主要电信厂商(2023年Q4版):2023年下半年电信网路基础设施市场将暴跌,短期前景黯淡,Huawei将透过削弱竞争对手来摆脱危机
市场调查报告书
商品编码
1477521

主要电信厂商(2023年Q4版):2023年下半年电信网路基础设施市场将暴跌,短期前景黯淡,Huawei将透过削弱竞争对手来摆脱危机

Telecom's Biggest Vendors - 4Q23 Edition: Telco NI Market Plunges in 2H23, and Near-term Outlook is Gloomy, Huawei Turns Corner as Opposition Weakens

出版日期: | 出版商: MTN Consulting, LLC | 英文 | 订单完成后即时交付

价格

该报告追踪了 134 家电信网路基础设施供应商,并提供了 2013 年第一季至 2023 年第四季的收入和市场占有率估计。

视觉的

本报告的主要亮点:

  • 营收: 2023 年第四季电信网路基础设施供应商营收为 548 亿美元,2023 年第四季年化营收为 2,118 亿美元,年比分别下降 9.6% 及 9.2%。不包括Huawei在内的整个市场最近一个季度下降了13.5%,2023年第四季的年化成长率与去年同期相比下降了9.4%。在经历了令人失望的季度后,Huawei似乎已经走出困境。
  • 顶级供应商:排名前三的电信网路基础设施供应商仍然是Huawei、Ericsson、Nokia。这些供应商占 2023 年第四季年化市场总量的 37.7%,仅 2023 年第四季就占 40.8%。自2019年初以来,ZTE和China Comservice一直在争夺第四和第五名。
  • 主要厂商营收年增率:排名前五的厂商中,Alphabet、Broadcom、Microsoft和Tejas Networks在2023年第四季的单期和年化同比增长相同。Broadcom的崛起很大程度上得益于其对VMWare的收购,该收购于2023年11月完成。
  • 支出展望:我们最新的官方预测预测,营运商资本支出(电信网路基础设施市场的主要驱动力)将从2023年的3150亿美元下降到2024年的3090亿美元。预计未来几年资本投资将再次回升,2028年将达到3,310亿美元。平均而言,全球营运商资本密集度预计将从 2023 年的 17.7% 增加到 2028 年的 17.1%。

研究范围:

  • 3M
  • A10 Networks
  • Accenture plc
  • Accton Technology
  • ADTRAN
  • ADVA Optical Networking
  • Affirmed Networks
  • Airspan
  • Akamai
  • Alcatel-Lucent
  • Allied Telesis
  • Allot Communications
  • Alphabet
  • Altran Technologies
  • Amazon
  • Amdocs
  • Amphenol
  • Anritsu
  • Arista Networks
  • ARRIS International
  • AsiaInfo Technologies
  • Atos Origin
  • Audiocodes
  • Avaya
  • Aviat Networks
  • Beijing Xinwei
  • Broadcom Limited
  • BroadSoft, Inc.
  • Brocade Communications Systems, Inc.
  • CA Technologies
  • Calix
  • Capgemini
  • Casa Systems
  • Ceragon Networks
  • Check Point Software
  • China Comservice
  • Ciena Corporation
  • Cisco Systems
  • Citrix Systems
  • Clearfield
  • Comarch
  • Comba Telecom
  • CommScope Holding
  • Commvault Systems
  • Comptel
  • Coriant
  • Corning
  • CSG
  • Cyan
  • DASAN Zhone
  • Datang Telecom Technology
  • Dell Technologies
  • DragonWave Inc.
  • DXC Technology (aka CSC)
  • DyCom Industries
  • Dynatrace
  • ECI Telecom
  • Ericsson
  • EXFO Inc
  • Extreme Networks
  • F5 Networks
  • Fiberhome
  • Fortinet
  • Fujikura
  • Fujitsu Limited
  • Furukawa Electric
  • General Cable
  • Harmonic Inc.
  • HCL Technologies
  • Hengtong Optic-electric
  • Hitachi
  • HPE
  • Huawei
  • Huber+suhner AG
  • IBM
  • Infinera
  • Infosys
  • Inseego
  • Intel
  • Italtel
  • ITOCHU Techno-Solutions Corporation
  • Juniper Networks
  • Kathrein
  • Kudelski
  • Kyndryl Holdings
  • Lenovo
  • MasTec
  • Mavenir
  • Metaswitch
  • Microsoft
  • Mitsubishi Electric
  • NEC Corporation
  • Net Insight
  • Netcomm
  • NetScout Systems
  • Nexans
  • Nokia
  • Nutanix
  • Openet
  • OPTIVA
  • Oracle
  • Pace plc
  • Palo Alto Networks
  • Prysmian
  • Radcom
  • Radisys
  • Radware
  • Rakuten Group
  • Red Hat
  • Ribbon Communications
  • Ruckus Wireless
  • Samsung Electronics
  • SAP SE
  • SeaChange International, Inc.
  • Sopra Steria
  • Spirent Communications
  • Sterlite Technologies
  • Subex
  • Sumitomo Electric
  • Tata Consultancy Services
  • TE Connectivity
  • Tech Mahindra
  • Technicolor
  • Tejas Networks
  • Transmode
  • Trigiant Group
  • Ubiquiti
  • VMWare
  • Vubiquity
  • Westell
  • Wipro
  • Wiwynn
  • YOFC
  • ZTE

目录

第一章报告要点

第 2 章 小结:结果说明

第三章电信网路基础设施市场:最新结果

第 4 章 前 25 名供应商:可列印撕页

第 5 章图表:单个供应商快照

第6章图表:5家供应商的比较

第七章 研发支出:依供应商分类

第八章原始资料:公司获利预测

第9章 研究方法/前提

第 10 章 关于 MTN 咨询

Product Code: GNI-09052024-1

The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market power in their industry. To do this we assess technology vendors' revenues in the telecom vertical, across a wide range of company types and technology segments. We call this market "telco network infrastructure", or "Telco NI." This study tracks 134 Telco NI vendors, providing revenue and market share estimates for the 1Q13-4Q23 period. Of these 134 vendors, 110 are actively selling to telcos; most others have been acquired by other companies in the database. For instance, ADVA is now part of Adtran, but both companies remain in the database because of historic sales.

VISUALS

Below are the key highlights of the report:

  • Revenues: Telco NI vendor revenues were $54.8B in 4Q23 and $211.8B for the annualized 4Q23 period overall, down 9.6% and 9.2% on a YoY basis, respectively. Excluding Huawei, the total market declined by 13.5% in the latest single quarter and by 9.4% in annualized 4Q23 on a YoY baisis. After many disappointing quarters, Huawei appears to have turned a corner.
  • Top vendors: The top three Telco NI vendors continue to be the usual trio: Huawei, Ericsson, and Nokia. They account for 37.7% of the total market in annualized 4Q23, or 40.8% in 4Q23 alone. ZTE and China Comservice have been jostling for the 4th and 5th positions since early 2019.
  • Key vendors by YoY revenue growth: Four out of the top five vendors are common, in terms of YoY revenue growth, for both single quarter and annualized 4Q23: Alphabet, Broadcom, Microsoft, and Tejas Networks. Broadcom's jump is due largely to the acquisition of VMWare, which closed in Nov 2023.
  • Spending outlook: Per our latest official forecast, we expect telco capex - the main driver of the Telco NI market - to dip from $315B in 2023 to $309B in 2024; unofficially, the 2024 forecast is unlikely to be reached as 1H24 spending remains tightly constrained. Capex will start to rise again in a couple of years, reaching $331B in 2028. Global telco capital intensity will average out to 17.1% in 2028, from 17.7% in 2023.

COVERAGE:

  • 3M
  • A10 Networks
  • Accenture plc
  • Accton Technology
  • ADTRAN
  • ADVA Optical Networking
  • Affirmed Networks
  • Airspan
  • Akamai
  • Alcatel-Lucent
  • Allied Telesis
  • Allot Communications
  • Alphabet
  • Altran Technologies
  • Amazon
  • Amdocs
  • Amphenol
  • Anritsu
  • Arista Networks
  • ARRIS International
  • AsiaInfo Technologies
  • Atos Origin
  • Audiocodes
  • Avaya
  • Aviat Networks
  • Beijing Xinwei
  • Broadcom Limited
  • BroadSoft, Inc.
  • Brocade Communications Systems, Inc.
  • CA Technologies
  • Calix
  • Capgemini
  • Casa Systems
  • Ceragon Networks
  • Check Point Software
  • China Comservice
  • Ciena Corporation
  • Cisco Systems
  • Citrix Systems
  • Clearfield
  • Comarch
  • Comba Telecom
  • CommScope Holding
  • Commvault Systems
  • Comptel
  • Coriant
  • Corning
  • CSG
  • Cyan
  • DASAN Zhone
  • Datang Telecom Technology
  • Dell Technologies
  • DragonWave Inc.
  • DXC Technology (aka CSC)
  • DyCom Industries
  • Dynatrace
  • ECI Telecom
  • Ericsson
  • EXFO Inc
  • Extreme Networks
  • F5 Networks
  • Fiberhome
  • Fortinet
  • Fujikura
  • Fujitsu Limited
  • Furukawa Electric
  • General Cable
  • Harmonic Inc.
  • HCL Technologies
  • Hengtong Optic-electric
  • Hitachi
  • HPE
  • Huawei
  • Huber+suhner AG
  • IBM
  • Infinera
  • Infosys
  • Inseego
  • Intel
  • Italtel
  • ITOCHU Techno-Solutions Corporation
  • Juniper Networks
  • Kathrein
  • Kudelski
  • Kyndryl Holdings
  • Lenovo
  • MasTec
  • Mavenir
  • Metaswitch
  • Microsoft
  • Mitsubishi Electric
  • NEC Corporation
  • Net Insight
  • Netcomm
  • NetScout Systems
  • Nexans
  • Nokia
  • Nutanix
  • Openet
  • OPTIVA
  • Oracle
  • Pace plc
  • Palo Alto Networks
  • Prysmian
  • Radcom
  • Radisys
  • Radware
  • Rakuten Group
  • Red Hat
  • Ribbon Communications
  • Ruckus Wireless
  • Samsung Electronics
  • SAP SE
  • SeaChange International, Inc.
  • Sopra Steria
  • Spirent Communications
  • Sterlite Technologies
  • Subex
  • Sumitomo Electric
  • Tata Consultancy Services
  • TE Connectivity
  • Tech Mahindra
  • Technicolor
  • Tejas Networks
  • Transmode
  • Trigiant Group
  • Ubiquiti
  • VMWare
  • Vubiquity
  • Westell
  • Wipro
  • Wiwynn
  • YOFC
  • ZTE

Table of Contents

1. Report Highlights

2. SUMMARY - Results commentary

3. Telco NI Market - Latest Results

4. TOP 25 VENDORS - Printable tearsheets

5. CHARTS - Single vendor snapshot

6. CHARTS - 5 vendor comparisons

7. R&D spending by vendors

8. RAW DATA - revenue estimates by company

9. Methodology & Assumptions

10. ABOUT - MTN Consulting

List of Figures (Partial)

  • Annualized Telco NI vendor revenues ($B) vs. YoY growth in annualized sales
  • YoY growth in annualized Telco NI market, with and without Huawei figures
  • All vendors, YoY growth in single quarter sales
  • Telco NI vendor revenues by company type, TTM basis (US$B)
  • Telco NI revenues by company type: YoY % change
  • Telco NI revenue split: Services vs. HW/SW
  • Telco NI sales of top 10 vendors vs. all others, 4Q23 TTM (annualized)
  • Top 25 vendors based on annualized Telco NI revenues through 4Q23 ($B)
  • Top 25 vendors based on Telco NI revenues in 4Q23 ($B)
  • Key vendors' annualized share of Telco NI market
  • Telco NI market share changes, 4Q23 TTM vs. 4Q22 TTM
  • Telco NI annualized revenue changes, 4Q23 vs. 4Q22
  • YoY growth in Telco NI revenues (4Q23)
  • Top 25 vendors in Telco NI Hardware/Software: Annualized 4Q23 Revenues (US$B)
  • Top 25 vendors in Telco NI Services: Annualized 4Q23 Revenues (US$B)
  • R&D spending as a percent of revenues for key telco-focused vendors (4Q21-4Q23)