CANADIAN DATA AND INTERNET EQUIPMENT MARKET REPORT
2001 EDITION
June 2001
|
NOTICE
|
THIS REPORT IS COPYRIGHTED THE CONTENTS OF THIS DOCUMENT ARE THE INTELLECTUAL PROPERTY OF NBI/MICHAEL SONE ASSOCIATES INC. AND, AS SUCH, ARE PROTECTED BY CANADIAN COPYRIGHT LAW. REPRODUCTION OF THIS DOCUMENT, IN WHOLE OR IN PART, BY ANY MEANS AND FOR ANY PURPOSE (INTERNAL OR EXTERNAL TO THE BUYER'S COMPANY) WITHOUT THE PRIOR PERMISSION OF THE PUBLISHER IS A VIOLATION OF CANADIAN AND INTERNATIONAL COPYRIGHT LAWS. FOR INFORMATION ON OBTAINING ADDITIONAL COPIES OF THIS REPORT CALL (416) 360-0424, FAX US AT (416) 360-7546 OR SEND AN E-MAIL TO msone@nbicanada.com. PLEASE VISIST OUR WEB SITE AT www.nbicanada.com FOR A LISTING OF OTHER NBI/MICHAEL SONE ASSOCIATES REPORTS PUBLISHED OR IN PREPARATION.
|
Table Of Contents
| Section | Page | ||
| About This Report | v | ||
| 1.0 Market Overview and Analysis | 1 | ||
| 1.1 The Canadian Market | 2 | ||
| 1.2 The Evolution of Routing | 2 | ||
| 1.3 Prioritization of IP Services | 3 | ||
| 1.4 Media Types | 5 | ||
| 1.5 LAN-WAN | 5 | ||
| 1.6 Rapid Changes in Equipment Manufacturers | 6 | ||
| 1.7 WAN Influencing the LAN - LAN Influencing the WAN | 7 | ||
| 1.8 DSL vs. Cable Modem | 7 | ||
| 2.0 Technology Highlights | 9 | ||
| 2.1 Quality of Service (QoS) | 12 | ||
| 2.2 Converged Networking | 13 | ||
| 2.3 Virtual Private Networks (VPNs) | 13 | ||
| 2.3.1 Components of the VPN | 14 | ||
| 2.3.2 VPN Benefits | 15 | ||
| 2.3.3 VPNs in Canada | 15 | ||
| 2.4 Wireless | 16 | ||
| 2.4.1 Challenges Integrating Bluetooth PANs with Wireless LANs | 18 | ||
| 3.0 Company Profiles | 21 | ||
| 3.1 3Com | 21 | ||
| 3.2 Alcatel | 26 | ||
| 3.3 Avaya Canada Corp. | 32 | ||
| 3.4 Cisco Canada | 40 | ||
| 3.5 Colubris Networks Inc. | 51 | ||
| 3.6 Com21 | 53 | ||
| 3.7 Efficient Networks | 55 | ||
| 3.8 Enterasys Networks | 57 | ||
| 3.9 Extreme Networks | 63 | ||
| 3.10 Foundry Networks | 67 | ||
| 3.11 Lucent Technologies | 73 | ||
| 3.12 Marconi | 76 | ||
| 3.13 Nortel Networks | 83 | ||
| 3.14 Paradyne | 95 | ||
| 3.15 Terayon | 97 | ||
| 3.16 WaveRider | 100 | ||
| 3.17 Wi-LAN | 103 | ||
| 4.0 EXHIBITS | 106 | ||
| Exhibit 1: Shipments by Company by Product Segment, 2000 - Ports | 108 | ||
| Exhibit 2: Shipments by Company by Product Segment, 2000 - Units | 108 | ||
| Exhibit 3: Market Share by Company by Product Segment, 2000 - Ports | 109 | ||
| Exhibit 4: Market Share by Company by Product Segment, 2000 - Units | 109 | ||
| Exhibit 5: Shipments by Company by Product Segment, 2000 - Revenues | 110 | ||
| Exhibit 6: Market Share by Company by Product Segment, 2000 - Revenues | 110 | ||
| Exhibit 7: Units, Ports and Revenues by Product Line, 2000 | 111 | ||
| Exhibit 8: Product Line Market Share Percent - Ports and Revenues, 2000 | 112 | ||
| Exhibit 9: Projected Revenue Growth by Product Line 1999-2004 | 113 | ||
 |
|||
About This Report
|
In the 1990s companies began to deploy enterprise-wide
applications for their entire employee base such as Enterprise Resource Planning
(ERP), Customer Relationship Management (CRM) and e-commerce. These new business
applications give employees, customers and partners a better window into the
necessary processes of the business and, thereby, improve efficiencies. To
support these applications as well as the development of voice and video over a
common network infrastructure such as the Internet, data equipment vendors are
rapidly evolving their products to include a broader base of faster and more
complex offerings.
At over 100 pages, NBI/Michael Sone Associates' Canadian Data and Internet Equipment Market Report, 2001 Edition describes the types of equipment required for data networking and the major manufacturers who provide it. In essence it describes the network foundation on which people access their business applications. For the most part, this report focuses on equipment that resides at the customer premises, including traditional LAN equipment as well as WAN access equipment. The report also includes for the first time, a new class of equipment, described as Layer 4-7 switches, that supports higher-level functionality for IP (Internet/Intranet) networks. Finally, from a product perspective, High-speed Internet access equipment (DSL and Cable) is included in the report to provide a window for the reader into how Internet service adoption in Canada is having an impact on other types of data equipment. Section 1 of the report provides an overview of data networks and shows how network equipment has evolved to support today's complex business processes. Section 2 examines some of the recent technology advances and looks at new and emerging arenas such as wireless LANs and Virtual Private Networks (VPNs). Section 3 profiles 17 major manufacturers and examines in detail, their product offerings, market position and future directions along with quantifying their shipments and revenues. The Exhibits provide detailed quantitative information on port & unit shipments and revenues, by major product segment and by company. While some manufacturers track only ports and revenues and others track units rather than ports, for the sake of completeness NBI/Michael Sone Associates has rendered its estimates of all three units of measure. Market shares, position and forecasts to 2004 expand the coverage. This is NBI/Michael Sone Associates' second report on this market and is the result of extensive research and discussion with the many participants. The international nature of data communications and the realignment of sales forces and operating territories by the equipment manufacturers has reduced the focus on separating Canada from the rest of North America. Nevertheless, NBI/Michael Sone Associates has, through its well-tested practice of gathering information from primary sources, been able to produce a document that is unique in its detail for Canada. Several new companies have been added to this year's report that were not included in 2000. Notably, Extreme Networks and Foundry Networks have established a presence in Canada and it is expected that their market share will increase substantially throughout 2001. Additional changes from last year's report include the removal of any research around Network Interface cards (NICs). This category has become of little interest to the data networking community since, with the exception of wireless, most PCs and laptops are built at the factory with an embedded NIC and the commodity item is not seen by network designers or end users. It is also expected that this report will change significantly next year as most vendors will either have their own Voice over IP products or will have partnered with other players to provide fully converged voice-data products. It will, therefore, be increasingly difficult to separate out data from voice equipment since IP switches will be marketed for different applications even though they are built with the same operating system and may well have the same form factors. For example, Avaya has a new PBX built with DEFINITY PBX software on an IP switch. The IP600, is used for IP telephony - however, it is technically an IP switch. Future editions of this report will include products in this class and, therefore, the categories and nature of the report is likely to change.
|
A Note on Accuracy
|
The accuracy of the information in this report cannot be
guaranteed. The information is the most recent available at the time of research
and writing, but is subject to change. Information on specific companies should
not be construed as official statements from those companies. Rather, such
information represents the opinions of NBI/Michael Sone Associates. All figures,
unless otherwise indicated, are NBI/Michael Sone Associates estimates. Where an
error has occurred, NBI/Michael Sone Associates will be pleased to publish any
demonstrably more accurate information that is supplied to us.
As always, NBI/Michael Sone Associates welcomes comments on this report and suggestions for future editions. Please call us anytime at (416) 360-0424 or e-mail at msone@nbicanada.com.
|
[Comment]
http://www.nbicanada.com/cdaiemr2001.html