安全存取服务边际成长机会

加速的云端迁移和分散式工作人力需求提升了 SASE 的成长潜力

Frost&Sullivan 认识到向远端和混合工作模式的转变、云端和云端交付服务的快速采用、整合不同网路和安全解决方案的需求不断增加，以及支援边缘运算用例的需求不断增长。我们预计SASE 的采用将保持强劲未来五年的成长动能归因于以下因素：

各行业的企业都敏锐地意识到IT基础设施进行现代化改造的必要性，并正在采用 SASE 模型来加速其数位化倡议。透过将网路和安全功能整合到云端基础平台中，SASE 使企业能够减轻管理和维护不同网路和安全硬体家电的营运负担。 SASE 的云端原生架构还支援可扩充性、弹性和对分散式环境的安全访问，同时优化网路效能，无论用户或分店位于何处。

单一供应商 SASE 方法越来越受欢迎，未来三年将看到从多供应商 SASE 向单一 SASE 的日益转变。组织将整合供应商并继续受益于统一的 SASE 解决方案，而不是来自多个供应商的最佳 SASE 元件。融合方法旨在克服杂乱的工具带来的挑战，例如操作复杂性、有限的可见性和潜在的安全漏洞，并弥合安全和网路功能之间的差距，以提供更好的结果和用户体验。使您能够优先考虑增强的功能互通性。

本研究重点在于提供整合 SASE 平台和 SASE 产品/组件的供应商，这些平台和元件透过服务链启用 SASE架构。平台和产品系列必须包括以下服务/功能：

网路服务软体定义的广域网路 (SD-WAN) 和全球 PoP（存在点）系统（在公共云端或私人资料中心运作）。

安全服务：防火墙即服务 (FWaaS)、零信任网路存取(ZTNA)、安全性 Web 闸道 (SWG)

本研究透过北美 (NA)、欧洲、中东和非洲 (EMEA)、亚太地区 (APAC) 和拉丁美洲（形势）的区域细分，深入了解全球市场前景。 SASE 平台和产品组合收益包括边缘设备（路由器、防火墙平台、网路套接字）中的云端 SASE 服务产品和託管服务（由供应商或本地合作伙伴提供）的收益。研究期间为2021年至2027年。

该报告累计了最终用户在自己的资料中心或本地服务供应商实体或云端资料资料部署和管理的 SASE 软体堆迭/映像的授权收益。但是，此模型（不建议）不可扩充性，并且可能无法有效支援远端使用者。虽然这项研究不包括来自合作伙伴模型的收益，但它确实包含了提供 SASE 核心组件或拥有 SASE蓝图的供应商。

目录

战略问题

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略要务对安全存取服务边际(SASE) 产业的影响
• 成长机会推动Growth Pipeline Engine（TM）

成长机会分析

• 市场定义
• 主要 SASE 服务
• 主要 SASE 属性
• SASE 类型比较 - 服务链
• SASE 类型比较 - 融合平台/服务
• 分析范围
• 收益计算方法 - SASE-2022
• 客户区隔
• 调查方法
• 市场区隔
• SASE的主要竞争

主要发现 - 云端的普及推动了 SASE 的普及

• 分散式工作人力－新常态
• 遗留应用程式正在迁移到云端
• 新网路边界的兴起
• 网路与安全融合的强烈需求
• 更多地采用 SASE 来管理扩展的网路边界

主要发现 - SASE

• 主要发现
• 客户期望和主要功能
• SASE主要成长指标
• 生长促进因子
• 促生长因子分析
• 成长抑制因素
• 成长抑制因素分析
• 预测假设
• 收益预测
• 收益预测分析
• 按地区：收益预测
• 按地区：收益和预测分析
• 价格趋势和预测分析
• 按垂直行业：销售占有率
• 横向：销售占有率
• 收益占有率
• 竞争环境

供应商分析

• SASE形势- 供应商分析
• 供应商介绍 - Cato Networks
• 供应商介绍 - Fortinet
• 供应商介绍 - Palo Alto Networks
• 供应商介绍 - 深信服
• 供应商介绍 - Versa Networks
• 供应商介绍-VMware

服务供应商分析

• 形势-服务供应商分析
• 服务供应商简介 - AT&T
• 服务供应商简介 - Lumen
• 服务供应商简介 - 开放系统
• 服务供应商简介 - Telefonica Tech
• 服务供应商简介 - Telstra
• 服务供应商简介 - 沃达丰

成长机会分析 - 北美

• 成长指标
• 收益预测
• 预测分析
• 收益占有率

成长机会分析 - 欧洲/中东/非洲

• 成长指标
• 收益预测
• 预测分析
• 收益占有率

成长机会分析 - 亚太地区

• 成长指标
• 收益预测
• 预测分析
• 收益占有率

成长机会分析 - 拉丁美洲

• 成长指标
• 收益预测
• 预测分析
• 收益占有率

成长机会宇宙

• 成长机会 1：供应商整合
• 成长机会2：边缘运算
• 成长机会 3：託管安全服务和专业安全服务

首席资讯安全长的见解

• SASE - CISO 关注的问题
• SASE - 主要趋势
• SASE - 见解和建议

下一步

Accelerated Cloud Migration and Distributed Workforce Requirements Drive SASE Growth Potential

Frost & Sullivan expects SASE adoption to maintain strong growth momentum during the next 5 years, mainly because of factors including the shift to remote and hybrid work models, rapid adoption of cloud and cloud-delivered services, increasing requirements toward integrating disjointed networking and security solutions, and the rising need to support edge computing use cases.

Across industries, organizations are experiencing a strong need to modernize their IT infrastructure and thus accelerate digital initiatives by embracing the SASE model. By converging networking and security functions under a unified cloud-based platform, SASE positions organizations to offload the operational burden of managing and maintaining various network and security hardware appliances. SASE's cloud-native architecture also enables enhanced scalability, flexibility, and secure access for a distributed environment while optimizing network performance-regardless of user or branch location.

The single vendor SASE approach is gaining popularity, and in the next 3 years, the shift from a multiple vendor SASE to a single SASE offering will increase. Organizations will continue to consolidate vendors and benefit from unified SASE solutions over best-of-breed SASE components from multiple vendors. The convergence approach allows organizations to overcome challenges posed by tool sprawl, such as operational complexity, limited visibility, and potential security gaps as well as to prioritize enhanced interoperability between security and networking functions for a better outcome and user experience.

This study covers vendors that provide a converged SASE platform and vendors offering SASE products/components that enable SASE architecture via service chaining. The platform and product portfolio must include the following services/capabilities:

Networking services: Software-defined wide area network (SD-WAN) and a global point of presence (PoP) system (running in public clouds or private data centers); SD-WAN is a must-have capability for inclusion.

Security services: Firewall-as-a-service (FWaaS), zero-trust network access (ZTNA), and secure web gateway (SWG).

The study provides insights into the global market landscape with a regional breakdown of North America (NA); Europe, the Middle East, and Africa (EMEA); Asia-Pacific (APAC); and Latin America (LATAM). Revenue for SASE platforms and portfolios includes revenue from edge devices (routers, firewall platforms, and networking sockets) and cloud SASE service offerings under a managed service (by the vendor or local partners). The study period is 2021 to 2027.

This report recognizes license revenue for the SASE software stacks/images that end users deploy and manage at their data centers or their local service providers' physical or cloud data centers; however, this model (not recommended) may not scale well and does not effectively support remote users. The study excludes revenue from the partnership model, but it features vendors that provide core components of SASE and those with a SASE roadmap.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Secure Access Service Edge (SASE) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Market Definitions
• Key SASE Services
• Key SASE Attributes
• Comparison of SASE Types-Service Chaining
• Comparison of SASE Types-Converged Platform/Service
• Scope of Analysis
• Revenue Calculation Methodology-SASE-2022
• Customer Segmentation
• Research Methodology
• Market Segmentation
• Key Competitors for SASE

Key Findings-Rising Cloud Adoption Drives SASE Adoption

• Distributed Workforce-The New Norm
• Legacy Applications Continuing to Migrate to the Cloud
• The Rise of the New Network Perimeter
• Strong Needs to Converge Networking and Security
• Increasing SASE Adoption to Manage the Expanded Network Perimeter

Key Findings-SASE

• Key Findings
• Customer Expectations and Top Features
• Key Growth Metrics for SASE
• Growth Drivers
• Growth Driver Analysis
• Growth Restraints
• Growth Restraint Analysis
• Forecast Assumptions
• Revenue Forecast
• Revenue Forecast Analysis
• Revenue Forecast by Region
• Revenue Forecast Analysis by Region
• Pricing Trends and Forecast Analysis
• Revenue Share by Vertical
• Revenue Share by Horizontal
• Revenue Share
• Competitive Environment

Vendor Analysis

• SASE Landscape-Vendor Analysis
• Vendor Profile-Cato Networks
• Vendor Profile-Fortinet
• Vendor Profile-Palo Alto Networks
• Vendor Profile-Sangfor
• Vendor Profile-Versa Networks
• Vendor Profile-VMware

Service Provider Analysis

• SASE Landscape-Service Provider Analysis
• Service Provider Profile-AT&T
• Service Provider Profile-Lumen
• Service Provider Profile-Open Systems
• Service Provider Profile-Telefonica Tech
• Service Provider Profile-Telstra
• Service Provider Profile-Vodafone

Growth Opportunity Analysis-North America

• Growth Metrics
• Revenue Forecast
• Forecast Analysis
• Revenue Share

Growth Opportunity Analysis-EMEA

• Growth Metrics
• Revenue Forecast
• Forecast Analysis
• Revenue Share

Growth Opportunity Analysis-APAC

• Growth Metrics
• Revenue Forecast
• Forecast Analysis
• Revenue Share

Growth Opportunity Analysis-LATAM

• Growth Metrics
• Revenue Forecast
• Forecast Analysis
• Revenue Share

Growth Opportunity Universe

• Growth Opportunity 1: Vendor Consolidation
• Growth Opportunity 2: Edge Computing
• Growth Opportunity 3: Managed and Professional Security Services

Insights for CISOs

• SASE-CISOs' Concerns
• SASE-Key Trends
• SASE-Insights and Recommendations

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer