Overall, research firm Dell’Oro Group predicts total revenues from operations in CBRS spectrum will increase more than three-fold in the next four years.
“XDR, as an ultimate consumer of telemetry, is going to be trying to grab intelligence from wherever it can, including SASE solutions,” said Mauricio Sanchez, research director for network security and data center at Dell’Oro Group. “I do see that integration happening, beyond a shadow of a doubt, as these SASE solutions mature.” In other words: the pandemic provided a perfect storm for these two buzzy security sectors to collide.
“We believe the adoption curve for 600 Gb/s-capable line cards entered an inflection point and that it is positioned for rapid growth in 2021,” Dell’Oro analyst Jimmy Yu said. “We believe 800 Gb/s-capable line cards will also increase [in 2021], considering the strong shipments so far with only one manufacturer.”
According to Dell’Oro Group Vice President Stefan Pongratz, “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. Artificial intelligence will play an increasingly important role managing this complexity deliver the quality of experience (QoE) that consumers and enterprises demand from mobile broadband applications and latency-sensitive services.”
Nokia’s optical portfolio got a boost from Deutsche Telecom today. The German network operator plans to deploy the vendor’s optical transport portfolio as part of an ongoing network modernization effort…The contract win is a “pretty significant” one for Nokia, which doesn’t have a long history with Deutsche Telecom in the optical space, Dell’Oro Group VP Jimmy Yu said.