Campus Switch Revenue up for Full Year 2019, but Flat in Second Half, According to Dell’Oro Group
the worldwide Campus Switch market grew 3 percent for full year 2019 but decelerated significantly in the second half. Most of the softness was driven by North America and Europe, while revenue in China grew at a double-digit rate in 2H 2019.
Anemic Y/Y Revenue Growth in Data Center Switch Market during 4Q 2019, According to Dell’Oro Group
“In line with our expectations, the Top 4 U.S. Cloud Service Providers (SPs) posted mixed performance. Google and Amazon’s strong growth was partially offset by weakness from Facebook and Microsoft,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
4Q19 Wireless LAN Market Flat vs. Year Ago Quarter, but Wi-Fi 6 Sales Soar, According to Dell’Oro Group
enterprise class Wireless LAN market revenue growth was flat in 2019. However, Wi-Fi 6 sales increased well over 50 percent quarter over quarter. Another rapid growth segment are sales of cloud-managed equipment, which enable efficient remote network management and troubleshooting features.
Global PON OLT Revenue Exceeded $3 Billion in 2019, According to Dell’Oro Group
The total global revenue for PON OLT equipment reached $3 Billion, up 16 percent from 2018. This was the lone bright spot in 2019, when significant revenue declines in both DSL and cable infrastructure cast a long shadow.
Solid 6 Percent Growth in Optical Transport Equipment Market in 2019, According to Dell’Oro Group
The Optical Transport equipment market, driven by WDM system sales, grew 6 percent in 2019. Two equipment manufacturers—ZTE and Ciena—increased their optical revenue the most, securing additional market share gains this year.
CableLabs sticks a fork into DOCSIS 4.0 specification
|“DOCSIS 4.0 is critical in setting the roadmap for all the technologies, and obviously for all of the components suppliers and system vendors to start developing to,” said Jeff Heynen, senior research director at Dell’Oro Group.
IT, OT Worlds Collide With 5G Security
|5G networks will supercharge the convergence of IT and operational technology (OT) networks and teams, and ultimately this is a positive development. Among the benefits: industrial machines, sensors, and other connected devices can learn on the fly using artificial intelligence (AI) and machine learning.
Global Pandemic Strains 5G Supply Chain
|Article: Microwave mobile backhaul in a 5G world
|The Microwave Transmission market, comprised of point-to-point systems, declined 5 percent in 2019, bringing the market revenue down to $3.2 billion—far smaller than the good days of rampant 4G build outs and upgrades that drove this market’s revenue up over $5.0 billion. Additionally, a decline of 5 percent just as 5G rolls out seems to imply a negative sentiment towards wireless backhaul in the new 5G world or does it?
