Total Broadband Access Equipment Revenue Rebounds from Anemic Q1, Led By Strong Investments in PON Infrastructure, According to Dell’Oro Group

“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.

25/50/100 Gbps Ethernet Controller and Adapter Revenue Accounted for Half of the Market in 2Q 2020, According to Dell’Oro Group

“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.

Open RAN Market Expected to Eclipse $5 B, According to 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.

SASE market set to explode, says leading analyst

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“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.”

AI’s Potential Held Back by Hardware Bottlenecks, Dell’Oro Says

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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.

Open RAN and the Everest of inflated expectations

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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.

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