the worldwide Campus Switch market grew 3 percent for full year 2019 but decelerated significantly in the second half. Most of the softness was driven by North America and Europe, while revenue in China grew at a double-digit rate in 2H 2019.
“In line with our expectations, the Top 4 U.S. Cloud Service Providers (SPs) posted mixed performance. Google and Amazon’s strong growth was partially offset by weakness from Facebook and Microsoft,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
enterprise class Wireless LAN market revenue growth was flat in 2019. However, Wi-Fi 6 sales increased well over 50 percent quarter over quarter. Another rapid growth segment are sales of cloud-managed equipment, which enable efficient remote network management and troubleshooting features.
The total global revenue for PON OLT equipment reached $3 Billion, up 16 percent from 2018. This was the lone bright spot in 2019, when significant revenue declines in both DSL and cable infrastructure cast a long shadow.
The Optical Transport equipment market, driven by WDM system sales, grew 6 percent in 2019. Two equipment manufacturers—ZTE and Ciena—increased their optical revenue the most, securing additional market share gains this year.