RAN Market Returned to Growth in 1Q 2020, According to Dell’Oro Group
The overall 2G-5G radio access network (RAN) infrastructure equipment market returned to growth in 1Q 2020, increasing at single-digit rate year-over-year
Telecom Capex to Grow at a One Percent CAGR by 2022, According to Dell’Oro Group
The telecom capex outlook remains favorable, even with the increased uncertainty due to the COVID-19 pandemic. Worldwide telecom capex – the sum of wireless and wireline telecom investments – is projected to grow at a one percent CAGR between 2019 and 2022.
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.
Tier 1 Cloud Players Sustain Capex in Defiance of Pandemic
|FCC’s WiFi 6 decision draws battle lines at WAN edge
|Industry Voices—Heynen: What’s next for cable broadband networks?
|The COVID-19 pandemic has certainly turned our world upside-down, as it represents a human tragedy affecting millions around the world. There have been countless acts of selflessness on a global scale as we all work
Speed race: Just as 400Gb Ethernet gear rolls out, an 800GbE spec is revealed
|To meet a need for faster high-end Ethernet, 800GbE has become a formal specification, but the reality on the ground is that 400GbE shipments are just ramping up, and much lower speeds are what’s in common use.
Nokia Expands RAN Portfolio, Releases DSS
|Stefan Pongratz, VP at Dell’Oro Group, noted that Nokia’s cost reduction efforts, driven by its migration from field-programmable gate arrays (FPGA) to ASICs, has already been taking place in the background. 5G equipment running on Nokia’s ReefShark SoCs comprised about 10% of its 5G shipments in Q4 2019, he explained.
