The hottest IT technology concept deeply affects t

2022-10-18
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The concept of IT technology deeply affects the communication equipment industry.

the 2014 communication equipment industry white paper issued by the Telecommunications Research Institute of the Ministry of industry and information technology pointed out that the communication equipment industry is currently facing major changes in it. Network virtualization and programmable technology caused by data center virtualization are comprehensively extending from data center network to enterprise and telecom operator network. Overall, the impact of IT technology concept will bring major changes in three aspects

cost competition promotes industrial reform

in order to meet the cost control needs of telecom operators and related enterprises, low-cost technology and product research and development have become the key to the R & D and innovation of current communication equipment

the 2014 communication equipment industry white paper of the Telecommunications Research Institute of the Ministry of industry and information technology pointed out that the communication equipment industry has generally entered a mature stage, the growth of the communication equipment industry has slowed significantly, and major equipment manufacturers are facing severe growth bottlenecks. With the increasingly prominent role of cost advantage in industrial competition, the global industry is undergoing profound adjustments in regional and business patterns

in terms of regional pattern, global industries have shifted to regions with cost advantages. With the cost advantage, China's industry continues to expand and its global position continues to improve. At present, China's share in the global operator network equipment market has increased from 8.5% in 2006 to 26.8% in 2012 and reached about 30% in 2013

in contrast, 5 The matching clearance between the working piston and the oil cylinder is too large. In the field of traditional communication equipment in North America, after Nortel and Motorola withdrew from the market, there are only second-line enterprises such as ciena and Tellabs, but in the field of interconnected data communication equipment, Cisco and Zhanbo still maintain a leading position. The market share of Europe fell from 57% to 41% due to its lack of advantage in cost competition

from the perspective of the competition pattern of equipment enterprises, the market share of Chinese manufacturers is gradually expanding. With the advantages of integrated innovation, Huawei, ZTE and other domestic enterprises continue to maintain the momentum of expansion in the overall downturn of the communication equipment industry. In 2013, Huawei's revenue reached US $39.5 billion, with a year-on-year increase of 8.6%. Its total scale surpassed Ericsson, and its share in the operator network market increased from the sixth in 2006 to the second. During the same period, ZTE's market share increased from eighth to sixth

in terms of business pattern, equipment enterprises can conduct formal experiments, and focus on business to enhance their competitive advantage. The intensification of cost competition forces equipment enterprises to achieve stronger economies of scale in specific product areas, and the traditional diversified business model is gradually unsustainable. In this situation, the third round of large-scale integration of the communication equipment industry has begun. The first two rounds of integration were characterized by mergers and acquisitions and bankruptcy liquidation, which led to the establishment of Alan and NOSi, as well as the withdrawal of Nortel and Motorola from the market. This round of integration is mainly about equipment manufacturers' redefining the boundary of interests and gaining stronger advantages in the field of core products by stripping off non core businesses

in recent years, Ericsson has divested its enterprise switches, mobile terminals, terminal chips and other businesses, focusing on the field of mobile communications and business/operation support systems. Nokia stripped off microwave transmission, WiMAX, fixed broadband access, VoIP system, operator Ethernet, business support system and other businesses, and took mobile communication equipment as its core business. Arang also divested more than a dozen product lines, focusing on data communication equipment, optical network, mobile communication, and other information equipment whose mechanical properties are more important than other physical properties. The business focus strategy will be further deepened in the post LTE era

in order to meet the cost control needs of telecom operators and related enterprises, low-cost technology and product research and development have become the key to the R & D and innovation of current communication equipment. First, absorb and learn from the low-cost concept of IT technology. For example, c-ran introduces the concept of resource concentration + virtualization in IT technology into the field of communication equipment, and achieves the purpose of reducing deployment costs and energy consumption by centralizing mobile baseband processing units. The second is to use a new group method to reduce the cost of data transmission. In response to the surge in data traffic, equipment enterprises began to apply OTN and other technologies with stronger data transmission capabilities to the metropolitan area to reduce the cost of unit traffic. Third, use energy-saving technology to reduce energy consumption costs. Reduce energy consumption by using new cooling systems, new energy technologies and energy-saving design schemes

with the maturity of the communication equipment industry, the ability to control the supply chain has increasingly become the key to industrial competition. Major equipment enterprises have adopted vertical integration strategies to ensure the supply security of core chips and software, and thus build differentiated competitive advantages of equipment products

major equipment manufacturers adopt the mode of purchasing IP core + self-developed SOC to develop key chips closely related to the whole equipment. Enterprises independently develop key system software. Currently, open source systems such as Linux can partially provide free network protocol stack software. Therefore, major equipment enterprises actively explore the real-time and miniaturization transformation of the standard Linux kernel, and have developed RTOS platforms that can be used for communication devices, replacing commercial products such as VxWorks. In addition to independent development, equipment enterprises will enrich their own technological reserves through mergers and acquisitions and block the supply chain of competitors

it concept has a profound impact on the communication equipment industry in three aspects

major software and Internet enterprises have launched a series of open source software projects to catch up with and challenge traditional equipment enterprises in the field of communication software technology

the communication equipment industry is currently facing major changes in it. Network virtualization and programmable technology caused by data center virtualization are comprehensively extending from data center network to enterprise and telecom operator network. Overall, the impact of IT technology concept will bring major changes in the following three aspects:

first, the manufacturing mode based on standard, universal and open software and hardware architecture is emerging. Since the 1990s, the Wintel model has shaped the basic rules and pattern of the PC industry, while the wave of mobile Internet reform since 2007 has reshaped the intelligent terminal industry with a more open mind, and these trends are further affecting the pattern and operation mode of the communication equipment industry. First, general chips and standardized software drive the development of network devices to general architecture. Second, general it equipment is more used in communication networks. Both of them promote the development of communication equipment to be universal and open, and the threshold of hardware integration will be greatly reduced

in the field of core chips, common communication device chip platforms continue to appear, posing a challenge to the traditional device integration mode based on special chips. In terms of basic software, many software enterprises have launched network controllers that support standard interfaces such as openflow. Enterprise users can build and manage virtual networks on standard hardware through network controllers. In addition, general it equipment began to be gradually introduced into the communication network, which further impacted the traditional production mode of special equipment while reducing the cost of equipment procurement and operation and maintenance

second, software application traction hardware integration will become an important mode. The customized server mode of Internet enterprises extends to the field of communication equipment. With the development of general and open architecture of communication equipment, the mode of customizing hardware equipment according to software application requirements is becoming an important means to reduce deployment costs. Under this situation, the industrial layout of software traction hardware integration is taking shape. On the one hand, in order to reduce the construction and management costs of global data centers, telecom operators and Internet enterprises have shown the demand for customized network equipment from the application level. On the other hand, Guangda, Gigabyte and other Taiwan generation enterprises that have achieved success by relying on the customized server model are now increasing oil imports, while industrial enterprises are actively planning the OEM production of customized equipment. Guangda has invested in the establishment of network equipment OEM enterprise pica8, which provides data center network equipment for many enterprises including Google, NTT, Baidu

third, ecosystems based on open platforms tend to form. Under the trend of opening the software and hardware architecture of communication devices, an ecosystem similar to mobile intelligent terminals is forming in the field of network devices, and has spawned a variety of service modes. First, network virtualization technology services. Software and communication equipment enterprises help telecom operators and enterprise users realize the virtualization management and software control of a large number of hardware resources by providing network control platforms, such as Cisco ACI, nicira NVP, etc. Second, open network application services. Third party enterprises can rely on the open network control platform, standard API and SDK for application development, and provide a variety of network application services, including security, traffic optimization, routing optimization, and quality of service management. Third, virtual network resource service. Third party enterprises can rent network resources from telecom operators, Internet access service providers and Internet data centers, and use virtualization technology to provide virtual network resource rental services to cost sensitive customers. Fourth, virtual network operation and maintenance hosting service. Professional programming companies will appear to provide network software control and management services for telecom operators

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