市場調查報告書

雲端的建立:Web規模網路的供應鏈分析

Building the Cloud: Webscale Network Supply Chain Analyzer, 1Q19 edition

出版商 MTN Consulting, LLC 商品編碼 778074
出版日期 內容資訊 英文
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雲端的建立:Web規模網路的供應鏈分析 Building the Cloud: Webscale Network Supply Chain Analyzer, 1Q19 edition
出版日期: 2019年06月03日內容資訊: 英文
簡介

本服務提供各業者的Web規模相關供應鏈詳細調查,Web規模網路的技術支出相關分析。

目錄

目錄

  • 簡介
  • 調查範圍
  • 用語

供應鏈分析

  • 契約的摘要
  • 契約的儀表板矩陣
  • 契約資料表:全契約

補充

  • Global Network Infrastructure (GNI) Tracker
  • 網路業者目標範圍
  • 調查手法

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄
Product Code: GNI-03062019-1

"MTN Consulting's "Webscale Network Supply Chain Analyzer" tracks technology spending in this sector by digging deep into the webscale-related supply chains of each operator. The Analyzer tracks contracts/deals between WNOs and technology vendors across eight product categories, and provides detail on type of relationship and nature of deal. The goal is to provide a comprehensive view of the competitive landscape facing vendors who aim to sell or partner with webscale operators.

In total, this database includes 486 entries. They are concentrated in the 2016-18 period but stretch back to 2010. The vast majority of contracts involve one of the top 8 WNOs, who account for ~80% of total WNO capex. More companies are building webscale networks over time, though, and more vendors are selling to them. Our coverage will evolve with the sector.

File format: Excel

Abstract

The world's largest technology companies are investing heavily in webscale networks. These are centered around enormous webscale, also known as "hyperscale" data centers, and the web of infrastructure connecting them.

This webscale network operator (WNO) sector of companies spent more than $100B in capex in a single year for the first time, investing $115.4B in 2018, up 48.4% YoY. Nearly half of WNO capex is for technology. Further, webscale operators spend even more on R&D each year than capex; webscale R&D expenses in 2018 were 10.3% of revenues, ahead of capex/revenues ratio of 8.5%. With this spending rise, it is important to understand how WNOs blend internal expertise with procured technology from outside vendors to build their networks."

Table of Contents

1. Index

2. Quarterly view:

  • Contracts Summary
  • Contracts Dashboard Matrix
  • Contracts Data Table - All Contracts

3. Annual view:

  • Historical timeline of vendor relationships for a selected product category
  • Data Table

4. About

List of Figures & Charts

  • 1.Capex and vendor contracts, 2011-2018
  • 2.Contracts by product: all years
  • 3.Top vendors, all years
  • 4.Contracts by quarter
  • 5.Dashboard matrix - Quarterly view
  • 6.Dashboard matrix - Annual view
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