RAN market smashes expectations in 2020: Dell’Oro

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The RAN market also surprised on the upside in Europe, with revenues increasing at the fastest pace in seven years across the continent, he said. “We attribute the stronger-than-expected results to a confluence of factors,” he told Fierce. “First and foremost, we underestimated the magnitude and depth of the 5G rollouts, including both sub-6 GHz wide-band and narrow-band 5G.”

Can Cisco, Palo Alto Networks Make XDR, SASE Collide?

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“XDR, as an ultimate consumer of telemetry, is going to be trying to grab intelligence from wherever it can, including SASE solutions,” said Mauricio Sanchez, research director for network security and data center at Dell’Oro Group. “I do see that integration happening, beyond a shadow of a doubt, as these SASE solutions mature.” In other words: the pandemic provided a perfect storm for these two buzzy security sectors to collide.

Colt, ADVA Trial Quantum-Safe Network Encryption

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“We believe the adoption curve for 600 Gb/s-capable line cards entered an inflection point and that it is positioned for rapid growth in 2021,” Dell’Oro analyst Jimmy Yu said. “We believe 800 Gb/s-capable line cards will also increase [in 2021], considering the strong shipments so far with only one manufacturer.”

The present and future of network automation

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According to Dell’Oro Group Vice President Stefan Pongratz, “The increased complexity with the various 5G technologies in combination with the shift towards Open RAN will potentially introduce new challenges to CSP operational teams tasked with managing end-to-end performance. Artificial intelligence will play an increasingly important role managing this complexity deliver the quality of experience (QoE) that consumers and enterprises demand from mobile broadband applications and latency-sensitive services.”