Radio Access Network Investments to Surpass $0.2 Trillion
|The global upswing that began in the second half of 2018 has become deeper and stronger. Even with the higher-than-usual degree of uncertainty around the economy, we forecast that the RAN market will grow at a healthy pace over the next three years, before growth tapers off in the outer part of the forecast period, resulting in a mid-single digit CAGR between 2018 and 2022. Cumulative investments over the 2019-2024 period are expected to eclipse $200 B.
Optical Transport Market to Expand for many more Years, Reaching nearly $18 Billion, According to Dell’Oro Group
|The world experienced a global pandemic in 2020 that ushered in a global economic recession. It is still unknown how much longer the coronavirus, COVID-19, will spread and cause economic disruptions, and at what rate the global economy will recover following massive shutdowns in the first half of the year. That being said, while in past macro-economic recessions the Optical Transport market would contract, we believe that in this recession, the demand for Optical Transport will increase as a large number of people shift to remote learning and working.
Worldwide Mobile Core Network Market Revenue Projected to Grow at 8 Percent over The Next Five-Year in 2024, According to Dell’Oro Group
|SD-WAN Market Expected to Increase 168 Percent by 2024, According to Dell’Oro Group
|“SD-WAN offers a compelling reason for businesses to upgrade their WAN infrastructures, which is something we haven’t seen in many years,” said Shin Umeda, Vice President at Dell’Oro Group. “There is no doubt that COVID-19 has created a major bump in the road, but the fundamental drivers for SD-WAN adoption have not changed, and may even be enhanced if work from home solutions can be incorporated,” added Umeda.
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.
