Private Wireless Weaker Than Expected in 2021, According to Dell’Oro Group


“The markdown is more driven by the challenges of converting these initial trials to commercial deployments than a sign that demand is subsiding,” said Stefan Pongratz, Vice President at Dell’Oro Group.  “In fact, a string of indicators suggest private wireless activity is firming up not just in China but also in other regions,” continued Pongratz.

Supply Constraints “A Pin in the Balloon” for Wi-Fi 6E, According to Dell’Oro Group


“Although manufacturers launched Wi-Fi 6E products in mid-2021, products are either not available, or they are in very limited supply.  Supply constraints have prompted manufacturers to focus on enabling the availability of popular models by re-designing these models with components that are more readily available,” said Tam Dell’Oro, Founder, CEO and Wireless LAN Analyst.

Smart NIC Revenues Projected to Reach $1.6 Billion by 2026, According to Dell’Oro Group


“Innovations in Ethernet adapters such as Smart NICs and 100 Gbps and higher-speed ports are resulting in revenue growth opportunities,” said Baron Fung, Research Director at Dell’Oro Group. “By 2026, we predict that more than half of the servers shipped to the hyperscaler cloud service providers will be equipped with Smart NICs, with many of those server ports connected to the network at 100 Gbps or higher speeds.

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