Drivers and investments
The primary driver of edge build-outs during the forecast period is telcos’ and cablecos’ network transformations, which entail migrating to a cloudified and virtualized network, and wescales’ edge initiatives to support their cloud businesses and digital lifestyle endeavors.
CSPs will ultimately migrate to a vRAN architecture, which is a key aspect of the new networks they are evolving toward. The vRAN market will ramp up in the early 2020s as leading operators push the industry forward.
Telcos will spend the most, collectively, on edge infrastructure each year through 2022, at which time there will be an inflection point in 2023 whereby webscales become the largest investors in edge infrastructure starting in 2024.