“We have talked about private wireless for a long time so it is exciting to see the rise in activity, underpinned by new spectrum, an improving device ecosystem, technology improvements, and the emergence of new use cases that require cellular QoS,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.
“We predict overall data center capex to return to strong single-digit growth in 2021 as pandemic-related headwinds ease. Growth is anticipated across the major technology areas of IT, network and physical infrastructure, benefitting the whole ecosystem,” said Baron Fung, Research Director at Dell’Oro Group.
“Many enterprises postponed Firewall projects at the onset of the pandemic, particularly those employing physical appliances in data centers,” said Mauricio Sanchez, Research Director, Network Security and Data Center Appliances. “This depressed the market during most of 2020…
“Cable and fiber providers continue to add subscribers at a furious pace,” said Jeff Heynen, Vice President, Broadband Access and Home Networking. “This plus concern over future CPE availability is driving the record purchases of new CPE units,” explained Heynen.
“Since the onset of the pandemic, and based on our research as well as our end-user interviews, we have been predicting the data center switch market to be somewhat resilient to the pandemic and to decline only mid-to-low single-digit in 2020,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group.