Total Broadband Access Equipment Revenue Rebounds from Anemic Q1, Led By Strong Investments in PON Infrastructure, According to Dell’Oro Group
|“Fiber expansion projects continue to expand around the world, as evidenced by continued strong demand for OLT ports,” said Jeff Heynen, Sr. Research Director, Broadband Access and Home Networking. “The sustained fiber investments are a clear sign that providers realize just how critical premium residential broadband access is to their business,” explained Heynen.
2Q 2020 Wireless LAN Market Propped Up by Education and Government Spending, According to Dell’Oro Group
|“Government funding is clearly supporting the Wireless LAN market,” said Tam Dell’Oro, Founder, CEO, and Wireless LAN Analyst at Dell’Oro Group. “We expected overall market sales to decline well into the double-digits year-over-year, but actual results were much stronger declining only 12 percent with governments’ rapid responses.
25/50/100 Gbps Ethernet Controller and Adapter Revenue Accounted for Half of the Market in 2Q 2020, According to Dell’Oro Group
|“Shipment of 25 Gbps and 50 Gbps ports grew double-digits quarter-over-quarter as the Tier 1 and 2 Cloud service providers added server capacity to meet a surge of demand for Cloud services stemming from the pandemic. Adoption of 100 Gbps for server connectivity continues to rise to meet the growing demands of high-performance computing and AI,” said Baron Fung, Research Director at Dell’Oro Group.
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.
