CDN Operators Get Set for Some Major Changes
|出版日||ページ情報||英文 18 Pages
|大きな変化に備えるCDNオペレーター各社 CDN Operators Get Set for Some Major Changes|
|出版日: 2014年05月31日||ページ情報: 英文 18 Pages||
2013年12月にVerizonは急成長中のコンテンツ配信ネットワーク（CDN）プロバイダーであるEdgeCastを買収し、1990年代にCDN市場を開拓して以来市場を独占してきたAkamai Technologiesにこれまでで最大の挑戦を仕掛けることになりました。コンテンツ配信ネットワーキングは、インターネット伝送の改善を目標としてマサチューセッツ工科大学（MIT）のあるグループが1990年代末にAkamai Technologiesを設立したことによって出現した、独特の市場構造を有する通信市場における専門的な分野です。
In December 2013, Verizon acquired the fast-growing content delivery network (CDN) provider EdgeCast, positioning itself to mount the strongest competitive challenge dominant Akamai Technologies has faced since it launched the CDN market in the 1990s.
Another major factor roiling today's CDN market is the progress major content owners are making in expanding their own internal CDNs. This means their immense traffic volumes are increasingly being withdrawn from the commercial CDN traffic "pool," even as total traffic in that pool continues to grow rapidly as volumes and bandwidth demands of content "objects" (videos, applications, website components) expand without apparent limits. These content players meanwhile have the long-run potential, though not the current reality, of acting as commercial CDNs in competition with Akamai, Verizon and others.
While "static" or stable content like videos are cached in the longstanding CDN manner, increasingly "dynamic" (continually changing) websites cannot be, requiring more complex techniques drawing on similar CDN-based expertise and platforms. These "value-added services" (VAS) - specifically including Web acceleration and front-end optimization - are becoming an ever-larger portion of this market and its primary source of profit.
Value-added features above and beyond traditional CDN will continue to provide most revenue growth and profit in this sector. There will be further diversification beyond basic CDN on the part of specialized providers, including ever-enhanced acceleration and optimization for dynamic content, as well as improved security capabilities. CDNs will be increasingly combined with managed services. Market participants will continue to spend heavily on development in their research and development (R&D) labs, building and enhancing these features, though results of what will emerge in an increasingly "open" environment remain unpredictable.
With its acquisition of EdgeCast, Verizon will likely challenge Akamai more effectively than any other CDN challenger has until now. There will likely be increasing consolidation across the sector, which will not preclude the emergence of new specialized players. Verizon will make new efforts to leverage its combined role as major international backbone provider and CDN, including trying to work with other network owners to more broadly upgrade Internet transmission. The acquisition may also support eventual Verizon efforts to go to OTT delivery itself outside its region. However, despite its efforts, it is by no means clear yet that Verizon can seriously challenge Akamai's long-dominant market position.
CDN Operators Get Set for Some Major Changes examines the current state of the CDN market in light of the major changes shaping it. It reviews the market's structure, including the role of carriers and multiple system operators (MSOs), market shares of significant CDN providers as well as current market trends and issues, including the evolution of VAS, do-it-yourself (DIY) CDNs, the software sale model, dual CDN strategies, standardization and federations. Finally, the report profiles 13 market players with significant impact on this segment.
Content delivery networking is a specialized sector of the communications market with a distinct market structure, which emerged in the late 1990s with the creation of Akamai Technologies by a group coming out of the orbit of the Massachusetts Institute of Technology (MIT) with the goal of improving Internet transmission. Akamai has managed to maintain its leading position in this market over the ensuing 15 years. Several U.S.-based and Asian challengers in a second CDN "tier" have achieved annual revenues in the $100 million to $200 million range, vastly smaller than Akamai. There are a significant number of smaller (either in total and/or CDN business size) competitors of various kinds worldwide below that tier.
Excerpt: Worldwide CDN-Related Revenue, 2013
Source: Heavy Reading Insider; in US$, includes CDN-related VAS
*These are non-U.S. - based providers earning revenue primarily in non-U.S.
currencies, with estimates translated into dollars according to prevailing
exchange rates. Particularly in the case of ChinaCache, a large share of whose
revenue is earned in China's RMB, which has an exchange rate to the dollar not
solely market-based, so revenues may not be directly comparable.
**Combines estimated CDN revenues of Verizon and EdgeCast, which were not a
unified company until the end of 2013.
Companies cited in this report include: Akamai Technologies Inc. (Nasdaq: AKAM); Amazon Web Services Inc. (AWS), an Amazon.com Inc. (Nasdaq: AMZN) company; AT&T Inc. (NYSE: T); CDNetworks Inc.; CenturyLink Inc. (NYSE: CTL); ChinaCache Inc. (Nasdaq: CCIH); EdgeConneX Inc.; Internap Network Services Corp. (Nasdaq: INAP); Level 3 Communications LLC (NYSE: LVLT); Limelight Networks Inc. (Nasdaq: LLNW); Netflix Inc. (Nasdaq: NFLX); Verizon Communications Inc. (NYSE: VZ); and XO Communications, owned by XO Holdings Inc. (OTCBB: XOHO).