Capital Intensity Increasing by 6 Percent in 1H 2019, According to Dell’Oro Group

REDWOOD CITY, Calif. – September 16, 2019 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, worldwide telecom capital intensity levels increased at a rapid pace in the first half of 2019, reflecting stable currency adjusted revenue growth in combination with healthy capex growth, resulting in a 6 percent increase year-over-year or nearly a one-percentage point increase in worldwide telecom capex/revenue.

Worldwide Server and Storage Systems Market Declined Eight Percent Y/Y in 2Q 2019, According to Dell’Oro Group

REDWOOD CITY, Calif. – September 11, 2019 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, the worldwide Server and Storage Systems market declined eight percent year-over-year (Y/Y) in 2Q 2019. The market revenue recorded its first decline in eight quarters. Softness was evident in the Enterprise and Cloud sectors.

Mixed Results Characterized 2Q 2019 Wireless LAN Market—A Pause Before the Storm? According to Dell’Oro Group

REDWOOD CITY, Calif. – September 3, 2019 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, mixed results characterized the 2Q 2019 Wireless LAN market. We question, is this the pause before the storm? WiFi 6 adoption boosts the sales of Aruba Networks, Extreme Networks, and Huawei.

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Smart NICs are projected to capture one-third of the Controller and Adapter market by 2024. More opportunities for adapter vendors, Baron Fung, Research Director at @DellOroGroup commented. Learn more.
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Global operators continue to invest in their broadband access networks, but are increasingly delivering more capacity with lower-cost, virtualized hardware, according @JeffHeynen Senior Director for Broadband Access and Home Networking research
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According to Baron Fung, Research Director, software-defined data centers, server architecture evolution, cloud consolidation, edge computing, and server network connectivity advances will shape the data center industry in 2020. https://www.delloro.com/2020-trends-for-cloud-data-centers-servers-and-network-connectivity/

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2020 Wireless LAN Market Outlook. Read full blog to discover what Tam Dell'Oro, Founder and CEO, WLAN analyst shares the top trends impact on the Wireless LAN market
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#WLAN #wifi6 #accesspoint