Campus Switch Revenue Plummeted in 1Q 2020, According to Dell’Oro Group

As the COVID-19 pandemic started to spread in Asia, Europe and then North and South America, it impacted demand for campus switches,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Because of macroeconomic uncertainties, many customers are pausing IT spending and, in some cases, cancelling orders as they revisit their budget to adjust to the new situation.

Cloud Data Center Capex Forecasted for Growth to Meet Public Cloud Demand in 2020, According to Dell’Oro Group

Data center capex returned to higher growth in 1Q 2020, as some of the major Cloud service providers had reverted from capacity digestion to expansion phase,” said Baron Fung, Research Director at Dell’Oro Group. “Stay-at-home orders around the world are placing excess burdens on Cloud infrastructure, prompting some Cloud service providers to bolster capacity in critical areas of the network.

Total Broadband Access Equipment Revenue Dropped 15 Percent Y/Y, as Supply Chain Constraint Due to COVID-19 Take Their Toll, According to Dell’Oro Group

The first half of 2020 will give way to a sustained rebound in broadband equipment spending in the second half of the year,” said Jeff Heynen, Senior Research Director, Broadband Access and Home Networking. “The need to expand residential broadband speeds and availability will ultimately win out over the current macroeconomic slowdown,” explained Heynen.

Ethernet Controller and Adapter Port Shipments Reached New Heights in 1Q 2020, According to Dell’Oro Group

The growth of controller and adapter shipments, for 10 Gbps ports, in particular, outpaced the growth of server units by a considerable amount for the past two quarters,” said Baron Fung, Research Director at Dell’Oro Group. “System vendors have been increasing their inventory of Intel processors, a portion of which have integrated Ethernet ports, and discreted Ethernet controllers in light of on-going disruptions from the global pandemic.

Data Center Switch Revenue Plunged in the First Quarter of the Year, According to Dell’Oro Group

the worldwide Data Center Switch market recorded its first decline in nine years, dropping 9 percent  year-over-year in the first quarter. 1Q 2020 revenue level was  also the lowest in three years. The softness was broad-based across all major branded vendors, except Juniper Networks and white box vendors. Revenue from white box vendors was propelled mainly by strong demand from Google and Amazon.

Optical transport takes steps toward 400G: Special Report


Is 2020 the year of 400G? It’s the kind of question telecom industry observers love to ask, though it is a far too general one. It speaks to our fascination with big numbers as milestones to be reached and put in the rearview mirror as we push toward the next milestone.

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