Baron Fung

Research Director

Specialties:

Cloud Data Center Capex, Controller & Adapter, Server and Storage Systems Market Research


Baron Fung joined Dell’Oro Group in 2017. Since joining Dell’Oro Group, Mr. Fung has significantly expanded our analysis on data center Cloud Providers, delving deep into capex and its allocation as well as the vendors supplying the Cloud. In addition, Mr. Fung built and launched coverage on Smart NICs and is responsible for the Controller & Adapter, Server and Storage Systems market research programs.

Prior to joining Dell’Oro Group, Mr. Fung spent five years as Product Manager at Microlease, a global supplier of Test and Measurement solutions in the Wireless and Aerospace Defense markets. During his time at Microlease, Mr. Fung contributed and presented to the Satellite Interference Reduction Group (IRG) in addressing Ka-band signal analysis solutions for satellite communications. Prior to that, he held various applications and product engineering roles at Kyocera and Motorola related to semiconductor design, packaging, and test.

Mr. Fung’s research and analysis has been widely cited business publications including Barron’s, Data Center News Asia, EN Digest, eWeek, Fierce Telecom, Markets Insider, The Financial Examiner, The FinReviewer, and Wolcott Daily. Mr. Fung has appeared as an invited speaker at investor conferences.

Mr. Fung has a B.S. degree in Materials Science and Engineering from UCLA, a M.S. degree in Electrical and Computer Engineering from Cornell University focusing in semiconductors, and an M.B.A. in Marketing Strategy from University of California, Berkeley.

Accomplishments

In 2017, Mr. Fung predicted that Cloud SPs would drive port shipments of the next generation 25 Gbps and 50 Gbps network adapters and significant growth in the Controller and Adapter market. The next year, he has been consistently tracking the Data Center Capex spend of the top 10 (hyperscale) Cloud SPs. His research anticipated that Data Center Capex growth will slow in aggregate in 2019 as the major Cloud Service Providers digested capacity.

Every day I strive to make sense of all the seemingly insignificant bits of information that I come across and turn them into tangible insights.

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