Fixed-Mobile Convergence Becoming a Reality
During the Huawei AirPON Commercial Release Conference last week, Huawei formally introduced its AirPON solution, a combination of a blade OLT (Optical Line Terminal) and Digital Quick ODN (Optical Distribution Network) equipment designed specifically to be deployed at existing cell sites. Though Huawei is first out of the gate with a blade-based OLT designed….
6 GHz – The Next 5G Frontier?
With 5G now being deployed at full speed in the sub 6 GHz spectrum utilizing both the low-band and the upper mid-band, the focus is shifting to the next spectrum frontier. Even if the upper
Key Takeaways – The Telecom Equipment Market 1H20
We just wrapped up the 2Q20 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group. Preliminary estimates suggest the overall telecom equipment market – Broadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network, SP Router & Carrier Ethernet Switch (CES) – advanced 4% Y/Y for the 1H20 period.
Open RAN Outlook is Improving
Open RAN and virtualized RAN technologies have many of the right ingredients to address both supply and demand related challenges that continue to characterize the mobile infrastructure market. When it comes to the broader movement
OpenAI’s MRC Initiative Reinforces Ethernet’s Expanding Role in AI Back-end Networks
In her latest insight, Sameh Boujelbene examines how OpenAI’s MRC protocol reinforces Ethernet’s growing role in large-scale AI networking infrastructure. Read more>>
Spending on Data Center Switches to Grow at a 4% CAGR from 2019 to 2024, Despite the Pandemic
Dell’Oro Group published an update to its Data Center switch market five-year forecast report. The report shows that the data center switch market is expected to grow at a 4% CAGR from 2019 to 2024, approaching $17 B by the end of our forecast period. Despite the COVID-19 pandemic, our revised forecast of 4% CAGR shows only a slight downward adjustment from our prior January forecast of 5%.
Network Security and ADC Market to Grow 6 Percent CAGR from 2019 to 2024
The Network Security and Data Center Appliance market, consisting of the Firewall, Content Security, Intrusion Detection System and Intrusion Prevention System (IDS and IPS), and Application Delivery Controller (ADC) markets, is forecasted to grow at 6% five-year CAGR and go from $14 B in 2019 to $19 B in 2024. Growth at 6% is slightly weaker than the typical high single-digit pattern we have seen over the last decade, but considering the ongoing COVID-19 pandemic is explicable. Several of the key takeaways from our forecast report include:
The Total Campus Switch Market Forecast to Decline at 1 Percent CAGR from 2019 to 2024
Dell’Oro Group published an update to its Campus switch market five-year forecast report. The report shows that the campus switch market is expected to be profoundly impacted by the COVID19- pandemic and to decline at 1% CAGR from 2019 to 2024, compared to our prior January forecast of + 3% CAGR.
Wi-Fi 6E: The Sooner, The Better!
The enterprise-class Wireless LAN (WLAN) market has enjoyed high single-digit revenue growth rates for the past several years. In 2019 sales decelerated as a result of broad-based economic uncertainty causing customers to delay expenditures. Customer hesitation correlated with rising trade war tensions and tariffs, Brexit, and economic slowdown in all macro-regions of the world. The pandemic emerging in 2020 amplified the deceleration.
OpenAI’s MRC Initiative Reinforces Ethernet’s Expanding Role in AI Back-end Networks
In her latest insight, Sameh Boujelbene examines how OpenAI’s MRC protocol reinforces Ethernet’s growing role in large-scale AI networking infrastructure. Read more>>
