5G business opportunity attack SD-WAN

The industrial computer factory (6245) locks 5G deployment opportunities, develops software-defined network (SDN) and network function virtualization (NFV) technology, and works with upstream and downstream operators such as Intel, China Light and Power, and specializes in SD-WAN. High-end equipment in the equipment room has high unit price. It is reported that more than 50 large-scale telecom operators have been shipped to the land, and this year it is expected to have more than 100 units.

In response to the advent of the 5G era, huge data will be generated, and the rapid development of SDN and NFV technologies has become the core architecture for telecom operators to deploy related applications, assisting in hardware serial upgrades, and upgrading with SD-WAN architecture products. It will be the latest market, and it will grow well in the future. It will also become a battleground for the industrial network security factory.

However, the SD-WAN application is mainly divided into two parts: the telecom terminal and the user terminal. The telecom terminal is built for the computer room. The unit price is high, and the average price can reach 60,000 US dollars. It needs specific technology and telecom certification. The threshold is higher, and the user side is more expensive than the low-priced market. The vertical planning is mainly for high-end equipment in the computer room, and there are already large-scale telecom customers in the US and the territories.

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