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세계의 통신 네트워크 인프라(Telco NI) 시장 : 2022년, Telco NI 벤더의 성장률은 전년 대비 2%로 하락

Telco NI Vendor Growth Slips to 2% YoY in 2022: Preliminary Results, Based on 105 Vendor Reports, Suggest Telco Spending Has Plateaued After 5G/COVID Spike, Supply Chain Issues Are Easing

발행일: | 리서치사: MTN Consulting, LLC | 페이지 정보: 영문 9 Pages | 배송안내 : 즉시배송

    
    
    


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본 보고서에서는 세계 통신 네트워크 인프라(Telco NI) 시장에 대해 조사하고, 시장 개요와 함께 2022년 4분기 벤더 조사 결과, 공급망 동향, 설비 투자 전망 등을 정리했습니다.

목차

요약

2022년 4분기 Telco NI 벤더 결과(속보)

  • 잠정적인 데이터세트에서는 2022년 수익의 전년대비 성장률은 2%이지만, 4분기에서는 -1%

공급망 제약 완화

통신 설비투자 전망

Telco NI 커버리지 강화

예비 데이터베이스 고려 사항

부록

LSH 23.03.31

This brief provides a snapshot of preliminary 2022 results for the telco network infrastructure (Telco NI) market. It discusses demand and supply trends in Telco NI based on revenue reports and estimates for 105 active vendors, representing about 75% of the market. Telco NI's giant, Huawei, has yet to report.

In the last few months, MTN Consulting has noted that network spending was starting to flatten in the telco segment. In 3Q22, telco capex dipped 5% YoY, the first decline since 4Q20. The vendor market also weakened in 3Q22, as Telco NI vendor revenues grew just 2% after seven straight quarters of much stronger growth. Now we have a solid set of preliminary results for 2022's final three months, 4Q22. For the 105 vendors available, Telco NI revenues fell by 1% YoY in 4Q22; this is the first decline for this group of Telco NI vendors since 2Q20, when COVID shut down economies. For CY2022, Telco NI grew just 2% YoY, down from +9% in 2021, when telcos splurged post-COVID, and the 5G RAN market saw a nice run-up. Among the larger reporting vendors, the best 4Q22 Telco NI growth was recorded at the three cloud providers (AWS, Azure, and GCP); engineering services companies Dycom and MasTec; NEPs Calix, Ciena, Samsung, and Technicolor (now Vantiva). New vendor Rakuten Symphony recorded the best overall growth rate in 4Q22, with revenues of $180M up 193% YoY. On the other side, Cisco, Ericsson, and ZTE saw the worst declines in 4Q22, due in part to a downswing in spend among their largest customers.

For the overall market, some of the decline seen in 4Q22 was inevitable, as telcos slow down their initial 5G network buildouts. Other negatives include higher interest rates, higher energy costs, weak economic growth, cloud alternatives to network builds, and 5G's inability to deliver services revenue growth. Revenue guidance for 2023 from key vendors suggests a flat to slightly down market, as telcos absorb capacity and continue to wrestle with these challenges. Capex guidance from telcos is consistent.

Companies Mentioned:

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

Table of Contents

Summary

Telco NI vendor results for 4Q22 (prelim)

  • For preliminary dataset, YoY revenue growth in 2022 was +2%, but -1% in 4Q

Supply chain constraints easing

Telco capex outlook

Enhancements to our Telco NI coverage

A note on the preliminary database

Appendix

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