SD-WAN Market Continued to Expand at Solid Double-Digit Rates, According to Dell’Oro Group

“Demand for SD-WAN is holding up well in the face of the COVID-19 pandemic, especially when compared to hardware-based networking technologies such as access routers,” said Shin Umeda, Vice President at Dell’Oro Group. “Demand for enterprise networking gear has stabilized from the first half of the year, and we see this as a precursor to the SD-WAN market acceleration that we are forecasting for next year,” added Umeda.

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.

2020 rewind: WFH takes center stage during Covid-19

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“Most of the activity and connectivity for SD-WAN vendors has been for VPN remote access, and most of the VPNs are enabled with a software agent on a worker’s device such as a PC or phone,” said Dell’Oro Group Vice President Shin Umeda, in an email to FierceTelecom. “

Small cell outlook remains cloudy in US market

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“We expect the North American small cell market to continue to advance, doubling in size between 2019 and 2024, reflecting not only the assumption that it will take some time to realize the full benefits with the C-band in the US market but also that operators increasingly view small cells as strategically important,” wrote Stefan Pongratz, an analyst with market-research firm Dell’Oro Group, in response to questions from Light Reading.

Really Fast Optical Tech Shipments To Triple in 2021, Dell’Oro Predicts

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A new wave of high-speed coherent optical components are expected gain widespread adoption in 2021, according to Dell’Oro analyst Jimmy Yu. While vendors like Nokia, Ciena, and Infinera have been teasing faster and faster optics for years, Yu noted in a blog post that the optical transport market is a research and development heavy industry, with multi-year product cycles. “Grand ideas and proof of concepts announced years ago steadily build toward commercialization and main stream adoption over the course of a few years,” he wrote.

Charter scores big in Phase I of the FCC’s RDOF auction for rural broadband builds

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Dell’Oro Group’s Jeff Heynen, vice president, broadband access and home networking, echoed Rutledge’s sentiments on Charter’s broadband expansion into rural areas. “Charter is really going to have an opportunity to expand its subscriber base well beyond what it could without the auction, despite the fact that it won fewer markets than most people were expecting,” Heynen said.

Open RAN revenues growing faster than expected: Dell’Oro

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The company had previously expected revenues from Open RAN hardware, baseband and software elements to hit about $200 million this year, but now expects that figure to be about $300 million, notes Stefan Pongratz, VP and head of Dell’Oro’s Mobile RAN market and Telecom Capex research programs in this blog.

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