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通信業界向けネットワーク機器プロバイダー(NEP)の将来展望

The Future for Telecom Network Equipment Providers

発行 Heavy Reading 商品コード 318982
出版日 ページ情報 英文 27 Pages
納期: 即日から翌営業日
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通信業界向けネットワーク機器プロバイダー(NEP)の将来展望 The Future for Telecom Network Equipment Providers
出版日: 2014年02月28日 ページ情報: 英文 27 Pages
概要

世界の通信業向けネットワーク装置市場は現在、大きな変化と不確実性の時代にあります。世界有数のネットワーク機器プロバイダー(NEP)のうち、人員削減や他者の企業合併・買収(M&A)、事業計画の変更に乗り出す企業がある一方、新技術・サービスによるネットワークの更新・新設に乗り出す企業もあります。NEPの主要顧客である通信企業やケーブルテレビ、モバイル通信企業などは費用削減とQoE(利用品質)改善を要求しており、またOTT(over the top)業者との競合も激しくなっています。市場の不確実性を緩和するために、これまでは「共鳴型の関係性」を関連企業との間で構築してきましたが、相手側企業が企業合併・買収(M&A)によって状況が変化することもあります。結局、個々のNEP企業が自社の状況に合わせて今後の対応策を決める必要があります。最善のシナリオ(将来の可能性)は、ネットワーキング装置の潜在的ユーザーであるOTTサービスプロバイダーの増加で、NEP側ではそれを見据えて、従来型の通信サービスプロバイダー同様の強い関係を構築・維持する必要があります。

当レポートでは、全世界の通信用ネットワーク装置/関連サービスの市場の主な促進要因について分析し、その影響力の大きさや不確実性のレベル、今後の市場動向に関する3通りのシナリオ、そのシナリオに基づく今後の市場動向見通し、主要プロバイダーの概略と事業戦略などを調査しております。

第1章 イントロダクション:ネットワーク機器プロバイダー(NEP)にとって何が本当に重要なのか

第2章 市場の意図を把握する

  • 影響度と不確実性
  • 主な市場促進要因

第3章 NEPの将来性に関するシナリオ

  • 「非自由化」
  • 「NEP業界の将来像(Nepocalypse)」
  • 「より低料金で、より多くのサービスを」

第4章 プロバイダー側の展望

  • Alcatel-Lucent
  • Ciena
  • Cisco Systems
  • Ericsson
  • 富士通
  • Huawei
  • Juniper Networks
  • 日本電気
  • NSN
  • Qualcomm
  • Tellabs
  • ZTE

第5章 結論

目次
Product Code: Vol. 14, No. 1

The market for telecom network equipment saw significant uncertainty and change in 2013. Some of the largest global network equipment providers (NEPs) have reduced their headcount; there has been M&A activity among very big players and smaller players; some have announced significant changes of strategy; and there have been developments of important new technologies and service ideas with the potential to change the way networks are built and operated.

NEP customers - telcos, cablecos, wireless operators and large enterprises - have been exercised about cutting the cost of infrastructure capex and opex. They've also been working to deliver managed quality of experience (QoE) to their customers while dealing with changing traffic patterns caused in no small measure by "over the top" (OTT) service providers that have emerged as competitors for users' dollars.

There is unpredictability in many of the market drivers. So how can the telecom community of operators and vendors best plan for the future Do NEPs have a future at all Those we have spoken with for this report are confident that agility is one key, as is being completely on top of the big forces shaping the behavior of their customers so that they can create, in partnership with their operator colleagues, a "resonant relationship" that leads to mutual prosperity.

News announcements during 2013 have suggested that there is significant structural change happening in the market for telecom network equipment. There have been mergers and acquisitions on a large scale and uncertain news from major NEPs. These events are manifestations of market change in response to big driving forces. NEPs clearly must respond to pressure, but how can they identify which of the driving forces are most significant

The real power of scenarios is to work out what they might mean for an individual company, rather than groups of companies, as the balance of exposure to different factors varies from organization to organization. We would recommend that vendors review our scenarios in the light of their own circumstances and decide whether their current business strategies look robust in the face of any of these three outcomes we have defined.

Helping customers to manage the change to NFV, learn from others and use NFV to create new value will be strongest placed. Simply dropping network functions on to virtualized servers will be a losers' strategy. And the migration of operators to NFV/SDN-based networks will likely create at least one or two new major network technology providers, and most scenarios see the continued emergence of OTT service providers as potential buyers of networking equipment. NEPs need to court these as strongly as they court traditional telecom operators.

‘The Future for Telecom Network Equipment Providers’ examines the driving forces behind the global market for telecom network equipment and related services, analyzing them for their scale of impact and level of uncertainty. It builds three scenarios for the future of NEPs in the global market for telecom equipment, based on the driving forces with the greatest likely impact, but the least certainty about that nature of that impact. The report uses those scenarios to give some perspective on the future for NEPs. Finally, it summarizes the strategies of 12 leading NEPs.

Sample research data from the report is shown in the excerpts below:

Excerpt:
A PEST/Systems Map Analysis of Telecom Equipment Market Driving Forces

                     Source: Heavy Reading Insider

It's a fast-changing world, where multiple factors overlap. The following excerpt shows a system map combined with an analysis of the factors using the political, economic, social and technology (PEST) framework. It illustrates just some of the industry's varied drivers, and shows how many of them are linked.

Companies mentioned in this report include: Alcatel-Lucent (NYSE: ALU); Ciena Corp. (Nasdaq: CIEN); Ericsson AB (Nasdaq: ERIC); Cisco Systems Inc. (Nasdaq: CSCO); Fujitsu Ltd. (TYO: 6702); Huawei Technologies Co. Ltd.; Juniper Networks Inc. (NYSE: JNPR); NEC Corp. (NSE: 6701); Nokia Solutions & Networks; Qualcomm Inc. (Nasdaq: QCOM); Tellabs Inc.; ZTE Corp. (SEHK: 0763).

Table of Contents

I. Introduction: What'sReallyImportant for NEPs

II. Making Sense of the Market

  • Impact & Uncertainty
  • The Key Driving Forces

III. Scenarios for the Future of NEPs

  • "De-liberalization"
  • "Nepocalypse"
  • "Less Pipe; More Service"

IV. The Provider Perspective

  • Alcatel-Lucent
  • Ciena
  • Cisco Systems
  • Ericsson
  • Fujitsu
  • Huawei
  • Juniper Networks
  • NEC
  • NSN
  • Qualcomm
  • Tellabs
  • ZTE

V. Conclusions

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