Cloud Data Center Capex Forecasted for Higher Growth in 2020 Despite Market Challenges, According to Dell’Oro Group

Despite recent market uncertainties, we anticipate the Tier 1 Cloud service providers to increase data center capex as planned, primarily on servers, as the sector seeks to resume capacity expansion,” said Baron Fung, Research Director at Dell’Oro Group. “We project a steep decline in enterprise IT spending due to severe near-term supply and demand disruptions from COVID-19.

Nokia Expands RAN Portfolio, Releases DSS


Stefan Pongratz, VP at Dell’Oro Group, noted that Nokia’s cost reduction efforts, driven by its migration from field-programmable gate arrays (FPGA) to ASICs, has already been taking place in the background. 5G equipment running on Nokia’s ReefShark SoCs comprised about 10% of its 5G shipments in Q4 2019, he explained.

Huawei, China Unicom tout 5G indoor distributed Massive MIMO


Stefan Pongratz said it will likely take some time before the Massive MIMO business case makes sense beyond the early adopter segment for indoor applications. “There is no doubt that the transceiver density will continue to grow over time for both outdoor and indoor systems

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