“Revenues for the MCN market would have been flat year-over-year, if it was not for the 5G Core deployments, primarily in China,” stated David Bolan, Research Director at Dell’Oro Group. “Huawei road the 5G Core wave buildout in China cements Huawei as the top-ranked vendor on a worldwide basis. All indications are that 2021 will be another record-breaking year,” Bolan added.
“It was a difficult market environment for Microwave Transmission sales in 2020,” said Jimmy Yu, Vice President at Dell’Oro Group. “The pandemic, of course, was the main cause for the market decline, especially in regions of the world that placed strict rules on travel.
“While we correctly identified the overall trajectory of the market going into the year and maintained the positive outlook even as the pandemic intensified and economists adjusted their GDP projections sharply downward,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “We also need to recognize that we completely underestimated the magnitude and the breadth of the ascent in the fourth quarter and for the full year 2020, reflecting stronger than expected results in multiple regions,” continued Pongratz.
“We remain optimistic about the CBRS opportunity, but we have revised the outlook downward over the near-term to reflect the slower than expected CBRS uptake beyond Part 90Z to Part 96 driven deployments,” said Stefan Pongratz, Vice President and analyst at the Dell’Oro Group.
“The five-year compounded annual growth rate (CAGR) for MEC is expected to be 141 percent,” stated David Bolan, Research Director at Dell’Oro Group. “In 2020, we saw the first 5G Standalone network deployed with Public MEC and Private MEC at China Mobile. We expected more in 2020, but we are projecting a pick up in 2021 and 2022, albeit, at a slower pace than what we thought in our previous forecast.
Huawei Technologies Co. lost ground last year to Western rivals in cellular-equipment markets outside China, according to an industry research firm, a signal the U.S. campaign to curb the Chinese manufacturer is starting to make an impact.
Ciena isn’t the only optical vendor feeling the aftershocks of the pandemic. A Dell’Oro Group report out this week found that growth in the optical transport equipment market slowed to 1%, reaching total revenues of $16 billion in 2020.
Jeff Heynen, vice presidents of broadband access and home networking at Dell’Oro Group, agrees that the deal makes strategic sense because it keeps Vecima focused on all aspects of DAA while keeping ATX centered on the parts of the outside plant it’s targeting for next-gen HFC networks, namely amplifiers, passives and taps. “If they’re going to address the outside plant at the node, that’s obviously where Vecima believes their sweet spot is going to be,” Heynen said.
Dave Bolan, research director at Dell’Oro Group, said the flexibility of Nokia’s DelOps effectively extends the reach of operators’ existing network software configurations and reduces complexity. “CI/CD is evolving from a one-solution-for-all in a homogenous environment to multiple solutions for different operators, whether they operate in a public, private, or hybrid cloud,” Bolan wrote in response to questions. “This enables a streamlined introduction of new features and services in a complex telco environment with multiple domains, third-party software, and hybrid-cloud environments, which took longer and was more arduous before.”