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市場調查報告書

雲端的建立:網站規模網路供應鏈分析,2020年第2季版

Building the Cloud - Webscale Network Supply Chain Analyzer, 2Q20 Edition: Database Tracks 648 Deals since 2010, including 90 in First 8 Months of 2020

出版商 MTN Consulting, LLC 商品編碼 955706
出版日期 內容資訊 英文
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雲端的建立:網站規模網路供應鏈分析,2020年第2季版 Building the Cloud - Webscale Network Supply Chain Analyzer, 2Q20 Edition: Database Tracks 648 Deals since 2010, including 90 in First 8 Months of 2020
出版日期: 2020年08月28日內容資訊: 英文
簡介

全球大科技企業,對網站規模的網路進行著高額的投資。網站規模網路,是又稱 "超級規模" 資料中心的巨大的設施與連接那些基礎設施網為中心的東西,包含資料中心間的光互相連接,核心海底電纜,衛星網路等各種顧客連線技術。截至2020年第二季度的12個月中,網站規模網路運營商(WNO)部門的公司已投資1,147億美元,佔其收入的7.5%。 WNO的資本投資幾乎有一半用於網路,但更多的錢用於研發,每年的研發成本相當於銷售額的11.4%。

本報告提供全球網站規模網路的供應鏈分析,每季狀況,過去1年狀況,主要供應商趨勢等資訊提供。

目錄

目錄

  • 目錄
  • 利用規章

概要

每季狀況:

  • 契約概要
  • 契約儀表板矩陣
  • 契約資料表

狀況:過去1年

  • 對應特定的產品類型的供應商間的關係的到目前為止的時間軸
  • 資料表

主要供應商/合作夥伴分析:

  • 主要的供應商/合作夥伴和WNO的重要關係
  • 資料表

關於MTN Consulting

  • Global Network Infrastructure (GNI) Tracker
  • 成為調查對象的網路業者
  • 調查手法
  • 調查範圍
目錄
Product Code: GNI-28082020-1

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. That includes optical interconnects between data centers, submarine cables in the core, and various customer access technologies including satellite and home-grown innovations like the Terregraph and Loon projects from Facebook and Google, respectively.

This webscale network operator (WNO) sector of companies spent $114.7B for the twelve-months ending 2Q20, 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 2Q20 were 11.4% 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. In addition, webscale operators are increasingly leveraging partnerships with other types of network operators, notably telcos, in order to assemble a complete network solution.

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/partners 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 648 entries through the middle of August 2020. Contracts are concentrated in the 2016-20 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.

Table of Contents

Index

  • Table of Contents
  • Terms of Use

Abstract

Quarterly view:

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

Annual view:

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

Key Vendor/Partner Breakout:

  • Key WNO relationships by a selected vendor/partner
  • Data Table

About

  • Global Network Infrastructure (GNI) Tracker
  • Network Operator Coverage
  • Methodology
  • Coverage

List of Figures & Charts:

  • 1. Capex and vendor contracts, 2011-2020
  • 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
  • 7. Key Vendor - WNO relationships, all years