WORLDWIDE INTERNET EQUIPMENT STRATEGIES, FORECASTS 1998 TO 2003
Worldwide Internet equipment markets represent routers, Ethernet switches, ATM switches, access equipment, Internet appliances, and DWDM optical network equipment. These products support a stable, full function platform and framework for data and voice network systems. With the convergence Internet equipment systems are being used to send information and voice more efficiently. The Internet equipment supports very inexpensive communication across time and distance boundaries.
The Internet service provider (ISP) segment dominates
Worldwide Internet equipment markets in 1998. ISPs were the first to adopt
IP routing in a wholesale manner. Enterprise markets represent the
center of Internet activity. With e-business and e-services evolving,
the tremendous shift in the way business is conducted depends on continuous
investment in Internet infrastructure for the enterprise. The economies
of scale to be achieved represent a major shift in the way business is
conducted. The Internet provides essential efficiencies in the way
businesses interface with customers, in the way the enterprise interfaces
with suppliers.
Picture
by Susie Eustis
Worldwide
Internet Equipment Markets:
Strategic
Positions
Market
Forecasts
Routers
Switches
Frameworks
Access
Devices
Transport
New
Network
New
Architecture
Internet
Growth
Network
Core
Wire
Speed
Market
Strategies:
Worldwide
Internet Equipment Markets:
Systems
WAN
Architecture
Routers
and Switches
Modems,
Appliances, and LANs
The
Study Addresses These Questions:
Ø
What
are the high growth Internet network market segments?
Ø
What
are the driving forces in Internet Equipment markets?
Ø
What
are trends in Internet Equipment markets?
Ø
Which
partner strategies work?
Ø
What
strategic alliances work?
Ø
How
do companies position?
Ø
How
do partnerships work?
COMPANIES
PROFILED
3Com
Alcatel
Cabletron
Cisco
Systems
Ericsson
Fujitsu
GEC
/ Fore
Lucent
/ Ascend
NEC
Newbridge
Nortel
Siemens
Other
Companies Profiled
Actiontec
/ Adtran
Anritsu
/ Avici
Argon
Networks
Best
Data Products
Bosch
/ D-Link
CommerceQuest
Diamond
Multimedia
Extreme
Networks
GVC
/ Hypercom
IBM
/ Ironbridge
Juniper
/ JNA
Linksys
Group
Neowave
/ Opticom
Nexabit
Networks
Phasecom
/ Perle
Pluris
/ RAScom
Radiolan
Shanghai
Bell
Shanghai
Bell
Shiva
/ Tellabs
Tut
Systems
Viking
Telecom
Wave
systems
Xedia
Corporation
Zoom
Telephonics
Report
Outline
-- EXECUTIVE
SUMMARY
1
. INTERNET EQUIPMENT MARKET DYNAMICS
Voice Data Market
Networking Group Solutions
Customers / Markets
Enterprise/Service Providers
Small/Medium Business
Industry Consolidation
Carriers / ISP /ASP
Value-Added Resellers
Applications Networking
Changing Market Strucutre
Internetworking Products
Any-to-Any Networking
Services / Mission-Critical
Long Distance Markets
Routing / Access / Cable
Headend / Development
2.
TOP TWELVE INTERNET EQUIPMENT MARKET
FORECASTS
Overview / Industry Growth
Net traffic / Driving forces
Carriers / Enterprise / Client
Market Variables / Summary
Routeres and Switches
Routers / Gigabit / Terabit
Super / Large ISP routers
ISP routers / Desk / Medium
Virtual Private NetworkVPN
Ethernet / Layer 2 / Layer 3
Gigabit Ethernet / Multilayer
Integrated Switching
ATM versus IP / DWDM
Access / Frame Relay/
Concentrators /
Hubs / NICs / Cable Modems
Internet Appliances / xDSL
3.
TOP TWELVE INTERNET EQUIPMENT PRODUCT
DESCRIPTIONS
Switching / Packet Routing
Modular / Port Density
Interface / Class-of-Service
Low Power Consumption
Backbone / Stability / Flexible, Scalable /Traffic Classes / VPN
Router Path / Switch
Router / Cisco Systems
3Com / Argon / Juniper
Avici / Torrent Networking
Other Switch-Router Makers
Gigabit Ethernet Benefits
Foundry / ServerIron / Alteon
ATM / Ascend / Juniper / Fore
Newbridge / Siemens / 3Com
ATM and DWDM Platform
Nortel / Lucent / Motorola
Voice Over IP / Lucent
Hubs / Remote / Cisco / 3Com
NICs / 3Com / Tektronix
Video / Edge Device Modems
3Com / Motorola / Zoom
Handheld / 3Com / Alcatel
4.
INTERNET EQUIPMENT TECHNOLOGY
Network Layer Architecture
Carrier Router Architecture
Business Partner Positioning
Positioning for Change
Class-of-Service Flexibility
Shape, Marking, Prioritizing
Network Design / Sonet
Adapters / Power / Stability
Connectivity Edge to Core
Dynamic Quality of Service
Modem Technology /-Duplex
Simultaneous Voice Data
Caller ID./ Distinctive Ring
Plug and Play / IP Telephony
Mission-Critical Reliability
Application- Networking
5.
INTERNET EQUIPMENT COMPANY
PROFILES
Consolidation / Acquisitions
Alcatel / Cabletron / Cisco / Ericsson / GEC / Fore Systems
Lucent / NEC / 3Com
Newbridge / Siemens
Nortel / Bay Networks
6.
MORE INTERNET EQUIPMENT INTERESTING
COMPANIES
Actiontec / Adtran / Argon
Avici / Best Data / Bosch
Diamond Multimedia Systems
D-Link / Extreme Networks
GVC / Ironbridge / Juniper
JNA Telecommunications
Linksys / Nexabit Networks
NetCore / Perle / RAScom
Shiva / Tellabs / Tut Systems
Wave Systems / Xedia / Zoom
7.
INTERNET EQUIPMENT MARKET TRENDS
Cable Modems
Middleware Messaging
Wireless Broadband
Multilayer Switching
Anritsu / Hypercom
Cocom/Cisco Digital Video
IBM MQSeries APIs
Lucent / Excel Switching
Neowave . Opticom
Phasecom / Pluris / RadioLAN/Tellabs / NetCom
Market
Shares / Forecasts, 1998-2003
Routers / Switches / Hubs / ATM / DWDM
Equipment Segments / ISP, Carrier, Enterprise
Internet Service Providers (ISPs) / Carriers
Worldwide Revenue for Data Communications
Backbone Internet and Voice Traffic
Market Driving Forces
Router forecasts, ISP, Carrier, and Enterprise
Layer 2 and Layer 3 Switch Routers
DWDM, ATM, and VPN Forecasts
ISP Internet Equipment Forecasts
Carrier Market Forecasts
Gigabit / Carrier Router Shares / Forecasts
Terabit Carrier Router Forecasts
Bandwidth Market Drivers
Super and Large ISP Router Shares / Forecasts,
Large Enterprise Router Shares / Forecasts
Medium / Small ISP Router Shares / Forecasts
Small / Medium Business Workgroup Router
Virtual Private Network (VPN) Enabled Router
Dedicated Virtual Private Network (VPN)
Layer 2 / 3 Switch / Router Shares / Forecasts
Cisco Router Shipments, Dollars
Gigabit Ethernet Market Driving Forces
DWDM Market Shares / Forecast / Regions
Voice Quality of Service (QoS) Requirements
Voice/Data Convergence Network
Intrinsic IP-Based QoS Mechanisms
Installed Base of ATM Switches
ATM Network Provider Customer Mix
Carrier Core ATM Switch Shares / Forecasts
LAN ATM Switch Market Shares / Forecasts
Frame Relay Remote Access LAN Switch
Remote Access Server Shares / Forecasts
Remote Access Concentrator Shares / Forecasts
Small and Medium Business Workgroup Hub Hub 100 Mbps, Market Shares, Forecasts
Hub 10 Mbps, Market Shares, Forecasts
Ethernet / Fast Ethernet NIC Shares, , Forecasts Intranet Scalability / Switching Technologies
Foundry / Alteon Fast Ethernet Advanced
Modem Competition / Target Markets
Network Horizontal APIs Between Layers
Class-of-Service Levels / Bases / Functionality
Capabilities of Packet Over SONET/SDH
Modem Technological Advances
Selected Internet Equipment Providers
Key Features of the Nortel Accelar 8000 Ethernet Switch / FORE Systems ATM
Lucent / 3Com / Patents / Key Markets
Home Networks / Diamond / D-Link
Extreme Network Turbo Drive Program
Policy-Based Quality Of Service
Benefits of Virtual Private Network (VPN)
GVC / Ironbridge Product Positioning
Networking / Communications Products GVC
Juniper / Tellabs / Xedia / Extreme
Trends / Cable Modem / APIs /
Trials of Wireless / Wireline Broadband
Aritsu Positioning / Market Segments
IBM MQSeries Functions
Excel Channels Of Distribution
Key Aspects of Pluris Architecture
Distributed / Modular Software Design
REPORT METHODOLOGY
This is the thirty sixth in a series of market forecasts of communications, telecommunications, Internet, and computer and telephone equipment. Internet equipment products are key to Internet growth. The project leaders have significant experience preparing industry studies, having written over 300. Forecasts are based on primary research and proprietary data bases. In-depth interviews are conducted with key vendor, users, and opinion leaders. Market directions provide focus.
about
the company
WinterGreen
Research, founded in 1985, provides strategic market assessments in
telecommunications, communications equipment, health care and advanced computer
technology. Industry reports focus
on opportunities that will expand existing markets or develop major new markets.
The reports assess new product and
service positioning strategies, new and evolving technologies, and technological
impact on products, services, and markets.
Market shares are provided. Leading
market participants are profiled, and their marketing strategies, acquisitions,
and strategic alliances are discussed. The
principals of WinterGreen Research have been involved in analysis and
forecasting of international business opportunities in telecommunications and
advanced computer technology markets for over 30 years.
about
the principal authors
Ellen
T. Curtiss,
Technical
Director, co-founder of WinterGreen Research, conducts strategic and market
assessments in technology-based industries.
Previously she was a member of the staff of Arthur D. Little, Inc., for
23 years, most recently as Vice President of Arthur D. Little Decision
Resources, specializing in strategic planning and market development services.
She is a graduate of Boston University and the Program for Management
Development at Harvard Graduate School of Business Administration.
She is the author of recent studies on worldwide telecommunications
markets and the Top Ten Telecommunications market analysis and forecasts.
Susan
Eustis,
President,
co-founder of WinterGreen Research, has done research in communications and
computer markets and applications. She
holds several patents in microcomputing and parallel processing.
She is the author of recent studies of the Regional Bell Operating
Companies' marketing strategies, Internet equipment, and of a study of Internet
and Intranet markets. Ms. Eustis is
a graduate of Barnard College.
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