Strength in Asia Pacific leads 3Q20 optical transport systems sales to climb: Dell’Oro
|“Sales slowed in North America following a strong first half of the year,” explained Jimmy Yu, vice president at Dell’Oro Group. “Whether it was due to network demand caused by people working and studying from home or new projects at the beginning of the year, the demand for optical equipment in the region rose 11% in the first half of 2020.
Nokia Brings AI to Cellular Network Edge for Superior 5G Experience
|Stefan Pongratz, Vice President of Dell’Oro Group, an independent market analysis, and research firm, says that the increased complexity with the various 5G technologies in combination with the shift towards Open RAN will potentially introduce new challenges to CSP operational teams tasked with managing end-to-end performance.
Intel AI Buy Highlights Chipmaker Feeding Frenzy
|Sameh Boujelbene, senior research director at Dell’Oro Group, agreed with Murphy in a recent blog post, in which she drove home the opinion the acquisition was a strategic and complementary one, rather than opportunistic. She argued that Inphi’s was already well positioned in the electro-optics interconnect market.
Vendor chatter for RDOF heats up on earnings calls; service providers are mum
|Marek’s Take: Is open RAN’s bubble about to burst?
|Open RAN technology — which refers to the separation of the hardware and software components of the radio access network (RAN) — has gained a lot of attention over the past year. And with good reason. Open RAN opens the door to more potential RAN vendors and makes hardware and software from different vendors interoperable, which in turn leads to cost savings for operators and more flexibility in the mobile network.