Server Capacity Expansion Drove Cloud Capex 17 Percent Higher Y/Y in 2Q 2020, According to Dell’Oro Group

“The major U.S. and China based Cloud service providers have accelerated expansion of server capacity to meet the demands of remote work and learning,”said Baron Fung, Research Director at Dell’Oro Group. “However, signs of a digestion cycle of lower growth in the second half 2020 may be imminent as the recent build-up is potentially leading to Cloud capacity and component inventories in excess of demand,” explained Fung.

Total Broadband Access Equipment Revenue Rebounds from Anemic Q1, Led By Strong Investments in PON Infrastructure, According to Dell’Oro Group

“Fiber expansion projects continue to expand around the world, as evidenced by continued strong demand for OLT ports,” said Jeff Heynen, Sr. Research Director, Broadband Access and Home Networking. “The sustained fiber investments are a clear sign that providers realize just how critical premium residential broadband access is to their business,” explained Heynen.

25/50/100 Gbps Ethernet Controller and Adapter Revenue Accounted for Half of the Market in 2Q 2020, According to Dell’Oro Group

“Shipment of 25 Gbps and 50 Gbps ports grew double-digits quarter-over-quarter as the Tier 1 and 2 Cloud service providers added server capacity to meet a surge of demand for Cloud services stemming from the pandemic. Adoption of 100 Gbps for server connectivity continues to rise to meet the growing demands of high-performance computing and AI,” said Baron Fung, Research Director at Dell’Oro Group.

Samsung, Verizon Sign $6.65 Billion 5G Contract

|

Among 5G network sales, Samsung ranks No. 4 with about 13% of the total market, according to market research firm Dell’Oro Group. It trails the top three, which include China’s Huawei Technologies Co. and the European firms Ericsson AB and Nokia Corp.

Media Inquiries

If you are a member of the media and would like to request an interview with a Dell’Oro Group analyst, or if you are seeking information for an article, please contact us at:

DGMedia@Delloro.com
Telephone: +1.650.622.9400

Please be sure to note your deadline in your message. We look forward to hearing from you.

Latest Tweets