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市場調查報告書
構建雲端：Web規模網路供應鏈分析，2019年第四季度Building the Cloud: Webscale Network Supply Chain Analyzer, 4Q19 Edition |
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| 出版商 | MTN Consulting, LLC | 商品編碼 | 949211 | ||||
| 出版日期 | 內容資訊 | 英文  |
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| 構建雲端：Web規模網路供應鏈分析，2019年第四季度 Building the Cloud: Webscale Network Supply Chain Analyzer, 4Q19 Edition | ||
| 出版日期: 2020年03月04日 | 內容資訊: 英文 |
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全球技術公司正在Web規模的網絡上進行大量投資。它們基於龐大的Web網絡（也稱為超大規模數據中心）和連接它們的基礎結構網路。截至2019年第三季度的12個月內，Web規模網絡運營商（WNO）部門花費了1,053億美元，佔收入的7.5％。 WNO的資本支出中幾乎有一半用於網路。每年在研發上花費大量資金，2019年第三季度的年度研發成本佔收入的10.6％。與此形成鮮明對比的是運營商，他們很少將超過收入的1％用於研發。
此報告是一個Web規模的網絡運營商（WNO）供應鏈數據庫，截至2019年12月末，該數據庫涵蓋558個條目。大多數合同涉及前八名WNO之一，佔WNO資本支出的80％，但是隨著時間的流逝，越來越多的公司正在建立Web規模的網絡，並且隨之而來的是，越來越多的供應商正在提供解決方案。
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 558 entries through the end of December 2019. Contracts are concentrated in the 2016-19 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.
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 $105.3B in the twelve-months ending 3Q19, or 7.5% of revenues. Nearly half of WNO capex is for the network (including capitalized software). Webscale operators spend even more on R&D each year than capex; annualized webscale R&D expenses in 3Q19 were 10.6% of revenues. This is in contrast to telecom operators, who rarely spend over 1% of revenues on R&D. WNOs use their R&D smarts to design their own network and equipment. Each company has its own approach, though. As the WNO sector grows, it is important to understand how WNOs blend internal expertise with procured technology from outside vendors to build their networks. Technology partnerships are crucial, as webscale providers generally prefer new, customized solutions to off the shelf alternatives.
