Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, is pleased to announce the appointment of Mr. Matthias Machowinski to the role of Senior Research Director, Wireless LAN, effective immediately. With two decades of experience in communications and networking technology research and advisory services, Mr. Machowinski has a deep understanding of the enterprise network—both wireless and wireline. At Dell’Oro Group, Mr. Machowinski will lead the Wireless LAN research program, which includes enterprise-class Wi-Fi infrastructure, management solutions and mobility, and expand Dell’Oro Group’s research on network automation and subscription-based offerings.
“The pandemic caused some delays in SD-WAN deployments in 2020, but the underlying demand drivers for modernizing WAN infrastructures remains strong,” said Shin Umeda, Vice President at Dell’Oro Group.
“The pandemic has accelerated enterprise transformation and increased the attention on web app security and remote user access,” said Mauricio Sanchez, Research Director, Network Security and Data Center Appliances.
The major U.S. Cloud service providers have entered a digestion cycle and have slowed the purchases of servers and other data center equipment. However, we predict this digestion cycle to be short-lived, and capex growth will return to double-digit growth as soon as 1Q 2021,” said Baron Fung, Research Director at Dell’Oro Group.
“Government funding around the world and particularly in North America propelled growth in the market,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “Additionally, the market benefited from backlog fulfillment during the quarter as supply challenges improved from the first half of the year. While government funding may have benefited mostly the public sector and lower education verticals, we have started to see some signs of recovery in large and even some mid-size enterprises as they resumed spending on campus network upgrades,” added Boujelbene.
Research firm Dell’Oro Group recently reiterated that it expects the global mobile network equipment market to “grow at a healthy pace over the next three years” in part due to a “favorable outlook for FWA.”
Dell’Oro Group, a telecommunication market research firm, echoes both of these experiences. The firm expects the SASE market will grow at a compound annual growth rate of 116%, achieving a market value of $5.1 billion by the year 2024. Dell’Oro Group Research Director Mauricio Sanchez claims this growth is driven, at least in the short term, by the small to mid-sized business market.
“Dell’Oro continues to place Cisco as the No. 1 in SD-WAN market share,” wrote Cisco VP Muninder Sambi. “Cisco was also just named a 2020 Gartner Peer Insights Customers’ Choice for WAN Edge Infrastructure.” Sambi’s referring to a report Dell’Oro Group published in March that ranks Cisco No. 1 and VMware No. 2.
The overall telecom equipment market advanced 9 percent yoy during 3Q20 and 5 percent yoy for the 1Q20 – 3Q20 period. That market includes broadband access, microwave & optical transport, mobile core & radio access, SP router & carrier ethernet switch, reveal preliminary estimates by the Dell’Oro Group.
“Global spending on 5G networks will jump about 30% to more than $20 billion next year, according to the consultancy Dell’Oro Group. IHS Markit estimates that 5G will make $13.2 trillion in global economic value possible by 2035. Given the study was commissioned by Qualcomm Inc., a chipmaker supplying much of the underlying technology, it’s worth taking that number with a pinch of salt.”