In this blog, Jimmy Yu shares observations on Huawei’s 2 Tbps DWDM technology, highlighting architecture, power efficiency, and early deployment progress in next-generation optical transport systems.

Dell’Oro Group just published the latest edition of the Ethernet Campus Switch market 5-year forecast report. Our current forecast shows that the campus switch market will decline only for one year (in 2020) at 2%, and then go back to growth in 2021. We projected the CAGR to grow nearly three percent through 2025.

We just published the latest edition of our 5-year forecast for the data center switch market.  Six months ago, when we published our July 5-Year forecast, we predicted that the data center switch market will be for the most part resilient to the pandemic. We also explained that most of the downward adjustment relative to our January 2020 Pre-pandemic forecast was driven by the non-Cloud segments, which include enterprises as well as Telco Service Providers (SPs). In the meantime, our July 2020 forecast for the Cloud segment showed only a slight downward revision relative to our pre-pandemic January forecast.

We just published the latest edition of our 5-year forecast for the Network and Security and Data Center Appliance (NSDCA) Market that spans Firewalls, Secure Web Gateways, Email Security, IDS/IPS, Application Delivery Controllers, and Web Application Firewalls. A year ago, we debated the effects of the US and China relationship and Brexit on the market, but this year all attention is on the COVID-19 pandemic. The pandemic is reverberating through the market with both near-term and long-term consequences.