Although a favorable comparison with the year-ago period played a role in this recovery, the revenue growth was also reflective of an improvement in the demand environment, fueled by ongoing government stimulus around the world as well as improving macroeconomic conditions,” said Sameh Boujelbene, Senior Director at Dell’Oro Group.
“The shift to 10 Gbps PON technologies is happening quickly and on a global basis,” noted Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group. “The only thing preventing further expansions are supply chain constraints and increased costs,” explained Heynen.
“In light of the tightening global semiconductor supply chain, we believe server vendors are proactively increasing inventory levels in preparation for higher demand later this year,” said Baron Fung, Research Director at Dell’Oro Group.
“This quarter’s growth reflects increasing enterprise confidence and the need to invest in critical network-based security technologies,” said Mauricio Sanchez, Research Director, Network Security and Data Center Appliances.
“In line with our predictions, the recovery in the data center switch market, which started in the second half of last year, continued to accelerate in 1Q21,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group.
