Showing posts with label IHS. Show all posts
Showing posts with label IHS. Show all posts

Monday, July 9, 2018

IHS Markit: Flourishing on-prem enterprise data center market

The on-premise, enterprise data center market is flourishing, according to the newly released Data Center Strategies and Leadership North American Enterprise Survey from IHS Markit.

“Application architectures are evolving with the increased adoption of software containers and micro-services coupled with a Dev/Ops culture of rapid and frequent software builds. In addition, we see new technologies such as artificial intelligence (AI) and machine learning (ML) incorporated into applications. These applications consume network bandwidth in a very dynamic and unpredictable manner and make new demands on servers for increased parallel computation,” said Cliff Grossner Ph.D., senior research director and advisor for cloud and data center at IHS Markit.

Some highlights of the report:


  • Respondents expect a greater than 2x increase in the average number of physical servers in their DCs by 2019.
  • Top DC investment drivers are security and application performance (75% of respondents) and scalability (71%).
  • 9% of servers are expected to be 1-socket by 2019, up from 3% now.
  • 73% of servers are expected to be running hypervisors or containers by 2019, up from 70% now.
  • Top DC fabric features are high speed (68% of respondents), automated VM movement (62%), and support for network virtualization protocols (62%).
  • 53% of respondents intend to increase investment in software-defined storage, 52% in NAS, and 42% in SSD.
  • 30% of respondents indicated they are running general purpose IT applications, 22% are running productivity applications such as Microsoft Office, and 18% are running collaboration tools such as email, SharePoint, and unified communications in their data centers.
  • Cisco, Dell, HPE, Juniper, and Huawei were identified as the top 5 DC Ethernet switch vendors by respondents ranking the top 3 vendors in each of 8 selection criteria.


Monday, August 22, 2016

IHS: LTE-Advanced Goes Mainstream

Barriers to deploying 4G are nonexistent at this point, and the main driver for 4G is the lower cost per megabyte of data, according to a survey of 24 global service providers that was conducted by IHS. 84 percent of IHS Markit’s service provider respondents are already running LTE‑Advanced (LTE-A) networks.

IHS said the most deployed LTE-Advanced feature among operator respondents is inter-band carrier aggregation, followed by enhanced inter-cell interference coordination and LTE‑Advanced coordinated multipoint.

The IHS survey also found that Voice over LTE (VoLTE) is exploding: three-quarters of those surveyed are offering VoLTE, up from just a quarter last year. This will not necessarily lead to imminent 2G or 3G shutdown, but 2G is rising on the agenda.  In addition, over 50 percent of respondents plan to deploy LTE in unlicensed spectrum (LTE-U) by 2018.

https://technology.ihs.com/571834?

Tuesday, August 2, 2016

IHS Scorecard Evaluates Top Seven Public Clouds

IHS Markit published excerpts from its new Cloud IT Infrastructure Service Provider Scorecard, which profiles and analyzes the top seven revenue producers for cloud IT infrastructure services: Amazon (AWS), CenturyLink, Equinix, Google, IBM, Microsoft (Azure) and Rackspace.

For 2016, Amazon, Google, IBM and Microsoft received the leader designation for cloud IT infrastructure services, while CenturyLink, Equinix and Rackspace were identified as established players.

“Leadership in the cloud IT infrastructure services market requires very strong in-house software development skills, and all the leaders in our Scorecard have a long history of innovation. This is not expected to change moving forward,” said Cliff Grossner, senior research director, data center, cloud and SDN, at IHS Markit.

“Established players, meanwhile, are able to leverage an existing services client base to which they can offer operational efficiencies. Although they have lower market momentum than the leaders, their significant presence indicates strong adoption of their solutions,” Grossner said.
The off-premises cloud service market segments analyzed for this Scorecard include infrastructure as a service (IaaS), cloud as a service (CaaS) and platform as a service (PaaS).

http://press.ihs.com/press-release/technology/ihs-markit-names-amazon-google-ibm-and-microsoft-leaders-cloud-services-sco

Sunday, June 12, 2016

IHS: Over 8 Billion Connected Devices Worldwide

As of year-end 2015, the world contained 8.1 billion connected smartphones, tablets, personal computers, TVs, TV-attached devices and audio devices, according to IHS' Connected Device Market Monitor report.

“The proliferation of media-enabled connected endpoints has implications for media consumption, media production, broadband infrastructure, and the business itself of network management and traffic discrimination,” said Merrick Kingston, principal analyst-connected home, at IHS Technology. “It drives media consumption, IP traffic and more.”

Some highlights:

  • Smartphones outnumber tablets by five to one
  • Year-on-year, smartphones contribute roughly half a billion new devices to the market; tablet and OTT set-tops are also growing quickly, but operate a full order of magnitude below the smartphone. By 2020, this ratio will only widen. Within the forecast period, the smartphone-to-tablet ratio rises to nearly 10:1.
  • Chromecast out-shipped Apple TV for the first time in Q1 2016, Apple TV shipping 1.7 million units compared to Google pushing 3.2 million Chromecasts to market.
  • Netflix has secured a presence across 32 percent of connected devices in the US

http://www.ihs.com

Tuesday, May 17, 2016

IHS: Carrier SDN Market to Grow at a 98% CAGR from 2015 to 2020

The service provider SDN market, including hardware, software and services, is forecast to grow from $289 million in 2015 to $8.7 billion in 2020, with a 2015–2020 compound annual growth rate (CAGR) of 98 percent, according to IHS.  Some highlights:

  • SDN and NFV represent the shift from a hardware focus to software one: Software and outsourced services will comprise 46 percent of SDN revenue in 2020
  • SDN orchestration and controller software revenue is forecast to grow to over $1.8 billion in 2020
  • But by 2020, there will be more value in SDN apps than in orchestration and control, which will be priced reasonably due to competitive pressure

https://www.infonetics.com/market-research-report-highlights.asp

Monday, January 25, 2016

IHS:Downtime Costs $700 Billion a Year for U.S. Businesses

Information and communication technology (ICT) downtime is costing North American organizations $700 billion per year, according to a new study from IHS.

Some highlights:

  • Network interruptions are the biggest culprit of downtime and have far-reaching consequences: applications, servers and devices may all be working fine, but they can’t communicate with each other when the network is down
  • On average, survey respondents experience 5 downtime events per month, and 27 hours of downtime per month
  • Organizations are making changes to reduce the impact of downtime, from investing in early-detection capabilities to improving redundancy, training and hiring new people, and implementing backup processes that don’t rely on ICT systems

“Our research found that the cost of ICT downtime is substantial, from $1 million a year for a typical mid-size company to over $60 million for a large enterprise,” said Matthias Machowinski, research director for enterprise networks and video at IHS.

http://www.ihs.com

Wednesday, December 16, 2015

IHS: 5-Year Small Cell Backhaul Market Worth $6.5 Billion

IHS is forecasting that a cumulative $6.5 billion will be spent worldwide on outdoor small cell backhaul equipment between 2015 and 2019.

The latest IHS Infonetics Small Cell Mobile Backhaul Equipment report tracks equipment used for transporting traffic from outdoor small cell sites, such as those attached to light poles, utility poles, and the sides and tops of buildings. Some highlights:

  • Much of the activity in the small cell market continues to be around indoor small cells, as in-building spaces in public venues often have problematic macro-based mobile network coverage
  • In 2015, the global small cell mobile backhaul equipment market is forecast to grow 143 percent from the previous year
  • Around 75,000 outdoor small cell backhaul connections are projected to be deployed in 2015, rising to 960,000 in 2019
  • Point-to-point (P2P) microwave is anticipated to account for just under a third of total small cell backhaul equipment revenue in 2015, the highest of any technology

“As outdoor small cell deployments scale up, we look for the small cell backhaul equipment market to kick into higher gear in 2017, when it will reach over $1.2 billion. This year we started to see the early ramp-up beginning, while trials are still ongoing for many operators,” said Richard Webb, research director for mobile backhaul and small cells at IHS.

http://www.infonetics.com/pr/2015/1H15-Small-Cell-Mobile-Backhaul-Market.asp

Friday, December 4, 2015

IHS: LTE Infrastructure Market Up 9% YoY

The worldwide mobile infrastructure market totaled $11.3 billion in the third quarter of 2015 (3Q15), up 1 percent from a year ago, driven by 3G W-CDMA capacity projects in EMEA and the end of LTE rollouts in China, according to a new report from IHS.

Some highlights:

  • Global LTE revenue is up 9 percent year-over-year, totaling $6.1 billion.
  • On a quarter-over-quarter basis, the overall mobile infrastructure market is down 1 percent, mainly dragged by Brazil, China, Japan, the Middle East and Russia, while LTE revenue was flat from the previous quarter.
  • Of the BRIC nations, India is the bright spot in the mobile infrastructure space, up every quarter since the beginning of 2015
  • North America is stable quarter-over-quarter, China is reaching the end of its massive LTE rollouts, LTE rollouts in Western and Central Europe are close to completion, and in the Middle East 3G upgrades are completed
  • IHS projects the global 2G/3G/4G mobile infrastructure market to slowly decline to $28.5 billion by 2019, a 5-year (2014–2019) CAGR of -9.5 percent
  • 5G will kick off the next mobile infrastructure investment cycle, which is expected to start in 2018


http://www.infonetics.com/pr/2015/3Q15-Mobile-Infrastructure-Market.asp

IHS: Network Security Space Remains Hot

According to a new report from IHS, the global network security market, including appliances and software, continued its strong performance in the third quarter of 2015 (3Q15), growing 7 percent year-over-year, to $2 billion.

Fortinet and Palo Alto Networks continue to post strong year-over-year growth, and Check Point, Cisco, Fortinet, Intel Security, Juniper and Palo Alto all posted sequential growth in 3Q15.

Some highlights:

  • A sell-off of some major product portfolios is underway in the network security space:
  • Trend Micro and HP announced in October 2015 that Trend is buying HP’s TippingPoint business
  • In November 2015, Intel Security announced the sale of several lines of business, including their firewall and next-generation firewall (NGFW) business, to Raytheon|Websense
  • Coming off its largest quarter ever in 2Q15, market leader Cisco saw a significant shift in revenue to intrusion prevention systems (IPS) during Q3
  • The emergence of SDN and NFV as dominant networking trends is forcing enterprises and service providers to look at future solutions that work in these environments, including virtual appliances and other software solutions.


http://www.infonetics.com/pr/2015/3Q15-Network-Security-Market.asp

Tuesday, October 27, 2015

IHS: Growing Prospects for SDN in Macrocell Backhaul

A growing number of Service Providers will be deploying SDN technologies in their mobile backhaul networks in 2016, according to a newly published 2015 IHS Infonetics Macrocell Backhaul Strategies and Vendor Leadership: Global Service Provider Survey.

Some highlights of the survey:

  • Greater network flexibility and improved operational efficiencies are the chief drivers for implementing network functions virtualization (NFV) within the backhaul network
  • Over half of those surveyed currently share backhaul facilities with other operators or intend to do so
  • Capacity and cell site location are the top-rated criteria by respondents in planning for 5G networks; this is echoed in rising backhaul link capacity requirements
  • Alcatel-Lucent and Huawei tie for leading macrocell backhaul vendor, each cited as a top-3 vendor by 41 percent of respondents, ahead of Ericsson


“With the evolution of mobile networks in progress, mobile backhaul solutions need to be more flexible, scalable and simplified to deliver increased capacity with quality of service. Operators taking part in our latest macrocell backhaul survey have a clear set of priorities regarding backhaul service-level agreement metrics, for instance. It’ll be important for backhaul to be integrated for macrocell and small cell backhaul and be more intelligent, fully optimized and operationally efficient,” said Richard Webb, research director for mobile backhaul and small cells at IHS.

http://www.infonetics.com/pr/2015/Macrocell-Backhaul-Strategies-Survey.asp

IHS: QSFP28 Shipments to Surge in 2016

Big changes are underway in the market for optical transceivers aimed at data center applications, according to a newly released IHS Infonetics 10G/40G/100G Data Center Optics report.

The report tracks in granular detail optical transceivers, or short reach optics, by speed, reach, wavelength and form factor.

Some highlights:

  • Global 10/40/100G datacom transceiver revenue was up 14 percent in the first half of 2015 (1H15) from the same period a year ago (1H14)
  • Big growth in 40G interfaces is impacting 10G, as high-density QSFP+-based 10G interfaces encroach; IHS believes 10G datacom revenue peaked in 2014
  • 40G SR and LR QSFP+ keep ramping as data centers deploy 40GbE, supercharging 40GBase-SR demand
  • QSFP28 shipments are expected to surge in 2016 as demand exceeds several hundred thousand units

“Suppliers are preparing for a fundamental shift in data center optics from 10G technologies and processes to 25G — this applies to both VCSELs (vertical-cavity surface-emitting lasers) and single-mode optics. This is the single largest change the industry has experienced in the last decade, and the advent of 100GbE in 2016 is the key catalyst,” said Andrew Schmitt, research director for carrier transport networking at IHS Technology.

http://www.infonetics.com/pr/2015/1H15-Data-Center-Optics-Highlights.asp



Thursday, October 22, 2015

IHS: 15% Growth Forecast for Deep Packet Inspection

The global deep packet inspection (DPI) market is forecast to grow to $972 million in 2015, up 15 percent year-over-year, as communications service providers continue to use DPI as a key tool for bandwidth management and the creation of new services and features, according to a new report from IHS.

Some highlights:


  • There is renewed opportunity for DPI suppliers to address operators’ security concerns, leveraging their solutions to tackle network infrastructure threats such as distributed denial of service (DDoS) attacks, worms and viruses on a real-time basis
  • More than half the world’s internet traffic is likely to be encrypted by the end of 2015, driving interest in DPI systems that leverage heuristic classification to identify encrypted packets
  • The majority of the traditional DPI appliance suppliers had a challenging first half of 2015, but smaller players, particularly the embedded DPI suppliers such as Qosmos, saw healthy year-over-year growth


“While the major DPI suppliers are tackling the virtualization trend head-on, moving aggressively to introduce virtualized versions of their products and forge relationships within the NFV ecosystem, their customers are slower to jump on the bandwagon. Performance concerns remain an issue, and operators continue to be conservative with deployments of virtualized DPI technology,” said Shira Levine, research director for service enablement and subscriber intelligence at IHS.

http://www.infonetics.com/pr/2015/1H15-Service-Provider-DPI-Highlights.asp

Sunday, October 18, 2015

IHS: 100G Poised to Ramp up Shipments in 2016

100G port shipments more than doubled in 2014 from the prior year, reaching 163,000 and IHS is now forecasting worldwide 100G port revenue to grow at a 137 percent compound annual growth rate (CAGR) from 2014 to 2019.

IHS expects 1G/2.5G/10G/40G/100G port shipments to exceed 700 million in 2015, totaling $45 billion.

“Deployments of 1G and higher networking ports continue unabated by both enterprises and service providers as they seek to bring capacity in line with the demands placed on their networks. In general, the higher the port speed, the higher the growth rate, which means that 40G and 100G are the key growth segments of the market. However, in a bit of a twist, 2.5G revenue had the highest growth in 2014 due to massive increases in GPON OLT spending in China and the rollout of Gigabit services in North America,” said Matthias Machowinski, research director for enterprise networks and video at IHS. “Looking ahead, we expect 40G revenue to start falling as early as 2017, as enterprise and data center demand shifts to the newly-released QSFP-based 100G technology.”

Research director for carrier transport networking at IHS and co-author of the report Andrew Schmitt added: “2016 is poised to be a breakout year for 100G technologies as coherent 100G ports ramp in metro networks, and companies such as Google, Microsoft and Amazon introduce 100G Ethernet switching technology into their massive hyperscale data centers.”

http://www.infonetics.com

Thursday, September 10, 2015

IHS: Big Spending on GPON in China

Global broadband aggregation equipment revenue (DSL, PON, and Ethernet FTTH) grew 12 percent sequentially in the second quarter of 2015 (2Q15) and 11 percent year-over-year, driven largely by record Gigabit Passive Optical Network (GPON) equipment shipments in China and an increase in very-high-bit-rate DSL (VDSL) deployments, according to newly published research from IHS (Infonetics).

Some highlights:

  • China set a record for PON equipment revenue in 2Q15, surpassing $1 billion in a quarter for the first time ever
  • Q2 spending on PON equipment globally was up both sequentially and on a year over-year basis, and IHS anticipates increased spending for the full-year 2015 as more operators deploy FTTH services
  • The 2Q15 spending environment in North America was very mixed: GPON expenditures were up 1 percent from 2Q14 but down 10 percent from 1Q15, while DSL spending plunged 18 percent from 2Q14 but grew 5 percent from 1Q15
  • Due to the tremendous, sustained investment in China, IHS now predicts the worldwide broadband aggregation market will reach $9 billion in 2019


http://www.infonetics.com

Friday, July 24, 2015

IHS Global NFV Market to Hit $11.6 Billion in 2019

The global network functions virtualization (NFV) hardware, software and services market will reach $11.6 billion in 2019, up from $2.3 billion in 2015, according to new forecast from IHS .

Some highlights

  • Service providers are still early in the long-term, 10- to 15-year transformation to virtualized networks
  • Revenue from outsourced services for NFV projects is projected to grow at a 71 percent compound annual growth rate (CAGR) from 2014 to 2019
  • Revenue from software-only video content delivery network (CDN) functions for managing and distributing data is forecast by IHS to grow 30-fold from 2015 to 2019

“NFV represents operators’ shift from a hardware focus to software focus, and our forecasts show this. We believe NFV software will comprise over 80 percent of the $11.6 billion total NFV revenue in 2019,” said Michael Howard, senior research director for carrier networks at IHS. “The software is always a much larger investment than the server, storage and switch hardware, representing about $4 of every $5 spent on NFV.”

http://www.infonetics.com

Wednesday, June 10, 2015

IHS: Data Center and Enterprise SDN Markets to See Strong Growth

The software-defined networking (SDN) market (Ethernet switches and controllers) will reach $13 billion in 2019, up from $781 million in 2014, as the availability of branded bare metal switches and use of SDN by enterprises and smaller cloud service providers (CSPs) drive growth, according to a newly published IHS Infonetics' biannual Data Center and Enterprise SDN Hardware and Software report.

Some highlights:

  • SDN still spells opportunity for existing and new vendors; the leaders in the SDN market serving the enterprise data center will be solidified during the next 2 years as 2015 lab trials give way to live production deployments
  • Bare metal switches are the top in-use for SDN-capable switch use case
  • SDN network virtualization overlays (NVOs) will go mainstream in 2016

“The SDN market is still forming, and the top market share slots will change hands frequently, but currently the segment leaders are Dell, HP, VMware and White Box,” said Cliff Grossner, Ph.D., research director for data center, cloud and SDN at IHS.

http://www.infonetics.com

IHS: Microwave Equipment Sales Decline in Q1

The global microwave equipment market totaled $1.2 billion in the first quarter of 2015 (1Q15), a 9 percent sequential decline as operators continued to be cautious with spending, according to the IHS Infonetics Microwave Equipment report.

Some Highlights:

  • Microwave equipment revenue has been trending downward for the last few years due to pricing pressure and competition from fiber-based backhaul solutions
  • Backhaul comprised 85 percent of microwave equipment revenue in 1Q15, while transport made up 8 percent and access 7 percent
  • From a technology perspective, the dual Ethernet/TDM and all-Ethernet segments dominated microwave sales in Q1
  • EMEA and Asia Pacific again led in microwave equipment revenue, together combining for 81 percent of global share
  • Most microwave gear manufacturers reported decreased quarter-over-quarter results in 1Q15

“While some seasonality in the first quarter is typical, the microwave market was a little softer than usual in the first quarter as operators kept a tight rein on capex. On the plus side, the market did grow 15 percent from the year-ago first quarter,” said Richard Webb, research director for mobile backhaul and small cells at IHS. “In the long term, new shoots of growth from LTE/LTE-A backhaul upgrades and small cell deployments will give the market a boost, driving it back to revenue growth beginning in 2017."

http://www.infonetics.com/pr/2015/1Q15-Microwave-Equipment-Market-Highlights.asp

Tuesday, June 9, 2015

IHS: LTE Infrastructure Sales to Peak this Year

The global LTE mobile infrastructure revenue will peak at $23.3 billion in 2015 and then start to decline as a result of diminishing rollouts, according to the latest IHS Infonetics Mobile Infrastructure Equipment report.

“As we anticipated, we’re reaching the peak of LTE rollouts, and LTE is now set to perform at $6 billion a quarter for some time as operators complete their major remaining rollouts,” said Stéphane Téral, research director for mobile infrastructure and carrier economics at IHS.

Some highlights:

  • LTE revenue totaled $6 billion worldwide in the first quarter of 2015 (1Q15), a 1 percent sequential decline
  • LTE rollouts were not strong enough in 1Q15 to fully offset the abyssal year-over-year decline of 2G/3G spending, resulting in an 8 percent sequential decline for the global 2G/3G/4G mobile infrastructure market, which came to $11 billion
  • On a year-over-year basis, the 2G/3G/4G mobile infrastructure market was up 4 percent in 1Q15, driven by unabated TDD LTE activity in China


http://www.infonetics.com

See also