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.
Nokia AI RAN – Confidence is growing
Nokia’s AI-RAN roadmap remains unchanged, but clearer migration messaging and growing merchant silicon confidence support its RAN turnaround and consistent with Dell’Oro’s AI RAN market outlook.
Nokia AI RAN – Confidence is growing
Nokia’s AI-RAN roadmap remains unchanged, but clearer migration messaging and growing merchant silicon confidence support its RAN turnaround and consistent with Dell’Oro’s AI RAN market outlook.
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
Nokia AI RAN – Confidence is growing
Nokia’s AI-RAN roadmap remains unchanged, but clearer migration messaging and growing merchant silicon confidence support its RAN turnaround and consistent with Dell’Oro’s AI RAN market outlook.
