Optical Transport Equipment Market Grew 9 Percent in 3Q 2020 to $3.8 Billion, According to Dell’Oro Group

“Sales slowed in North America following a strong first half of the year,” said Jimmy Yu, Vice President at Dell’Oro Group. “Whether it was due to network demand caused by people working and studying from home or new projects at the beginning of the year, the demand for optical equipment in the region rose 11 percent in the first half of 2020. But I think there was enough concern surrounding the longevity of the pandemic that service providers grew cautious and refrained from overextending their capital. As a result, optical revenue in North America declined 7 percent in the third quarter,” continued Yu.

Surging Demand for 5G Accelerates RAN Growth, According to Dell’Oro Group

preliminary readings indicate that the positive momentum that has characterized the radio access network (RAN) market since the upswing began in the second half of 2018 extended into the third quarter, with surging demand for 5G propelling the RAN market to robust year-over-year growth

Microwave Transmission Equipment Market Increased 6 Percent in 3Q 2020, According to Dell’Oro Group

“The wireless backhaul market began to recover in the third quarter following the end of COVID-19 related lock downs,” stated Jimmy Yu, Vice President at Dell’Oro Group. “We think there is more growth to come for this market and remain positive that demand for Microwave Transmission equipment will continue to increase. Assuming the worst of the pandemic is behind us, the economy recovers, and 5G mobile radio deployments stay on pace, we are predicting the microwave market to grow 4 percent next year to $3.1 billion,” added Yu.

Wide-Area IoT Infrastructure Investments to Approach $10 B by 2025, According to Dell’Oro Group

We have talked about IoT as a growth vehicle for the mobile infrastructure suppliers and the operators for a long time. And while this shift has taken a bit longer than some expected, the reality is that IoT adoption is gaining momentum and these technologies are starting to make a difference,” said Stefan Pongratz, Vice President and analyst with Dell’Oro Group.

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


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


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.

Finland’s Champion Nokia Is Letting the Side Down on Huawei and 5G


Pekka Lundmark has a lot resting on his shoulders. As chief executive officer of Nokia Oyj, he’s tasked with turning around the stuttering telecoms giant’s fortunes before it misses out on the 5G revolution. Also riding on his success, however, is the ability of the world’s industrialized economies to compete with China.

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