Building the Cloud: Webscale Network Supply Chain Analyzer

  • ID: 4750834
  • Report
  • MTN Consulting, LLC
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Webscale Network Investment is Benefiting Dozens of Vendors Across the Supply Chain

FEATURED COMPANIES

  • A10 Networks
  • Barefoot networks
  • F5 Networks
  • JD.com
  • NVIDIA
  • SK Hynix Inc.
  • MORE

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.

This Webscale network operator (WNO) sector of companies invested $85.4B in capex in the first nine months of 2018 (YTD18), up 56% YoY. Nearly half of WNO capex is for technology. Further, Webscale operators spend even more on R&D each year than capex; Webscale R&D expenses over the last twelve months (LTM) were 10.0% of revenues (from 9.7% a year prior). With this spending rise, it is important to understand how WNOs blend internal expertise with procured technology from outside vendors to build their networks.

The "Webscale Network Supply Chain Analyzer" tracks technology spending in this sector by digging deep into the Webscale supply chains of each operator. The Analyzer tracks contracts/deals between WNOs and technology vendors 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.

This excel includes 467 entries. They are concentrated in the 2016-18 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. The coverage will evolve with the sector.

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FEATURED COMPANIES

  • A10 Networks
  • Barefoot networks
  • F5 Networks
  • JD.com
  • NVIDIA
  • SK Hynix Inc.
  • MORE

1. Index

2. Introduction

  • Coverage
  • Terms of Use

3. Supply Chain Analyzer

4. Contracts Summary

  • Contracts Dashboard Matrix
  • Contracts Data Table - All Contracts

5. About

6. Global Network Infrastructure (GNI) Tracker

  • Network Operator Coverage
  • Methodology

List of Exhibits

  • Capex and vendor contracts, 2011-2018
  • Contracts by product: all years
  • Top vendors, all years
  • Contracts by quarter
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  • Alibaba
  • Alphabet/Google
  • Amazon
  • Apple
  • Baidu
  • CyberAgent
  • Facebook
  • Fujitsu
  • IBM
  • JD.com
  • Meituan.com
  • Microsoft
  • NetEase
  • Oracle
  • Priceline
  • Salesforce
  • Sogou
  • Tencent
  • UCloud
  • Xiaomi
  • Yahoo Japan
  • A10 Networks
  • Acacia Communications
  • ADVA Optical
  • Agile Networks
  • Alps Electric Company
  • AMD
  • Amphenol
  • Analog Devices Inc.
  • AppDynamics
  • Aricent
  • Arista Networks
  • ARM
  • Asia Optical Co. Inc.
  • Barefoot networks
  • Big Switch Networks
  • Broadcom
  • BT Group
  • Cadence Design
  • Cavium
  • Chicony Electronics
  • Chilisin Electronics
  • Ciena Corporation
  • Cisco
  • Compeq Mfg.
  • Corning Inc.
  • Cyntec Corporation
  • Dell Technologies
  • Delta Electronics
  • Diodes Inc.
  • Ericsson
  • F5 Networks
  • Finisar
  • Flex Ltd.
  • Foxconn (Hon Hai)
  • Fujitsu Limited
  • Himax
  • HPE
  • Huawei
  • IBM
  • Infineon Technologies
  • Infinera
  • Inphi Corporation
  • Inspur
  • Intel
  • Jabil
  • Lenovo
  • LG Display
  • Lite-On Tech
  • Marvell Technology
  • Mediatek
  • Mellanox
  • Micron Technology
  • Molex
  • Murata
  • NEC Corporation
  • NeoPhotonics
  • Newmax Technology
  • Nic Components
  • Nokia
  • NVIDIA
  • NXP Semiconductors
  • ON Semiconductor
  • Panasonic
  • Qorvo Inc.
  • QUALCOMM
  • Quanta
  • RADWIN
  • Realtek Semiconductor
  • Redline Comms.
  • Rohm Semiconductor
  • Samsung Electronics
  • Seagate Technology
  • Shenzhen Sunway
  • Siemens
  • SK Hynix Inc.
  • STMicroelectronics
  • Symantec
  • Taiwan Semiconductor
  • TE Connectivity
  • Tech Mahindra Limited
  • Texas Instruments
  • Thales/Gemalto N.V.
  • Toshiba Corporation
  • Vishay Intertechnology
  • VMWare
  • Western Digital
  • Wistron Corp
  • Xilinx
  • ZT Systems
  • ZTE
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