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年間契約型資訊服務

對應通訊網路基礎設施的硬體、軟體、服務的全球市場相關追蹤服務

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

出版商 MTN Consulting, LLC 商品編碼 756463
出版日期 年間契約型資訊服務 內容資訊 英文
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對應通訊網路基礎設施的硬體、軟體、服務的全球市場相關追蹤服務 Global Network Infrastructure - Subscription Service: Tracking Global Markets for Communications Network Infrastructure Hardware, Software & Services
出版日期: 年間契約型資訊服務內容資訊: 英文
簡介

本服務針對150家在電信、Web-Scale、Carrier Neutral等3個市場開展事業的通訊業者的技術相關支出趨勢(資本支出與事業費)提供富於洞察的實時分析。透過活用徹底分析支出和市場趨勢相關的明確資料,供應商可以研擬確實把握顧客需求的事業計劃,通訊業者也可以適當分配技術相關預算,收集市場上其他企業資訊。

本服務涉獵的主要議題:

  • 以世界規模對通訊網路進行投資的前150家公司與各公司網路相關支出的長期變化
  • 有關5G的未來發展、支出額及可能實現的新服務
  • 主要供應Web-Scale網路建構技術的企業,以及由Web-Scale Network Operator(WNO)在公司內的技術開發和市場投入努力
  • Carrier Neutral Network Operator(CNNO)在5G市場扮演的角色,以及CNNO在電子通訊以外領域追求的新商業模式
  • 加入電機通訊事業相關市場的前50家供應商與各公司市佔率變化
  • 因政策面和安全保障面問題而變化的美中關係造成今後供應鏈的進化
  • 通訊業者為減輕事業費而推動引進的策略與已有成果的策略
  • 通訊業者推動的從業員重組、人工智慧(AI)的角色、受惠於通訊業者用AI的領域
  • 可能在Connected Car市場成為主要勢力的企業與對通訊業者而言的主要商機
  • 未來網路上邊緣運算所扮演的角色與資料中心的設計變化

主要成果物

通訊業者相關分析的基礎是對市場整體與主要企業定量資料的確實理解。本服務每一季會發行以Excel為主的報告,統整Telecom Network Operator(TNO)、WNO、CNNO市場相關追蹤調查的結果。報告中會評估各部門在財務面與策略面的動態,提供放眼市場的短期性建議,以及從長期視角出發的TNO、CNNO、WNO各部門相關未來1年市場預測。

每季發行的追蹤報告與年度預測報告,會提供高水準的市場分析,並詳細分析電子通訊領域的支出趨勢及相關供應商商機,針對TNO部門各家供應商市佔率的報告也會一年發行2次。

其他主要成果:

  • 「Web-Scale市場策略」:本報告一年發行8次,滿載主要WNO (Alibaba、Alphabet、Amazon、Apple、Baidu、Facebook、Microsoft、Tencent) 的業績評估。
  • TNO各社分析:聚焦於網路相關支出的報告,一年發行4次。
  • CNNO各社分析:此報告一年發行4次。
  • 供應商各社分析:聚焦於總公司在亞洲地區的企業 (Huawei、Inspur、村田製作所、Quanta、Wiwynn、ZTE等)的報告,一年發行6次。
  • 技術分析:聚焦於各項技術動態和變化與新商機的報告,一年發行4次,預計談論Connected Car、Open Network、IoT安全、人工智慧等主題。
  • 市場分析:聚焦於通訊業者經費相關議題(人事費、內容)、政策面問題(美中關係)、金融市場(景氣倒退、泡沫化)等的報告,一年發行4次。

分析對像企業:

每季發行的企業分析報告,對像為100家TNO、40家CNNO、30家WNO。此外,各家供應商的市佔率分析,對像將是供應鏈中150家以上的供應企業。各領域主要企業如下。

  • 供應商
    • 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、古河電工、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

也有許多公司在複數部門展開事業,各公司事業內容隨著時間經過而變化。HPE、IBM、Oracle、SAP既是技術供應商(伺服器或通訊業者用軟體),同時也是經營公眾雲端的WNO。在電子通訊業,也有原本就在複數部門開展事業,進一步透過M&A在不同部門擴大事業的企業。CenturyLink隨著Level 3的收購,同時在TNO和CNNO部門雙方開展事業。關於此類企業,將視各部門事業比例分配資料。

目錄

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.

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