5-Year Forecast: Network Security to Quickly Bounce Back from Pandemic
|Nearly 18 months since the COVID-19 pandemic began, the worst of the market turbulence appears behind us. Increased vaccination rates–albeit not fast enough for some countries and regions–have led to an unwinding of lockdown mandates and boosted economic activity. In addition, economic stimuli from central governments have provided additional market tailwinds.
5-Year Forecast: Microwave Transmission & Mobile Backhaul Growth Ahead
|We anticipate that the demand for Microwave Transmission equipment will increase for a number of years and that much of the growth will be from rising sales of E-band radios. We forecast E-Band radio transceiver shipments to grow at a compounded annual growth rate (CAGR) of nearly 30 percent.
5-Year Forecast: Enterprise Spending on Network Campus Switches to Recover in 2021 with a Return to 2019 Pre-Pandemic level in 2022
|Our more optimistic 2021 outlook is prompted by strong market performance that has so far exceeded our expectations. (1Q21 revenue was up 4% Y/Y in contrast with our flat-market forecast.) Although some of the growth in 1Q21 might have been reflective of pent-up demand, it came mostly from the public sector, while the private sector has not recovered yet, paving the way for more growth in the remainder of the year and potentially next year…
CBRS 5G RAN Investments to Approach $0.5 B to $1.0 B, According to Dell’Oro Group
|“Again, we have made some near-term downward adjustments to the CBRS forecast, to reflect slower than expected year-to-date LTE CBRS base station adoption,” said Stefan Pongratz, Vice President and analyst at the Dell’Oro Group.
5-Year Forecast: Data Center Switch Market to Grow 9% CAGR from 2020 to 2025
|Since the onset of COVID-19, we have predicted that the data center switch market will be for the most part resilient to the effects of the pandemic and that it will quickly recover from its low, single-digit revenue decline in 2020. We continue to believe that the Ethernet switch data center market will return to growth in 2021 and be able to exceed its 2019 pre-pandemic revenue level.
