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|
|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|
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％。
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.