Continuous updates and patches are essential to maintain enclave integrity and prevent side-channel attacks. As demand for scalable and flexible solutions grows, software remains the backbone of confidential computing deployments.
The healthcare & life sciences segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the healthcare & life sciences segment is predicted to witness the highest growth rate, due to rising concerns over patient data privacy and compliance with regulations like HIPAA. Confidential computing enables secure sharing and analysis of genomic, clinical, and pharmaceutical data across institutions. AI-powered diagnostics and personalized medicine rely heavily on privacy-preserving computation. Hospitals and research centers are embracing TEEs to protect sensitive datasets during collaborative studies. As digital health expands, confidential computing is becoming integral to secure innovation in medical technologies.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, driven by rapid digitalization and regulatory reforms. Countries like China, India, and Japan are investing heavily in cloud infrastructure and cybersecurity frameworks. Government initiatives promoting data localization and privacy compliance are boosting demand for secure computing solutions. Regional cloud providers are partnering with global tech firms to integrate confidential computing into their offerings. The rise of fintech, e-governance, and smart healthcare is fueling adoption across sectors. With a growing developer ecosystem and expanding enterprise base, Asia Pacific is becoming a hub for confidential computing innovation.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, fuelled by technological leadership and strong regulatory oversight. The U.S. and Canada are home to major cloud providers and cybersecurity innovators actively developing secure enclave technologies. Enterprises are rapidly adopting confidential computing to meet stringent compliance requirements and mitigate data breach risks. Integration with AI, edge computing, and blockchain is driving new use cases across industries. Federal initiatives and funding for secure cloud research are accelerating market momentum. With a mature digital infrastructure and high awareness of data privacy, North America continues to set the pace for global adoption.
Key players in the market
Some of the key players profiled in the Confidential Computing Market include Microsoft, Google Cloud, Amazon Web Services, Intel, AMD, Arm, IBM, Fortanix, Anjuna Security, Oasis Labs, VMware, Red Hat, Alibaba Cloud, Tencent Cloud, and Accenture.
In September2025, IBM and BharatGen announced a strategic collaboration to advance the adoption of Artificial Intelligence (AI) in India powered by BharatGen's sovereign multimodal and Large Language Models (LLMs) tailored to India's unique linguistic and cultural landscape. This collaboration aims to bring together IBM's AI expertise in data, governance and model training technology, and BharatGen's national mandate.
In November2024, Fortanix(R) Inc., and Carahsoft Technology Corp., announced a partnership. Under the agreement, Carahsoft will serve as Fortanix's Public Sector distributor, making the company's solutions available to the Public Sector through Carahsoft's reseller partners and NASA Solutions for Enterprise-Wide Procurement (SEWP) V and National Association of State Procurement Officials (NASPO) ValuePoint.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.