Showing posts with label Infonetics. Show all posts
Showing posts with label Infonetics. Show all posts

Thursday, June 19, 2014

Infonetics: A Shift in Data Center Security Investments

Virtual security appliances will capture a growing share of investments in data center security, according to new report from Infonetics Research.

“Historically, data centers have been protected by big-iron security solutions and complex webs of security appliances and load-balancing infrastructure,” says Jeff Wilson, principal analyst for security at Infonetics Research. “But as more providers virtualize their data centers and roll out SDNs and NFV, we anticipate a fairly significant revenue transition from hardware appliances to virtual appliances and purpose-built security solutions that interface directly with hypervisors, with SDN controllers via APIs, or orchestration platforms.”

Some highlights of the report:

  • The ported virtual security appliances segment of the data center security market grew 10% in 2013 over 2012, to $437 million
  • Meanwhile, sales of purpose-built virtual security appliances totaled $150 million in 2013, up 44% from the prior year
  • Cisco, Juniper, and Fortinet are the top 3 revenue share leaders in the data center security appliance market
  • Massive interest in SDN- and NFV-compatible security solutions is expected to drive consolidation among established security players, virtualization platform vendors, and specialist vendors
  • Infonetics is projecting a cumulative $1.35 billion will be spent on purpose-built virtual security appliances from 2014 to 2018.


http://www.infonetics.com

Wednesday, June 18, 2014

Infonetics: 16G Fibre Channel Takes Over

Sales of 16G Fibre Channel are quickly taking over the market from earlier 4G and 8G implementations, according to a new study published by Infonetics.

“With 16G Fibre Channel ramping fast, 8G is making a quick exit,” says Cliff Grossner, Ph.D., directing analyst for data center and cloud at Infonetics Research. “16G Fibre Channel solutions now make up 42% of storage area network (SAN) revenue, and we expect to see the continued acceleration of 16G at the expense of 8G and 4G, especially with 32G still two years out.”

“Most of the 16G market is inter-switch, or switch-to-storage array, and not server connections,” adds Grossner.

Some highlights:

  • Globally, the SAN market (Fibre Channel switches and host bus adapters) totaled $592 million in 1Q14, down 9% from 4Q13, and down 3% from a year ago
  • Brocade continues to dominate the SAN switch and adapter market, gaining 3 market share points in 1Q14
  • Worldwide converged data center network adapter revenue (Ethernet switch ports-in-use for storage and converged network adapters, or CNAs), declined 4% sequentially in 1Q14, to $549 million
  • CNAs continue to account for the majority of revenue, followed by iSCSI adapters and universal adapters
  • Thanks to its recent acquisitions, QLogic is expected to move into the #2 spot in the converged data center network adapter market in 2Q14
  • In an effort to grab market share, converged data center network adapter vendors are reaching for the cloud, software-defined networking (SDN), and network functions virtualization (NVF)
  • The shift to cloud-architected data centers with automated deployment of virtual workloads is driving a long-term trend toward a converged network with storage and application traffic on Ethernet in the data center.

http://www.infonetics.com/pr/2014/1Q14-SAN-and-Converged-DC-Network-Equipment-Market-Highlights.asp

Tuesday, June 17, 2014

Infonetics: DDoS Appliance Sales Topped $348 Million Last Year

The worldwide DDoS prevention appliance market closed 2013 strong, reaching $348 million in revenue, an increase of 26% from the prior year, according to a new report from Infonetics Research. However, 1Q14 revenue was flat sequentially, totaling $91.5 million.

Some highlights:

  • North America comprised the majority of DDoS prevention appliance revenue in 1Q14, followed by EMEA, Asia Pacific, and the Caribbean and Latin America (CALA)
  • Consolidation and new product announcements continue, with F5 picking up cloud provider Defense.net, and ADC vendor A10 launching a new line of DDoS mitigation appliances
  • The data center and mobile DDoS prevention segments are projected to maintain healthy double-digit CAGRs from 2013–2018
  • Software-defined networking (SDN) and network functions virtualization (NFV) are pervasive trends in network and telecom infrastructure, and they will eventually touch all areas of security, including DDoS mitigation.

“Buyers need protection from a new wave of sophisticated application layer attacks and massive amplification attacks, and we're seeing renewed focus on DDoS mitigation from a wide range of established data center and security players like Check Point, Fortinet, Juniper, F5, and Huawei,” notes Jeff Wilson, principal analyst for security at Infonetics Research. “Arbor Networks maintains a strong leadership position in the DDoS mitigation space despite having a wide range of challengers, from focused product vendors in adjacent markets to large established networking and security vendors.”

http://www.infonetics.com

Friday, June 6, 2014

Infonetics: Growing Market for Femtocell and Enterprise Small Cells

Worldwide femtocell and enterprise small cell equipment revenue reached $144 million in 1Q14, up 6% from 4Q13, according to a new report from Infonetics Research.

Overall, the femtocell and enterprise small cell equipment market has seen robust unit and revenue growth over the previous half-year period, and we remain optimistic that these small cell segments have sufficient market drivers and support among operators to sustain continuous year-over-year unit and revenue growth through 2018,” notes Richard Webb, directing analyst for mobile backhaul and small cells at Infonetics Research.

“4G macro network deployments are underway in many places, and operators are starting to launch 4G-based femtocells to augment mobile broadband services,” adds Webb. “Boosted by enterprise small cell adoption kicking in to help mobile operators support enterprise-specific voice and data offerings, we believe 4G femtocell and enterprise small cell revenue will climb to $2.3 billion in 2018, a compound annual growth rate (CAGR) of 77 percent from 2013 to 2018.”

Some highlights:

  • LTE femtocells, the highest ARPU products in the market, are a driving force behind revenue growth, though W-CDMA femtocells still make up the dominant proportion of unit shipments
  • The residential segment led with 59% of femtocell revenue in 1Q14, ahead of the enterprise small cell segment
  • These are distinct markets in their own right, and Infonetics expects to see increasing specialization from vendors and operators alike
  • Integrated femtocells grew to 8% of total units in 1Q14 and are anticipated to account for about a third of unit shipments by 2018, predominantly into the residential segment
  • Femtocell/enterprise small cell equipment revenue market share leaders in 1Q14 are, in alphabetical order, Airvana, Alcatel-Lucent, Cisco, and ip.access

http://www.infonetics.com

Thursday, June 5, 2014

Infonetics: A Carrier Survey on Packet-Optical, MPLS, and Control Plane Strategies

A survey of Global service providers published by Infonetics Research has found that SDN vendor strategies currently are not critical factors in purchasing optical transport equipment for the majority of operators.

“No topic has generated more discussion in the past 12 months than software-defined networking (SDN), though most carriers have been publicly silent on their plans for SDN in the transport network. Our latest packet-optical study found that over three-quarters of service providers surveyed plan to deploy transport SDN, but only a third say vendors’ SDN strategies play a critical role in their equipment and vendor decisions today,” reports Andrew Schmitt, principal analyst for optical at Infonetics Research.

Some highlights of the Packet-Optical Survey:

  • Opinions on exactly what constitutes a packet-optical transport system (P-OTS) vary widely in the industry; however, 86% of carriers surveyed say Infonetics’ definition of P-OTS is a good characterization
  • 84% of respondents have deployed or will deploy P-OTS by the end of 2015
  • The top reasons cited for deploying P-OTS are reducing complexity in the network and supporting services such as private line Ethernet and broadband aggregation
  • Slightly more than half of respondents will use alien wavelengths to provide spectrum leasing and dark fiber services, not IP over DWDM (IPoDWDM)
  • When asked to estimate the percentage of traffic transiting their network that is packet switched by conventional routers vs. packet-optical systems, respondents indicate that optical equipment will play a much larger role in packet switching and aggregation by 2016, but it will still be secondary to the role routers play.

http://www.infonetics.com

Tuesday, May 20, 2014

Infonetics: VoLTE Fuels 37% Year-Over-Year Growth in Q1 Carrier VoIP and IMS market;

Worldwide service provider VoIP and IMS equipment revenue totaled $992 million in 1Q14, an increase of 37% from 1Q13, but a sequential decline of 9%, according to a new report from Infonetics. Most segments were down on a sequential basis following a strong 4Q13.

VoLTE continues to positively impact the service provider VoIP and IMS equipment market, though we look for the market to slow this year as operators commercially launch services and draw down capacity built over the past year,” notes Diane Myers, principal analyst for VoIP, UC, and IMS at Infonetics Research.

Myers continues: “Already this year we have seen AT&T, PCCW/HKT, and other operators launch VoLTE services, and NTT DoCoMo is set to do so in June. There will be additional launches in 2014 by large and small providers alike that will hit the bottom line, but mobile does not completely dominate the picture. Spending on Class 5 replacement and voice over broadband (VoBB) and SIP trunking expansion will continue.”

Some additional highlights:

  • The core IMS and voice application server segment posted the strongest growth in 1Q14, continuing to be driven by VoLTE activity in the large North American and Asian markets
  • All regions are up on a year-over-year basis in 1Q14, with Asia Pacific and North America forming the foundation for the IMS rise due to activity from mobile operators
  • The standout vendor in 1Q14 is Alcatel-Lucent, rising to the top due to strong growth of core IMS and voice application server revenue, particularly in North America.

http://www.infonetics.com/

Sunday, May 4, 2014

Infonetics: Hotspot 2.0 Predicted to Take Off

WiFi as a separate overlay network currently leads the list of technologies and architectures for offloading data traffic; meanwhile, more sophisticated carrier WiFi architectures gain gradual traction as respondents look to bring WiFi into the mobile RAN via SIM-based service models or by deploying dual-mode WiFi/small cells, according to a new survey from Infonetics.

“Carrier WiFi deployments are evolving to deliver the same quality of experience as mobile and fixed-line broadband service environments, and this is driving WiFi networks to become more closely integrated. Hotspot 2.0, a key tool developed by the industry to aid this drive, shows rapid adoption by carriers participating in our latest carrier WiFi survey,” notes Richard Webb, directing analyst for mobile backhaul and small cells at Infonetics Research.

Webb adds: “Operators are betting pretty big on carrier WiFi, but they’re also keen to develop ways of monetizing services so that WiFi starts to pay for itself over the coming years. WiFi roaming and location-based services are examples of customer plans that are growing fast.”

Some additional highlights:

  • Respondents have an average of around 32,000 access points currently, growing to just over 44,000 by 2015, representing 33% growth over the next year
  • 40% of Infonetics’ operator respondents expect to integrate Hotspot 2.0 into more than half their access points by the end of 2015
  • Among those surveyed, the top 3 monetization models for WiFi services are pre-pay, bundled with mobile broadband subscription, and tiered hotspots
  • Respondents perceive Cisco and Ruckus Wireless as the top carrier WiFi manufacturers for second consecutive year.

http://www.infonetics.com

Tuesday, April 29, 2014

Infonetics: Small Cell Market to Hit $2.5 Billion in 2018

The small cell market saw significant growth in 2013 as the total number of small cell units shipped hit 642,000, a 143% spike from 2012, according to a new report from Infonetics Research.  Over half of these units are of the 3G variety, and Infonetics predicts that 4G metrocells will close the gap with 3G this year, becoming the main growth engine.

“As we anticipated, the great small cell ramp did not happen in 2013 as many in the industry had hoped. Testing activity remained solid, but actual deployments were modest. Small cell revenue was just $771 million last year, a sharp contrast to the $24 billion 2G/3G RAN market,” reports Stéphane Téral, principal analyst for mobile infrastructure and carrier economics at Infonetics Research.

Some additional highlights:


  • As mobile operators have to approach a “critical mass” of data traffic before small cells even become a consideration, it is the developed countries (Japan, South Korea, the UK and US) that are driving early adoption
  • Backhaul is no longer a major inhibitor to small cell deployment, but it will remain an issue for some mobile operators due to the locations in which they operate
  • 5G is coming, fully loaded with small cells: NTT DOCOMO in Japan plans to have 5G commercially available in 2020, in time for the Tokyo Olympics.


http://www.infonetics.com

Saturday, April 26, 2014

Infonetics: Mobile Device Security Software to Hit $3.4 Billion in '18

Worldwide revenue for mobile device security client software is up 10% sequentially in 4Q13, to $385 million, and is projected to continue to grow rapidly in coming years, according to a new report from Infonetics Research.

“The triple threat of bring-your-own-device (BYOD) as a dominant enterprise trend, an increasingly hostile threat environment, and the deluge of frightening revelations about privacy courtesy of the NSA is forcing enterprises and consumers to invest real money in mobile device security. The mobile device security software market grew 40% to cross the billion-dollar mark in 2013 and we expect it to grow to $3.4 billion in 2018,” says Jeff Wilson, principal analyst for security at Infonetics Research.

Some additional highlights of the report:


  • Asia Pacific accounted for 34% of security client revenue in 2013, followed closely by North America (32%) and EMEA (31%); Latin America came in a very distant fourth
  • Though North America greatly lags behind EMEA and Asia Pacific in total smartphone shipments, it has strong security client adoption relative to the other regions
  • In 2013, enterprise mobile clients comprised 51% of the total security client market, while consumer mobile security clients made up 49%.

http://www.infonetics.com

Wednesday, April 23, 2014

Infonetics: Networking ports hit $39 billion in 2013

Worldwide 1G/10G/40G/100G network port revenue grew 5% in 2013 from the prior year, to $39 billion, according to a new report from Infonetics Research.

“Deployments of 1G, 10G, 40G, and 100G ports once again grew significantly in 2013, as enterprises and service providers invested in their networks to accommodate the growth in traffic, and revenue growth accelerated as buyers shifted to higher bandwidth—and more expensive—ports,” reports Matthias Machowinski, directing analyst for enterprise networks and video at Infonetics Research.

Principal Analyst for Optical at Infonetics and co-author of the report Andrew Schmitt adds: “Coherent 100G is well on its way to completely taking over the core, growing to nearly 80% of all wavelengths by 2016, effectively shutting down competing 10G and 40G deployments.”

Some report highlights:

  • Enterprise port revenue grew 5%, and service provider port revenue increased 4%
  • 1G comprises the lion’s share of ports, while 10G delivers the bulk of revenue, though revenue growth is coming from the emerging 40G and 100G segments
  • The 40G market is in transition as service providers move on to 100G; 40G is, however, finding success in the data center market, resulting in 40G port shipments more than doubling in 2013
  • Infonetics looks for 40G port shipments to nearly triple this year, hitting 1.5 million
  • 100G ports almost quadrupled in 2013, thanks to surging service provider demand for 100G WDM
  • The first 100G ports on enterprise equipment started shipping in 2013, but aren’t expected to become a major factor until 2015.

http://www.infonetics.com/pr/2014/2H13-Networking-Ports-Market-Highlights.asp

Monday, March 24, 2014

Infonetics: Bare Metal Switch Market Has Potential

The bare metal switch market has the potential to transform a significant portion of the Ethernet switching market into a disaggregated model, similar to the server market, according to a new report from Infonetics Research.

“There’s still room for best-of-breed in the Ethernet switch market, but as the industry moves beyond early adopters and the early market for data center fabrics, the next wave of adoption has to be made simpler for the ‘main street’ buyer,” notes Cliff Grossner, Ph.D., directing analyst for data center and cloud at Infonetics Research. “This will keep the market for best-of-breed solutions healthy even as a portion of the data center Ethernet switch market turns to bundled solutions.  The shift to cloud-architected data centers with automated deployment of virtual workloads will require storage networking to be more agile, driving the need for a converged network with storage and application traffic on Ethernet."

Some highlights:

  • Data center Ethernet switch ports sold as part of a bundled solution made up 27% of all data center ports shipped in 2013, growing to 45% in 2018
  • Nearly half of all converged data center network ports shipped in 4Q13 will carry storage traffic
  • Infonetics forecasts Ethernet switch ports-in-use for storage to reach 55% of all data center purpose-built switch ports shipped in 2018
  • Switch ports-in-use for Fibre Channel over Ethernet (FCoE) are expected to account for 22% of all data center purpose-built ports shipped in 2018.

http://www.infonetics.com

Thursday, March 20, 2014

Infonetics: Network Security Market Posted Gains in Q4

The global network security appliance and software market grew 9.8% from 3Q13 to 4Q13, to $1.8 billion and for the full year 2013, network security revenue totaled $6.4 billion, a 2.6% increase over 2012, according to new report from Infonetics Research.

Some highlights:

  • Integrated security products (integrated security appliances, secure routers, SSL VPN gateways, and VPN and firewall software) make up the majority of revenue
  • Looking at the top 3 vendors' quarter-over-quarter (4Q13 vs 3Q13) performance, Cisco increased overall revenue 20%; Check Point had a typically strong 4th quarter, and Juniper posted its second consecutive quarter of growth
  • Palo Alto Networks and Fortinet once again posted strong quarter-over-quarter and year-over-year growth in 4Q13, and are well positioned to continue gaining share
  • Infonetics forecasts the worldwide network security market to reach $7.3 billion in 2018, a 2013–2018 CAGR of 2.5%

"Cisco completed its acquisition of Sourcefire in the fourth quarter of 2013, and in the process posted its highest security revenue quarter ever, gaining three points of market share," says Jeff Wilson, principal analyst for security at Infonetics Research. "The network security market nearly hit double-digit growth in 4Q13, and we expect growth to accelerate this year as service providers and enterprises increase security investment to improve security performance and keep up with a changing threat landscape."

http://www.infonetics.com

Friday, March 14, 2014

Infonetics: Record Year for GPON in China; VDSL Shipments Outstrip ADSL

For the full year 2013, worldwide broadband aggregation equipment revenue totaled $6.96 billion, a 1.6% increase over 2012, according to a new report from Infonetics Research.

Some key highlights of the report:

  • For the full year 2013, worldwide broadband aggregation equipment revenue totaled $6.96 billion, a 1.6% increase over 2012
  • 2013 capped a record year for GPON in China, with revenue increasing 64% from the previous year as China Unicom and China Telecom continued deployments of GPON-based FTTH
  • VDSL shipments surpassed ADSL for the first time in 2013 and now make up over half of all DSL ports shipped, though this was not enough to lift overall DSL aggregation market on a year-over-year basis
  • The top 3 overall broadband aggregation revenue leaders are once again Huawei, Alcatel-Lucent, and ZTE

“2013 ended up being a strong year for fixed broadband spending, driven by the continued growth of GPON and vectoring-capable VDSL gear. Competition, over-the-top (OTT) and multiscreen video, and national broadband goals remain the primary drivers for fixed broadband investment,” notes Jeff Heynen, principal analyst for broadband access and pay TV at Infonetics Research.

http://www.infonetics.com

Tuesday, March 11, 2014

Infonetics: OTN switching is Booming

The OTN switching segment of the market grew 37% in 2013, according to a new report from Infonetics Research that tracks optical transport network (OTN) switching and transport equipment and packet-optical transport systems (P-OTS).

  • Worldwide overall OTN revenue totaled $8 billion in 2013, or 66% of all optical network hardware spending    
  • The market for P-OTS equipment came to $1.7 billion in 2013, split fairly evenly between metro edge and metro regional P-OTS gear
  • P-OTS revenue grew 32% between the second half of 2012 and the second half of 2013
  • Infonetics projects the OTN switching segment to grow at about a 20% compound annual growth rate (CAGR) from 2013 to 2018

"OTN switching had a major year of growth in 2013 as service providers prioritized installation of integrated WDM+OTN switching and 100G coherent technology in the core. Alcatel-Lucent, Ciena, and Infinera are the key beneficiaries here," notes Andrew Schmitt, principal analyst for optical at Infonetics Research. "Meanwhile, Chinese carriers continue to expand large deployments of OTN switching, with Huawei as the sole beneficiary. Over in the P-OTS space, incumbent vendors Cisco, Fujitsu, Tellabs, Ciena, and Alcatel-Lucent are the market leaders, but new players BTI, Cyan, Transmode, and Ericsson are challenging with pure-play P-OTS platforms."

https://www.infonetics.com/

Monday, March 3, 2014

Infonetics: SDN Creating Hesitancy in Carrier Routing/Switching Market

SDN is leading the carrier router/switch market into a period of hesitation, according to new report from Infonetics.

“Major change is in the air as carriers of all sizes proceed cautiously with router and switch spending, in part because they are trialing SDN (software-defined networking) or just beginning to figure out how to proceed with SDN,” says Michael Howard, principal analyst for carrier networks and co-founder of Infonetics Research. “The fourth quarter is usually an indicator for the current year and sometimes a bellwether for the future. In the most recent quarter (4Q13), North America had a double-digit sequential decline in carrier router/switch revenue rather than the usual budget flush, with weakness coming mostly from Verizon and AT&T, among the global leaders of SDN activities.”

Some highlights of the report:

  • In 2013, worldwide service provider router and switch revenue—including IP edge and core routers and carrier Ethernet switches (CES)—was $14.5 billion, up just 2% from 2012
  • 4Q13 carrier router/switch revenue is down 4% from the same period a year ago
  • Prompted by the move to 100GE, the core router refresh is still mildly in motion: Core routers are up 3.3% for the full year 2013, but flat quarter-over-quarter (4Q13 from 3Q13)
  • There is intensifying focus on multiple content delivery networks (CDNs) and smart traffic management across routes, aimed at making routers and optical gear cooperate more closely
  • The top 4 manufacturers – Cisco, Huawei, Alcatel-Lucent, and Juniper stayed in dominant positions in 2013, together taking 83% of global carrier router and switch revenue
  • Over the past 2 years, Huawei has increased its market share the most of any vendor
  • With SDN hesitation slowing router and CES spending, Infonetics now expects worldwide service provider router and switch revenue to grow at a low single-digit CAGR from 2013 to 2018, when it will reach $17.2 billion

http://www.infonetics.com

Tuesday, February 25, 2014

Infonetics: Challenges for Outdoor Small Cell Rollouts

A survey of 20 incumbent, independent wireless, competitive, and cable operators conducted by Infonetics Research reveals numerous challenges in the rollout of outdoor small cells, including:

  • Operators are finding that outdoor small cell deployments are more expensive than anticipated: more respondents now expect the 5-year TCO ratio of a small cell deployment to be 25% of a typical macrocell deployment, up from 10% in Infonetics' 2012 survey
  • There is a big opportunity for point-to-multipoint (P2MP) backhaul topology in dense urban areas, but there are only a few manufacturers shipping P2MP products today: BluWan, Cambridge Broadband, and Intracom
  • 1/4 of operators surveyed indicated they will use software-defined networking (SDN) in outdoor small cell backhaul networks by 2016 or later
  • Downstream bandwidth capacity is a top service-level agreement (SLA) metric for backhaul services supporting LTE and LTE-Advanced (LTE-A)


Infonetics is predicting that operators will spend $3.6 billion on outdoor small cell backhaul equipment over the five years from 2013 to 2017, down from earlier forecasts based on operator plans.

"2013 was supposed to be the year for greater deployments of outdoor small cells, but installations haven’t proceeded as quickly as operators expected. It’s no picnic out there for operators. Costs are higher than anticipated, and many challenges remain difficult to solve, including siting, jurisdictional issues, unsettled local regulations, power availability, copper and fiber availability, small cell packaging with or without backhaul, just-coming-available technologies and products, and backhaul connections. Not to mention the coordination of small cells with WiFi or nearby macrocells over new types of backhaul that must support strict timing, sync, and latency requirements for LTE and LTE-Advanced in the future,” explains Michael Howard, co-founder and principal analyst for carrier networks at Infonetics Research.

http://www.infonetics.com

Tuesday, February 18, 2014

Infonetics: Optical gear Spending Flat in 4Q13

Worldwide optical network hardware revenue, including WDM and SONET/SDH, was essentially flat in 4Q13, totaling $3.1 billion, according to a new Optical Network Hardware report from Infonetics Research.

Some highlights:

  • For the full year 2013, the overall optical network hardware market is down 3%
  • On a positive note, the WDM segment posted a 6th consecutive quarter of growth in 4Q13 and ended the full year 2013 up 11% as 100G deployments hit the ground
  • Though the traditional 4Q capex flush was in full effect in EMEA, the region recorded a 5th straight year of spending declines; Infonetics expects EMEA to revert back to being a third of global spending within 1-2 years
  • The Chinese optical market closed 2013 up only 6%, but performance is anticipated to improve in 2014 as 100G rollouts pick up steam
  • EMEA optical heavyweights Alcatel-Lucent, Ciena, Coriant, and Huawei all had a big 4Q13.

"Optical spending flattened in the fourth quarter of 2013, though it wasn't distributed evenly around the world or by vendor. Weakness was concentrated in North America, but a year-end capex surge in EMEA evened things up," notes Andrew Schmitt, principal analyst for optical at Infonetics Research.

Schmitt adds: "All indications are that an all-clear from Verizon and AT&T is forthcoming and the Q4 drop was a pause rather than a reversal - and this is in line with our forecasts."

http://www.infonetics.com

Friday, December 13, 2013

Infonetics: SON Software Sales to Hit $5 Billion by 2017

The global mobile network optimization and self-organizing network (SON) market is on track to grow 13% in 2013, down from a 17% annual growth rate in 2012, according to a new report from Infonetics.

“Self-organizing networks (SON) remain baked in LTE, but as an evolutionary 3GGP technology, SON will continue to evolve, offering more and more advanced features. So deploying SON for 3G optimization – with the zero-touch network as the long-term goal – is something that’s natural and logical for many operators,” notes Stéphane Téral, principal analyst for mobile infrastructure and carrier economics at Infonetics Research.

A few notes from the report:

  • In a large majority of cases, 3G network optimization, rather than LTE alone, is a key driver for using SON
  • Over 80% of mobile operators worldwide are using SON for 3G/HSPA/HSPA+ optimization
  • Centralized SON (C-SON) is predominant in optimization schemes
  • The burgeoning SON segment of the market tripled in 2012
  • Infonetics forecasts optimization and SON software to grow to nearly $5 billion by 2017.

http://www.infonetics.com

Monday, December 9, 2013

Infonetics: Data Center and Enterprise SDN will Top $3 billion by 2017

"SDN is going through a classic market adoption cycle, with many new entrants looking to gain a toe-hold, and the majority of enterprises still kicking the tires," according to a new Data Center and Enterprise SDN Hardware and Software report from Infonetics.

“The important question that everyone wants answered is, ‘What’s the real market for SDN?’,” says Cliff Grossner, Ph.D., directing analyst for data center and cloud at Infonetics Research. “It’s still early days, but our research over the last two years confirms that SDN controllers and Ethernet switches in-use for SDN will play a role in enterprise and data center networks, growing to a $3.1 billion market by 2017.”

The report tracks and forecasts SDN controllers and Ethernet switches in-use for SDN — the ‘real’ market for SDN — separately from SDN-capable Ethernet switches. Some highlights:

  • Vendors shipping SDN products in 2013 include Alcatel-Lucent, Big Switch, Brocade, Cisco, Cumulus, Dell, Extreme, HP, Huawei, IBM, Juniper, Midokura, NEC, Pica8, Plexxi, Plumgrid, VMware and others
  • The few early deployments for SDN—Google, NTT, AT&T, Verizon, DT, BT, and China Mobile—are in large data centers of cloud service providers and large enterprises
  • 10% of Ethernet switches will be in-use for SDN by 2017
  • North America is where SDN got its start, and the region will claim nearly 50% SDN revenue market share through 2017.

http://www.infonetics.com/pr/2013/Data-Center-and-SDN-Market-Highlights.asp



Tuesday, November 26, 2013

Infonetics: SP Routers and Switch Market Rises 7% YoY in Q3

The global carrier router and switch market (IP edge and core routers and carrier Ethernet switches) totaled $3.6 billion in 3Q13, an increase of 7% from the year-ago 3rd quarter, according to a new report from Infonetics Research.

The third quarter is normally slow for the carrier router/switch market, so a 10% sequential drop isn’t overwhelmingly bad, especially with the expectation of a good 4Q13 and an improving year-over-year outlook,” says Michael Howard, principal analyst for carrier networks and co-founder of Infonetics Research. “All three main IP router/switch categories – edge routers, core routers, and carrier Ethernet switches (CES) – are up from a year ago.”

Some additional highlights:

  • Sequential dips by Huawei and ZTE pulled Asia Pacific down in 3Q13, but Infonetics looks for the usual up-down pattern in the region to continue, giving rise to a strong 4Q13.
  • Though Europe/EMEA declined 10% in 3Q13 from 2Q13, European service providers are expected to carry out a decent budget flush in the 4th quarter.
  • Cisco maintains its lead with 38%, Alcatel-Lucent regains 2nd place, Juniper holds #3, while Huawei drops to #4 on the 3Q13 global router/CES revenue share leaderboard.
  • Infonetics forecasts the service provider router and switch market to grow at a 7% CAGR from 2012 to 2017, when it will reach $20.2 billion.


http://www.infonetics.com/pr/2013/3Q13-Service-Provider-Routers-Switches-Market-Highlights.asp