5-Year Forecast: Full Speed Ahead for Broadband Spending
Global spending on broadband access equipment and CPE is expected to have a 3% CAGR from 2020-2025, which is a solid increase from a 0% CAGR in our January 2021 5-Year forecast edition. The combination of continued residential subscriber growth and increased capacity utilization rates noted by global broadband providers will more than offset the negative impacts of component shortages and labor limitations.
5-Year Forecast: Network Security Market to Quickly Bounce Back from Pandemic
We anticipate that the demand for Microwave Transmission equipment will increase for a number of years and that much of the growth will be from rising sales of E-band radios. We forecast E-Band radio transceiver shipments to grow at a compounded annual growth rate (CAGR) of nearly 30 percent.
5-Year Forecast: Microwave Transmission & Mobile Backhaul Growth Ahead
We anticipate that the demand for Microwave Transmission equipment will increase for a number of years and that much of the growth will be from rising sales of E-band radios. We forecast E-Band radio transceiver shipments to grow at a compounded annual growth rate (CAGR) of nearly 30 percent.
5-Year Forecast: Enterprise Spending on Network Campus Switches to Recover in 2021 with a Return to 2019 Pre-Pandemic level in 2022
Our more optimistic 2021 outlook is prompted by strong market performance that has so far exceeded our expectations. (1Q21 revenue was up 4% Y/Y in contrast with our flat-market forecast.) Although some of the growth in 1Q21 might have been reflective of pent-up demand, it came mostly from the public sector, while the private sector has not recovered yet, paving the way for more growth in the remainder of the year and potentially next year…
5-Year Forecast: Data Center Switch Market to Grow 9% CAGR from 2020 to 2025
800 Gbps adoption rate expected to be faster than 400 Gbps, composing more than 25% of data center switch ports by 2025 Since the onset of COVID-19, we have predicted that the data center switch
5-Year Forecast: Optical Transport Market Reaches $18 Billion by 2025
Dell’Oro Group published an update to the Optical Transport 5-Year Forecast report in July 2021. Optical Transport Market Forecasted to Grow Through 2025 The Optical Transport market, largely driven by WDM equipment, is forecasted
5-Year Forecast: Mobile Core Network Market Revenues CAGR Projected at 3 Percent from 2020 to 2025
We just finished our Mobile Core Network (MCN) 5-year forecast (2020 to 2025). The MCN forecast includes 4G and 5G packet core, policy, subscriber data management network functions, and the IMS Core. We project the Mobile Core Network (MCN) to have a revenue compound annual growth rate (CAGR) of 3 % from 2020 to 2025.
Supply Chain Implications to Data Center Capex in 2021
In our latest Data Center Capex report published in June 2021, server spending, which accounts for more than 40% of the data center capex, is forecast to grow 8% in 2021. We anticipate growth to come mostly from an increase of server average selling price (ASP), as vendors pass on higher commodity pricing and supply chain costs to customers amid recent global semiconductor shortages. We predict demand on servers to strengthen in 2H 2021, as the major Cloud service providers ease out of a digestion cycle, and as enterprise spending unfreezes for certain sectors, which could further strain the supply chain.
Current State of Industry: Optical Transport DWDM Systems Equipment
“Very competitive” is the best way to characterize the Optical Transport DWDM equipment market. While it is a sizeable market, weighing in at $15 billion, there are about 20 systems manufacturers that actively participate in selling DWDM equipment and aggressively vie for market share. . That said, 90 percent of the market is held by only seven vendors, leaving 10 percent for the remaining vendors, and even among the top seven, the market share delta is large—25 percentage points between the largest and smallest vendor.
Flexible MAC Architecture (FMA) Is a Game-Changer for Cable
FMA opens the door to the true virtualization of cable access networks, supporting any number of use cases and any number of physical layer connections through the same disaggregated network functions. When cable operators faced a significant ramp in upstream bandwidth consumption in the early weeks of the COVID-19 pandemic, some had a difficult time being able to support that growth
