表纸
年间契约型资讯服务

对应通讯网路基础设施的硬体、软体、服务的全球市场相关追踪服务

Global Network Infrastructure - Subscription Service: Tracking Global Markets for Communications Network Infrastructure Hardware, Software & Services

出版商 MTN Consulting, LLC 商品编码 756463
出版日期 年间契约型资讯服务 内容资讯 英文
价格
本报告书已不再贩售
对应通讯网路基础设施的硬体、软体、服务的全球市场相关追踪服务 Global Network Infrastructure - Subscription Service: Tracking Global Markets for Communications Network Infrastructure Hardware, Software & Services
出版日期: 年间契约型资讯服务内容资讯: 英文

本报告已在2020年6月26日停止出版

简介

本服务针对150家在电信、Web-Scale、Carrier Neutral等3个市场开展事业的通讯业者的技术相关支出趋势(资本支出与事业费)提供富于洞察的实时分析。透过活用彻底分析支出和市场趋势相关的明确资料,供应商可以研拟确实把握顾客需求的事业计划,通讯业者也可以适当分配技术相关预算,收集市场上其他企业资讯。

本服务涉猎的主要议题:

  • 以世界规模对通讯网路进行投资的前150家公司与各公司网路相关支出的长期变化
  • 有关5G的未来发展、支出额及可能实现的新服务
  • 主要供应Web-Scale网路建构技术的企业,以及由Web-Scale Network Operator(WNO)在公司内的技术开发和市场投入努力
  • Carrier Neutral Network Operator(CNNO)在5G市场扮演的角色,以及CNNO在电子通讯以外领域追求的新商业模式
  • 加入电机通讯事业相关市场的前50家供应商与各公司市占率变化
  • 因政策面和安全保障面问题而变化的美中关系造成今后供应链的进化
  • 通讯业者为减轻事业费而推动引进的策略与已有成果的策略
  • 通讯业者推动的从业员重组、人工智慧(AI)的角色、受惠于通讯业者用AI的领域
  • 可能在Connected Car市场成为主要势力的企业与对通讯业者而言的主要商机
  • 未来网路上边缘运算所扮演的角色与资料中心的设计变化

主要成果物

通讯业者相关分析的基础是对市场整体与主要企业定量资料的确实理解。本服务每一季会发行以Excel为主的报告,统整Telecom Network Operator(TNO)、WNO、CNNO市场相关追踪调查的结果。报告中会评估各部门在财务面与策略面的动态,提供放眼市场的短期性建议,以及从长期视角出发的TNO、CNNO、WNO各部门相关未来1年市场预测。

每季发行的追踪报告与年度预测报告,会提供高水准的市场分析,并详细分析电子通讯领域的支出趋势及相关供应商商机,针对TNO部门各家供应商市占率的报告也会一年发行2次。

其他主要成果:

  • 「Web-Scale市场策略」:本报告一年发行8次,满载主要WNO (Alibaba、Alphabet、Amazon、Apple、Baidu、Facebook、Microsoft、Tencent) 的业绩评估。
  • TNO各社分析:聚焦于网路相关支出的报告,一年发行4次。
  • CNNO各社分析:此报告一年发行4次。
  • 供应商各社分析:聚焦于总公司在亚洲地区的企业 (Huawei、Inspur、村田制作所、Quanta、Wiwynn、ZTE等)的报告,一年发行6次。
  • 技术分析:聚焦于各项技术动态和变化与新商机的报告,一年发行4次,预计谈论Connected Car、Open Network、IoT安全、人工智慧等主题。
  • 市场分析:聚焦于通讯业者经费相关议题(人事费、内容)、政策面问题(美中关系)、金融市场(景气倒退、泡沫化)等的报告,一年发行4次。

分析对像企业:

每季发行的企业分析报告,对像为100家TNO、40家CNNO、30家WNO。此外,各家供应商的市占率分析,对像将是供应链中150家以上的供应企业。各领域主要企业如下。

  • 供应商
    • Accenture、Accton、ADTRAN、ADVA、Allied Telesis、Amdocs、ARRIS、Atos Origin、Calix、Capgemini、Casa、Ceragon、CCSCL、Ciena、Cisco、Comba、CommScope、Corning、DASAN Zhone、Datang、DyCom、Ericsson、Fiberhome、Fujikura、富士通、古河电工、HPE、Huawei、IBM、Infinera、Infosys、Italtel、Juniper Networks、NEC、Nokia、Oracle、Radisys、Radware、Ribbon Communications、SAP、Sopra Steria、TCSL、Wipro、ZTE
  • TNO
    • Altice、America Movil、AT&T、Axiata、BCE、Bharti Airtel、BSNL、BT、CenturyLink、Charter、China Mobile、China Telecom、China Unicom、Chunghwa Telecom、CK Hutchison、Comcast、DT、Etisalat、Frontier、Televisa、KDDI、KT、Liberty、Megafon、MTS、MTNL、NTT、Oi、Orange、Jio、Rogers、Singtel、SKT、Sky、Softbank、Swisscom、TI、Telefonica、Telekom Malaysia、Telenor、Telia、Telkom Indonesia、Telstra、Telus、True、Turk Telekom、Turkcell、Veon、Verizon、Vodafone
  • WNO
    • Alibaba、Alphabet、Amazon、Apple、Baidu、Facebook、Microsoft、Tencent、Altaba、 Booking Holdings (原Priceline)、ChinaCache、Cognizant、eBay、富士通、HPE、IBM、 JD.COM、LinkedIn、Netflix、Oracle、Qihoo 360、Salesforce.com、SAP、Sina、Snap、Sohu、Twitter、Weibo、Xunlei、Yandex、YY
  • CNNO
    • American Tower、Arqiva、Balitower、Bharti Infratel、Cellnex、China Tower、Chorus、Cogent、CoreSite、Crown Castle、CyrusOne、Digital Realty、EI Towers、Equinix、GTL、Internap、Interxion、IBS、Inwit、Level 3、NBN、QTS、SMN、SBA Communications、STP、Superloop、Telxius/Telefonica、Tower Bersama、Uniti Group、Zayo

也有许多公司在复数部门展开事业,各公司事业内容随著时间经过而变化。HPE、IBM、Oracle、SAP既是技术供应商(伺服器或通讯业者用软体),同时也是经营公众云端的WNO。在电子通讯业,也有原本就在复数部门开展事业,进一步透过M&A在不同部门扩大事业的企业。CenturyLink随著Level 3的收购,同时在TNO和CNNO部门双方开展事业。关于此类企业,将视各部门事业比例分配资料。

目录

Telecommunications network operators (TNOs) continue to face slow revenue growth, rising labor costs, and high network capital expenditures (capex). The cost of powering and maintaining networks are also challenges. To cope, telcos are digitally transforming their operations, restructuring their physical asset base, and learning from the webscale world. Webscale network operators (WNOs) have grown to be among the world's largest companies, and are investing in a range of markets with network needs: connected cars, remote health care, drones and more. WNOs spend big in the cloud, and are pressuring traditional supply chains through their support for open networking, direct work with the ODM/EMS sector, and self-designed chips. A third segment of companies, carrier-neutral network operators (CNNOs) have emerged to help carry and connect a growing portion of the world's network traffic.

In 2017 these three groups of companies employed over 7.7 million people, accounting for $3 trillion in revenues and $400 billion in capex. Their technology spending supports hundreds of vendors across different parts of the value chain. Yet the spending is not stable, or easily predictable. That's especially the case today, as US-China disputes impact supply chains.

MTN Consulting's ‘Global Network Infrastructure (GNI)’ service provides clients with insightful, timely analysis of technology spending trends (capex and opex) at over 150 network operators across three markets: telecommunications, webscale, and carrier-neutral. For vendors, GNI helps you understand and plan for the needs of your customers, providing a deep view into spending, and hard data on market trends. For network operators, GNI helps you deploy your technology budgets wisely, and learn from other players in the market.

Key Questions:

  • 1. Who are the top 150 companies investing in communications networks worldwide? How is their network spending changing over time?
  • 2. How will 5G be deployed, how much will it cost, and what new services will it enable?
  • 3. Who are the important tech suppliers involved in webscale network construction? How do WNOs develop technologies internally & push to market?
  • 4. What role will carrier-neutral network providers play in the 5G market? What new business models are CNNOs pursuing outside telecom?
  • 5. Who are the top 50 vendors to the telecom network operator vertical? How is their market share changing?
  • 6. How will supply chains evolve as politics & security issues alter the US-China relationship?
  • 7. What strategies are telcos adopting to reduce their operating expenses? Which ones are succeeding?
  • 8. How are telecom operators reshaping their workforces, and what is the role of artificial intelligence? Who may benefit from telco AI?
  • 9. Who will be the key players in the connected car market, and what are the main opportunities for network operators?
  • 10. What is the role of edge computing in future networks? How will data center designs change?

Key Deliverables:

The foundation of our network operator analysis is a deep, quantitative understanding of the overall market and its key players. Each quarter, GNI clients receive Excel-based reports tracking the TNO, WNO, and CNNO markets. These reports assess financial & strategic developments in each segment, and give near-term guidance on market outlook. For a longer-term view, our GNI service includes an annual market forecast for each of the TNO, CNNO, and WNO segments.

The quarterly tracker & annual forecast provide high-level market analysis, and dig deep into network spending trends and related opportunities for vendors. GNI clients also receive a bi-annual review of vendor market share in the TNO segment.

Other core deliverables include:

  • “Webscale Playbooks” - 8 per year, assessing key WNOs (Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent)
  • TNO profiles, focused on network spending: 4 per year
  • CNNO profiles: 4 per year
  • Vendor profiles: 6/year, focused on Asia-based suppliers (e.g. Huawei, Inspur, Murata, Quanta, Wiwynn, and ZTE)
  • Technology insights: 4 reports per year, focused on volatility, dislocation, and new opportunities. Tentative topics: connected cars; open networking; IoT security; artificial intelligence.
  • Market insights: 4 reports per year, focused on cost-related topics for telcos (labor, content), policy issues (US-China relations), and financial markets (recessions and bubbles)

Companies Analyzed:

MTN Consulting's quarterly tracking includes over 100 TNOs, 40 CNNOs, and 30 WNOs. Our vendor market share analysis considers over 150 suppliers from all parts of the food chain. Some of the key companies in each area include:

  • Vendors:Accenture, Accton, ADTRAN, ADVA, Allied Telesis, Amdocs, ARRIS, Atos Origin, Calix, Capgemini, Casa, Ceragon, CCSCL, Ciena, Cisco, Comba, CommScope, Corning, DASAN Zhone, Datang, DyCom, Ericsson, Fiberhome, Fujikura, Fujitsu, Furukawa, HPE, Huawei, IBM, Infinera, Infosys, Italtel, Juniper Networks, NEC, Nokia, Oracle, Radisys, Radware, Ribbon Communications, SAP, Sopra Steria, TCSL, Wipro, and ZTE
  • Telecom Network Operators: Altice, America Movil, AT&T, Axiata, BCE, Bharti Airtel, BSNL, BT, CenturyLink, Charter, China Mobile, China Telecom, China Unicom, Chunghwa Telecom, CK Hutchison, Comcast, DT, Etisalat, Frontier, Televisa, KDDI, KT, Liberty, Megafon, MTS, MTNL, NTT, Oi, Orange, Jio, Rogers, Singtel, SKT, Sky, SoftBank, Swisscom, TI, Telefonica, Telekom Malaysia, Telenor, Telia, Telkom Indonesia, Telstra, Telus, True, Turk Telekom, Turkcell, Veon, Verizon, Vodafone.
  • Webscale network operators: Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, Tencent; Altaba, Booking Holdings (formerly Priceline), ChinaCache, Cognizant, eBay, Fujitsu, HPE, IBM, JD.COM, LinkedIn, Netflix, Oracle, Qihoo 360, Salesforce.com, SAP, Sina, Snap, Sohu, Twitter, Weibo, Xunlei, Yandex, YY
  • CNNOs: American Tower, Arqiva, Balitower, Bharti Infratel, Cellnex, China Tower, Chorus, Cogent, CoreSite, Crown Castle, CyrusOne, Digital Realty, EI Towers, Equinix, GTL, Internap, Interxion, IBS, Inwit, Level 3, NBN, QTS, SMN, SBA Communications, STP, Superloop, Telxius/Telefonica, Tower Bersama, Uniti Group, Zayo

A number of companies operate across segments, and this changes over time. For instance, we track HPE, IBM, Oracle, and SAP as both technology vendors (of servers and telecom software, for instance), and as Webscale operators due to their public clouds. Within the network operator space, some operators function across segments or evolve into different segments through M&A. CenturyLink is both a telco and a carrier-neutral provider, for instance, by virtue of its Level 3 acquisition. In this and similar cases, we allocate data across segments proportionately.