This report is the second in the author's Webscale Playbook series, which analyze the “Super 8” Webscale network operators, i.e. Alibaba, Alphabet, Amazon, Apple, Baidu, Facebook, Microsoft, and Tencent. The objective of this report is to assess Alibaba's:Chinese e-Commerce Behemoth Boosts Network Spending and R&D to Cope with Uncertainty in US-China Trade Relations
- Latest quarterly key performance indicators including revenues, capex, opex, R&D, etc.
- Top 3 spending-related (capex and R&D) priorities
- Network vendor relationships, M&A, and partnerships across different network product categories
- Network-related strategy
- Disruptive impact on the network infrastructure market.
- As a percentage of revenues, Alibaba has been spending more on capex than R&D in the recent times, reflecting its efforts in building data centers to pursue its cloud unit’s overseas goals
- With US-China trade relations hitting rock bottom, Alibaba is set to deploy in-house chips for its data centers, and eventually for the enterprise market, directly impacting the US-based vendors who currently dominate the network infrastructure market
- However, a complete discard of network vendors is not on the cards as Alibaba looks to disrupt different industries such as logistics (driverless delivery vehicles), infrastructure (smart cities solutions), and hospitality (robots for hotels). These all require high-end sensors and network components, many of which are supplied by US-based specialty vendors with networking expertise
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Companies Mentioned
- Alibaba
- Alphabet
- Amazon
- Apple
- Baidu
- Microsoft
- Tencent
- Ant Financial
- Cainiao Network
- Ele.me
- Focus Media
- Mediatek
- NXP Semiconductors
- HPE
- F5 Networks
- Libelium
- Intel
- SenseTime
- Megvii
- Reliance Communications
- Siemens
- Ford
- Intel
- Libelium
- myDevices