Predictions 2022: Data Center Infrastructure
As pandemic-related headwinds started to ease, we were optimistic for a return to higher growth on data center infrastructure spending in 2021. The Cloud was entering an expansion cycle and demand signals in the Enterprise were gaining momentum. While data center capex grew 9% in 2021, which was in line with our prior projections, growth was mainly driven by higher cost of data center equipment, rather than by unit volume.
Predictions 2022: Service Provider Router Market
A year ago, we made a number of predictions for the Service Provider Router market. As we move full steam ahead into a new year, we take a look back at those 2021 predictions, and how we think they apply to the SP Router market in 2022.
Tariff Impact on the Broadband Market
In his latest blog, analyst Jeff Heynen discusses to the impact tariffs will have this year and beyond on the Broadband market. Read more
Predictions 2022: Network Security Market
It’s an excellent opportunity to reflect on our 2021 predictions and share what we believe 2022 has in store. First, though, we need to temper our enthusiasm for projection by the fact the Covid pandemic continues to throw unexpected curveballs. Let us hope that the latest omicron variant is one of the last, if not the last. Nonetheless, let’s take stock and grade our predictions from a year ago first.
Predictions 2022 – Data Center Switch Market
At the beginning of each year, we analysts like to look backward and reflect on our predictions for the prior year to review what we got right and what we got wrong, and then
Predictions 2022: Mobile Core Network Market
Before looking at 2022, let’s look back one year and see how we did in 2021 compared to what we were thinking in 2020. Just a reminder when looking at 2021, we only have three quarters of actual results and the fourth quarter is still an estimate. The current projected 2021 revenues for the Mobile Core Network (MCN) market are predicted to come in 13% below what we thought at the end of 2020.
Predictions 2022: Broadband Access & Home Networking Market
Broadband Focus Will be Squarely on Fiber and Increased Competition in 2022 The emphasis on and investments in advanced broadband access networks around the world over the last two years shows no signs of
Key Takeaways – 3Q21 Total Telecom Equipment Market
While the majority of the suppliers were able to navigate the supply chain situation fairly well in the first half, supply chain disruptions had a greater impact in the third quarter, though clearly this was not enough to derail the positive momentum that has characterized the market over the past six quarters.
5G Manufacturing—What’s All the Excitement About?
The combination of Industry 4.0/Smart Factories and 5G represents a promising growth opportunity and value creator for suppliers and operators looking beyond the tepid growth typically associated with the consumer 5G MBB market. Fueled by
Private Wireless Activity Is Improving
The concept of utilizing private cellular networks—also known as non-public networks (NPNs)—for the sole use of a private entity, such as an enterprise or government, is far from new. In fact, the industry has gone
