Four dominant themes arise from the Mobile Core Network report,” according to David Bolan, Senior Analyst at Dell’Oro Group. “First, the Mobile Core Network market is growing as already noted. Second, Ericsson and Huawei are the clear market leaders, with Nokia holding a strong third-place rank, with ZTE and Cisco rounding out the top five manufacturers.
The positive momentum that has characterized this market since the upswing began in the second half of 2018 extended into 3Q 2019, underpinned by a 5G ramp that is accelerating at an extraordinary pace,” said Stefan Pongratz, Analyst and Vice President at Dell’Oro Group
Demand for network capacity has not shown any signs of abating,” said Jimmy Yu, Vice President at Dell’Oro Group. “In the third quarter of 2019, the amount of capacity shipped on WDM equipment grew above 30 percent year-over-year, driving the WDM market up 4 percent.
REDWOOD CITY, Calif. – September 26, 2019 – According to a newly published report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, global revenue for broadband access equipment increased 3 percent year-over-year (Y/Y), reaching $3.2 Billion. An 874 percent Y/Y increase in XGS-PON OLTs and continued growth of DOCSIS 3.1 CPE offset CCAP spending declines.
REDWOOD CITY, Calif. – September 19, 2019 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, Cloud service providers will revert from capacity consumption to expansion by 2020. This change will drive Cloud data center capex to double-digit growth next year as the major Cloud service providers expand data center footprints in new and existing regions.