“The global upswing that began in the second half of 2018 has become deeper and stronger, propelling the overall RAN market to continue to surprise on the upside, “ said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “Even with the market surprising on the upside, we believe that there is room for expansion over the near term as the early adopters continue to roll out 5G at an extraordinary pace, resulting in a more upbeat 5-year outlook relative to our last forecast,” continued Pongratz.
In general, we believe the hype around private wireless is more warranted this time around relative to previous enterprise small cell hype cycles, reflecting progress with the five key components — spectrum, technology, awareness, cloud players, and use cases,” said Stefan Pongratz, Vice President at Dell’Oro Group.
“For three sequential quarters now sales to the Hospitality and Retail verticals have been steadily rising off the 2Q20 lows,” said Matthias Machowinski, Senior Research Director at Dell’Oro Group. “These two verticals, in particular, are more reflective of private funding rather than verticals such as primary and secondary (K-12) education, which receives significant levels of public funding,” added Machowinski.
Capex on data center construction and network infrastructure returned to double-digit growth in 1Q21,” said Baron Fung, Research Director at Dell’Oro Group.“However, spending on servers grew marginally, with higher server average selling prices offset by the decline in unit shipments.
“The market has returned to pre-pandemic levels, and we saw the strongest rebound in North America, followed by Europe and parts of the Asia Pacific region,” said Shin Umeda, Vice President at Dell’Oro Group. “Service providers are proceeding with the critical network technology upgrades that were delayed last year, and that bodes well for the remainder of this year,” added Umeda.