DOCSIS 4.0 Developments Highlight CableLabs 10G Showcase
Though fiber technologies and deployments continue to capture the most attention when it comes to broadband, two technology demonstrations at CableLabs 10G Showcase provided clear evidence that DOCSIS 4.0 will keep cable operators competitive with their current outside plants. Furthermore, the advancements shown during each of the demonstrations could potentially accelerate the deployment of DOCSIS 4.0 technologies across a wider network footprint
mmWave 5G NR Revenue Growth Slows in 2021
While mmWave NR investments have for the most part surprised on the upside relative to the expectations outlined three to four years ago, mmWave RAN revenues were weaker than what we outlined going into the year.
Key Takeaways—2021 Total Enterprise Network Equipment Market
We’ve just wrapped up the 4Q21 reporting period for Dell’Oro Group’s enterprise network equipment programs, which include campus switches, enterprise data center switches, SD-WAN & enterprise routers, network security, and Wireless LAN. Enterprises include businesses of all sizes as well as government, education, and research entities. The equipment tracked in these programs can be used for wired or wireless data communication in private and secure networks.
Top Four Things We Learned at OFC 2022
OFC 2022 was held in San Diego, California with a large number of active participants at the show, filling the exhibit halls after two years of mostly virtual attendance. However, to accommodate those unable to attend in person, OFC held many virtual sessions. I was one of those remotely attending. Even though I attended OFC virtually, I think my experience, while different than attending in person, was really good.
Key Takeaways – 2021 Total Telecom Equipment Market
Preliminary estimates suggest the overall telecom equipment market advanced 7% in 2021, recording a fourth consecutive year of growth, underpinned by surging wireless revenues and healthy demand for wireline-related equipment spurred on by double-digit growth both in RAN and Broadband Access. Total worldwide telecom equipment revenues approached $100 B, up more than 20% since 2017.
Open RAN Momentum Is Solid
Open RAN ended 2021 on a solid footing. Preliminary estimates suggest that total Open RAN revenues will end at a much higher level than had been expected going into the year. In this blog, we review three Open RAN-related topics: (1) a recap of 2021, (2) Mobile World Congress (MWC) takeaways, and (3) expectations for 2022.
Timing and Operator Control Keys for 25G PON
With fiber deployments accelerating around the world and with operators seemingly on a daily basis announcing additional fiber expansion projects, there is no question that the competition for broadband subscribers and revenue is intensifying faster
Driving Towards Full Data Center Automation
We believe that these holistic platforms that bridge the worlds of telecommunications service providers and large enterprise data centers will play a key role in helping automate data center application delivery by providing a common window into the application delivery network as well as the underlying network infrastructure.
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.
