Ethernet Controller and Adapter Port Shipments Reached New Heights in 1Q 2020, According to Dell’Oro Group

The growth of controller and adapter shipments, for 10 Gbps ports, in particular, outpaced the growth of server units by a considerable amount for the past two quarters,” said Baron Fung, Research Director at Dell’Oro Group. “System vendors have been increasing their inventory of Intel processors, a portion of which have integrated Ethernet ports, and discreted Ethernet controllers in light of on-going disruptions from the global pandemic.

Data Center Switch Revenue Plunged in the First Quarter of the Year, According to Dell’Oro Group

the worldwide Data Center Switch market recorded its first decline in nine years, dropping 9 percent  year-over-year in the first quarter. 1Q 2020 revenue level was  also the lowest in three years. The softness was broad-based across all major branded vendors, except Juniper Networks and white box vendors. Revenue from white box vendors was propelled mainly by strong demand from Google and Amazon.

SD-WAN Market Decelerated in the First Quarter of 2020, According to Dell’Oro Group

Demand for SD-WAN held up well in the first quarter, but supply chain disruptions induced by the COVID-19 pandemic caused a sharper deceleration in vendor revenue growth,” said Shin Umeda, Vice President at Dell’Oro Group. “We still expect the SD-WAN market to grow by double-digits this year, but with so much macroeconomic uncertainty, strong performance won’t be a shoo-in for all vendors,” added Umeda.

1Q 2020 Wireless LAN Market Softens, Cloud-Managed Sales Surge, According to Dell’Oro Group

“As the pandemic spread through Asia, Europe, then North and South America, enterprises turned to cloud-managed capable network equipment to get thousands, or tens of thousands of remote workers connected to the network. The amount of interest in being able to perform deployment and management tasks remotely shot up,” said Tam Dell’Oro, Founder, CEO, and Wireless LAN Analyst at Dell’Oro Group.

What happens after the pandemic eases?

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Some operators are definitely factoring in a range of percentage of workers who do not return to their office this year and instead continue to work from home or work from micro-offices with smaller groups. They are using these models to help plan for new equipment deployments, node splits, and where they might need to upgrade CPE in bulk to support sustained higher bandwidth requirements

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