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.
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.
