运营商采购和设计战略正在发生巨大转变,其核心是明确的开放源代码哲学。New research also reveals major growth in network control, orchestration and the edge and the move to replace proprietary equipment with disaggregated approaches is well-documented.

A new report from ACG adds further evidence that Communication Service Providers (CSPs) are eager to leverage white box servers and SDN/NFV:

    • The infrastructure mix itself is shifting toward software, with hardware sales declining ~3% per year to 72% of the total DC networking infrastructure spend in 2023.
    • Spending for MEC- and CORD-type edge deployments is expected to grow 4-5x over the next 5 years.
    • In the exploding edge market, virtually all new revenue growth will come from software.
    • Led by edge and access aggregation locations, adoption of transport routing open source hardware (including merchant-silicon NPUs) from existing hardware vendors (EPCs) will increase from 5% to 35% in the next 5 years. As a percentage of total revenue, EPC transport routing hardware will decline from 70% to 52% while services and software licensing will expand in the next 5 years.

In the CSP’s view, the most effective vendors are those who share their mindset around open source software as a driver for future growth in these areas. These vendors are fully immersed in key upstream projects so they can advise their carrier customers and develop needed new platform features; and they are thinking proactively about how to shift their business models and offerings in response to the carriers’ changing needs.