“Fiber expansion projects continue to expand around the world, as evidenced by continued strong demand for OLT ports,” said Jeff Heynen, Sr. Research Director, Broadband Access and Home Networking. “The sustained fiber investments are a clear sign that providers realize just how critical premium residential broadband access is to their business,” explained Heynen.
“Government funding is clearly supporting the Wireless LAN market,” said Tam Dell’Oro, Founder, CEO, and Wireless LAN Analyst at Dell’Oro Group. “We expected overall market sales to decline well into the double-digits year-over-year, but actual results were much stronger declining only 12 percent with governments’ rapid responses.
“Shipment of 25 Gbps and 50 Gbps ports grew double-digits quarter-over-quarter as the Tier 1 and 2 Cloud service providers added server capacity to meet a surge of demand for Cloud services stemming from the pandemic. Adoption of 100 Gbps for server connectivity continues to rise to meet the growing demands of high-performance computing and AI,” said Baron Fung, Research Director at Dell’Oro Group.
“Excluding some pockets of strength at certain high-end enterprises and industry verticals such as government and public sector, demand for campus switches was generally suppressed by the COVID-19 pandemic,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
At a first glance it might appear overly optimistic with a baseline scenario suggesting a new technology, which remains relatively untested and some officials believe would need a decade to get off the ground, would be able to become a billion-dollar market comprising a sizable portion of the overall RAN segment in just half a decade,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.
“Open RAN is clearly gaining momentum with some RAN segments but the technology is also not ready for prime time with all RAN technologies,” wrote Stefan Pongratz, an analyst at Dell’Oro Group, in response to questions from Light Reading.
“SASE holds great appeal because it unifies and simplifies networking and security across a wide variety of network use cases, ranging from larger headquarter and branch networks down to individual users,” Mauricio Sanchez, Research Director commented. “Over the next five years, we expect the initial thrust for SASE to come from small to medium enterprises, for whom unification and simplification rank high, but also expect larger enterprises to begin pivoting.”
The adoption of artificial intelligence (AI) accelerators in data centers could be stymied if existing hardware bottlenecks aren’t addressed, warned Dell’Oro analyst Baron Fung, in a blog post this week. “AI is driving the need for specialized solutions at the chip and system level in the form of accelerated compute servers optimized for training and inference workloads at the data center and at the edge,” he wrote.
Pressure is mounting on China’s Huawei Technologies Co., as growth slows in the face of tightening U.S. restrictions on its chip supplies and as an increasing number of countries shun its 5G gear.
Analysts and consultants, unlike politicians, are rarely made to rue their public utterances. Twenty years ago, firms still in business today built elaborate forecasting models to show how 3G would double consumer spending on mobile services. None was grilled before an audience when those predictions turned out to be wildly optimistic.