SD-WAN had a breakout year in 2019. The market moved beyond the early adopter phase, and we observed that vendors with larger installed bases gained the critical mass needed for sustained revenue growth,” said Shin Umeda, Vice President at Dell’Oro Group.
The MCN market is expected to continue to grow in 2020, but at a slower pace,” stated David Bolan, Senior Analyst, Dell’Oro Group. “Some of the contributing factors are an anticipated slow take-up of the 5G Core, slower growth in India due to service providers’ financial stress created by increased tax burdens,
Huawei, Ericsson, Nokia are the top 3 worldwide 5G RAN suppliers in 2019. Improving market sentiment for 5G wireless equipment was enough to offset reduced demand for LTE, propelling the overall RAN market to a second year of healthy growth.
Smart NICs are projected to capture 23 percent of the market. “We are projecting 25 Gbps to gradually replace 10 Gbps as the preferred speed for server network connectivity over the next five years,” said Baron Fung, Director at Dell’Oro Group.
The Enterprise server and storage system markets are expected to face headwinds during our five-year forecast period of 2019 to 2024. “Despite recently slowdown, demand for servers by Cloud and Telco service providers in the U.S. and China is poised for growth over the next five years,” said Baron Fung, Director at Dell’Oro Group.