5 Reasons Why Network Security Market Is Growing Again
We recently completed our 1Q 2021 Network Security and Data Center Appliance report that spans the Network Security and Application Security & Delivery Markets. A year since the arrival of the Covid-19 pandemic and the ensuing weakness in both markets, the worst of the recent market weakness appears behind. Our data suggests enterprises are fueling growth in both markets due to five reasons
Key Takeaway—1Q 2021 Total Telecom Equipment Market
We just wrapped up the 1Q21 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group. Preliminary estimates suggest the overall telecom equipment market – Broadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network, SP Router & Switch – started the year on a high note, advancing 15% year-over-year (Y/Y) in the first quarter
US FTTH Demand Shows No Signs of Slowing
DOCSIS 4.0 already represents a fork in the road, with operators having a choice between Extended Spectrum DOCSIS and Full-Duplex DOCSIS. But, if the competition from fiber providers ramps up faster than the availability of DOCSIS 4.0 equipment, there could be another fork in the road for multi-system operators
Open RAN Revenues Up 5X in 1Q21
Open RAN investments surged in the first quarter of 2021. Preliminary estimates suggest total Open RAN revenues – including O-RAN and OpenRAN compatible macro and small cells radios plus baseband hardware and software – increased around five-fold year-over-year. The uptake is uneven. In this blog, we will discuss four Open RAN related key takeaways with the 1Q21 quarter including…
Huawei HAS 2021 RAN Takeaways
Huawei recently held its annual analyst event. Even though we were not able to attend in person, it was an informative event. Below we will discuss some of the RAN-related takeaways touching on 6 GHz and general FDD trends.
Too Much of a Good Thing?
“If you build it, they will come” has been the guiding mantra for network operators for decades now, especially when it comes to their broadband access networks, which have seen accelerated subscriber growth over the last year and consistently contribute margins ranging from 55-70%.
E-band Reaches Further
After attending Huawei’s 2021 virtual analyst summit, I started to wonder whether my forecast for E-band shipments was wrong….Over the past decade, E-band has been steadily growing out of its early-era use as a technology for simple Ethernet bridges on a campus into the wider and more sophisticated world of mobile backhaul. In our market study at Dell’Oro Group, we estimate…
The World’s Fiber Future is Here
In the world of communications and networking, the year 2020 marked a turning point for communications service providers, as well as consumers and subscribers around the globe. 2020 was the year that fiber cemented itself as the preferred access technology of the future for a majority of operators. The catalyst for this strategic shift was the impact COVID-19 had on residential broadband network utilization rates, along with the dramatic increase in premium broadband subscribers around the world.
Huawei Global Analysts Summit 2021 Takeaways—CloudCampus Network
Today, Huawei presented an update on its CloudCampus business which is thriving. A message that resonated with me was how people embracing digital services and applications triggers the need for equipment with more intelligence and bandwidth. For example, the widespread adoption of mobile application-based financial transactions instead of credit card-based transactions requires big infrastructure changes with financial institutions…
5G Positioning – New Enabler in Vertical Markets
The typical eMBB use case is driving the capex today. Vertical activity remains subdued but is on the rise and new enhancements to the 5G roadmap including improved location accuracy with precise indoor functionality and improved energy characteristics could play a role expanding the opportunities with new use cases.
