Building the Cloud: Webscale Network Supply Chain Analyzer, 2019 - Webscale Network Investment is Benefiting Dozens of Vendors Across the Supply Chain - ResearchAndMarkets.com
DUBLIN--(BUSINESS WIRE)--Feb 12, 2019--The “Building the Cloud: Webscale Network Supply Chain Analyzer” report has been added to ResearchAndMarkets.com’s offering.
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 invested $85.4B in capex in the first nine months of 2018 (YTD18), up 56% 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 over the last twelve months (LTM) were 10% of revenues (from 9.7% a year prior). With this spending rise, it is important to understand how WNOs blend internal expertise with procured technology from outside vendors to build their networks.
The Webscale Network Supply Chain Analyzer tracks technology spending in this sector by digging deep into the Webscale 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.
This excel includes 467 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. The coverage will evolve with the sector.
3. Supply Chain Analyzer
4. Contracts SummaryContracts Dashboard Matrix Contracts Data Table - All Contracts
6. Global Network Infrastructure (GNI) TrackerNetwork Operator Coverage Methodology
List of ExhibitsCapex and vendor contracts, 2011-2018 Contracts by product: all years Top vendors, all years Contracts by quarter
Companies MentionedAlibaba Alphabet/Google Amazon Apple Baidu CyberAgent Facebook Fujitsu IBM JD.com Meituan.com Microsoft NetEase Oracle Priceline Salesforce Sogou Tencent UCloud Xiaomi Yahoo Japan A10 Networks Acacia Communications ADVA Optical Agile Networks Alps Electric Company AMD Amphenol Analog Devices Inc. AppDynamics Aricent Arista Networks ARM Asia Optical Co. Inc. Barefoot networks Big Switch Networks Broadcom BT Group Cadence Design Cavium Chicony Electronics Chilisin Electronics Ciena Corporation Cisco Compeq Mfg. Corning Inc. Cyntec Corporation Dell Technologies Delta Electronics Diodes Inc. Ericsson F5 Networks Finisar Flex Ltd. Foxconn (Hon Hai) Fujitsu Limited Himax HPE Huawei IBM Infineon Technologies Infinera Inphi Corporation Inspur Intel Jabil Lenovo LG Display Lite-On Tech Marvell Technology Mediatek Mellanox Micron Technology Molex Murata NEC Corporation NeoPhotonics Newmax Technology Nic Components Nokia NVIDIA NXP Semiconductors ON Semiconductor Panasonic Qorvo Inc. QUALCOMM Quanta RADWIN Realtek Semiconductor Redline Comms. Rohm Semiconductor Samsung Electronics Seagate Technology Shenzhen Sunway Siemens SK Hynix Inc. STMicroelectronics Symantec Taiwan Semiconductor TE Connectivity Tech Mahindra Limited Texas Instruments Thales/Gemalto N.V. Toshiba Corporation Vishay Intertechnology VMWare Western Digital Wistron Corp. Xilinx ZT Systems ZTE
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Related Topics:Cloud Computing and Storage
KEYWORD: ASIA PACIFIC NORTH AMERICA SOUTH AMERICA
INDUSTRY KEYWORD: TECHNOLOGY NETWORKS
SOURCE: Research and Markets
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PUB: 02/12/2019 10:06 AM/DISC: 02/12/2019 10:06 AM