“Although the North American region was down this quarter compared to last year, it did improve from last quarter,” said Jimmy Yu, Vice President at Dell’Oro Group. “In fact, the growth quarter-over-quarter was really strong. It grew just a little over 15 percent, and we think this strength will carry forward through the remainder of the year,” added Yu.
“Overall this was another good quarter for the Microwave Transmission market considering that the pandemic still presents challenges,” stated Jimmy Yu, Vice President at Dell’Oro Group. “Following this strong start to the year, we continue to believe the microwave market will return to positive growth this year. Our only concern, at this point, is whether the global component shortage will push out equipment manufacturing and delivery into next year,” added Yu.
“The RAN market is firing on multiple cylinders right now,” said Stefan Pongratz, Vice President and analyst at Dell’Oro Group. “Even with the elevated baseline, the pickup in RAN activity was fairly broad-based, underpinned by strong demand for mobile broadband, intense 5G deployments, a weakening US Dollar, and growing modernization/swap investments,” continued Pongratz.
“We have talked about private wireless for a long time so it is exciting to see the rise in activity, underpinned by new spectrum, an improving device ecosystem, technology improvements, and the emergence of new use cases that require cellular QoS,” said Stefan Pongratz, Vice President and analyst with the 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.