Campus Switch Revenue Returned to Year-Over-Year Growth in 3Q 2020, According to Dell’Oro Group

“Government funding around the world and particularly in North America propelled growth in the market,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “Additionally, the market benefited from backlog fulfillment during the quarter as supply challenges improved from the first half of the year. While government funding may have benefited mostly the public sector and lower education verticals, we have started to see some signs of recovery in large and even some mid-size enterprises as they resumed spending on campus network upgrades,” added Boujelbene.

SD-WAN Market Continued to Expand at Solid Double-Digit Rates, According to Dell’Oro Group

“Demand for SD-WAN is holding up well in the face of the COVID-19 pandemic, especially when compared to hardware-based networking technologies such as access routers,” said Shin Umeda, Vice President at Dell’Oro Group. “Demand for enterprise networking gear has stabilized from the first half of the year, and we see this as a precursor to the SD-WAN market acceleration that we are forecasting for next year,” added Umeda.

Sales of Data Center Switches Returned to Y/Y Growth in 3Q 2020, According to Dell’Oro Group

“Ongoing softness in the broader enterprise market as well as at some of the Tier 1 Cloud Service Providers (SPs), particularly Facebook and to a lesser extent Microsoft, continued to weigh on the North American market,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “Meanwhile, in line with our expectations, sales in China were up strong double-digits for the second consecutive quarter. This growth in China was blostered by strong demand from Cloud SPs, namely Alibaba, Tencent, Bytedance, and Kuaishou. Other countries in the APAC region as well as in Europe benefited from relaxed lockdown measures as well as some large Telco SPs deals,” added Boujelbene.

Deutsche Telecom Greenlights Nokia for Optical Upgrade

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Nokia’s optical portfolio got a boost from Deutsche Telecom today. The German network operator plans to deploy the vendor’s optical transport portfolio as part of an ongoing network modernization effort…The contract win is a “pretty significant” one for Nokia, which doesn’t have a long history with Deutsche Telecom in the optical space, Dell’Oro Group VP Jimmy Yu said.

DISH Selects Aviat for 5G Microwave Wireless Transport

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“The 5G wireless transport market is expected to grow exponentially to over $1B in 2023, and microwave will play a critical role in this growth. Despite common perception, it’s not just about fiber,” said Jimmy Yu, Vice President, Dell’Oro Group.

Analysts bump open RAN outlook

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Market research company Dell’Oro Group boosted its short-term open RAN sales forecast, tipping revenue from hardware, software and firmware to hit $10 billion by end-2025 as momentum behind the approach grows.

Xilinx to Power Fujitsu 5G O-RAN Gear

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The O-RAN hardware and software market is forecast to account for 10% of the broader RAN market and surpass $5 billion in cumulative revenue through 2025, according to a report from Dell’Oro Group. Sales of virtualized O-RAN basebands and radios, including software and firmware, are expected to capture less than 1% of the RAN market this year, but the double-digital annual growth rates predicted by Dell’Oro Group are being fueled by various factors, including a politically-motivated trade war that generally positions open RAN as an alternative to Chinese-made equipment.

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