By adding Secucloud into the mix, Aryaka can better provide customers, especially smaller businesses, with a “one-stop-shop” for security and networking services, says Mauricio Sanchez, research director for Dell’Oro Group. This acquisition also puts Aryaka on more equal footing with other SASE providers such as Cato Networks and Versa Networks, he adds.

But the problem isn’t necessarily demand, it’s supply, wrote Jeff Heynen of the research firm Dell’Oro Group. “Instead of ‘if you build it, they will come’ supply chain and labor market constraints might prevent operators from building it in the first place,” he wrote.

“The numbers would be even higher if the supply chains were in order and there weren’t shortages with materials needed for fiber buildout,” says Jeff Heynen, vice president of broadband access and home networking for Dell’Oro. “These shortages were due in part to factory shutdowns in China because of the coronavirus. Once a factory shuts down, it takes time to ramp production back up, and this further contributed to the supply chain challenges to meet demand in 2020.”

Tens of billions of dollars in funding in the form of RDOF, Rural Reconnect and private equity funds have been made available to expand rural gigabit coverage. A comprehensive portfolio of broadband solutions is critical in helping any service provider achieve international broadband goals, regardless of network architecture, OSS/IT framework or choice of PON technology,” said Jeff Heynen, Vice President at Dell’Oro Group.

Including China, Huawei’s share of the global market for telecommunications equipment grew to 31 percent last year, placing it far ahead of Nokia, Ericsson and others, according to research firm Dell’Oro Group. But excluding China, Huawei’s share of the global market for wireless network equipment fell by about 2 percentage points last year, as rivals gained ground, Stefan Pongratz, a Dell’Oro analyst, said in an interview.