Service Provider Router and Switch Market Registered Decline in 2Q 2021, According to Dell’Oro Group

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“The demand for routers in China declined in the second quarter as 5G transport buildouts slowed, but we think this was a temporary situation that a strong rebound is likely in the second half of the year,” said Shin Umeda, Vice President at Dell’Oro Group. “The good news is that revenue from all other regions increased in the second quarter, and service provider router spending for the first half of 2021 have climbed above pre-pandemic levels,” added Umeda.

Open RAN Forecast Revised Upward, According to Dell’Oro Group

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“The momentum with both commercial deployments and the broader Open RAN movement continued to improve during 1H21, bolstering the thesis that Open RAN is here to say,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “We are adjusting the forecast upward to reflect the higher baseline and the improved pipeline,” continued Pongratz.

Disaggregated DWDM Equipment Market Up 36 Percent in 2Q 2021, According to Dell’Oro Group

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“Disaggregated DWDM systems outperformed the broader market, demonstrating the growing adoption of this platform type,” said Jimmy Yu, Vice President at Dell’Oro Group. “Really what we see is that this type of platform architecture, where transponder units are independent of the line systems, is being more widely embraced beyond the Internet content providers. Also, it is no longer just for metro applications. Recently, the highest growth rates have been from long-haul applications,” added Yu.

2021 Outlook Upgraded for RAN Market, According to Dell’Oro Group

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“The underlying long-term growth drivers have not changed and continue reflect the shift from 4G to 5G, new FWA and enterprise capex, and the transitions towards active antenna systems,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “At the same time, a string of indicators suggest this output acceleration is still largely driven by the shift from 4G to 5G, which continued at a torrid pace in the quarter, even as LTE surprised on the upside,” continued Pongratz.

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