2026年网络状况报告

Network2026Edition Acomprehensiveanalysisoftheglobaltelecommunicationslandscape,focusingoninfrastructureandmarketshifts. AboutUs TeleGeographyisatelecommunicationsdataproviderknownforindependentanalysis.Trustedsince1989,ourresearchisvitaltotelecomserviceproviders,largeenterprises,governmentagencies,andotherresearchfirms.Ourdataandanalysisplatformsdelivercomprehensive,unbiasedresearchandactionableinsights. Learnmoreaboutourwork. 01TheStateofThings Anoverviewofthisresourceandhowyoucangetthemostfromtheseinsights. 02TransportNetworks TransportNetworksResearchServiceassesses theglobaltelecomcapacitymarketandevaluatesfactorsshapinglong-termdemandandpricemovement. 03IPNetworks InIPNetworksResearchService,wedelveintothecoremeaningofourextensiveinternetcapacityandtrafficdatasets. 04DataCenters DataCenterResearchServiceanalyzesanunprecedentedshiftfueledbyglobalregulatorychangesandtheriseofAI. 05Cloud&WAN We’reseeingaslowdowninnewcloudregiondeployment.CloudandWANResearchServiceexplores,withinsightonwideareanetworkdevelopment. 06Voice Thedownwardslidecontinuesforinternationalvoicetraffic.InternationalVoiceReportdetailsthelatest. CHAPTER 01 TheStateofThings YourGuidetoGlobalTelecom WelcometoTeleGeography’sannualcomprehensiveanalysisoftheglobaltelecommunicationslandscape.Thisreportfocusesoninfrastructureandthecurrentmarketdynamicsandrecentindustryshifts. Inthis2026edition,wecover: CABLETALK Wehighlightamassivesurgeinsubmarinecableinvestment,projectedtoexceed$14billionthrough2027,tomeetrisingbandwidthneeds.ContentandcloudproviderslikeGoogleandMetanowdominateinternationalcapacity,significantlyoutpacingtraditionalinternetbackboneproviders. Whousesthisindependentdataandanalysis? Ourworkempowersorganizationsindiverseindustriesaroundtheglobe,including: PRICECHECK Thereportalsonotesthatwhilebandwidthdemandandtrafficcontinuetogrow,marketpricesforcapacityandIPtransitaresteadilydeclining. TelecommunicationsserviceprovidersLargeenterprisesGovernmentagencies BEHINDTHEHEADLINES Weaddresshowgeopoliticaltensionsandtheriseofartificialintelligencearereshapingnetworkroutinganddatacenterstrategies. UsingThisResource DATAFORYOURBIGGESTDECISIONS There’snoonewaytoleverageTeleGeographydataandinsight.Aswereviewourtopfindingsfromthelastyear,sheddinglightoncomplexmarketdynamics,therearefourkeyareassupportedbyourwork. GuidingInfrastructureInvestmentandDevelopment Thisdocumentisessentialfororganizationsplanningcapitalexpenditures,asittrackswherephysicalinfrastructureisbeingbuiltandwhereit’sneeded.Forexample,ithighlightsthattheaggregatecostofnewunderseacableconstructionisexpectedtoreachover$14billionbetween2025and2027,drivenlargelybycontentproviderslikeGoogleandMetaratherthantraditionalinternetbackboneproviders.Byidentifyingspecifichigh-growthregions,investorscantargetunderservedmarketsratherthansaturatedones. BenchmarkingPricingandCosts Forenterprisesandcarriersnegotiatingcontracts,TeleGeographyresearchprovidesvitalleveragebyrevealingglobalpricingtrends.Itoffersgranulardataoncosterosionandilluminatesregionaldisparitiesthataffecttotalcostofownership.Forinstance,cross-connectpricesinU.S.marketsareroughlythreetimeshigherthaninEuropeanmarkets.Thishelpscompaniesaccuratelybudgetforconnectivityanddecidewhethertoprioritizespecifichubs,basedoncolocationandinterconnectioncosts NavigatingGeopoliticalRisk Thereportcorrelatesgeopoliticaltensionswithnetworkvulnerability,detailinghowcertainconflictshavecreatedpermittingchallengesandphysicalthreatstocablerepairvessels,leadingtodelays.Italsoshedslightonregulatoryhurdles,suchasdifficultyobtainingpermitsintheSouthChinaSea,whichisforcingoperatorstodesignnewroutestobypassproblematicwaters.Thisintelligencesupportsnetworkarchitectsinbuildingdiversityintotheirsystemstoavoidsinglepointsoffailure. AdaptingtoTechnologicalDisruptions Finally,thisresearchhelpstheindustryprepareformassivetechnologicalshifts,specificallytheimpactofArtificialIntelligence(AI)andthetransitiontocloudinfrastructure.Forinstance,inthise-bookyou’llreadaboutanAI-driven"powerscarcity"crisis,withwaittimesfordatacenterpowerextendingtofouryearsorlonger. TransportNetworksResearchService Findings To many people, the concepts of global network infrastructure and bandwidth markets are difficultto grasp. But those who follow this sector understand that it's a fundamental building block of theglobal economy. As with other areas of industry, the capacity market can struggle managing growthand uncertainty. OurTransport Networks Research Serviceassesses the state of the global telecomcapacity market and evaluates the factors that shape long-term demand and price movements. We lookat market conditions on both a global level and on a regional level, focusing on critical submarinecable routes. Features of this service include: •Detailed profiles of over 460 network service providers and more than 670 submarine cablesystems, also downloadable in Excel.•A new bandwidth demand search interface with historical data back to 2005