There is no doubt, SD-WAN is currently the enterprise market in a big outlet.
2014 SD-WAN concept was formally proposed, but now is widely recognized in the market, SD-WAN booming in recent years reflects the strong demand from the market. According to Gartner, the proportion of enterprises deploying SD-WAN 1% from 2015 to 2018, the rapid rise 30% in the next few years, the annual compound growth rate of the global SD-WAN market will hit a staggering 70%.
Today's SD-WAN market has been the influx of hundreds of companies, can be described as flashy noisy, crowded, not only gathered a traditional routers companies, cloud service providers, there are a large number of entrepreneurial companies, security companies, and even telecom operators We hope to win a share in the market. Because of this, who is the first to see the SD-WAN market, abandon vanity, floor value, will be able to take the initiative in the future market.
Accelerate business transformation, network value to be released
Behind the strong rise of SD-WAN is a strong demand for enterprise network value released. Over the past few years, the wave of cloud computing opens up the business model, business model and a revolution in the use of traditional WAN network architectures become stretched in this revolution; in addition, to accelerate the pace of enterprise digital transformation, artificial intelligence technology into the business of the general trend, but also to enterprise networks are facing more and more uncertainty. Because of this, the future development strategy as an important support, value network in the cloud computing era and the digital transition is unprecedented enlargement.
How to release the value of the network, it has become one of the most important challenges of the era of digital transformation.
In SINFOR SD-WAN technology expert Huang Hang it seems, SD-WAN been able to rise rapidly, mainly from the demand-driven four of enterprises.
First, the user application is a substantial change, based on AI, new high-bandwidth services and applications like high-definition video is being mass adoption. With 5G and the subsequent gradual commercial, business will be more obvious demands for network bandwidth growth. "For example, in the financial sector, face recognition related applications have been large-scale use. In addition, retail stores like robots, high-definition video and other applications also brought significant demand for bandwidth."
Second, companies are accelerating the cloud, and gradually migrate to the cloud as ERP, OA, CRM applications, increased the demand for SD-WAN's. "Cloud computing can be described as one of the biggest driving force SD-WAN. Currently, the pace of the domestic enterprise cloud is accelerating. According to statistics, 40.3 percent of Chinese enterprises to adopt cloud services, retail and other industries like cloud velocity this value is far more than 40.3%. "
Third, more and more Chinese enterprises began to go out of business globalization layout driven new growth business, while bringing immediate needs for SD-WAN's.
Finally, it is the growing number of security threats, regulatory compliance and upgrades, driving growth SD-WAN requirements.
In these drive demand, companies hope to achieve more intelligent by SD-WAN, automated network connection, connect the organic movement, edge, clouds and other types of workloads together, and on-demand network services, network value effective release.
*** interlaced SD-WAN market
As we all know, most of the technology contained in the SD-WAN is not new, but rather to build on the combined network transmission, routing, security and many other technologies. However, SD-WAN is like a set of beautiful combination of boxing, can provide even better network experience for business, more visual and easy to manage, more comprehensive security and other advantages. Therefore, SD-WAN has begun to traditional routers, firewalls, WAN acceleration, leased line market have a tremendous impact.
It also allows traditional enterprise routers, operators, WAN acceleration vendors, security vendors and other market participants for SD-WAN has a complex state of mind and weigh the needs of the strategy. In addition to entrepreneurial SD-WAN hopes to attack the rise in SD-WAN market, the majority of market participants in the market there are in a defensive attack, attack and defend the situation there, hoping to ensure business basis before the , but also to seize the initiative in the SD-WAN market.
Traditional router device companies, for example, which usually dominate the traditional router market, and has a large user base router. The SD-WAN in the trend of gradual significant impact on the branch router market, most of the traditional router companies are to take the initiative to accelerate the pace of market layout. With Cisco, for example, Cisco in recent years to get the SD-WAN-related technologies and products through the acquisition of Viptela, Meraki and other SD-WAN startups.
However, the traditional router's SD-WAN ideas can not escape the large integrated mode, the acquisition will come into products and integrated technology stack to the previous router software. The advantage of this model is to allow users to quickly have an existing router SD-WAN function, adverse local product that easily covers multiple blocks of code and regulatory framework, truly enormous difficulty of integration, is not conducive to long-term product reliability and continuity .
In recent years, operators are actively involved and layout of SD-WAN market, somewhat similar to previous years, the layout of the cloud computing market. Operators have a natural advantage of network resources, hoping to be the role of technological change, transformation. In SD-WAN market, operators always occupied an important position, with a large number of high-quality backbone network resources, but relatively weak in software control and optimization capabilities, diversification and differentiation to meet customer demand in the SD-WAN, etc. It remains to be improved. In addition, operators also need to weigh the impact of SD-WAN traditional leased line network business.
However, operators can conduct in-depth cooperation on the products, programs and even business models with SD-WAN product manufacturers, which have a major influence on the SD-WAN market.
WAN acceleration vendors SD-WAN market is another important participant. SD-WAN WAN acceleration for the same market had a significant impact. "Like traditional ××× services have been unable to meet enterprise wide bandwidth and high reliability, the cloud needs, SD-WAN function can be realized pooling WAN links, and open up the Line, MPLS, LTE, perception WAN network conditions, providing differentiated services for different quality of service. "deeply convinced of flight technical experts Huang says.
For, as some do WAN acceleration, network security started to market participants, and without the burden of traditional router market, and has a huge WAN acceleration and ××× user base, itself also has a powerful WAN optimization software capabilities, to meet the basic group lower demand network, can also provide WAN acceleration, security and other functions, and improve customer service system. This type of market participants is an important consideration in products, solutions level to ensure that users upgrade to SD-WAN before to make.
Who will be the big black horse market
The current SD-WAN market is in a period of rapid growth, the market structure is far from sure, we can say that all market participants have a huge opportunity. So, who will become the market's big black horse do?
在笔者看来，SD-WAN市场在经过初期发展之后，市场竞争已经进入到下一个阶段，市场参与者之间的角力除了产品、技术之外，还需要有更加贴近市场的商业模式以及服务能力来支撑。
首先，SD-WAN产品功能将会追求更加安全和更佳业务体验。尤其是SD-WAN的潜在安全问题日益突出，SD-WAN的应用给像勒索病毒、APT、蠕虫病毒等创造了新的***面。而目前，大部分SD-WAN公司的解决方案中仅支持IPSec ×××和基本的状态性安全，面向新型威胁和应用层复杂***显得苍白无力。在业务体验方面，不仅要求SD-WAN具备业务智能流量调度，如何对广域网传输数据进行×××和优化，进一步提升业务体验才是王道。
其次，SD-WAN将会与人工智能技术结合更加紧密，变得更加智能化。像机器学习等人工智能技术将会越来越多地融入到SD-WAN之中，让SD-WAN可以精准、动态、智能地对网络路径进行实时转换、路径调节和链接绑定，并且可以进一步实现SD-WAN管理的自动化和智能化。同时，为了应对日益升级的***手段，SD-WAN智能路由器如何结合人工智能、机器学习、外部情报威胁构建立体的安全防护体系也是多家厂家研究方向。
最后，SD-WAN的商业模式需要与市场更加契合，SD-WAN方案需要适配用户需求变化。因此，在面向部分中小型用户，SD-WAN需要提供运营服务，以即租即用、按需开通的方式去满足这种类型用户的需求；又如，结合业务云化的趋势，SD-WAN方案需要与主流云完成支持与适配等等。
在众多SD-WAN公司中，深信服无疑是一家值得长期关注的公司，并且极有可能成为未来市场的大黑马之一。“深信服希望做SD-WAN市场的进攻者。”黄航直言不讳。
深信服在SD-WAN市场的策略是：围绕多 WAN选路、云网融合、全球访问加速、连锁组网、安全组网等五大商业应用场景，重点拓展中大型企业、金融、政府、零售等领域，在产品和商业模式上全面适应SD-WAN时代的需求，帮助企业用户构筑起SD-WAN时代的广域网新能力，在数字化转型时代中获得网络价值与能力。
围绕策略，深信服在SD-WAN市场的进攻方向有两条：一条是SD-WAN代替传统专线路由器，另一条则是SD-WAN替代传统×××设备。“深信服在×××市场拥有超过2万家用户，具备非常好的用户基础。”除了提供×××用户切换到SD-WAN路径之外，深信服接下来还会进一步去拓展替换传统专线路由器的红海市场，“广域网需要更加简易化的部署和更加智能化的运维，而传统路由器的确在部署、使用和运维层面上不方便，并且难以满足业务更佳体验的诉求。尤其是企业上云的大趋势下，传统路由器很难满足企业上云的易部署和易运维需求。”
为了确保市场进攻，深信服在产品、技术、解决方案、商业模式上作了充足的准备。
首先，在产品层面，深信服SD-WAN产品满足分支全场景适配，针对小型分支提供微型路由交换一体SD-WAN网关、针对中大型分支且要求更高业务访问体验提供具备加速功能的SD-WAN设备、针对企业上云提供云端vCPE软件部署、针对有安全防护和加速需求的分支提供安全融合一体的SD-WAN网关，满足连锁门店、中大型分支、数据中心、云端等全业务场景。
其次，在技术层面。深信服推出了安全SD-WAN 2.0解决方案，在应用体验、部署运维管理上进一步贴近用户的使用诉求。
1. 在应用体验上：
多WAN智能选路提升带宽利用率：SD-WAN通过智能应用识别和智能负载调度机制实现多链路流量均衡负载，提升带宽利用率至100%。
广域网加速技术提升业务体验：SD-WAN内置高效的广域网加速模块，通过链路优化、数据优化、应用优化、视频优化、包负载等技术手段，进行端对端业务访问加速。该技术已在多家客户使用得到很好验证，平均压缩比达到40%-50%，提升3倍访问速度。
故障秒级切换保障业务体验：业务传输过程难以避免链路故障或者链路拥塞状况，通过SD-WAN预置的故障切换及故障QOE探测最佳线路技术达到秒级切换，实现业务无感知，极大保障业务体验。
2. 总部可视监控提升运维效率：
分支分钟级部署上线：SD-WAN通过邮件开局和AUTO ×××两种创新技术实现分支分钟级部署上线。通过中心端控制器下发分支上网配置、IPSec ×××配置、接入中心管理配置、安全配置等，极大缩短上线周期和降低上线复杂度，真正实现分支零IT。
通过中心端管理平台首页大图、×××拓扑大图等展示分支健康、链路拥塞、应用QOE状况，实现全网监控的可视化。通过管理平台可以做到全网策略统一下发、统一升级、远程接入等，实现故障快速定位和策略调整，极大提升运维效率。
3. 加强AI和安全等技术的应用：
将更多AI技术和安全技术融入到SD-WAN解决方案之中，实现应用自感知和场景自感知，并且结合深信服在安全领域的深厚积累，通过机器学习来实现安全态势感知和策略自调整。
第三，在解决方案层面，深信服SD-WAN针对政府、企业、金融等行业提供相应的解决方案，推出Hybird WAN场景、全球业务布局、业务上云、多DC互联等业务场景解决方案，满足用户多方位诉求。
最后，在商业模式上，深信服从过去以产品型SD-WAN为主的交付方式调整为产品型+服务型双重模式，新增了运营型SD-WAN服务。这样，既可以为具备广域网自建、自行维护广域网能力的客户提供产品型SD-WAN交付，还能通过运营型SD-WAN服务惠及那些对成本敏感的企业。
深信服还积极参与到SD-WAN相关的标准制定工作中。据悉，深信服已经多次参与了中国信通院SD-WAN白皮书相关标准的讨论，并且成为第一家通过SD-WAN可信云.产品型认证的SD-WAN厂家。
写在最后
SD-WAN带来最大的变革就是：让广域网以网络为中心转向以用户应用需求为中心。因此，决定市场胜负的关键就是如何在产品、技术、解决方案乃至商业模式上更加贴近用户应用对于广域网的真实需求。
Every change of technology would mean a huge market opportunity. SD-WAN rise will inevitably bring WAN restructuring and replacement by the market's pattern. Whether it is traditional routers companies, cloud service providers, or entrepreneurial companies, WAN acceleration company, telecom operators, we have a huge opportunity, but their starting point and business strategies are different.
SD-WAN second half just started, how the future market, let us wait and see!