Path Forward for Optical Transport—In the Face of Shannon’s Limit
Optical bandwidth is not limitless. I know we have all used the argument over the past few decades that by placing an optical fiber connection between two points you will have unlimited capacity. It is
Cable’s Upstream Swim A Good Thing
Let’s face it, cable equipment vendors are certainly happy to put 2019 behind them. A glut of DOCSIS channel capacity, the lack of significant competitive threats, and indecision around DAA technologies and timing all resulted
RSA Conference 2020: Top Five Buzzwords
Every year vendors rally around certain words and the RSA Conference 2020 was no different. It had been about ten years since my last RSA conference after regularly attending in the 2000s. After nearly 40
The Telecom Equipment Market 2019
Huawei and ZTE increased their revenue shares while Nokia and Cisco’s revenue shares declined for the full year 2019 telecom equipment market. We just wrapped up the 2019 reporting period for all the Telecommunications Infrastructure
Microwave Transmission Market 4Q 2019 Update
We just published the 4Q19 update to the Microwave Transmission & Mobile Backhaul quarter report. Here are a few key findings for the quarter. Microwave Transmission market declined in 2019 following a slight rebound the
CBRS RAN Market Investments to Surpass $1.5 Billion
The latest Dell’Oro Group CBRS RAN 5-year forecast report suggests delays have not changed the underlying demand for CBRS. The overall CBRS market – LTE plus 5G NR – is expected to grow at a
2020 Wireless LAN Market Outlook
As I look to the future of the Wireless LAN (WLAN) market there are a few key trends that I’ll be watching for 2020: Wi-Fi 6 is racing ahead. We expect Wi-Fi 6 will rise
Mobile Backhaul Transport Market 5 Trends to Watch in 2020
Every generation of mobile radio technology creates renewed demand for mobile backhaul, and 5G is expected to do the same. So, it is not surprising that the major 2020 trends in mobile backhaul all relate
Ethernet Data Center Switch Trends in 2020 and Beyond
Major changes the new decade may bring to the data center switching market The start of the new year is forecasting time at Dell’Oro Group. Like clockwork, our analysts update their five-year forecasts for the
Optical Transport – 2020 Trends
The Optical Transport market has continuously evolved, giving consumers around the world one of the most precious assets—fast, affordable bandwidth. Whether it is 5G, home broadband, cloud services, or videos of cats, the one technology