Sales of Data Center Switches Returned to Y/Y Growth in 3Q 2020, According to Dell’Oro Group

|

“Ongoing softness in the broader enterprise market as well as at some of the Tier 1 Cloud Service Providers (SPs), particularly Facebook and to a lesser extent Microsoft, continued to weigh on the North American market,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “Meanwhile, in line with our expectations, sales in China were up strong double-digits for the second consecutive quarter. This growth in China was blostered by strong demand from Cloud SPs, namely Alibaba, Tencent, Bytedance, and Kuaishou. Other countries in the APAC region as well as in Europe benefited from relaxed lockdown measures as well as some large Telco SPs deals,” added Boujelbene.

Optical Transport Equipment Market Grew 9 Percent in 3Q 2020 to $3.8 Billion, According to Dell’Oro Group

|

“Sales slowed in North America following a strong first half of the year,” said Jimmy Yu, Vice President at Dell’Oro Group. “Whether it was due to network demand caused by people working and studying from home or new projects at the beginning of the year, the demand for optical equipment in the region rose 11 percent in the first half of 2020. But I think there was enough concern surrounding the longevity of the pandemic that service providers grew cautious and refrained from overextending their capital. As a result, optical revenue in North America declined 7 percent in the third quarter,” continued Yu.

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