Cloud Data Center Capex Forecasted for Higher Growth in 2020 Despite Market Challenges, According to Dell’Oro Group
Despite recent market uncertainties, we anticipate the Tier 1 Cloud service providers to increase data center capex as planned, primarily on servers, as the sector seeks to resume capacity expansion,” said Baron Fung, Research Director at Dell’Oro Group. “We project a steep decline in enterprise IT spending due to severe near-term supply and demand disruptions from COVID-19.
Worldwide Server and Storage System Market Trimmed to 1 Percent Growth in 2020, According to Dell’Oro Group
the worldwide Server and Storage System market is forecast for a modest 1 percent growth in 2020. After the Cloud slowed spending in 2019 to digest excess capacity, the segment is poised for a double-digit expansion this year.
Campus Switch Revenue up for Full Year 2019, but Flat in Second Half, According to Dell’Oro Group
the worldwide Campus Switch market grew 3 percent for full year 2019 but decelerated significantly in the second half. Most of the softness was driven by North America and Europe, while revenue in China grew at a double-digit rate in 2H 2019.
Anemic Y/Y Revenue Growth in Data Center Switch Market during 4Q 2019, According to Dell’Oro Group
“In line with our expectations, the Top 4 U.S. Cloud Service Providers (SPs) posted mixed performance. Google and Amazon’s strong growth was partially offset by weakness from Facebook and Microsoft,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
4Q19 Wireless LAN Market Flat vs. Year Ago Quarter, but Wi-Fi 6 Sales Soar, According to Dell’Oro Group
enterprise class Wireless LAN market revenue growth was flat in 2019. However, Wi-Fi 6 sales increased well over 50 percent quarter over quarter. Another rapid growth segment are sales of cloud-managed equipment, which enable efficient remote network management and troubleshooting features.
