Hyperscale Cloud Data Center Capex is Forecast for 20 Percent Growth in 2021, According to Dell’Oro Group
|“We predict overall data center capex to return to strong single-digit growth in 2021 as pandemic-related headwinds ease. Growth is anticipated across the major technology areas of IT, network and physical infrastructure, benefitting the whole ecosystem,” said Baron Fung, Research Director at Dell’Oro Group.
Firewalls Shake Off Pandemic with Nine Percent Growth in 4Q 2020, According to Dell’Oro Group
|Cable and FTTH Subscriber Growth Pushes Q4 Broadband Access Equipment Spend Up 3 Percent Y/Y, According to Dell’Oro Group
|Sales of Data Center Switches Down 3 Percent in 2020, According to Dell’Oro Group
|“Since the onset of the pandemic, and based on our research as well as our end-user interviews, we have been predicting the data center switch market to be somewhat resilient to the pandemic and to decline only mid-to-low single-digit in 2020,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group.
Ethernet Controller and Adapter Revenue Declined 13 Percent in Midst of Inventory Correction in 4Q 2020, According to Dell’Oro Group
|“In 4Q 2020, the market decline was attributed to several cases of inventory correction,” said Baron Fung, Research Director at Dell’Oro Group. “First, the market’s sequential decline was attributed to a large non-reoccuring purchase by Huawei in the prior quarter ahead of the US-imposed sanctions…
