Campus Switch Revenue Continued to Slide in 2Q20, According to Dell’Oro Group
|Open RAN Market Expected to Eclipse $5 B, According to Dell’Oro Group
|At a first glance it might appear overly optimistic with a baseline scenario suggesting a new technology, which remains relatively untested and some officials believe would need a decade to get off the ground, would be able to become a billion-dollar market comprising a sizable portion of the overall RAN segment in just half a decade,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.
2Q 2020 Sales of Data Center Switches Rebounded in China, up Nearly 30 Percent Y/Y, According to Dell’Oro Group
|“An early control of the COVID-19 pandemic in China, combined with government stimulus as well as a strong demand from Chinese Cloud Service Providers (SPs) boosted revenue growth in the region in the second quarter,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Additionally, this strong demand in China was not hindered by major supply issues as Chinese vendors were so far able to secure enough inventory to meet the demand in the quarter. Meanwhile, revenue outside of China were challenged by both supplies as well as demand headwinds,” added Boujelbene.
5G Core Network Revenues Expected to Approach $1 B in 2020, According to Dell’Oro Group
|This is the first quarter vendors started to report 5GC revenues, and revenues came in surprisingly strong. Huawei and ZTE led the charge, making them the first and second-ranked vendors for 5GC in 2Q20. Mavenir also surprised with 5GC revenues,” stated David Bolan, Research Director at Dell’Oro Group. “The ramp-up in the second half of 2020 has already begun, with T-Mobile commercially launching its 5G Standalone network in August, recognizing Cisco and Nokia, as their 5GC suppliers,” Bolan added.
Microwave Transmission Equipment Market Declined 14 Percent Y/Y in First Half 2020, According to Dell’Oro Group
|Most of the decline in the Microwave Transmission market was due to lockdowns instituted by governments to stop the spread of COVID-19,” stated Jimmy Yu, Vice President at Dell’Oro Group. “As a result of these national lockdowns, microwave manufacturers often faced difficulties in obtaining components, shipping products to customers, installing equipment, and obtaining permits and licenses. We believe with fewer lockdowns in second half of 2020, the demand for microwave gear will improve,” continued Yu.
