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.
3Q 2020 Broadband Access Equipment Spending Remains Strong, up 1 Percent Y/Y, According to Dell’Oro Group
|“The COVID-19 pandemic continues to accelerate operators’ fiber and cable capacity expansions,” said Jeff Heynen, Vice President, Broadband Access and Home Networking. “The net result is a faster transition to premium 1 Gbps residential services,” explained Heynen.
3Q 2020 Wireless LAN Market Sales Rose Y/Y as Government Spend Offset Business Decline, According to Dell’Oro Group
|Cisco, Extreme Networks, Fortinet, Juniper Mist, and Ruckus Benefit REDWOOD CITY, Calif. – December 2, 2020 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications,
5G Core Fuels Growth in Mobile Core Networks, According to Dell’Oro Group
|5GC revenues again came in surprisingly strong. Huawei and ZTE led the charge, making them the first and second-ranked vendors for 5GC in 3Q 2020, being the primary 5GC suppliers to the Chinese service providers,” stated David Bolan, Research Director at Dell’Oro Group.
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.
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