Optical Transport Equipment Market Growth Stagnant in 1Q 2021, According to Dell’Oro Group


“Although the North American region was down this quarter compared to last year, it did improve from last quarter,” said Jimmy Yu, Vice President at Dell’Oro Group. “In fact, the growth quarter-over-quarter was really strong. It grew just a little over 15 percent, and we think this strength will carry forward through the remainder of the year,” added Yu.

Microwave Transmission Equipment Market Grew 12 Percent in 1Q 2021, According to Dell’Oro Group


“Overall this was another good quarter for the Microwave Transmission market considering that the pandemic still presents challenges,” stated Jimmy Yu, Vice President at Dell’Oro Group. “Following this strong start to the year, we continue to believe the microwave market will return to positive growth this year. Our only concern, at this point, is whether the global component shortage will push out equipment manufacturing and delivery into next year,” added Yu.

RAN Is on Fire, According to Dell’Oro Group


“The RAN market is firing on multiple cylinders right now,” said Stefan Pongratz, Vice President and analyst at Dell’Oro Group. “Even with the elevated baseline, the pickup in RAN activity was fairly broad-based, underpinned by strong demand for mobile broadband, intense 5G deployments, a weakening US Dollar, and growing modernization/swap investments,” continued Pongratz.

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