Strong Demand for Fiber and Fixed Wireless CPE Fuels 7 Percent Y/Y Broadband Equipment Growth, According to Dell’Oro Group
|“5G fixed wireless deployments joined fiber as the primary drivers for spending this quarter,” noted Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group. “Despite supply chain constraints and increased costs, operators continue to focus on expanding broadband connectivity,” explained Heynen.
Supply Chain Constraints Hinder Service Provider Router and Switch Market Growth in 3Q 2021, According to Dell’Oro Group
|“Despite global supply chain problems, the underlying demand to upgrade backbone and 5G transport networks remains strong,” said Shin Umeda, Vice President at Dell’Oro Group. “Service providers are transitioning to new network architectures, and demand for 400 Gbps capable systems and enhanced edge routers offer the networking capabilities required to achieve the transformations,” added Umeda.
Spending for the Hyperscale Cloud Service Providers to Surge 30 Percent in 2022, According to Dell’Oro Group
|“We predict the major Cloud service providers to enter an expansion cycle in 2022,” said Baron Fung, Research Director at Dell’Oro Group. “The Top 10 Cloud service providers are planning to launch new data centers in more than 30 regions next year and will increase their investments on new server architectures and network upgrades.
SD-WAN Market Surged 45 Percent to a Record Level in 3Q 2021, According to Dell’Oro Group
|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.
