
According to Stéphane Téral (pictured) "Both segments of the market are growing as telecom operators race to reduce their opex and capex, but SON is about to skyrocket: we forecast global SON software revenue to grow at an 84% CAGR from 2010 to 2015, and 2G/3G optimization software revenue to grow at 4%". Infonetics' market size chart shows a minor total growth in 5 years - so the SON market is very small.
Other findings:
- 78% of the world’s mobile subscribers are on 2G networks, the rest are on 3G, with 4G networks just getting started
- 2G/3G optimization software makes up the majority of the overall MNO market, while SON software is growing the fastest, driven by growing LTE network rollouts
- Smaller specialist vendors* in the mobile network optimization market are being increasingly squeezed by larger equipment suppliers** happy to throw in software as a value-add to the infrastructure they sell to telecom operators
While I do not have the report itself, I can see that Flash Networks, a major optimization player, is missing from specialists list and as well as the video caching/CDN vendors. I believe that getting content closer to the user technology will prevail, while other content manipulation/optimization techniques will be supersede by the client/server logic and pre-optimized content.
See "Mobile network optimization / self-organizing network (SON) market nearing $3B by 2015" - here.
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*Specialist vendors: Actix, Aricent, Arieso, Ascom, Astellia, Axis Technologies, Bytemobile, Celtro, Commsquare, Eden Rock Communications, Infovista, InterDigital, Intucell, Mentum, Newfield Wireless, Plano Engineering, Reverb Networks, Schema, Symena, Theta Networks, TTG International, Tulinx, Vector, and Xceed Technologies
** Tier 1 mobile infrastructure vendors with mobile network optimization tool: Alcatel-Lucent, Ericsson, Huawei, Nokia Siemens Networks, and ZTE
This report left out more than just Flash Networks. Mobixell as well as smaller optimization companies have been left out.. Doesn't seem like a very complete research on the optimization market. Maybe the focus was more on SON...
ReplyDeleteIndeed.
ReplyDeleteMobixell, as well as Vantrix, Comverse and Openwave are missing.
I agree that it is not complete, but Bytemobile has the lion share of the optimization market that it is a good proxy for the optimization industry in general.
ReplyDelete