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.