Competitive Analysis: P-OTS for Edge/Aggregation Networks
|出版日||ページ情報||英文 28 Pages
|競合分析：エッジ/アグリゲーションネットワーク向けP-OTS Competitive Analysis: P-OTS for Edge/Aggregation Networks|
|出版日: 2014年10月16日||ページ情報: 英文 28 Pages||
Aggregation and edge transport networks are undergoing a wave of innovation that is far bigger, and far more disruptive, than has been seen for years. Changes to networks are not just focused on cost and density, but reflect the near total change in services running over the top of them that has been witnessed in the past 10 to 15 years.
With new packet-optical transport systems (P-OTS) equipment able to offer order of magnitude improvements over legacy transport systems, many of which have been in place for 10 to 15 years, and a dwindling sales focus on the legacy TDM services for which those transport systems were designed, it is small wonder that operators have been moving to upgrade their transport infrastructures.
Packet-optical platforms have emerged as vendors have sought to find ways to help their customers migrate away from legacy transport networks based on Sonet/SDH aggregating TDM and Asynchronous Transfer Mode (ATM) access circuits. These legacy infrastructures have become increasingly irrelevant and inefficient as Ethernet-based technologies have become dominant in both fixed and mobile access networks, and as the services flowing over the networks have become predominantly based on packet data.
Network operators have a wide choice of technology options when they consider packet-optical transport deployments. Most P-OTS are modular or offer a mix of form factors, as they are designed to enable an incremental and flexible approach toward transport networking. This reflects the reality that operators have not all wanted to abandon very large circuit-based transport network investments overnight.
The aggregation/edge market remains fragmented, with no single player dominating the P-OTS market. (Our estimates suggest a close race for the top three places in the market in terms of market share, and an even tighter race for positions 4 to 6.) No player has more than 15 percent market share.
The big global NEPs hold strong market share positions, but are rarely the first to market in terms of technology implementations. Access to a strong legacy customer base and a great migration story can be more powerful than access to the latest feature sets or the densest platforms.
Competitive Analysis: P-OTS for Edge/Aggregation Networks examines the vendors vying for market share of a sub-segment of the packet-optical market - namely the supply of network systems for edge/aggregation networks. This represents the largest portion of the market, and is set for swift technology change in the next couple of years. The report also looks at the range of packet-optical transport products the profiled vendors are offering, and the feature sets those products support. It uncovers vendors' differentiating strategies and unusual or unique selling points, assesses their market success (in the form of recent market share) and looks at how much buzz their products are getting in the market. It finally compares vendors by giving them an aggregate score across these categories.
P-OTS converge dense wavelength division multiplexing (DWDM) transport, Sonet/SDH, large-scale packet switching and COE in a single chassis/device. Heavy Reading has created detailed definitions for metro core/regional, edge/aggregation and access P-OTS for its reports. The following excerpt shows how edge/aggregation P-OTS fits into the wider technology ecosystem.
Companies analyzed in this report include: Adtran Inc. (Nasdaq: ADTN); Alcatel-Lucent (NYSE: ALU); BTI Systems Inc.; Ciena Corp. (NYSE: CIEN); Cisco Systems Inc. (Nasdaq: CSCO); Coriant GmbH; Cyan Inc.; ECI Telecom Ltd.; Ericsson AB (Nasdaq: ERIC); Fujitsu Ltd. (TYO: 6702); Huawei Technologies Co. Ltd.; Tejas Networks Ltd.; and Transmode AB (Nasdaq: TRMO).