SDN Market Sizing Redux
In April 2013, Plexxi teamed up with SDNCentral to take a look at how the SDN market might emerge. The original post along with supporting info graphic and written analysis can be found here. At a high level, the major takeaway was that we predicted that between 30 and 40 percent of the networking market would be influenced by SDN by 2018. At the time, this was BY FAR the most aggressive take on SDN. IDC had been projecting a little more than $3B by 2018, which would put their estimates somewhere around 5% of the overall networking spend.
So 18 months later, how do I feel about the analysis?
SDN spend is largely substitutive
In the original analysis, I made the point that SDN spend is not likely to be net-new dollars coming into the networking industry but rather a shift in dollars from traditional networking equipment to SDN-enabled equipment.
How’d I do? I’d say that this was spot on. Of course, this was the easiest of the predictions at the time. It is rare that dollars are created; they are usually shifted from somewhere else. Here, all I was really predicting was that the somewhere else was other Continue reading
