MEF Gets SASE: Highlights from MEF’s Infinite Edge Series
Recently, I was invited to participate in MEF’s Infinity Edge Series, Episode 3: SASE—Getting an Edge on SD-WAN, which focused on Secure Access Service Edge (SASE). I saw it as an excellent opportunity to help bring additional
Telecom Capex 2020
We recently updated the 2020 Telecom Capex Report. In contrast to the standard Dell’Oro equipment reports that track manufacturing revenue for telecommunications infrastructure, the capex report analyzes the investment plans for around ~50 operators, accounting for approximately 80% of worldwide capex and revenue.
Key Takeaways—Total Enterprise Network Equipment Market 2020
We’ve just wrapped up the 4Q20 reporting period for Dell’Oro Group’s Enterprise Network Equipment programs, which include Campus Switches, Enterprise Data Center Switches, Enterprise Routers, Network Security, and Wireless LAN. Enterprises include businesses of all sizes as well as government, education, and research entities. The equipment tracked in these programs can be used for wired or wireless data communication in private and secure networks.
Key Takeaways—Total Telecom Equipment Market 2020
We just wrapped up the 4Q20 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 & Carrier Ethernet Switch (CES) – advanced 7% year-over-year (Y/Y) for the full year 2020, growing at the fastest pace since 2011.
Massive MIMO Revenues More Than Doubled in 2020
The Massive MIMO RAN market – which includes baseband and radio revenues for large-scale antenna systems featuring > 8T8R sub 6 GHz LTE and NR radio configurations – ended the year on a high note, with full-year Massive MIMO RAN revenues more than doubling in 2020 propelling global transceiver shipments to approach the 0.1 B to 0.2 B range.
5 Year Forecast: Ethernet Controller and Adapter Market Growth Fueled by 100 Gbps and Smart NICs
In our latest forecast published in January 2021, revenue for the worldwide Ethernet controller and adapter market is projected to increase at a 3% compound annual growth rate (CAGR) from 2020 to 2025 to $2.7 billion. This market is characterized by speed transitions. We project during our forecast horizon, the majority of the Cloud and Enterprise server market will upgrade port speeds from 10 Gbps to 25 Gbps, with a growth of 25 Gbps leveling by 2025. Newer technologies, Smart NICs and 100 Gbps Ethernet, and to a lesser extent, 50 Gbps, with CAGR growing strong double-digits by 2025, fueling market growth opportunities.
Catching AI Lightning in a Bottle: Reflections from HPE Discover 2024
I recently returned to Las Vegas for HPE Discover 2024, where HPE showcased its AI ambitions, cautious networking strategies, and the balance between Atmosphere and Discover. Here are three key takeaways: HPE’s AI vision, strategic networking shifts, and the integration of Atmosphere into Discover.
5-Year Forecast: Enterprise Network Spending on Campus Switches to Grow nearly Three percent CAGR from 2020 to 2025, Despite the Pandemic
Dell’Oro Group just published the latest edition of the Ethernet Campus Switch market 5-year forecast report. Our current forecast shows that the campus switch market will decline only for one year (in 2020) at 2%, and then go back to growth in 2021. We projected the CAGR to grow nearly three percent through 2025.
5-Year Forecast: Service Provider Router Market Growth Fueled by 400 Gbps and 5G Technologies
The Service Provider Router market—which includes Core, Edge, and Aggregation segments—held up reasonably well in 2020 despite the macroeconomic turmoil caused by the COVID-19 pandemic. Large-scale network operators, whether they be telecom, cable MSO, or cloud service providers, pulled back on some infrastructure investments, but on the whole, continued to add capacity to their networks to meet the expanding traffic loads. The worldwide SP Router market declined just one percent in 2020.
