Data Center Switch Sales Soar to Record High, Despite Ongoing Supply Challenges, According to Dell’Oro Group
|“We have been predicting the strong demand in the market to persist for various reasons explained in our report, but what surprised us is the level of sales that the vendors were able to fulfill during the quarter, despite ongoing supply challenges,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group.
Ethernet Adapter Shipments Stalled by Supply Constraints in 3Q 2021, According to Dell’Oro Group
|Wi-Fi 6 Orders “Through the Roof” but Wireless LAN Market was “Out of Stock” in 3Q 2021, According to Dell’Oro Group
|“The appetite for the shiny new technology clearly has shifted en masse to Wi-Fi 6. Yet, supply constraints push out US-based manufacturers’ ability to ship for three to six months. 3Q 2021 wireless LAN access point shipments of Wi-Fi 6 were mixed with half the manufacturers reporting levels below 2Q 2021, when in normal times shipments of the new technology would be shooting up quarter-to-quarter,” said Tam Dell’Oro, Founder, CEO and Wireless LAN Analyst.
Microwave Transmission Equipment Revenue Bounced Back in 2021, According to Dell’Oro Group
|“The Microwave Transmission market grew eight percent in the first nine months of the year,” stated Jimmy Yu, Vice President at Dell’Oro Group. “The demand for microwave equipment has sharply increased this year due to mobile radio backhaul, and the outlook continues to improve as 5G deployments proliferate. Our biggest concern, however, is that the supply chain is not keeping up with demand, delaying some shipments and raising costs,” added Yu.
5G Standalone Commercial Launches Accelerate Mobile Core Market, According to Dell’Oro Group
|“The expected growth rate for 2022 is more optimistic than reported last quarter with the commercial deployments of more 5G SA enhanced Mobile Broadband (eMBB) networks,” stated Dave Bolan, Research Director at Dell’Oro Group. “We count 14 commercial 5G SA networks deployed by Communication Service Providers for eMBB services. Five of the 14 5G SA networks went commercial after the close of 3Q 2021 quarter. Europe had a surprising uptick in 3Q 2021 with 5G SA network commercial launches primarily in Germany,” Bolan added.
