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市場調查報告書

通訊業的網路設備供應商(NEP)的未來展望

The Future for Telecom Network Equipment Providers

出版商 Heavy Reading 商品編碼 318982
出版日期 內容資訊 英文 27 Pages
商品交期: 最快1-2個工作天內
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通訊業的網路設備供應商(NEP)的未來展望 The Future for Telecom Network Equipment Providers
出版日期: 2014年02月28日 內容資訊: 英文 27 Pages
簡介

全球通訊業網路設備市場,現在正處於大幅變化和不確定性的時代。全球有數的網路設備供應商(NEP)中,有削減人員和與別的企業進行合併、收購(M&A)、著手變更產業計畫的企業,另一方面也有著手的更新、新設新技術、服務的網路的企業。NEP的主要客戶的通訊企業和有線電視、行動通訊企業等,要求降低成本,及改善QoE(利用品質),還有與OTT(over the top)業者的競爭也變得激烈。為了緩和市場不確定性,到目前為止與相關企業之間構築了「共鳴型的關係性」,不過,由於對方企業合併、收購(M&A)造成情況變化。結果,各個NEP企業需要依自家公司狀況決定今後的對策。最佳方案(未來的可能性),為網路設備的潛在用戶OTT服務供應商的增加,NEP看準這個,傳統的通訊服務供應商需要建立、維持同樣強的關係。

本報告提供全球的通訊用網路設備/相關服務的市場的主要推動因素相關分析、其影響力的大小和不確定性的層級、今後的市場趨勢相關3個方案、依據該方案的今後市場趨勢預測、主要供應商的概要與產業策略等調查。

第1章 簡介:對網路設備供應商(NEP)來說什麼是真正重要的

第2章 緊握市場意圖

  • 影響度和不確定性
  • 主要的推動市場要素

第3章 NEP的未來性相關方案

  • 「非自由化」
  • 「NEP產業的未來(Nepocalypse)」
  • 「更低費用,更多的服務」

第4章 供應商方面的展望

  • Alcatel-Lucent
  • Ciena
  • Cisco Systems
  • Ericsson
  • 富士通
  • Huawei
  • Juniper Networks
  • 日本電氣
  • NSN
  • Qualcomm
  • Tellabs
  • ZTE

第5章 結論

目錄
Product Code: Vol. 14, No. 1

The market for telecom network equipment saw significant uncertainty and change in 2013. Some of the largest global network equipment providers (NEPs) have reduced their headcount; there has been M&A activity among very big players and smaller players; some have announced significant changes of strategy; and there have been developments of important new technologies and service ideas with the potential to change the way networks are built and operated.

NEP customers - telcos, cablecos, wireless operators and large enterprises - have been exercised about cutting the cost of infrastructure capex and opex. They've also been working to deliver managed quality of experience (QoE) to their customers while dealing with changing traffic patterns caused in no small measure by "over the top" (OTT) service providers that have emerged as competitors for users' dollars.

There is unpredictability in many of the market drivers. So how can the telecom community of operators and vendors best plan for the future Do NEPs have a future at all Those we have spoken with for this report are confident that agility is one key, as is being completely on top of the big forces shaping the behavior of their customers so that they can create, in partnership with their operator colleagues, a "resonant relationship" that leads to mutual prosperity.

News announcements during 2013 have suggested that there is significant structural change happening in the market for telecom network equipment. There have been mergers and acquisitions on a large scale and uncertain news from major NEPs. These events are manifestations of market change in response to big driving forces. NEPs clearly must respond to pressure, but how can they identify which of the driving forces are most significant

The real power of scenarios is to work out what they might mean for an individual company, rather than groups of companies, as the balance of exposure to different factors varies from organization to organization. We would recommend that vendors review our scenarios in the light of their own circumstances and decide whether their current business strategies look robust in the face of any of these three outcomes we have defined.

Helping customers to manage the change to NFV, learn from others and use NFV to create new value will be strongest placed. Simply dropping network functions on to virtualized servers will be a losers' strategy. And the migration of operators to NFV/SDN-based networks will likely create at least one or two new major network technology providers, and most scenarios see the continued emergence of OTT service providers as potential buyers of networking equipment. NEPs need to court these as strongly as they court traditional telecom operators.

‘The Future for Telecom Network Equipment Providers’ examines the driving forces behind the global market for telecom network equipment and related services, analyzing them for their scale of impact and level of uncertainty. It builds three scenarios for the future of NEPs in the global market for telecom equipment, based on the driving forces with the greatest likely impact, but the least certainty about that nature of that impact. The report uses those scenarios to give some perspective on the future for NEPs. Finally, it summarizes the strategies of 12 leading NEPs.

Sample research data from the report is shown in the excerpts below:

Excerpt:
A PEST/Systems Map Analysis of Telecom Equipment Market Driving Forces

                     Source: Heavy Reading Insider

It's a fast-changing world, where multiple factors overlap. The following excerpt shows a system map combined with an analysis of the factors using the political, economic, social and technology (PEST) framework. It illustrates just some of the industry's varied drivers, and shows how many of them are linked.

Companies mentioned in this report include: Alcatel-Lucent (NYSE: ALU); Ciena Corp. (Nasdaq: CIEN); Ericsson AB (Nasdaq: ERIC); Cisco Systems Inc. (Nasdaq: CSCO); Fujitsu Ltd. (TYO: 6702); Huawei Technologies Co. Ltd.; Juniper Networks Inc. (NYSE: JNPR); NEC Corp. (NSE: 6701); Nokia Solutions & Networks; Qualcomm Inc. (Nasdaq: QCOM); Tellabs Inc.; ZTE Corp. (SEHK: 0763).

Table of Contents

I. Introduction: What'sReallyImportant for NEPs

II. Making Sense of the Market

  • Impact & Uncertainty
  • The Key Driving Forces

III. Scenarios for the Future of NEPs

  • "De-liberalization"
  • "Nepocalypse"
  • "Less Pipe; More Service"

IV. The Provider Perspective

  • Alcatel-Lucent
  • Ciena
  • Cisco Systems
  • Ericsson
  • Fujitsu
  • Huawei
  • Juniper Networks
  • NEC
  • NSN
  • Qualcomm
  • Tellabs
  • ZTE

V. Conclusions

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