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

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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

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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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SD-WAN Sales to Bounce Back, Surpass $3.2 Billion by 2024 https://www.channelpartnersonline.com/2020/07/07/sd-wan-sales-to-bounce-back-surpass-3-2-billion-by-2024/

According to Shin Umedia, VP and Analyst stated in the latest SD-WAN 5-Yr Forecast report - #SDWAN offers a compelling reason for businesses to upgrade their WAN infrastructures, which is something we haven’t seen in many years. Learn more: https://bit.ly/38uZuCV

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In the global race for 5G supremacy, Nokia bet big on the wrong computer chip. Now it is trying to make up market share lost to rivals such as Huawei @dellorogroup https://www.wsj.com/articles/nokia-hurt-by-costly-5g-chip-mistake-struggles-to-catch-huawei-11594061453 via @WSJ