The Value of Low-Band 5G
With 5G now proliferating rapidly across the globe and more operators adopt a multi-band based spectrum strategy including not just mid-band but also high-band and low-band spectrum, the timing is right to review the various 5G options, discuss the benefits with low-band spectrum, and assess the status with sub-1 GHz 5G NR deployments.
5-Year Forecast: Hyperscale and AI to Drive Server Access Speed to 100 Gbps and Beyond
In our latest forecast published in July 2021, revenue for the worldwide Ethernet controller and adapter market is projected to increase at a 4% compound annual growth rate (CAGR) from 2020 to 2025, reaching nearly $3.2 billion. The increase is partly driven by the migration to server access speed of 100 Gbps and higher.
5-Year Forecast: Server CPU Refresh, Accelerated Computing, and Edge Computing to Drive Future Data Center Spending
Dell’Oro published an update to the Data Center Capex 5-Year Forecast report in July 2021. Server spending is forecast to grow at a compound annual growth rate of 11 percent over five-year, comprising nearly half the data center capex by 2025.
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.