Supply Constraints “A Pin in the Balloon” for Wi-Fi 6E, According to Dell’Oro Group


“Although manufacturers launched Wi-Fi 6E products in mid-2021, products are either not available, or they are in very limited supply.  Supply constraints have prompted manufacturers to focus on enabling the availability of popular models by re-designing these models with components that are more readily available,” said Tam Dell’Oro, Founder, CEO and Wireless LAN Analyst.

Smart NIC Revenues Projected to Reach $1.6 Billion by 2026, According to Dell’Oro Group


“Innovations in Ethernet adapters such as Smart NICs and 100 Gbps and higher-speed ports are resulting in revenue growth opportunities,” said Baron Fung, Research Director at Dell’Oro Group. “By 2026, we predict that more than half of the servers shipped to the hyperscaler cloud service providers will be equipped with Smart NICs, with many of those server ports connected to the network at 100 Gbps or higher speeds.

Campus Switch Market Returns to Growth Quicker Than Expected, $100B between 2021 and 2026, According to Dell’Oro Group


“When the pandemic first hit the market and spurred the work-from-home phenomenon, many people thought that campus switch sales might collapse and never recover. Yet our initial forecast issued at the beginning of the pandemic portrayed a more optimistic view of the market and projected that sales should go back to growth and eclipse their pre-pandemic level in 2022. The pace of recovery, however, has exceeded our expectations,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.

Media Inquiries

If you are a member of the media and would like to request an interview with a Dell’Oro Group analyst, or if you are seeking information for an article, please contact us at:
Telephone: +1.650.622.9400

Please be sure to note your deadline in your message. We look forward to hearing from you.

Latest Tweets