クラウドの構築:ウェブスケールネットワークサプライチェーン分析、2020年第2四半期版

世界の大手テクノロジー企業は、ウェブスケールのネットワークに多額の投資を行っています。ウェブスケールネットワークは、「ハイパースケール」データセンターとも呼ばれる巨大な施設とそれらを接続するインフラストラクチャ網を中心としたもので、データセンター間の光相互接続、コア海底ケーブル、衛星ネットワークなどさまざまなカスタマーアクセス技術が含まれます。ウェブスケールネットワークオペレーター（WNO）部門の企業は、2020年第2四半期までの12ヶ月間で収益の7.5％に相当する1,147億米ドルの資金を投入しています。WNOの設備投資のほぼ半分はネットワークに振り向けられていますが、研究開発には設備投資以上の資金が投入されており、年間の研究開発費は売上高の11.4％に相当します。

当レポートは、世界のウェブスケールネットワークのサプライチェーンを分析したもので、四半期ごとの状況、過去1年間の状況、主要ベンダーの動向などの情報を提供しています。

目次

インデックス

• 目次
• 利用規約

概要

四半期ごとの状況：

• 契約の概要
• 契約ダッシュボードマトリックス
• 契約データテーブル

過去1年間の状況：

• 特定の製品カテゴリーに対応するベンダー間の関係のこれまでのタイムライン
• データ表

主要ベンダー/パートナーの分析：

• 主なベンダー/パートナーとWNOの重要な関係
• データ表

MTN Consultingについて

• Global Network Infrastructure (GNI) Tracker
• 調査対象となっているネットワークオペレーター
• 調査手法
• 調査範囲

List of Figures & Charts:

• 1. Capex and vendor contracts, 2011-2020

• 2. Contracts by product: all years

• 3. Top vendors, all years

• 4. Contracts by quarter

• 5. Dashboard matrix - Quarterly view

• 6. Dashboard matrix - Annual view

• 7. Key Vendor - WNO relationships, all years

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. That includes optical interconnects between data centers, submarine cables in the core, and various customer access technologies including satellite and home-grown innovations like the Terregraph and Loon projects from Facebook and Google, respectively.

This webscale network operator (WNO) sector of companies spent $114.7B for the twelve-months ending 2Q20, or 7.5% of revenues. Nearly half of WNO capex is for the network (including capitalized software). Webscale operators spend even more on R&D each year than capex; annualized webscale R&D expenses in 2Q20 were 11.4% of revenues. This is in contrast to telecom operators, who rarely spend over 1% of revenues on R&D. WNOs use their R&D smarts to design their own network and equipment. Each company has its own approach, though. As the WNO sector grows, it is important to understand how WNOs blend internal expertise with procured technology from outside vendors to build their networks. Technology partnerships are crucial, as webscale providers generally prefer new, customized solutions to off the shelf alternatives. In addition, webscale operators are increasingly leveraging partnerships with other types of network operators, notably telcos, in order to assemble a complete network solution.

MTN Consulting's "Webscale Network Supply Chain Analyzer" tracks technology spending in this sector by digging deep into the webscale-related supply chains of each operator. The Analyzer tracks contracts/deals between WNOs and technology vendors/partners 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.

In total, this database includes 648 entries through the middle of August 2020. Contracts are concentrated in the 2016-20 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. Our coverage will evolve with the sector.

Table of Contents

Index

• Table of Contents
• Terms of Use

Abstract

Quarterly view:

• Contracts Summary
• Contracts Dashboard Matrix
• Contracts Data Table - All Contracts

Annual view:

• Historical timeline of vendor relationships for a selected product category
• Data Table

Key Vendor/Partner Breakout:

• Key WNO relationships by a selected vendor/partner
• Data Table

About

• Global Network Infrastructure (GNI) Tracker
• Network Operator Coverage
• Methodology
• Coverage