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…
Government Spending Drives Wireless LAN Market to Double-Digit Y/Y Growth in 4Q 2020, Outlook Strengthens, According to Dell’Oro Group
|“While government spending is flowing into all vertical industries, it is most notable in K-12 Education and Government,” said Matthias Machowinski, Senior Research Director at Dell’Oro Group. “We estimate those two verticals alone contributed an additional 15 percent to overall market spend during 4Q 2020, as sales to K-12 increased 90 percent and Government increased almost 40 percent—extraordinary rates. Clearly, government spending is lifting overall market sales and by our judgment, is likely to continue through 2021 and beyond,” added Machowinski.
