Thursday, October 13, 2011

ABI Research See Huge Market for Mobile DPI, Optimization and Policy management; Expects M&A

ABI Research sees huge market for Optimization, DPI and Policy Management coming - higher than any forecast I’ve seen so far, considering the numbers below are for mobile networks only, while most other forecasts combine equipment for fixed and mobile networks.

Jim Eller (pictured), principal analyst, wireless infrastructure forecasts that “In 2016, mobile network operators will spend more than $1.8 billion on web/video optimization, more than $1.2 billion on policy management [this is lower than the previous ABI forecast - see here], more than $1.5 billion on deep packet inspection (DPI), and billions more on other test equipment, network probes, and other optimization solutions. Ten years ago, most of these products did not exist, so the market growth looks like the proverbial hockey stick”.

Aditya Kaul (pictured), practice director, mobile networks adds that "Although some of the mobile network optimization revenue will go to the big network equipment vendors like Alcatel-Lucent, Ericsson, Huawei, Nokia Siemens Networks, and ZTE, most of the money will go to smaller companies specializing in technologies like DPI and video streaming .. With so much money on the table, some of these smaller companies will be attractive targets for M&A activity

See "Mobile Network Optimization’s $4.5 Billion Opportunity is Ripe for M&A Activity" - here. Compare to other forecasts - here.

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