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Research Type - Insights Research by Market - Mobile & Telecom Category - Voice & Data NetworksBy Attribute
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Data center and enterprise LAN SDN market totaled $4.4 billion in 2017; VMware and Cisco are leadersJune 11, 2018Global data center and enterprise LAN software-defined networking (SDN) market revenue—including SDN-in-use bare metal and branded Ethernet switches and SDN controllers—is anticipated to reach $15.8 billion by 2022.
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Optical equipment market off to slow start in 2018May 31, 2018Global optical network hardware revenue totaled $3.1 billion in the first quarter of 2018 (Q1 2018), declining 25 percent sequentially and remaining flat on a year-over-year basis.
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DTW 2018: The winding, bumpy road to digital transformationMay 21, 2018That’s what we heard first thing in the morning when TM Forum CEO Nik Willetts kicked off this year’s plenary session in rainy Nice, France. In fact, Willetts quoted a McKinsey study saying 70% of transformation projects fail; we found the 50% by directly asking some of our service provider relationships participating at the event, including Orange. And to clarify what we mean by “fail,” transformation projects are costly and do not necessarily deliver the planned ROI, nor do they contribute to lower opex. Overall, the event, rebranded Digital Transformation World (DTW), was as well attended as last year although we found the aisles of the show floor particularly empty on the last day, Wednesday, May 16. Does this mean everyone had had enough of digital transformation? Probably not—most vendors including Amdocs, Ericsson, HPE, Huawei, and Netcracker were very satisfied with the quality of the meetings conducted with their customers. Clients, please log in to view the full content.Subscribers Only
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Huawei sustains plateaued service provider outsourcing marketMay 09, 2018Despite unabated need for service providers to outsource non-core tasks, 2017 was marked by slower growth in the service provider outsourcing market. Worldwide revenue reached $67 billion last year, an increase of just 1 percent over 2016.
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Arista sets its sights on the campusMay 08, 2018A few months ago, I was asked by a client whether I thought it possible that Arista will enter the campus networking market. Everything’s a possibility, I thought, but this one seems far-fetched. Arista’s current switching products aren’t geared toward the campus (lack of 1G and PoE offerings), and more importantly, Arista doesn’t have a wireless networking portfolio...Subscribers Only
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Huawei Analyst Summit 2018: Carrier networks at a crossroadsMay 02, 2018The 2018 Huawei Global Analyst Summit was, as usual, a large, lavish, and information-packed affair. From executive-level insights into the overall direction of the business to more in-depth and detailed insights on Huawei technology across a wide range of areas, this year’s event provided a good overall view of the state of the telecommunications industry with a primary focus on business in China and Asia. A key takeaway is that the carrier networks business is at a crossroads—and it is not clear at this stage whether 5G will be able to come to the rescue. The consumer and enterprise segments, supplemented by a new business addressing public cloud services, anchored growth for the company in 2017. Clients, please log in to view the full content.Subscribers Only
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Unleashing the new 5G un-carrierMay 02, 2018This is the third time a merger between the third- and fourth-largest US wireless service providers has been proposed. The previous time, last year, the deal ended over a dispute over who would control the combined business. Softbank founder Masayoshi Son, whose firm acquired Sprint for $22B in 2013 with an eye toward combining it with T-Mobile, was reluctant to give up control of Sprint. The run up to 5G has apparently changed his mind, and this time around the new business will be called T-Mobile and will be run by current T-Mobile CEO John Legere. Clients, please log in to view the full content.Subscribers Only
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Ethernet access device market up 8 percent year over year in 2017April 06, 2018Worldwide Ethernet access device (EAD) revenue totaled $987 million in 2017, increasing 8 percent over 2016. The market is forecast to reach $1.47 billion in 2021, achieving a 2017–2022 CAGR of 8 percent.
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The third year in a row of capex cuts in China!April 02, 2018After the 2015 LTE rollout peak that pushed China’s total capex to the roof at RMB439B—including RMB162B for LTE alone, the three service providers made it clear that they would slow down their spending dramatically, and indeed they slammed the brakes! The end goal is to bring capital intensity (e.g., capex-to-revenue ratio) somewhere between sustainable levels of about 24% and healthy levels of 15%; those benchmarks come from western telecom companies, of course, and became fundamental to driving the recovery after the telecom crash of 2000. Clients, please log in to view the full content.Subscribers Only
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OFC 2018 highlights: Optical DCI leapfrog contest continuesMarch 29, 2018The market for compact optical data center interconnect (DCI) platforms is the fastest growing segment of the optical equipment market. In our 27 March 2018 DCI, Packet-Optical, and OTN Equipment Market Tracker, the compact DCI transport equipment segment brought in $483M in revenue in 2017, up 205% YoY. Moving forward, IHS Markit predicts this segment will continue to grow at a 5-year CAGR of +27%. Clients, please log in to view the full content.Subscribers Only
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Optical DCI market grew 26 percent, reaching $2.6 billion in 2017March 29, 2018Year-over-year optical data center interconnect (DCI) hardware revenue grew by 26 percent globally, reaching $2.6 billion in 2017.
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OFC 2018: 400GbE data center optics arriveMarch 28, 2018One of the biggest themes at OFC 2018 was the volume of announcements around all aspects of the 400GbE client optics/transceivers ecosystem. The initial customers for 400GbE will be web-scale Internet content providers for data center applications. With the ratification of the 400GbE specification in December 2017, and with significant progress made toward addressing major technical challenges, the market is starting to kick into high gear. Clients, please log in to view the full content.Subscribers Only
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Best year for Ethernet switching since the recessionMarch 12, 2018Worldwide Ethernet switch revenue grew 2 percent sequentially in the fourth quarter of 2017 (Q4 2017), to $6.7 billion, building off the gains from previous quarters. For the full-year 2017, revenue rose 8 percent, reaching nearly $25 billion—the strongest growth in seven years.
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MWC18: What the C-level service provider suite says about 5GMarch 09, 2018As usual at this time of year, I did my pilgrimage to Barcelona’s Mobile World Congress, which according to the GSMA was attended by 107,000 people—1,000 fewer than last year. Was this due to the cold front that hit the entire European region all the way to the south? Many people did not manage to land in Barcelona due to flight cancellations. Meanwhile, this event is branded as the world’s largest of its kind, at least in the not-so-vibrant mobile industry. To provide some perspective, I like to remind people that Salesforce.com founder and CEO Marc Benioff brought 170,000 people to the Dreamforce event in San Francisco last year; that is one-fifth of the city’s population, and cruise ships were provided to address insufficient hotel room supply. More importantly, I conducted my usual C-level service provider tour, a mix of formal and informal discussions. Some were scheduled, and others were just on the run. And, of course, it was all about 5G. Clients, please log in to view the full content.Subscribers Only
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ALE: Renewed focus helps drive new growthFebruary 15, 2018At the end of January, we had the chance to attend Alcatel-Lucent Enterprise’s (ALE) Connex18 Northern European partner conference, getting an update on the company’s current traction and its plans for the future. After its acquisition by Huaxing and the subsequent new leadership of CEO Jack Chen, ALE implemented a number of changes to put the company on a solid footing and help drive a new direction. ALE had to reduce costs significantly to bring expenses in line with current revenue levels and concluded that process last year. ALE now has 2,100 employees (down from 2,600), 50% of which are located outside of France, and the company has been cash flow positive since April 2017. Because ALE is up against much larger and diversified companies, it must choose carefully how it spends its limited resources. ALE recognizes that its business is going to change significantly in the years to come, moving away from classic telephony (i.e., PBX and UC), which provides some 60% of its revenue today. In as little as three years, ALE expects the majority of new projects to be unrelated to telephony. To maintain and grow revenue in light of these changing market requirements, ALE has reorganized its business around three key principles it believes will drive focus and give purpose to its mission: vertical specialization, cloud opportunities, and mobile and IoT. Clients, please log in to view the full content.Subscribers Only
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AMD partners with HPE and Dell EMC, turns up the heat on IntelFebruary 13, 2018In 2017, AMD changed the market dynamic for entry-level enterprise servers with its EPYC SoC, providing not just healthy competition but also opportunities for new designs utilizing the large number of memory channels and high I/O bandwidth available with EPYC. OEMs like Supermicro, Sugon, and Asus and white box server vendors like Wiwynn, Inventec, Gigabyte, and Tyan quickly backed EPYC, introducing over a dozen server models based on AMD’s SoC in 2H17. CSPs (cloud service providers) also embraced EPYC with Microsoft, Baidu, Tencent and JD.com all adopting EPYC-based servers. Baidu in particular boosted EPYC’s credibility in the market as it implemented a new 1-socket server design that utilizes EPYC’s memory channels and I/O bandwidth. Clients, please log in to view the full content.Subscribers Only
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The mysterious case of a rising IndiaFebruary 01, 2018While Brazil and Russia were in recession in 2015 and 2016, IHS Markit found that India’s economy was chugging along, pushing the nation’s real GDP growth rates at 8% and 7.1% for those years, respectively. As a result, India moved into seventh place in 2015 after passing Italy and Brazil and kicking out Russia (which allowed Canada back into the top 10). Last year, IHS Markit expected India’s real GDP to grow 6.5%, which should have moved India into sixth place after passing France. Clients, please log in to view the full content.Subscribers Only
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Operator Survey: Smart central offices to be in 85 percent of service provider networks this yearJanuary 25, 2018In 2018, 85 percent of operator respondents plan to create, or will have already deployed, smart central offices — that is, installing servers, storage and switching to create mini data centers in selected central offices. These mini data centers are used to offer cloud services, and as the network functions virtualization (NFV) infrastructure on which to run virtualized network functions (VNFs) such as vRouter, firewall, CG-NAT and IP/MPLS VPNs.
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Service providers diverge on optical disaggregationJanuary 22, 2018In a December 2017 IHS Markit survey of service providers using optical transmission and switching equipment, 47 percent of respondents indicated interest in the use of disaggregated optical equipment in their networks, up from 33 percent in 2016.
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China sets its sights on the optical components marketJanuary 18, 2018In January 2018, China’s Ministry of Industry and Information Technology (MIIT) released its Optoelectronic Devices Industry Technology Roadmap, a five-year plan to improve China’s capabilities in the optoelectronics industry. Although the plan spans a wide range of fundamental technologies in the optical domain, there is a strong focus on optical communications devices, which will have a significant impact on the global optical components industry supporting optical transport and networking. Clients, please log in to view the full content.Subscribers Only
